Jobs · Finance · New York

Relationship Banker - Buffalo, NY and Surrounding area

JPMorganChase · Depew, NY · 1 mo ago
On-siteFinanceFull-time
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse the job description. First, there is a paragraph about Chase, mission, etc. That could be "About the role"? Actually "About the role" maybe includes description of role. The job description starts with "Job Description At Chase, we are passionate...". That is about the role. So we can put that in

About the role

with

containing that paragraph. Then "Job Responsibilities" heading: we have bullet list of responsibilities. We'll put

Responsibilities

with
  • each. Then "Required Qualifications, Capabilities, And Skills" heading: we need to separate maybe into Requirements, Qualifications, Skills sections? The instruction says we can use those headings if content exists. We have required qualifications list: 1+ year sales experience, ability to create memorable experiences, excellent communication skills, ability to resolve client issues, operate within risk parameters, high school degree, SIE exam, FINRA Series 6, state registration, Life licenses, ability to work branch hours including weekends and some evenings. We also have "Preferred Qualifications, Capabilities, And Skills": College degree or military equivalent, Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act ... This is more about licensing and compliance. We also have sections about NMLS registration etc. That's also qualifications. We also have "About Us" describing company, benefits, total rewards, etc. That could go under Benefits or About the company? The instruction says we can have Benefits, Pay, Schedule sections only if posting actually states them. The posting mentions: "We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more." Thus we have Benefits content. Pay: mention base salary determined based on role, experience, skill set and location; commission-based pay and/or discretionary incentive compensation. That's specific enough to include Pay section. Schedule: Not explicitly mentioned besides ability to work branch hours including weekends and some evenings (that's under qualifications). There's no explicit schedule like full-time, part-time, shift. So we should not create Schedule section unless posting actually states them. It does not give schedule details, so omit. We also have "About Us" and "About The Team" which could be considered "About the role"? But we already have About the role. Could also add "About the company" but not in allowed headings. The allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we should map content accordingly. We need to decide where to put "About Us" and "About The Team". Possibly they could go under About the role (as description of company). Or we could create a separate section like "About the company" but not allowed. So we incorporate into About the role. We also have "Equal Opportunity Employer" etc which is boilerplate to remove. We need to preserve all substantive information, not invent or summarize away detail. Must not omit details like specific licensing requirements, NMLS registration, Dodd Frank, etc. Must include them. We need to avoid repeating job title as heading. Not include Job ID etc. We need to remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Thus final HTML will have sections:

    About the role

    ... (the initial paragraph about Chase mission, role description) plus maybe also include About Us and About The Team content? We need to decide if we should split them. The instruction: "Prefer a few substantive sections over many thin ones." So we could combine About the role, About Us, About The Team into one About the role section. That would be substantive. Thus About the role paragraph will include: Chase mission, role description, plus About Us description, plus About The Team description. Ensure we keep all details. Then Responsibilities section. Then Requirements section? We have required qualifications. Could put under Requirements. Then Qualifications section? Could put preferred qualifications. Then Skills section? Could combine skills from both required and preferred? But we already have required qualifications includes skills like communication, problem solving, etc. Preferred includes college degree, experience adhering to policies. Might be redundant. Perhaps better to have Requirements (required qualifications) and Qualifications (preferred qualifications). Skills maybe not needed separately if covered. But we have a heading Skills allowed; we could put specific skill items there. However we risk duplication. Given instruction: "Prefer a few substantive sections over many thin ones." So maybe we combine required and preferred into Qualifications section, and maybe Skills not needed. But we have to include headings only when posting has real specific content for it. If we don't have distinct Skills content beyond what's in qualifications, we could omit Skills section. Thus we will have: - About the role - Responsibilities - Requirements (maybe required qualifications) - Qualifications (preferred qualifications) - Benefits - Pay We need to ensure we don't create empty sections. Let's extract content precisely. About the role content: The initial paragraph: "Job Description At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch." We should remove "Job Description" maybe as it's not needed. Keep the rest. Then About Us: "Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs." Then About The Team: "Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience." We can combine these into About the role section. Now Responsibilities: list: - Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. - Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. - Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs. - Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. - Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. - Adhere to policies, procedures, and regulatory banking requirements. We need to keep the dash and bullet style? We'll output

    • each. Now Requirements (required qualifications): List: - 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. - Ability to create memorable experiences for our clients – elevate the client experience. - Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. - Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience. - Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. - High school degree, GED, or foreign equivalent. - The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. - All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. - Ability to work branch hours including weekends and some evenings. We should keep as list. Now Qualifications (preferred qualifications): List: - College degree or military equivalent. - Experience adhering to banking policies, procedures, and regulatory requirements. - Dodd Frank/Truth in Lending Act (this position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.) - In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default We need to keep that content. It's long but we must preserve. Now Benefits: List: - competitive total rewards package including base salary determined based on the role, experience, skill set and location. - Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. - range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

Similar jobs