Jobs · Sales · Ohio

Relationship Banker - Columbus Central West - Columbus, OH

JPMorganChase · Worthington, OH · 1 mo ago
On-siteSalesFull-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Must not include Job ID etc. Must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Must preserve all substantive info. We need to parse the job description. Content: - Opening paragraph about Chase, mission, Relationship Banker role description. That could be "About the role" or maybe "About Us"? The instruction: use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to decide which sections have content. We have: - About the role: description of role: "As a Relationship Banker in a Chase Branch, you will represent our brand..." etc. That's substantive. - Responsibilities: list of duties: bullet points under "Job Responsibilities". Those are substantive. - Required Qualifications, Capabilities, And Skills: list of required qualifications: 1+ year sales experience, ability to create memorable experiences, excellent communication, ability to resolve 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. - Preferred Qualifications, Capabilities, And Skills: college degree or military equivalent, experience adhering to banking policies, Dodd Frank/Truth in Lending Act, etc. Also includes NMLS registration requirements, etc. That's also qualifications/skills. We could combine Required and Preferred into "Qualifications" and "Skills"? But instruction says we can have sections Requirements, Qualifications, Skills. We need to decide. We have both required and preferred qualifications. Could put "Requirements" for required qualifications, and "Preferred Qualifications" maybe as part of Qualifications? But we have only headings allowed: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We could put required under Requirements, preferred under Qualifications, and maybe skills under Skills? But the content mixes qualifications and skills. Could separate: Requirements = required qualifications; Qualifications = preferred qualifications; Skills = maybe the skill-based items (communication, problem solving, etc.) But that may be splitting hairs. Alternatively, we could combine required and preferred into a single "Qualifications" section, and maybe not use Requirements or Skills if they'd be thin. But instruction: "Prefer a few substantive sections over many thin ones." So we should aim for few substantive sections. We could have: - About the role - Responsibilities - Qualifications (covering both required and preferred) - Benefits (if any) - Pay (if any) - Schedule (if any) We need to check if Benefits, Pay, Schedule are mentioned. In the "About Us" section: "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. Additional details about total compensation and benefits will be provided during the hiring process." Thus we have info about Pay (base salary, commission-based pay, discretionary incentive compensation) and Benefits (health care, wellness centers, retirement plan, backup childcare, tuition reimbursement, mental health support, financial coaching). Also Schedule? Not explicitly mentioned except ability to work branch hours including weekends and some evenings (that's under qualifications). Could treat schedule as part of qualifications? But we could also create a Schedule section if we have info: "Ability to work branch hours including weekends and some evenings." That's schedule info. So we could include Schedule section with that detail. Thus we have substantive content for About the role, Responsibilities, Qualifications (required+preferred), Benefits, Pay, Schedule. We should not include Requirements or Skills separate if we combine into Qualifications. But we could still include Requirements as a subsection? But instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It doesn't forbid using only some of them. So we can omit Requirements and Skills if we don't have distinct content. Thus output:

About the role

...

Responsibilities

  • ...
  • ...

Qualifications

... maybe split into required and preferred? Could use

    for each? But we can just list items. We need to preserve all substantive info. So we need to include required qualifications list and preferred qualifications list. We could do:

    Qualifications

    Required

      ...

    Preferred

      ...
    But instruction only mentions using

    for section headings. It didn't forbid using other headings like

    . It says use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't say we cannot use other headings for sub-sections. Safer to stick to

    only for main sections; we can use

    or

      inside. For required vs preferred we could just combine into one list with notes? But we need to preserve detail; we can include both sets in same list but differentiate via text. We could do:

      Qualifications

      • Required: 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.
      • Required: Ability to create memorable experiences for our clients – elevate the client experience.
      • ...
      • Required: 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.
      • ...
      • Required: Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
      • ...
      • Required: Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
      • ...
      • Required: High school degree, GED, or foreign equivalent.
      • ...
      • Required: 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.
      • ...
      • Required: Ability to work branch hours including weekends and some evenings.
      • Preferred: College degree or military equivalent.
      • Preferred: Experience adhering to banking policies, procedures, and regulatory requirements.
      • Preferred: Knowledge of Dodd Frank/Truth in Lending Act.
      • ... plus NMLS registration requirements etc. We need to include all the NMLS registration details: "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" That's a lot of detail; we must preserve all substantive info. So we need to include that as part of qualifications (preferred? Actually it's a requirement due to regulation). It's more like a requirement/condition. We'll include it under Qualifications. Now Benefits: list: 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. Pay: base salary determined based on role, experience, skill set and location; 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. Schedule: Ability to work branch hours including weekends and some evenings (already included in qualifications). But we could still have a Schedule section with that detail. However we already included it under Qualifications; but we could also move it to Schedule to avoid duplication. The instruction says preserve ALL substantive information; not duplicate? It didn't forbid duplication but better to avoid. We could place schedule info in Schedule section and not duplicate in Qualifications. But we need to ensure we still have that info somewhere. Let's move schedule to Schedule section and remove from Qualifications. Thus Qualifications will not include schedule. Now we need to craft About the role paragraph: The initial paragraph: "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." That's substantive. Now Responsibilities: list from "Job Responsibilities". The bullet points: - 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 preserve all. Now Qualifications: we need to

Similar jobs