Jobs · Finance · Oklahoma

Relationship Banker (Floater)

Arvest Bank · Moore, OK · 1 mo ago
Finance$20–$24.95/hrFull-time
We need to output HTML fragment with sections: About the role? Actually we have summary, responsibilities, qualifications, skills, benefits, pay, schedule. We need to include sections only if posting has real specific content. We have: - Pay: "Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience." Also later "Grade 12 Pay Range: $20.00 - $24.95 per hour". So we have pay info. So we can include Pay section. - Benefits: "Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit www.arvest.com/careers/benefits". So Benefits section. - Schedule: "Position requires flexible availability Monday through Thursday 8:00 AM to 5:30 PM, Fridays 8:00 AM to 6:30 PM and rotating Saturdays 8:30 AM to 1:30 PM." So Schedule section. - Location: "Position is based at 2101 S Santa Fe, Moore, OK 73160. However, incumbent will support branches across Moore and Norman within the Central Oklahoma region, with assignment based on business needs." Could be part of About the role? Might be a separate section? The instruction says use headings for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can include About the role (summary) and maybe include location there. - Responsibilities: We have "ESSENTIAL DUTIES AND RESPONSIBILITIES include the following..." plus list of duties. So Responsibilities section. - Qualifications: We have "QUALIFICATION REQUIREMENTS:" and then EDUCATION and/or EXPERIENCE per level, plus OTHER SKILLS AND ABILITIES, PHYSICAL DEMANDS, WORK ENVIRONMENT. So we can have Qualifications section (maybe also Skills). But we have separate Skills heading possible. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have Qualifications and Skills separate. The posting includes "OTHER SKILLS AND ABILITIES" which is skills. Also "PHYSICAL DEMANDS" and "WORK ENVIRONMENT" maybe could be part of Qualifications or separate but we can include them under Qualifications or maybe under Requirements? The instruction says we can use Requirements heading as well. But we need to decide. We should preserve all substantive info. We'll create sections: - About the role (summary + location) - Responsibilities (essential duties) - Qualifications (education/experience per level) - Skills (other skills and abilities) - Benefits - Pay - Schedule We should not include Requirements if we already have Qualifications and Skills; but we could combine. The instruction says we can use those headings; we just need to include only when posting has real specific content. We have content for Qualifications and Skills, so we can include both. We must not repeat job title as heading. Not include Job ID etc. We must output only HTML fragment, no /, no markdown fences. We need to use

for section headings. Use
  • for any list of duties/requirements/benefits, and

    for prose. We need to preserve all substantive info; do not invent or summarize away detail. So we need to keep details like levels description, etc. We must remove boilerplate like cookie/navigation/legal/EEO etc. Not present. We need to format lists appropriately. Let's extract content. About the role: summary paragraph: "SUMMARY: The Relationship Banker will primarily focus on product sales and customer service. The associate develops new customer relationships and strengthens existing relationships by ensuring each customer is aware of and offered appropriate products and services to meet their existing and future financial needs. The Relationship Banker provides expert product advice, clear and concise directions on the use of self-service banking solutions, transacts business accurately and provides account servicing and problem resolution per established procedures and regulations. The Relationship Banker is a leveled position, beginning with Level 1 and advancing to Level 3 that focuses on product sales and customer service. Level 4 is reserved for associates that have met the qualifications to advance into a leadership position." Then location: "Position is based at 2101 S Santa Fe, Moore, OK 73160. However, incumbent will support branches across Moore and Norman within the Central Oklahoma region, with assignment based on business needs." We could combine into one

    or two. Responsibilities: list of duties after "ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned." Then bullet points (some are sentences). We need to put each as

  • . Let's capture them: - Contribute to the achievement of branch sales goals through a consultative sales approach with new and existing customers following the sales process defined in the CFB Retail Sales Playbook. - Through discovery conversations, identify and uncover financial needs of the customer and offer appropriate solutions. - Refers qualified customers to specialized sales forces. - Proactively make outbound calls in efforts to generate sales to further strengthen the customer relationship and/or begin customer relationships. - Identify opportunities to sell consumer loans, accept consumer loan applications and facilitate loan closings. - Must work effectively with centralized underwriting department. - Deliver consistent, exceptional customer service by acknowledging every customer promptly, smiling and greeting each customer, introducing yourself, using eye contact, and thanking the customer. - Acknowledge customer complaints and follow established complaint process to ensure customer satisfaction. - Opens and processes simple, moderately or extremely complex deposit accounts. - Provide answers and assistance for customers’ questions and concerns including, but not limited to; assisting customers with deposit risk management and day-to-day banking business. - Maintains in-depth knowledge of products and services, including digital services and delivery options. - Support customer usage of products and services that will provide the services they need in the manner most convenient for them. - Maintain in-depth knowledge of competitors’ products, practices, facilities, and prices to effectively sell bank products. - Participate in branch promotions and marketing initiatives as directed. - Use sound judgment in the application of bank standards, policies and procedures regarding customers. - Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity. - TEAM ACCOUNTABILITIES: Contribute to the achievement of branch sales goals. - Support and uphold the Arvest Mission Statement. - Uphold the Arvest Code of Ethics and ensure that confidential information is safeguarded. - Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service. - Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the company’s overall operation. - Promote professionalism at all times. - SUPERVISORY RESPONSIBILITIES: LEVEL 4 ONLY May supervise associates as assigned by the Manager. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Ensure direct reports have completed required compliance training and are adhering to all internal procedures and controls as it relates to bank policy, laws, regulations and Arvest’s BSA/AML Program. Responsibilities include interviewing, hiring, appraising performance, rewarding, and disciplining associates. The incumbent has the authority and the appropriate influence to make recommendations regarding hiring, firing, advancement, promotion, or any other change of status of other associates within the guidelines of the bank’s procedures and guidelines for such change of status events. The incumbent provides training, planning, assigning, and directing work assignments and schedules; addressing complaints and resolving problems. We need to keep these as list items. Some are long sentences; we can keep them as is. Qualifications: we have EDUCATION and/or EXPERIENCE per level, plus OTHER SKILLS AND ABILITIES (but we will treat that as Skills). Also PHYSICAL DEMANDS and WORK ENVIRONMENT maybe part of Qualifications? But we can include them under Qualifications as sub-sections? However instruction: use
    • for any list of duties/requirements/benefits. For qualifications, we could list each requirement as
    • . But we have levels with sub-bullets. Might be okay to keep as paragraphs. Better: For Qualifications section, we can have

      describing education/experience per level, maybe using

        for each level's requirements. Let's extract: Level 1: High School Diploma or GED required. Current NMLS SAFE Act Registration or ability to be registered within 30 days required. Demonstrated sales and customer service experience preferred. Financial service provider experience preferred. College degree preferred. Level 2: High School Diploma or GED required. Successful achievement of defined competencies of Level 1 required. Current NMLS SAFE Act Registration or ability to be registered within 30 days required. Level 3: High School Diploma or GED required. Successful achievement of defined competencies of Level 2 required. Current NMLS SAFE Act Registration or ability to be registered within 30 days required. Level 4: High School Diploma or GED required. Successful achievement of defined competencies of Level 3 required. Proven determination and potential to manage. Current NMLS SAFE Act Registration or ability to be registered within 30 days required. We could present as list. Skills: OTHER SKILLS AND ABILITIES list: - Must be able to arrive at work on time, work on site and have regular work attendance - Must be able to work cooperatively with other co-workers regardless of personality, presence or communication style - Must be able to provide cordial customer service regardless of customer personality, presence or communication style - Must be able to perform several tasks at once - Must be able to work in a stressful atmosphere - Must be able to rotate job tasks - Must be able to occasionally work overtime and/or outside of normal business hours - Must be able to greet others cordially - Must be able to coordinate multiple and changing priorities - Must be able to verbally communicate with all other associates - Must be able to operate telephone, scanner, copier and FAX machines - Must be able to move from department, division, or bank to department, division or bank to attend meetings - Must be able to operate personal computer keyboard in order to create reports, schedules and other appropriate documentation We can put each as
      • . Benefits: "Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit www.arvest.com/careers/benefits ." Pay: "Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience. Grade 12 Pay Range: $20.00 - $24.95 per hour" Schedule: "Position requires flexible availability Monday through Thursday 8:00 AM to 5:30 PM, Fridays 8:00 AM to 6:30 PM and rotating Saturdays 8:30 AM to 1:30 PM." We need to ensure we don't include filler like "commensurate with experience" etc. Not present. Now produce HTML. Structure:

        About the role

        SUMMARY: ...

        Position is based at ...

        Responsibilities

        • ...
        • ...

        Qualifications

        • Level 1: High School Diploma or General Education Degree (GED) required.

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