Jobs · Finance · Oklahoma

Relationship Banker I

Simmons Bank · Tulsa, OK · 3 wk ago
FinanceFull-time
We need to output HTML fragment with sections only if real content. Remove boilerplate. Use

for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to extract content. The posting includes: - Intro paragraph: "It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. We’re committed to bringing passion and customer focus to the business Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank supported by cutting edge technology. We are passionate about guiding our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank." That's about the company/role. Could be "About the role" or maybe "About the company". We'll use "About the role". - Then description of Relationship Banker responsibilities: "As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Relationship Bankers will be experts in marketing Simmons solutions to our existing customer base and prospects through daily interactions, outbound calling efforts, business visits, networking events and periodic ‘At Work’ events. Relationship Bankers are expected to achieve and/or exceed their established individual and branch goals. They may also assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs. It is expected that Relationship Bankers are professional and positive Simmons Ambassadors while meeting and exceeding our client’s expectations. All Relationship Banker Positions will receive the same training on all requisite products, services, needs based conversations, and other tools necessary to perform the role." That's responsibilities. - Then "Essential Duties And Responsibilities" list: bullet points (though not bullet but sentences). We'll treat as list. List items: - Responsible to share and recommend the banks full scope of resources with customers, including traditional in branch services, digital capabilities, and business partner resources - Ensure that individual goals are met through required levels of in person and outbound calling activities that provide an opportunity for us to share valued solutions and recommendations via a needs-based philosophy - Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customers' accounts, and complying with BSA and CIP requirements - Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)’ consumer loan portfolio(s) - Uncover needs and refer customers to a partner centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors - Maintain a high level of client satisfaction by engaging our customers and ensuring we are providing an optimal customer experience - Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training. - Process customer requests and transactions in a positive, accurate and professional manner while engaging in a genuine conversation to help identify needs and recommend solutions - Performs other duties and responsibilities as assigned - Then "Qualifications" heading: "To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirement listed below are representative of the knowledge, skill, and/or ability required." - Then "Skills" heading: list of skills: - Ability to effectively motivate and present information in one-on-one and small group situation, to customers, clients and other employees in the organization - Embrace a team centric approach to collectively help our customers in an ever evolving and fast paced banking environment - Coach and lead the branch team according to process and protocol in the absence of an AFCM - Then "Education And/or Experience": list: - HS Diploma/GED - One year customer-facing and goal-oriented experience - This position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/or Obtain an NMLS license after employment. Please refer to (http:/mortgage.nationalwidelicensing.org) for more information - Then "Computer Skills": list: - MS Office programs - Understand and utilize social media platforms to help share brand awareness and obtain market knowledge - Then "Other Qualifications (including Physical Requirements)" list: - Occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight and/or out of town) - Ability to provide support and guidance at other banking institutions within the market - Then EEO boilerplate to remove. No explicit Pay, Benefits, Schedule sections. So we should not create those headings. We need to decide which sections to output: About the role, Responsibilities, Qualifications, Skills, Education And/or Experience (maybe under Qualifications?), Computer Skills, Other Qualifications. But the instruction says use headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It also says include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text. So we need to map content to these headings. "Requirements" maybe combine qualifications? But we have Qualifications heading separate. Could treat "Qualifications" as the qualifications section (education/experience, NMLS, etc). "Skills" as skills. "Requirements" maybe for essential duties? But we have Responsibilities for duties. Could use "Requirements" for any mandatory requirements like NMLS registration, HS diploma, experience. However we already have Qualifications for that. The instruction list includes both Qualifications and Requirements; we need to decide which to use. Perhaps "Requirements" for mandatory requirements (like NMLS registration, HS diploma, experience) and "Qualifications" for preferred qualifications? But the posting lumps them together. We could put all under "Qualifications" and skip "Requirements" if no distinct content. But we must not emit empty heading. So we can omit Requirements if no specific content separate from Qualifications. Similarly Benefits, Pay, Schedule: none, so omit. Thus sections: About the role, Responsibilities, Skills, Qualifications (maybe include Education/Experience, Computer Skills, Other Qualifications as sub-items under Qualifications? But we could also have separate headings for Computer Skills and Other Qualifications if they are substantive. The instruction list includes Skills but not Computer Skills or Other Qualifications. However we can still create headings beyond the list? It says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). The "e.g." suggests those are examples, not exhaustive. But safer to stick to those headings. We could incorporate Computer Skills and Other Qualifications under Skills or Qualifications. Probably better to put them under Skills (since they are skills) or Qualifications. Let's decide: Skills heading includes ability to motivate, team centric, coach/lead. Computer Skills and Other Qualifications could be separate but we could add them under Skills as additional bullet points. That would keep sections limited. Thus final sections: - About the role: intro paragraph(s) about company and role. - Responsibilities: the paragraph describing Relationship Banker role plus maybe the essential duties list? Actually essential duties list is more detailed duties; we could put that under Responsibilities as a list. Or we could separate Responsibilities (general description) and then have a separate section for Essential Duties (maybe under Responsibilities as list). We'll combine. Thus Responsibilities heading with a
  • list of duties (including the essential duties). Also include the earlier paragraph as a

    before list? Could be. - Skills heading: list of skills (ability to motivate, team centric, coach/lead, MS Office programs, understand/utilize social media, occasional travel, ability to provide support at other institutions). Also maybe include NMLS registration? That's a requirement not skill. We'll keep under Qualifications. - Qualifications heading: list of HS Diploma/GED, one year customer-facing experience, NMLS registration/license. We need to ensure we preserve all substantive information. Let's extract exact phrasing. Intro paragraph: "It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. We’re committed to bringing passion and customer focus to the business Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank supported by cutting edge technology. We are passionate about guiding our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank." Note there is a duplicated phrase "We’re committed to bringing passion and customer focus to the business" appears twice. We should preserve but maybe remove duplicate? The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." Duplicated lines should be removed. So we need to remove duplicate line. The duplicated line is exactly "We’re committed to bringing passion and customer focus to the business". It appears twice consecutively? Actually first line: "It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. We’re committed to bringing passion and customer focus to the business Simmons Bank is a dynamic..." So there is "We're committed..." (with apostrophe) then "We’re committed..." (different apostrophe). They are similar but not identical due to apostrophe type. Might be considered duplicated line? Probably yes. We'll keep only one instance. We'll keep the first "We're committed..." and drop the second. Thus intro becomes: "It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank supported by cutting edge technology. We are passionate about guiding our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank." Note missing space after "business" before "Simmons". We'll keep as is. Now Responsibilities paragraph: "As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Relationship Bankers will be experts in marketing Simmons solutions to our existing customer base and prospects through daily interactions, outbound calling efforts, business visits, networking events and periodic ‘At Work’ events. Relationship Bankers are expected to achieve and/or exceed their established individual and branch goals. They may also assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs. It is expected that Relationship Bankers are professional and positive Simmons Ambassadors while meeting and exceeding our client’s expectations. All Relationship Banker Positions will receive the same training on all requisite products, services, needs based conversations, and other tools necessary to perform the role." Now essential duties list items as given. We'll combine them under Responsibilities as a

      . Now Skills: list: - Ability to effectively motivate and present information in one-on-one and small group situation, to customers, clients and other employees in the organization - Embrace a team centric approach to collectively help our customers in an ever evolving and fast paced banking environment - Coach and lead the

Similar jobs

Relationship Banker I

Simmons BankFayetteville, AR· 5 days ago
Financeapply on simmonsbank.wd5.myworkdayjobs.com

Relationship Banker I

Simmons BankMountain View, AR· 3 wk ago
Financeapply on simmonsbank.wd5.myworkdayjobs.com

Relationship Banker I

First United BankSherman, TX· 1 mo ago
Financeapply on osv-firstunited.wd5.myworkdayjobs.com

Relationship Banker I

Simmons BankGainesville, TX· 1 mo ago
Financeapply on simmonsbank.wd5.myworkdayjobs.com

Relationship Banker I

Simmons BankStockton, MO· 1 mo ago
Financeapply on simmonsbank.wd5.myworkdayjobs.com