Relationship Banker I - Des Moines, WA (38 hrs)
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections that have real specific content. Remove boilerplate, navigation, EEO, etc. Must preserve all substantive info.
We need to parse the job posting.
Let's extract content:
Intro paragraph: "At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One."
That's about the role/company. Could be "About the role" or "About U.S. Bank". We'll use "About the role".
Job Description paragraph: "Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy."
That's responsibilities.
Then: "This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment."
That's a requirement (maybe under Requirements or Qualifications). Could be "Requirements".
Then "Basic Qualifications High school diploma or equivalent Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training"
That's qualifications.
Then "Preferred Skills/Experience Proven ability to build and foster relationships with clients through proactive outreach and follow up Ability to effectively engage and communicate with clients Thorough knowledge of applicable bank and branch policies, procedures and support systems Proven customer service and interpersonal skills Experience with using and demonstrating digital products and self-service technologies Ability to explore and identify a customer’s true needs while leveraging a digital first mindset Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively Experience in the financial services industry preferred"
That's skills.
Then "Location expectations This role requires working from a U.S. Bank location for all scheduled work days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants."
That's location expectation (maybe schedule? Not schedule). Could be "Work Location". But we only have headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We could put location under "Responsibilities"? Not appropriate. Could create a "Work Location" but not allowed headings. The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., meaning those are examples but we can use others? It says "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect only those headings. So we should map content to those headings. Location expectation maybe could go under "Responsibilities"? Not really. Could be omitted? But we must preserve ALL substantive information. So we need to include location expectation somewhere. Perhaps we can include it under "About the role" as a paragraph. Or we could add a "Work Location" heading but that deviates from examples. The instruction 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 an exhaustive list. So we can use other headings if needed, but better to stick to those. However location expectation is substantive; we could put it under "About the role" or "Responsibilities". I'd put a short paragraph under "About the role" after the intro.
Benefits: we have a benefits paragraph with list. Must create Benefits section with - .
Pay: we have "Pay Range: $24.92 - 30.46". Also mention salary range reflects figures based on primary location etc. We'll include Pay section with that info.
Schedule: we have location expectations about working from a U.S. Bank location for all scheduled work days. No explicit schedule (hours). Could we infer schedule? Not given. Should not create Schedule section unless posting actually states them. It does not state schedule details, only that role requires working from a U.S. Bank location for all scheduled work days. That's not a schedule description. So we should not create a Schedule section.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay.
We need to ensure we don't repeat job title as heading. Not needed.
We must remove boilerplate: EEO, E-Verify, etc. Also remove lines about disability accommodations? That's part of location expectations; we keep that sentence? It's about accommodation request; it's substantive but maybe considered boilerplate? It's about disability accommodations for applicants. Might be considered EEO/legal boilerplate. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The disability accommodations sentence is likely part of EEO/legal. I'd remove it. However location expectation about working from a U.S. Bank location for all scheduled work days is substantive; keep that.
Thus About the role paragraph will include the intro plus location expectation sentence.
Now craft HTML.
We'll output:
About the role
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. This role requires working from a U.S. Bank location for all scheduled work days.
Responsibilities
Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
Requirements
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Qualifications
High school diploma or equivalent. Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training.
Skills
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Thorough knowledge of applicable bank and branch policies, procedures and support systems
- Proven customer service and interpersonal skills
- Experience with using and demonstrating digital products and self-service technologies
- Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
- Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
- Experience in the financial services industry preferred
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Pay
Pay Range: $24.92 - 30.46
We should also maybe include note about salary range reflects figures based on primary location etc. That's substantive. Could add a sentence: "The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role." That's from posting. Keep it.
Thus Pay section: Pay Range: $24.92 - 30.46. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role.
Check for any other substantive info: "U.S. Bank will consider qualified applicants with arrest or conviction records for employment." That's substantive but maybe considered EEO/legal? It's about hiring practice with arrest/conviction records. Might be considered EEO/legal but it's substantive about policy. The instruction says remove EEO
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect only those headings. So we should map content to those headings. Location expectation maybe could go under "Responsibilities"? Not really. Could be omitted? But we must preserve ALL substantive information. So we need to include location expectation somewhere. Perhaps we can include it under "About the role" as a paragraph. Or we could add a "Work Location" heading but that deviates from examples. The instruction 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 an exhaustive list. So we can use other headings if needed, but better to stick to those. However location expectation is substantive; we could put it under "About the role" or "Responsibilities". I'd put a short paragraph under "About the role" after the intro.
Benefits: we have a benefits paragraph with list. Must create Benefits section with - .
Pay: we have "Pay Range: $24.92 - 30.46". Also mention salary range reflects figures based on primary location etc. We'll include Pay section with that info.
Schedule: we have location expectations about working from a U.S. Bank location for all scheduled work days. No explicit schedule (hours). Could we infer schedule? Not given. Should not create Schedule section unless posting actually states them. It does not state schedule details, only that role requires working from a U.S. Bank location for all scheduled work days. That's not a schedule description. So we should not create a Schedule section.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay.
We need to ensure we don't repeat job title as heading. Not needed.
We must remove boilerplate: EEO, E-Verify, etc. Also remove lines about disability accommodations? That's part of location expectations; we keep that sentence? It's about accommodation request; it's substantive but maybe considered boilerplate? It's about disability accommodations for applicants. Might be considered EEO/legal boilerplate. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The disability accommodations sentence is likely part of EEO/legal. I'd remove it. However location expectation about working from a U.S. Bank location for all scheduled work days is substantive; keep that.
Thus About the role paragraph will include the intro plus location expectation sentence.
Now craft HTML.
We'll output:
About the role
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. This role requires working from a U.S. Bank location for all scheduled work days.
Responsibilities
Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
Requirements
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Qualifications
High school diploma or equivalent. Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training.
Skills
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Thorough knowledge of applicable bank and branch policies, procedures and support systems
- Proven customer service and interpersonal skills
- Experience with using and demonstrating digital products and self-service technologies
- Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
- Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
- Experience in the financial services industry preferred
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Pay
Pay Range: $24.92 - 30.46
We should also maybe include note about salary range reflects figures based on primary location etc. That's substantive. Could add a sentence: "The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role." That's from posting. Keep it.
Thus Pay section: Pay Range: $24.92 - 30.46. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role.
Check for any other substantive info: "U.S. Bank will consider qualified applicants with arrest or conviction records for employment." That's substantive but maybe considered EEO/legal? It's about hiring practice with arrest/conviction records. Might be considered EEO/legal but it's substantive about policy. The instruction says remove EEO
- .
Pay: we have "Pay Range: $24.92 - 30.46". Also mention salary range reflects figures based on primary location etc. We'll include Pay section with that info.
Schedule: we have location expectations about working from a U.S. Bank location for all scheduled work days. No explicit schedule (hours). Could we infer schedule? Not given. Should not create Schedule section unless posting actually states them. It does not state schedule details, only that role requires working from a U.S. Bank location for all scheduled work days. That's not a schedule description. So we should not create a Schedule section.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay.
We need to ensure we don't repeat job title as heading. Not needed.
We must remove boilerplate: EEO, E-Verify, etc. Also remove lines about disability accommodations? That's part of location expectations; we keep that sentence? It's about accommodation request; it's substantive but maybe considered boilerplate? It's about disability accommodations for applicants. Might be considered EEO/legal boilerplate. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The disability accommodations sentence is likely part of EEO/legal. I'd remove it. However location expectation about working from a U.S. Bank location for all scheduled work days is substantive; keep that.
Thus About the role paragraph will include the intro plus location expectation sentence.
Now craft HTML.
We'll output:
About the role
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. This role requires working from a U.S. Bank location for all scheduled work days.
Responsibilities
Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
Requirements
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Qualifications
High school diploma or equivalent. Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training.
Skills
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Thorough knowledge of applicable bank and branch policies, procedures and support systems
- Proven customer service and interpersonal skills
- Experience with using and demonstrating digital products and self-service technologies
- Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
- Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
- Experience in the financial services industry preferred
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Pay
Pay Range: $24.92 - 30.46
We should also maybe include note about salary range reflects figures based on primary location etc. That's substantive. Could add a sentence: "The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role." That's from posting. Keep it. Thus Pay section:Pay Range: $24.92 - 30.46. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role.
Check for any other substantive info: "U.S. Bank will consider qualified applicants with arrest or conviction records for employment." That's substantive but maybe considered EEO/legal? It's about hiring practice with arrest/conviction records. Might be considered EEO/legal but it's substantive about policy. The instruction says remove EEO