Jobs · Finance · Washington

Relationship Banker I - Sunnyside, WA

U.S. Bank · Sunnyside, WA · 1 mo ago
Finance$20.25–$24.75/hrFull-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 must not repeat job title. Must not include Job ID etc. Must preserve all substantive info, not invent or summarize away detail. Remove boilerplate (cookie/navigation/legal/EEO etc). Also remove duplicated lines, application instructions. Must not include sections with filler like "commensurate with experience", "not specified", etc. Must not create Pay/Schedule/Benefits unless posting actually states them. The posting includes Benefits (list), Pay Range, and maybe Schedule? It mentions "Location Expectation: This role requires working from a U.S. Bank location for all scheduled work days." That's schedule info? It says scheduled work days, but not specific schedule like full-time, part-time. Might be considered schedule info. However we should only include Schedule if posting actually states them. It says "working from a U.S. Bank location for all scheduled work days." That's somewhat generic but still indicates schedule expectation. Could be considered schedule content. However the instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state Benefits and Pay Range. For Schedule, it's vague but still states something about scheduled work days. Might be okay to include Schedule section with that line. But we need to avoid filler like "not specified". The line is specific: "Location Expectation: This role requires working from a U.S. Bank location for all scheduled work days." That's not filler. So we can include Schedule. Now we need sections: About the role (intro paragraph), Responsibilities (list of duties), Requirements (maybe basic qualifications?), Qualifications (maybe preferred skills?), Skills (maybe preferred skills/experience?), Benefits, Pay, Schedule. We need to decide mapping. The posting includes: "Job Description Relationship Bankers build relationships..." that's responsibilities. Then "This position requires National Mortgage Licensing System (NMLS) registration..." that's a requirement. 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 ..." list. That's skills. Then Benefits list. Then Pay Range. Then schedule expectation. We also have introductory paragraph about U.S. Bank mission etc. That's about the role/company. Could be About the role. We must not include boilerplate like EEO, E-Verify, etc. Also remove duplicated lines. Also remove application instructions (like "If there's anything we can do to accommodate a disability...") Actually that is about disability accommodations; that might be considered boilerplate? It's not EEO but still maybe considered accommodation statement. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The disability accommodation line is part of application instructions? It says "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 an application instruction. So remove. Also remove lines about E-Verify, background checks, etc. Those are legal boilerplate. Remove. Also remove "Posting may be closed earlier due to high volume of applicants." That's application instruction? Remove. Now we need to preserve all substantive information: responsibilities, NMLS requirement, basic qualifications, preferred skills, benefits, pay, schedule expectation. We must not invent or summarize away detail. So we need to keep the exact phrasing? We can keep substance but not necessarily verbatim? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." Means we should not omit details, but we can rephrase? Safer to keep the original sentences. We'll produce HTML with sections. Structure:

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.

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

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.

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: $20.25 - 24.75

Schedule

Location Expectation: This role requires working from a U.S. Bank location for all scheduled work days.

Check for any leftover boilerplate: we removed EEO, E-Verify, background check details beyond NMLS? Actually we kept NMLS requirement which is substantive. We removed other background check details (like "U.S. Bank will consider qualified applicants with arrest or conviction records..." etc). Those are legal boilerplate; remove. We also removed "Review our full benefits available by employment status here." That's a link instruction; remove. We removed "U.S. Bank is an equal opportunity employer..." etc. We removed "E-Verify U.S. Bank participates..." etc. We removed "The salary range reflects figures based on the primary location..." etc. We removed "In addition to salary, U.S. Bank offers a comprehensive benefits package..." etc. We removed "U.S. Bank will consider qualified applicants with arrest or conviction records for employment." etc. We removed "U.S. Bank conducts background checks consistent with applicable local laws..." etc. We removed "In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines..." etc. We removed "Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct..." etc. We removed "Posting may be closed earlier due to high volume of applicants." Now ensure we didn't miss any substantive info: The "Location Expectation" line is included under Schedule. Good. Check if any other substantive info like "Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training" we kept under Qualifications. Check if any other substantive info like "Proven ability to build and foster relationships with clients through proactive outreach and follow up" etc we kept under Skills. Check if any other substantive info like "Experience in the financial services industry preferred" we kept. Check if any other substantive info like "Basic Qualifications High school diploma or equivalent" we kept. Check if any other substantive info like "This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z." we kept. Check if any other substantive info like "You will be subject to the required registration process, which includes a criminal background and credit check." we kept. Check if any other substantive info like "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." we kept. Check if any other substantive info like "Provides a consistent optimal client experience, including greeting clients and processing basic transactions." we kept. Check if any other substantive info like "Opens new consumer and business accounts, completes service requests and submits credit applications." we kept. Check if any other substantive info like "Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs." we kept. Check if any other substantive info like "Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy." we kept. Check if any other substantive info like "Develops collaborative partnerships with branch team members and partners to best serve clients." we kept. Check if any other substantive info like "Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences." we kept. Check if any other substantive info like "Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients." we kept. Check if any other substantive info like "Maintains a working knowledge of consumer and business banking products and services including digital products and services."

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