Relationship Banker II
Cape & Coast Bank · South Dennis, MA · 1 mo ago
On-siteFinanceFull-time
We need to output only HTML fragment, with headings . Might be long. We'll capture all bullet-like sentences.
Let's extract responsibilities:
Relationship Banker I:
- Proactively initiates contact with customers to determine banking needs.
- Accurately processes a variety of transactions such as deposits, withdrawals and payments.
- Maintains responsibility for cash drawer and follows proper balancing procedures.
- Responds to customer inquiries with a positive attitude and refers problems or concerns to appropriate person for further action as needed.
- Follows-up to be sure the problem has been resolved.
- Cross-sells the Bank’s products and services by tailoring recommendations after exploring customer financial necessities and goals through needs-based conversations.
- Demonstrates and provides customer training and support with all mobile and online banking programs.
- Maintains a quality knowledge of current products, fees, and policies and is able to provide customer education.
- May assist customers with safe deposit boxes.
- Actively participates in the Bank’s customer-needs based sales program, both as an individual and a team player.
- Performs all duties in accordance with prescribed regulatory compliance guidelines.
- Maintains knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable.
Relationship Banker II (in addition):
- Serves as a supervisor in the branch and may be relied upon to oversee the daily operations of the teller line, including proper use of the supervisor override, bank check signing, approval of check cashing/depositing, sound understanding of Regulation CC as it applies to requirements for available funds.
- May assist the Branch with ordering vault cash, preparing cash shipments, daily balancing of vault and ATMs.
- Understands and honors dual control requirements for cash, vaults and ATMs.
- Cultivates customer relationships by offering banking services and expertise to enhance the customer experience. This includes processing financial transactions, providing account services, and product education.
- May open and close branch office.
- Proactively initiates contact with customers to determine banking needs. (duplicate? Already listed but keep)
- Serves as a Technology Ambassador, providing training and support with all mobile and online banking applications for both customers and branch employees.
- Originates and underwrites consumer loan applications in accordance with the Bank’s consumer loan policies and procedures.
- Originates home equity credit lines under the supervision of the residential mortgage department.
- The above is a description of the ordinary duties of the position. It should be expected that from time to time, other duties related and unrelated to the above, may be assigned and, therefore, required.
We'll include that last sentence as a responsibility.
Now Requirements: The posting has a "Requirements" heading with sub-sections: COMPETENCIES (list), Qualifications (Education and/or Experience), Physical Requirements.
We need to preserve all. We'll create a Requirements section with subheadings? The instruction only allows headings for certain section names; we can't add custom headings like "Competencies". But we could embed them as
for sections: About the sections that have real content. Must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate like EEO, etc. Must not include sections like Pay/Schedule/Benefits unless posting actually states them. The posting mentions "competitive salary and outstanding benefits that include health dental and vision insurance, generous 401(k) match and tuition reimbursement." Also mentions "The pay range provided reflects the established budget for this position..." So there is some pay info but not a specific range. It says "The pay range provided reflects the established budget for this position and represents what the Bank reasonably expects to pay at the time of posting." No actual numbers. Should we include Pay section? The rule: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does mention benefits and pay range but not specific numbers. It says "competitive salary and outstanding benefits". That is vague but still states benefits. Should we include Benefits section? It says "outstanding benefits that include health dental and vision insurance, generous 401(k) match and tuition reimbursement." That's specific benefits. So we can include Benefits section with those details. Pay: It mentions "competitive salary" and "pay range provided reflects the established budget". No actual numbers. The rule says never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD"). Since we don't have actual numbers, we should not create a Pay section. So we omit Pay. Schedule: Not mentioned. So omit. Thus sections: About the role (maybe description), Responsibilities, Requirements, Qualifications, Benefits. Also maybe "Physical Requirements" could be part of Requirements or separate? The posting includes "Physical Requirements" as a subsection. We could include under Requirements or as separate section? The rule: Use headings for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Physical Requirements not in list but could be part of Requirements. We'll incorporate physical requirements under Requirements as a list. We need to preserve all substantive info. Let's extract. Description paragraph: "Are you someone who enjoys connecting with others and making a real difference in your community? Our East Dennis team is looking for a motivated and customer-focused individual to join us as a Relationship Banker II. In this role, you'll be the first point of contact for our customers – someone they trust for guidance, support, and everyday banking needs. As a Relationship Banker, you’ll build trusted relationships and deliver personalized solutions from our full range of banking services, including opening and servicing accounts, processing financial transactions with accuracy, and offering thoughtful product recommendations. You’ll also play a key role in resolving account questions and educating customers on tools and resources to make banking convenient. If you’re passionate about helping people, thrive in a team environment, and are ready to grow with a bank that’s deeply connected to the community, we’d love to meet you." That's the About the role. Essential Responsibilities: includes Relationship Banker I responsibilities and Relationship Banker II (in addition). We'll combine into a list. We need to list each duty as
or
- within Requirements. Probably better to keep as
- ,
. We can use
to introduce each subsection, then
- .
Now Benefits: "competitive salary and outstanding benefits that include health dental and vision insurance, generous 401(k) match and tuition reimbursement." Also mention "The pay range provided reflects the established budget for this position and represents what the Bank reasonably expects to pay at the time of posting. The final offer will depend on various factors, including relevant experience, skill set, qualifications, and other job-related considerations." That's pay info but we decided not to create Pay section due to lack of specific numbers. However we could include that sentence in Benefits? It mentions pay range but not specific. Might be better to include in Benefits as note about compensation? But rule: never create Pay/Schedule/Benefits sections unless posting actually states them. Benefits is stated, we can include Benefits section with the benefits details. The pay range sentence could be placed in Benefits as part of compensation description? Might be okay but risk of creating Pay-like content. Safer to include only the explicit benefits: health dental and vision insurance, generous 401(k) match, tuition reimbursement. Also maybe mention "competitive salary" as part of Benefits? Could be considered compensation. I'd include a brief sentence: "The position offers a competitive salary and outstanding benefits including health, dental, and vision insurance, a generous 401(k) match, and tuition reimbursement." That captures both.
Now we need to output only HTML fragment.
Structure:
- ... ...
- Customer Service – Exceptional customer-focused skills to manage difficult and complicated situations; respond promptly to customer needs, requests for service and assistance
- Communication – Ability to interact professionally and clearly verbally and in writing; demonstrate effective listening skills, patience and empathy
- Professionalism – Upholds a consistent professional appearance and demeanor
- Technology – Ability to master required system applications and utilize a variety of mobile devices; comprehensive understanding of mobile and online banking programs
- Education and/or Experience: High School Diploma / GED required; Associates Degree in business or related field preferred
- Relationship Banker I: One to three years of previous retail banking experience in a Teller or Relationship Banker I role preferred
- Relationship Banker II: One to three years of previous retail banking experience in a Relationship Banker role preferred
- Ability to maintain confidentiality with tact and diplomacy
- Prolonged Standing
- Ability to lift and carry up to 25 pounds on an occasional basis
About the role
...
Responsibilities
Requirements
Competencies
but we cannot use ? Not prohibited but we should stick toand
- . Using is okay but might be considered extra markup. Safer to use
to label then
- .
Thus:
Requirements
Competencies:
Qualifications:
Physical Requirements:
Benefits
The position offers a competitive salary and outstanding benefits including health, dental, and vision insurance, a generous 401(k) match, and tuition reimbursement.
We must not include any other sections like About the company etc. Check for any duplicated lines: we have removed boilerplate like Member FDIC, Member DIF, Equal Opportunity Employer. Also removed "Our history of success..." paragraph? That is substantive? It says: "Our history of success and commitment to exceptional customer service starts with our employees and we are seeking candidates who share our vision of excellence and distinction. In addition to working with our engaged and exceptional team members, the successful candidate will be provided with competitive salary and outstanding benefits that include health dental and vision insurance, generous 401(k) match and tuition reimbursement." Some of that is already captured in Benefits and maybe we should keep the first sentence about history of success? It's substantive but maybe not needed? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep that sentence. Where to place? Could be part of About the role or a separate section like "About the bank". But we only have allowed headings list; we could add it under About the role as additional paragraph. Thus About the role paragraph could be extended: first paragraph plus the second paragraph about history of success and commitment. Let's combine: About the role: "Are you someone who enjoys connecting with others and making a real difference in your community? Our East Dennis team is looking for a motivated and customer-focused individual to join us as a Relationship Banker II. In this role, you'll be the first point of contact for our customers – someone they trust for guidance, support, and everyday banking needs. As a Relationship Banker, you’ll build trusted relationships and deliver personalized solutions from our full range of banking services, including opening and servicing accounts, processing financial transactions with accuracy, and offering thoughtful product recommendations. You’ll also play a key role in resolving account questions and educating customers on tools and resources to make banking convenient. If you’re passionate about helping people, thrive in a team environment, and are ready to grow with a bank that’s deeply connected to the community, we’d love to meet you. Our history of success and commitment to exceptional customer service starts with our employees and we are seeking candidates who share our vision of excellence and distinction." We could
- lists under Requirements.
Thus Requirements section will contain:
- Competencies: list items.
- Qualifications: Education and/or Experience list.
- Physical Requirements: list.
We'll embed each as
with bold? Not allowed to add extra tags beyond
,