Relationship Banker II
for each section heading. Use - for lists. Use
for prose.
We must preserve all substantive info, not invent. Remove boilerplate like EEO, application instructions, etc. Also remove duplicated lines.
We need to extract content.
Let's parse the posting.
First part: series of questions (Do you approach serving every customer like they are your family member? etc.) Those are likely part of the job ad but not substantive? They are questions to candidate. Might be considered part of "About the role" or "Qualifications"? They are like competency questions. Probably we should keep them as part of "About the role" or maybe as a list under "Qualifications"? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep those questions as they are. They are not boilerplate; they are part of the ad. So we can include them in a
maybe as a series of sentences.
Then mission statement: "At First United Bank we are dedicated to building a culture of care..." etc. That's about the role/company. Could be under About the role.
Then "Top candidates must be passionate about this mission..." etc. That's qualifications.
Then "The Relationship Banker will serve as the single point of contact for customers." etc. That's responsibilities.
Then "We Offer ..." list of benefits.
Then "At First United Bank our purpose is to inspire and empower others to Spend Life Wisely. Do you GET to Spend Life Wisely in your career? Apply NOW..." That's application instruction; we should remove application instructions. So we drop "Apply NOW..." etc.
Then "The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals." That's responsibilities.
Then "Essential Duties" list.
Then "Employee Specifications" list.
Then "The above essential duties do not cover an all-inclusive list..." that's a note; we can keep as part of responsibilities maybe.
Then location: "All Locations: Austin-Medical Parkway". That's minor metadata; we can fold into a short
or drop. Probably include as a short p under About the role or maybe as a note.
Then disability assistance email and EEO statement: remove.
Thus we need to craft sections.
Let's decide sections:
- About the role: include mission statement, culture, maybe location.
- Responsibilities: include essential duties list (maybe as
).
- Requirements / Qualifications: include employee specifications (education, experience, skills). Also maybe the competency questions? Could be under Qualifications.
- Skills: maybe list of skills from employee specifications (Superior customer service skills, Basic mathematics, Ability to read/write/communicate, etc.) Could be separate but we can combine with Requirements.
- Benefits: list from We Offer.
We need to avoid thin sections; maybe combine Requirements and Skills into one section "Qualifications". But the instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can choose which to include. Prefer few substantive sections over many thin ones. So we could have About the role, Responsibilities, Qualifications, Benefits. That's four sections.
Under Qualifications we can include employee specifications and maybe the competency questions.
Let's extract content precisely.
About the role:
- "At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success."
- "Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs."
- Maybe also location: "All Locations: Austin-Medical Parkway". Could be a short p.
Responsibilities:
- "The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same."
- "The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals."
- Then list of essential duties (many). We'll output as - each duty.
We need to preserve all substantive info; we should not omit any duty. Let's list them:
From the text:
"Maintains a thorough knowledge of all First United Bank products, services, procedures, policies and pertinent regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts."
"Master the Primary Purpose and Essential Duties of the Relationship Banker I position."
"Follows proper procedures and policies accurately and efficiently for all customer-servicing activities performed."
"Leads by example and serves as a role model for Tellers and Relationship Banker I positions."
"Retains existing customers and develop new customer relationships."
"Serves as customers' single point of contact on all First United Bank consumer and small business products and services."
"Exceeds performance goals and actively participates in all sales campaigns; promotes new products and services and educates customers and peers within the bank."
"Continually exceed customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty."
"Identifies and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met."
"Opens new accounts, certificates of deposit, safe deposit boxes, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system."
"Assists customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy."
"Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies."
"Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler’s checks, cashier’s checks, accepting and processing payments for loans and other services."
"Maintains branch cash supply and appropriate drawer limits, perform cash verifications and vault duties."
"Proactively resolve customer complaints, problems, or other issues."
"Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans."
"Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds."
"Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor."
"Masters the Primary Purpose and Essential duties of the Relationship Banker II position."
That's a lot. We'll keep them as list items.
Qualifications:
Employee Specifications:
- "High School Diploma strongly preferred. Some college is strongly preferred."
- "Minimum of 1 year of banking experience as a Teller, Lending Assistant or New Accounts is required."
- "Cash handling experience is preferred."
- "Superior customer service skills required."
- "Basic mathematics to solve problems."
- "Requires being exact or highly accurate with daily work."
- "Ability to effectively read, write, and verbally communicate with customers and co-workers."
- "Ability to manage time effectively and work independently, without close supervisor."
- "Ability to use good judgment and exercise decision-making skills."
- "Critical Thinking – requires logic and reasoning to identify solutions, conclusions or approaches to problems."
- "Ability to multi-task."
- "Maintain a professional attitude and appearance."
- "Behave ethically while at work or outside your work environment."
- "Active Listening – Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate."
Also the series of questions at start: "Do you approach serving every customer like they are your family member? Are you intuitively aware of the overall picture and able to discern top priorities? Do you seem to forge positive and trusting relationships with everyone? Are you highly responsible and dependable? Do you always follow through on your promises, no matter what? Do you effortlessly handle challenging situations? Are you relentless about constant improvement? Do you have a learning mindset? Do you revel at the opportunity to provide personalized service that creates customer loyalty? Are you addicted to a positive attitude? Do you commit to meeting deadlines and never miss the little details?" These are competency questions; we can include them as a
maybe as a series of sentences.
We could put them under Qualifications as a prelude.
Benefits:
From "We Offer":
- "An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation."
- "We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ"
- "An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference"
- "Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career"
- "Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way"
- "The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us"
- "Educational assistance and reimbursements"
We should keep each as list items.
Now we need to output HTML fragment only, no /, no markdown.
We'll structure:
About the role
... mission ...
... Top candidates ...
All Locations: Austin-Medical Parkway
Responsibilities
The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same.
The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals.
- Maintains a thorough knowledge of all First United Bank products, services, procedures, policies and pertinent regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts.
- Master the Primary Purpose and Essential Duties of the Relationship Banker I position.
... etc ...
Qualifications
Do you approach serving every customer like they are your family member? Are you intuitively aware of the
for prose. We must preserve all substantive info, not invent. Remove boilerplate like EEO, application instructions, etc. Also remove duplicated lines. We need to extract content. Let's parse the posting. First part: series of questions (Do you approach serving every customer like they are your family member? etc.) Those are likely part of the job ad but not substantive? They are questions to candidate. Might be considered part of "About the role" or "Qualifications"? They are like competency questions. Probably we should keep them as part of "About the role" or maybe as a list under "Qualifications"? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep those questions as they are. They are not boilerplate; they are part of the ad. So we can include them in a
maybe as a series of sentences. Then mission statement: "At First United Bank we are dedicated to building a culture of care..." etc. That's about the role/company. Could be under About the role. Then "Top candidates must be passionate about this mission..." etc. That's qualifications. Then "The Relationship Banker will serve as the single point of contact for customers." etc. That's responsibilities. Then "We Offer ..." list of benefits. Then "At First United Bank our purpose is to inspire and empower others to Spend Life Wisely. Do you GET to Spend Life Wisely in your career? Apply NOW..." That's application instruction; we should remove application instructions. So we drop "Apply NOW..." etc. Then "The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals." That's responsibilities. Then "Essential Duties" list. Then "Employee Specifications" list. Then "The above essential duties do not cover an all-inclusive list..." that's a note; we can keep as part of responsibilities maybe. Then location: "All Locations: Austin-Medical Parkway". That's minor metadata; we can fold into a short
or drop. Probably include as a short p under About the role or maybe as a note. Then disability assistance email and EEO statement: remove. Thus we need to craft sections. Let's decide sections: - About the role: include mission statement, culture, maybe location. - Responsibilities: include essential duties list (maybe as
- ).
- Requirements / Qualifications: include employee specifications (education, experience, skills). Also maybe the competency questions? Could be under Qualifications.
- Skills: maybe list of skills from employee specifications (Superior customer service skills, Basic mathematics, Ability to read/write/communicate, etc.) Could be separate but we can combine with Requirements.
- Benefits: list from We Offer.
We need to avoid thin sections; maybe combine Requirements and Skills into one section "Qualifications". But the instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can choose which to include. Prefer few substantive sections over many thin ones. So we could have About the role, Responsibilities, Qualifications, Benefits. That's four sections.
Under Qualifications we can include employee specifications and maybe the competency questions.
Let's extract content precisely.
About the role:
- "At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success."
- "Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs."
- Maybe also location: "All Locations: Austin-Medical Parkway". Could be a short p.
Responsibilities:
- "The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same."
- "The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals."
- Then list of essential duties (many). We'll output as
- each duty.
We need to preserve all substantive info; we should not omit any duty. Let's list them:
From the text:
"Maintains a thorough knowledge of all First United Bank products, services, procedures, policies and pertinent regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts."
"Master the Primary Purpose and Essential Duties of the Relationship Banker I position."
"Follows proper procedures and policies accurately and efficiently for all customer-servicing activities performed."
"Leads by example and serves as a role model for Tellers and Relationship Banker I positions."
"Retains existing customers and develop new customer relationships."
"Serves as customers' single point of contact on all First United Bank consumer and small business products and services."
"Exceeds performance goals and actively participates in all sales campaigns; promotes new products and services and educates customers and peers within the bank."
"Continually exceed customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty."
"Identifies and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met."
"Opens new accounts, certificates of deposit, safe deposit boxes, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system."
"Assists customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy."
"Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies."
"Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler’s checks, cashier’s checks, accepting and processing payments for loans and other services."
"Maintains branch cash supply and appropriate drawer limits, perform cash verifications and vault duties."
"Proactively resolve customer complaints, problems, or other issues."
"Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans."
"Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds."
"Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor."
"Masters the Primary Purpose and Essential duties of the Relationship Banker II position."
That's a lot. We'll keep them as list items.
Qualifications:
Employee Specifications:
- "High School Diploma strongly preferred. Some college is strongly preferred."
- "Minimum of 1 year of banking experience as a Teller, Lending Assistant or New Accounts is required."
- "Cash handling experience is preferred."
- "Superior customer service skills required."
- "Basic mathematics to solve problems."
- "Requires being exact or highly accurate with daily work."
- "Ability to effectively read, write, and verbally communicate with customers and co-workers."
- "Ability to manage time effectively and work independently, without close supervisor."
- "Ability to use good judgment and exercise decision-making skills."
- "Critical Thinking – requires logic and reasoning to identify solutions, conclusions or approaches to problems."
- "Ability to multi-task."
- "Maintain a professional attitude and appearance."
- "Behave ethically while at work or outside your work environment."
- "Active Listening – Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate."
Also the series of questions at start: "Do you approach serving every customer like they are your family member? Are you intuitively aware of the overall picture and able to discern top priorities? Do you seem to forge positive and trusting relationships with everyone? Are you highly responsible and dependable? Do you always follow through on your promises, no matter what? Do you effortlessly handle challenging situations? Are you relentless about constant improvement? Do you have a learning mindset? Do you revel at the opportunity to provide personalized service that creates customer loyalty? Are you addicted to a positive attitude? Do you commit to meeting deadlines and never miss the little details?" These are competency questions; we can include them as a
maybe as a series of sentences. We could put them under Qualifications as a prelude. Benefits: From "We Offer": - "An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation." - "We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ" - "An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference" - "Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career" - "Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way" - "The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us" - "Educational assistance and reimbursements" We should keep each as list items. Now we need to output HTML fragment only, no /, no markdown. We'll structure:
About the role
... mission ...
... Top candidates ...
All Locations: Austin-Medical Parkway
Responsibilities
The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same.
The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals.
- Maintains a thorough knowledge of all First United Bank products, services, procedures, policies and pertinent regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts.
- Master the Primary Purpose and Essential Duties of the Relationship Banker I position. ... etc ...
Qualifications
Do you approach serving every customer like they are your family member? Are you intuitively aware of the