Relationship Banker II - Maryland & Sahara Smiths' (38hrs) Bilingual English and Spanish preferred
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. No Job ID etc. Remove boilerplate.
We need to parse the posting.
Content:
- Intro paragraph about U.S. Bank mission etc. Could be "About the role" or maybe "About the role" is appropriate. The posting includes description of role: Relationship Bankers build relationships... etc. That's responsibilities.
We need sections: maybe "About the role" (intro), "Responsibilities" (detailed duties), "Qualifications" (Basic Qualifications), "Skills" (Preferred Skills/Experience), "Benefits", "Pay". No schedule info given. No location expectations maybe not needed as heading? Could be part of About the role? But location expectations is a statement: "This role requires working from a U.S. Bank location for all scheduled work days." Could be included in Responsibilities or About the role. Not a separate heading unless we have specific content for Schedule (none). So we will not include Schedule.
We must not include placeholder like "commensurate with experience" etc. The Basic Qualifications includes "Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training". The phrase "commensurate training" maybe considered placeholder? It's not "commensurate with experience" but still vague. However it's part of the qualification; we should keep it as it's substantive? The instruction: "never emit a heading followed by filler/placeholder text (e.g. 'commensurate with experience', 'not specified', 'N/A', 'varies', 'TBD')". The phrase "commensurate training" might be considered filler? It's ambiguous. Safer to keep it because it's part of the qualification. But maybe we should rephrase? We cannot invent or summarize away detail. We must preserve ALL substantive information. So we keep the exact text.
We need to use - for any list of duties/requirements/benefits. So for responsibilities we should list each duty as
- . For qualifications maybe list as
- . For skills list as
- . Benefits list as
- . Pay maybe just a
with the range.
We must not include duplicated lines. Ensure we capture all substantive info.
Let's extract responsibilities:
From posting:
"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 a bunch of sentences; we can split into list items each sentence or logical chunk.
Qualifications (Basic Qualifications):
"High school diploma or equivalent
Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training"
Preferred Skills/Experience list:
"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
Thorough knowledge of all retail products and services
Proven customer service and interpersonal skills
Experience in participating in sales campaigns/promotions
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 advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
Experience in the financial services industry preferred"
Benefits list:
"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: $23.75 - 29.03"
Also there is mention: "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. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements)." This is extra info about pay and benefits. We could incorporate into Pay section or Benefits. Since we already have Benefits list, we could add a
after list describing additional details. But we must not create filler. This is substantive. So we can add a
under Benefits describing additional details.
Similarly, there is info about NMLS registration requirement: "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." This is a requirement/qualification. Could be part of Qualifications or Requirements. We have a Qualifications section; we can add this as a list item under Qualifications (maybe as a separate bullet). Also there is "Location expectations: This role requires working from a U.S. Bank location for all scheduled work days." Could be added under Responsibilities or About the role. Might be better as a separate bullet under Responsibilities.
Also there is EEO boilerplate etc which we must remove.
Also there is "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 boilerplate? It's about accommodations; could be considered part of Benefits? But it's more about application process; maybe we should remove as it's not substantive job content? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This is about disability accommodations; could be considered legal/EEO? Might be considered boilerplate. Safer to remove.
Also "U.S. Bank is an equal opportunity employer..." remove.
Also "E-Verify..." remove.
Also "The salary range reflects figures based on the primary location..." we already used.
Also "U.S. Bank will consider qualified applicants with arrest or conviction records for employment." That's legal; maybe remove as boilerplate? It's about hiring practice; could be considered EEO? Might be removed.
Also "U.S. Bank conducts background checks consistent with applicable local laws..." remove.
Also "Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct..." remove.
Also "Posting may be closed earlier due to high volume of applicants." remove.
Thus we keep core content.
Now 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.
Then responsibilities:
Responsibilities
- 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.
- Assess and attend to customers’ banking needs, obtain and process customer and account information, demonstrate and educate clients on available deposit and loan products and services, and recommend solutions based on each customer’s unique goals and needs.
- Build and foster relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
- Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
- Maintain a working knowledge of consumer and business banking products and services including digital products and services.
- Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members and partners to best serve clients.
- Open new consumer and business accounts, complete service requests and submit credit applications.
- Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs.
- Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.
- Work from a U.S. Bank location for all scheduled work days.
Qualifications:
Qualifications
- High school diploma or equivalent.
- Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training.
- Must obtain and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including passing a criminal background and credit check.
Skills:
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.
- Thorough knowledge of all retail products and services.
- Proven customer service and interpersonal skills.
- Experience in participating in sales campaigns/promotions.
- 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 advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively.
- Experience in the financial services industry preferred.
Benefits:
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
with the range. We must not include duplicated lines. Ensure we capture all substantive info. Let's extract responsibilities: From posting: "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 a bunch of sentences; we can split into list items each sentence or logical chunk. Qualifications (Basic Qualifications): "High school diploma or equivalent Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training" Preferred Skills/Experience list: "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 Thorough knowledge of all retail products and services Proven customer service and interpersonal skills Experience in participating in sales campaigns/promotions 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 advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively Experience in the financial services industry preferred" Benefits list: "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: $23.75 - 29.03" Also there is mention: "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. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements)." This is extra info about pay and benefits. We could incorporate into Pay section or Benefits. Since we already have Benefits list, we could add a
after list describing additional details. But we must not create filler. This is substantive. So we can add a
under Benefits describing additional details. Similarly, there is info about NMLS registration requirement: "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." This is a requirement/qualification. Could be part of Qualifications or Requirements. We have a Qualifications section; we can add this as a list item under Qualifications (maybe as a separate bullet). Also there is "Location expectations: This role requires working from a U.S. Bank location for all scheduled work days." Could be added under Responsibilities or About the role. Might be better as a separate bullet under Responsibilities. Also there is EEO boilerplate etc which we must remove. Also there is "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 boilerplate? It's about accommodations; could be considered part of Benefits? But it's more about application process; maybe we should remove as it's not substantive job content? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This is about disability accommodations; could be considered legal/EEO? Might be considered boilerplate. Safer to remove. Also "U.S. Bank is an equal opportunity employer..." remove. Also "E-Verify..." remove. Also "The salary range reflects figures based on the primary location..." we already used. Also "U.S. Bank will consider qualified applicants with arrest or conviction records for employment." That's legal; maybe remove as boilerplate? It's about hiring practice; could be considered EEO? Might be removed. Also "U.S. Bank conducts background checks consistent with applicable local laws..." remove. Also "Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct..." remove. Also "Posting may be closed earlier due to high volume of applicants." remove. Thus we keep core content. Now 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.
Then responsibilities:Responsibilities
- 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.
- Assess and attend to customers’ banking needs, obtain and process customer and account information, demonstrate and educate clients on available deposit and loan products and services, and recommend solutions based on each customer’s unique goals and needs.
- Build and foster relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
- Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
- Maintain a working knowledge of consumer and business banking products and services including digital products and services.
- Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members and partners to best serve clients.
- Open new consumer and business accounts, complete service requests and submit credit applications.
- Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs.
- Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.
- Work from a U.S. Bank location for all scheduled work days.
Qualifications
- High school diploma or equivalent.
- Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training.
- Must obtain and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including passing a criminal background and credit check.
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.
- Thorough knowledge of all retail products and services.
- Proven customer service and interpersonal skills.
- Experience in participating in sales campaigns/promotions.
- 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 advanced 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