Jobs · Finance · Arizona

Relationship Banker II - Medina Crossing - Mesa, AZ

U.S. Bank · Apache Junction, AZ · 1 mo ago
Finance$23.75–$29.03/hrFull-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We need to parse the job description. We have: - Intro paragraph about U.S. Bank mission etc. Could be "About the role" or maybe "About the role" includes description of role? The job description starts with "Job Description Relationship Bankers build relationships..." So we can have sections: About the role (maybe summary), Responsibilities, Requirements (Basic Qualifications), Preferred Skills/Experience (Skills), Benefits, Pay. Schedule: Not mentioned; location expectations says "This role requires working from a U.S. Bank location for all scheduled work days." That's not a schedule detail like shift times; but could be considered schedule? The instruction: never create Schedule section unless posting actually states them. It says location expectations, not schedule. So we omit Schedule. Pay: There's "Pay Range: $23.75 - 29.03". So include Pay section. Benefits: There's a Benefits paragraph with list. So include Benefits. Qualifications: Basic Qualifications (high school diploma, 4-5 years experience). Could be under Requirements or Qualifications. We'll have Requirements (maybe Basic Qualifications) and Skills (Preferred Skills/Experience). Or combine. We need to use

for section headings. Use
  • for any list of duties/requirements/benefits. Use

    for prose. We must not repeat job title as heading. Not include Job ID etc. We must preserve all substantive information; do not invent or summarize away detail. Remove boilerplate: EEO, E-Verify, disability accommodations, etc. Also remove navigation/cookie/legal. Also remove duplicated lines. We need to include the NMLS registration requirement etc. That's part of qualifications/requirements. We need to include location expectations maybe as a short paragraph under Responsibilities or a separate section? Not a heading; we can fold into a short

    maybe under Responsibilities or a general note. Since we cannot create a heading for location unless it's a section like "Location". Not in allowed headings list. So we can include it as a paragraph under Responsibilities or maybe under a generic "About the role". Probably better to put under Responsibilities as a note. We must not include "Posting may be closed earlier due to high volume of applicants." That's boilerplate? It's not EEO but maybe considered application instruction? It's about posting closure; could be considered boilerplate; but instruction says remove application instructions. This is not exactly instruction to apply but a note about posting closure. Safer to remove. Also remove "U.S. Bank will consider qualified applicants with arrest or conviction records for employment." That's EEO-like; maybe remove as boilerplate? It's about hiring practice; could be considered EEO/equal-opportunity boilerplate. Probably remove. Also remove background check details beyond NMLS? Might be considered boilerplate; but NMLS registration is substantive. The rest about background checks maybe boilerplate; but we could keep the NMLS requirement line. The rest about background checks consistent with laws maybe boilerplate; but we can keep the NMLS line and maybe the sentence about failure to meet NMLS may result in rescission. That's substantive. We need to preserve all substantive information: so keep NMLS registration requirement, basic qualifications, preferred skills, responsibilities list, benefits list, pay range. Now craft HTML. Structure:

    About the role

    ... maybe the introductory paragraph about U.S. Bank mission and career opportunities? That is about the company, not role. Could be considered "About the role"? Might be better to have "About the role" summarizing the role: Relationship Bankers build relationships... We'll put that as prose. Then

    Responsibilities

    • ... list each duty from the job description. Need to capture all duties. Let's extract duties from the paragraph after "Job Description Relationship Bankers build relationships...": - 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. We need to ensure not to duplicate similar points. Some are repetitive; but we must preserve all substantive information, not summarize away detail. However we can combine similar points? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." That suggests we should not omit details, but we can maybe keep each bullet as separate even if similar. However we might have overlapping sentences; but we can keep them as separate bullets to preserve. We'll produce bullet list. Then

      Requirements

      maybe for 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, NMLS registration requirement under S.A.F.E. Act of 2008 and Regulation Z, subject to required registration process including criminal background and credit check, failure to meet or maintain any NMLS registration requirements may result in rescission of offer or termination. We'll put those as
      • . Then

        Skills

        for Preferred Skills/Experience list. Then

        Benefits

        list. Then

        Pay

        with paragraph: Pay Range: $23.75 - 29.03. We should not include schedule. We need to ensure we don't include any boilerplate like EEO, E-Verify, disability accommodations, etc. Check the text for any leftover boilerplate: "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." Remove. "U.S. Bank is an equal opportunity employer..." Remove. "E-Verify U.S. Bank participates..." Remove. "The salary range reflects figures based on the primary location..." Might be considered part of Pay? It's about salary range; we already have Pay Range. Could keep as clarification but it's not boilerplate? It's about location differences; maybe keep as part of Pay section? But it's not a list; we can include as a

        under Pay. "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 benefits-related; we could incorporate into Benefits section as extra bullet. "Posting may be closed earlier due to high volume of applicants." Remove. "U.S. Bank will consider qualified applicants with arrest or conviction records for employment." Might be considered EEO; remove. "U.S. Bank conducts background checks consistent with applicable local laws..." Might be boilerplate; but it's related to NMLS requirement; we already have NMLS requirement; we could keep the sentence about background check as part of Requirements? It's somewhat generic; but it's substantive about requirement. However it's also repeated elsewhere. Might keep but risk being considered boilerplate. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This is not exactly EEO; it's about background checks. Might be considered legal boilerplate. Safer to remove generic background check lines, keep only the NMLS registration requirement line. Thus Requirements: high school diploma or equivalent; 4-5 years experience; NMLS registration under S.A.F.E. Act of 2008 and Regulation Z; subject to required registration process which includes a criminal background and credit check; failure to meet or maintain any NMLS registration requirements may result in rescission of offer or termination. We'll keep that. Now Benefits list: from the Benefits paragraph: - 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 Also the extra line: "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)." Could add bullets: Incentive and recognition programs, Equity stock purchase, 401(k) contribution, Pension. But note 401(k) already listed; could duplicate. We'll add as separate bullets: Incentive and recognition programs, Equity stock purchase, Pension (note 401(k) contribution already covered). Might be okay. Now Skills list: from 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 - 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 Now Responsibilities list: we need to include all duties as separate bullets. Let's craft bullets: - 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. We could also add location expectation: "This role requires working from a U.S. Bank location for all scheduled work days."

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