Jobs · Finance · Washington

Relationship Banker II - Oak Harbor, WA

U.S. Bank · Oak Harbor, WA · 1 mo ago
Finance$25.49–$31.15/hrFull-time
We need to output HTML fragment with sections: About the role? The posting includes description paragraphs. We need to use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse the job description. The text: "At U.S. Bank, we’re on a journey..." That's about the company, maybe "About the role"? Actually "About the role" could be the introductory paragraph describing the role. The job description: "Relationship Bankers build relationships with customers..." That's responsibilities. Then "Basic Qualifications" and "Preferred Skills/Experience". Also "Location expectations". Also "Benefits:" section. Also "Pay Range: $25.49 - 31.15". Also schedule? Not mentioned. So we should not include Schedule section. We need to preserve all substantive info, not invent. We need to remove boilerplate: EEO, E-Verify, etc. Also remove application instructions, disability accommodations line? That's maybe not boilerplate but it's about accommodation; could be considered 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 likely boilerplate; we should remove. Also remove "U.S. Bank is an equal opportunity employer." etc. Also remove "Posting may be closed earlier due to high volume of applicants." Also remove "The salary range reflects figures based on the primary location..." maybe keep pay range but we can keep the pay range line. We need to include Benefits section with list. We need to include Pay section with the range. We need to include Qualifications? The posting has "Basic Qualifications" and "Preferred Skills/Experience". Could map Basic Qualifications to Requirements or Qualifications? The instruction: Use headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide where to put each piece. "Basic Qualifications" likely goes under Requirements or Qualifications. "Preferred Skills/Experience" goes under Skills. We also have "Location expectations" maybe could be part of About the role? Not needed as separate heading; we could incorporate into About the role paragraph. We need to avoid repeating job title as heading. We need to output only HTML fragment. Let's extract content: About the role: Intro paragraph: "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." That's about the company and role; we can put under About the role. Responsibilities: The paragraph starting "Relationship Bankers build relationships with customers..." through to "Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy." Also includes NMLS registration requirement? That is more of a requirement. But we can include responsibilities up to that sentence. Let's copy responsibilities text: "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." Then after that: "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." That seems like a requirement (qualification). Could go under Requirements or Qualifications. Then "Basic Qualifications" bullet: "High school diploma or equivalent" and "Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training". That's qualifications. Then "Preferred Skills/Experience" list: many bullet points. We need to output
  • for any list of duties/requirements/benefits. Thus for Responsibilities we could make a
      with each sentence as
    • . But the instruction: Use
      • for any list of duties/requirements/benefits, and

        for prose. So we can either keep responsibilities as prose (

        ) or break into list. Since it's a list of duties, better to make

        • . However we need to preserve all substantive info; we can split sentences into list items. Similarly for Basic Qualifications we can make list. Preferred Skills/Experience also list. Benefits list already given as bullet points after "Our benefits include the following:" We'll make
          • . Pay: we have "Pay Range: $25.49 - 31.15". That's a specific pay range; we can put under Pay heading as

            maybe. Schedule: none, so omit. We also need to include NMLS registration requirement maybe under Requirements or Qualifications. Since we have Requirements heading, we can put that there. Let's decide sections: - About the role: intro paragraph (prose)

            . - Responsibilities: list of duties (

            • ). - Requirements: NMLS registration requirement (maybe also basic qualifications? but we have Qualifications heading separate). Could put NMLS under Requirements, and Basic Qualifications under Qualifications. Or combine. The instruction: Use headings for Requirements, Qualifications, Skills. So we can separate. Thus: Requirements: NMLS registration requirement (including background check). Could be a

              or

                . It's a requirement; we can make

                . Qualifications: Basic Qualifications (high school diploma, 4-5 years experience). Use

                • . Skills: Preferred Skills/Experience list. Use
                  • . Benefits: list. Pay: Pay Range. We should also include Location expectations? Not a heading; maybe incorporate into About the role as a sentence? Could add a

                    about location: "This role requires working from a U.S. Bank location for all scheduled work days." That's substantive; we can add to About the role or maybe a separate note but no heading. Let's add to About the role after the intro. Now we need to ensure we don't include boilerplate like EEO, E-Verify, etc. Let's craft HTML. Start with maybe not needed; just output headings and content. We'll output:

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

                    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

                    • 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

                    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

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