Relationship Banker II - SB Medical Branch - Houston, TX

We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Must not include Job ID etc. Remove boilerplate like EEO, legal, etc. Must preserve all substantive info. We need to parse the job description. Sections present: - Job Description (intro paragraph) maybe "About the role". The intro: "At Chase, we are passionate..." That's about role. So we can put that under

About the role

with

. - Job Responsibilities: list of duties bullet points. Should be

• . - Required Qualifications, Capabilities, And Skills: includes qualifications and skills. Could be split into Requirements and Qualifications and Skills? The instruction: use headings for Requirements, Qualifications, Skills. We need to decide what content goes where. The posting has "Required Qualifications, Capabilities, And Skills" with bullet list (numbered). Then "Preferred Qualifications, Capabilities, And Skills". Also there is mention of Dodd Frank etc. That's more qualifications/requirements. We need to preserve all substantive info. We can combine required and preferred into Qualifications and Skills sections? But we have separate headings: Requirements, Qualifications, Skills. Could map: - Requirements: maybe the mandatory items: 1+ year sales experience, ability to create memorable experiences, excellent communication, ability to resolve issues, operate within risk parameters, high school degree, SIE exam, FINRA Series 6, state registration, Life licenses, ability to work branch hours including weekends/evenings. Also mention that unlicensed applicants must obtain licenses within 180 days. - Qualifications: maybe preferred qualifications: College degree or military equivalent, experience adhering to banking policies, etc. Also Dodd Frank etc. But Dodd Frank is more a requirement (contingent). Might be better to put under Requirements as well. - Skills: maybe the skills like communication, consultative, technology education, product knowledge, etc. But many of those are in responsibilities. We need to avoid thin sections. Perhaps better to combine into two sections: Responsibilities and Qualifications (including required and preferred). But the instruction says use those headings if content exists. We can still include Requirements, Qualifications, Skills if we have content. Let's extract content: Intro paragraph: "At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch." Responsibilities bullet points (from "Job Responsibilities"): - Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. - Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. - Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs. - Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. - Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. - Adhere to policies, procedures, and regulatory banking requirements. Required Qualifications bullet list (numbered): 1. 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. 2. Ability to create memorable experiences for our clients – elevate the client experience. 3. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. 4. Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience. 5. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. 6. High school degree, GED, or foreign equivalent. 7. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. 8. Ability to work branch hours including weekends and some evenings. Preferred Qualifications bullet list: - College degree or military equivalent. - Experience adhering to banking policies, procedures, and regulatory requirements. - Dodd Frank/Truth in Lending Act (This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default) That's a lot of text; we need to preserve it but we can keep as paragraph(s). It's substantive. About Us section: "Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans" But we must remove EEO/legal boilerplate. The About Us includes EEO statements; we should remove those lines. Also remove "Equal Opportunity Employer/Disability/Veterans". Also remove "Visit our FAQs..." maybe that's okay but it's about accommodation request; could be considered boilerplate? It's not strictly EEO but still about accommodation. Might be okay to keep? The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we should remove EEO statements. The "Visit our FAQs for more information about requesting an accommodation." is related to accommodation request, could be considered EEO/legal. Safer to remove. Also "About The Team" section: "Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction." This is substantive about team; we could include under "About the role" maybe separate? But we have only headings list; we could add another section like "About the Team" but not in allowed headings. The instruction says use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says use those for section headings (e.g.) - implies we should stick to those. So we should not add extra headings. We could incorporate team info into About the role paragraph. Pay and Benefits: The About Us mentions competitive total rewards package, base salary determined based on role, experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash/forfeitable equity. Also benefits list. So we have info for Benefits and Pay. So we should create sections Benefits and Pay. Schedule: Not explicitly mentioned except ability to work branch hours including weekends and some evenings. That's schedule info. So we can create Schedule section with that. Now we need to avoid thin sections: ensure each section has substantive content. Let's plan sections: - About the role: intro paragraph + maybe team description? Could combine. - Responsibilities: list of duties. - Requirements: maybe the mandatory qualifications (required qualifications). Could include high school degree, SIE, Series 6, state registration, Life licenses, ability to work branch hours, etc. Also maybe the Dodd Frank etc? But Dodd Frank is more preferred/qualification. We'll decide. - Qualifications: maybe preferred qualifications (college degree, experience adhering to policies, Dodd Frank/NMLS details). Could also include the ability to create memorable experiences etc? But those are in required. - Skills: maybe communication, consultative, product learning, technology education, issue resolution, etc. Could pull from responsibilities and required. But we risk duplication. Better to follow the posting's structure: Required Qualifications, Capabilities, And Skills (mix of qualifications and skills). Preferred Qualifications, Capabilities, And Skills (more qualifications). So we could map: - Requirements: Required Qualifications (the numbered list). This includes experience, communication, issue resolution, risk compliance, education, licensing, schedule. - Qualifications: Preferred Qualifications (college degree, experience adhering to policies