Relationship Banker II - SB Parkwood Branch - Friendswood, TX

Responsibilities

. Next: "Required Qualifications, Capabilities, And Skills" then list. We need to decide sections: Could be "Qualifications" and "Skills". The instruction says use headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content. We have "Required Qualifications, Capabilities, And Skills". This includes qualifications and skills. We could split into Qualifications and Skills sections. However we need to ensure we don't create thin sections. Let's see content: List items: 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. Then "Preferred Qualifications, Capabilities, And Skills": - 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... etc). This is a long paragraph about compliance, NMLS registration, etc. We need to decide what goes where. The "Required Qualifications, Capabilities, And Skills" includes both qualifications and skills. Could separate: Qualifications (education, experience, licenses) and Skills (communication, problem solving, etc). But we need to avoid thin sections. Perhaps combine into one "Qualifications" section that includes both required and preferred? But we have separate headings for Qualifications and Skills. Might be better to put required qualifications under "Qualifications" and skills under "Skills". However the required list includes skills like communication, problem solving. Could still go under Skills. Let's think: The instruction says "Prefer a few substantive sections over many thin ones." So we might combine Qualifications and Skills into one section if content is thin. But we have a lot of content; we could still split. We need to include "Requirements" heading as well. What would go under Requirements? Possibly the mandatory requirements like licenses, experience, education. The "Required Qualifications..." could be considered Requirements. Then "Preferred Qualifications..." could be Qualifications? Actually the headings list includes both Requirements and Qualifications. Could treat Requirements as mandatory, Qualifications as preferred? Or Skills as abilities. Let's map: - Requirements: mandatory items: 1+ year sales experience, high school degree, SIE exam, Series 6, state registration, Life licenses, ability to work branch hours, ability to operate within risk parameters, etc. Also maybe the licensing program detail. - Qualifications: preferred items: college degree or military equivalent, experience adhering to banking policies, procedures, regulatory requirements. - Skills: abilities: ability to create memorable experiences, excellent communication skills, ability to resolve client issues, ability to learn products quickly, etc. But we also have the Dodd Frank/Truth in Lending Act and NMLS registration details under Preferred Qualifications. That seems like a requirement (mandatory) for the position due to act. Actually the text says: "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" This is quite detailed and seems like a requirement (mandatory). It could go under Requirements or Qualifications. Since it's about licensing and compliance, maybe under Requirements. We also have "Ability to work branch hours including weekends and some evenings." That's a requirement. We have no explicit Benefits, Pay, Schedule info. The posting does not mention benefits, pay, or schedule beyond "Ability to work branch hours including weekends and some evenings." That's not a schedule detail; it's a requirement. So we should NOT create Benefits, Pay, or Schedule sections because they are not stated. The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." So we omit those. Thus we will have sections: About the role, Responsibilities, Requirements, Qualifications, Skills. Possibly also "Requirements" for mandatory, "Qualifications" for preferred, "Skills" for abilities. We need to ensure we don't create thin sections. Let's see if each will have substantive content. About the role: we have a paragraph. Responsibilities: we have 6 bullet items. Requirements: we need to gather mandatory items: 1+ year sales experience, high school degree or equivalent, SIE exam, FINRA Series 6, state registration (including 63 if required), Life licenses, ability to work branch hours (including weekends and some evenings), ability to operate within risk parameters/tolerances and meet internal/external risk and compliance obligations (including completion of required training), Dodd Frank/Truth in Lending Act requirements (including criminal conviction history review, credit report, NMLS check, felony disqualification), NMLS registration under SAFE Act (require to register or update, compliance, annual renewal). Also maybe "Ability to quickly and effectively resolve client issues with attention to detail" is more skill than requirement. But we could keep it under Skills. We also have "Ability to create memorable experiences for our clients – elevate the client experience." That's skill. "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." Skill. "Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience." Skill. "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." Skill. Thus we can separate. Now Qualifications (preferred): College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. (Also maybe the Dodd Frank/Truth in Lending Act and NMLS registration are requirements, not preferred). So Qualifications will have those two items. Skills: we have several ability statements. Let's list them: - Ability to create memorable experiences for our clients – elevate the client experience. - 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. - Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience. - 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. Also maybe "Ability to work branch hours including weekends and some evenings." but that's more requirement. We'll put those four under Skills. Now we need to ensure we don't repeat any content. Also we need to strip boilerplate like "Job Description" at start, "Job Responsibilities" heading we already used. Also remove "Required Qualifications, Capabilities, And Skills" heading; we will use our own headings. We must not include application instructions, cookie/navigation/legal/EEO etc. The NMLS info is not boilerplate; it's substantive requirement. We'll keep it. Now produce HTML. Structure:

About the role

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Responsibilities

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Requirements

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Qualifications

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Skills

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