Jobs · Finance · Wisconsin

Relationship Banker II - Wisconsin Rapids

U.S. Bank · Wisconsin Rapids, WI · 1 mo ago
Finance$21.94–$26.82/hrFull-time
We need to output HTML fragment with sections: About the role? The description includes intro about U.S. Bank journey, but that's generic. We need to include sections only when posting has real specific content. We have job description content: Relationship Bankers build relationships... That's responsibilities. Also qualifications: Basic Qualifications, Preferred Skills/Experience. Benefits: listed. Pay Range: given. Schedule not mentioned. So we should have sections: Responsibilities, Requirements (maybe combine Basic Qualifications and Preferred Skills/Experience?), Qualifications? The instruction: use headings for section headings e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections to include based on content. We have: - About the role: could be the introductory paragraph about U.S. Bank journey and career description. That's substantive? It's generic but still about role. Might be okay. But we must not repeat job title as heading. The intro is about the company and career opportunities. Could be "About the role". Might be okay. - Responsibilities: the detailed list of duties. - Requirements: Basic Qualifications (high school diploma, 4-5 years experience). Could be under Requirements. - Skills: Preferred Skills/Experience list. - Benefits: list. - Pay: Pay Range. - Schedule: not present, so omit. We must not include headings with filler text. Ensure we preserve all substantive info. We need to use

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

    for prose. We must not include boilerplate like EEO, E-Verify, disability accommodations, etc. Remove those. Also remove duplicated lines. We need to preserve all substantive information: that includes NMLS registration requirement, background check, etc. That's part of qualifications? It's under "This position requires National Mortgage Licensing System (NMLS) registration..." That's a requirement. Should be included. Also mention "You will be subject to the required registration process, which includes a criminal background and credit check." etc. Also mention "Failure to meet or maintain any of the NMLS registration requirements..." etc. Also mention "Basic Qualifications" bullet list. Also "Preferred Skills/Experience" bullet list. Also benefits list. Also pay range. Also mention "U.S. Bank will consider qualified applicants with arrest or conviction records for employment." That's maybe part of EEO? It's about background check policy. Might be considered boilerplate? It's about hiring policy. Might be considered EEO/equal-opportunity? It's about arrest/conviction records. Might be considered part of EEO? The instruction says remove EEO/equal-opportunity/scam-warning boilerplate. This is about arrest/conviction records, which is a fair chance policy. Might be considered EEO? Probably remove. Also remove lines about "Posting may be closed earlier due to high volume of applicants." That's boilerplate. Also remove "Review our full benefits available by employment status here." That's a link instruction; maybe remove. Also remove "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. Also remove "U.S. Bank is an equal opportunity employer..." etc. Also remove "E-Verify ..." etc. Also remove "The salary range reflects figures based on the primary location..." maybe keep? It's about pay range clarification. Might be considered part of Pay section. Could keep as prose. Also "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)." That's benefits info; we can incorporate into Benefits section. Also "U.S. Bank will consider qualified applicants with arrest or conviction records for employment." Might be considered part of background check policy; maybe keep under Requirements? But it's about hiring policy; could be considered EEO. Safer to remove. We need to preserve all substantive information: NMLS registration, background check, credit check, etc. Those are substantive. Let's extract sections: About the role: The first 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 generic but could be About the role. Responsibilities: The paragraph starting "Job Description Relationship Bankers build relationships with customers..." and subsequent sentences describing duties. We'll turn into list items. Let's list 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. - Strong client relationships 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 many items; we can keep as list. Requirements: 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. Also 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. We could include that under Requirements as well. Skills: 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 - Bilingual in English and Spanish 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 - 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). Pay: Pay Range: $21.94 - 26.82. Also note: "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." Could include as prose. We should not include schedule. Now produce HTML. We need to wrap sections in appropriate tags: each section heading

    then content. For lists, use
    • ...
    . For prose, use

    . We must not include any extra text outside HTML fragment. Let's craft. First section: About the role.

    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.

    Second: 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.
    • Strong client relationships 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.
    Third: Requirements.

    Requirements

    • 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
    • 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.
    Fourth: 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

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