Jobs · Finance · California

Relationship Banker (Multi-level) - Fresno/Clovis/Madera CA (32hrs - 40hrs)

U.S. Bank · Fresno, CA · 1 mo ago
Finance$21–$24/hrFull-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use
  • for any list of duties/requirements/benefits, and

    for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

    or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. We need to parse the job posting. Key content: - Intro paragraph about U.S. Bank mission etc. That's about the role? Could be "About the role" or "About U.S. Bank". But we need to decide sections. We have multiple levels: Relationship Banker 1, 2, Sr Relationship Banker. The posting includes description of role (Relationship Bankers build relationships...). Then qualifications per level, preferred skills, salary ranges. We need to produce sections: maybe "About the role", "Responsibilities", "Qualifications", "Skills", "Benefits", "Pay". Schedule not mentioned, so omit. We must not create sections with filler. So we need to include only those with real content. We need to preserve all substantive info: description, qualifications per level, preferred skills, salary, benefits, location expectations (requires working from a U.S. Bank location). Also NMLS registration requirement. We must not include boilerplate: EEO, E-Verify, disability accommodations, etc. Also remove duplicated lines. We need to format using

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

      for prose. We need to decide what goes into each section. Potential sections: - About the role: could include mission statement and description of role (Relationship Bankers build relationships...). Could be a paragraph. - Responsibilities: list of duties (builds relationships, proactive outreach, identifies solutions, maintains knowledge, provides consistent experience, develops partnerships, opens accounts, educates on digital products, leverages resources, NMLS registration). Could be bullet list. - Qualifications: could include basic qualifications per level (high school diploma, experience years). Could be a list. - Skills: preferred skills/experience (proven ability to build relationships, engage, knowledge of policies, customer service, digital products, etc.) Could be bullet list. - Benefits: list of benefits (healthcare, life insurance, disability, parental leave, 401(k), paid vacation, holidays, adoption assistance, sick leave). Could be bullet list. - Pay: salary ranges per level (Relationship Banker 1: $21.00 - $24.00/hr; Relationship Banker 2: $25.00 - $28.00/hr; Sr Relationship Banker: $29.00 - $32.00/hr). Also mention Pay Range: $21.68 - 26.50 (maybe overall). We need to preserve all substantive info; not invent. So include those ranges. We must not include filler like "commensurate with experience" etc. The posting includes "Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training". That includes "commensurate training" which is filler? It's part of the qualification description; we should keep it as it's substantive? It's not placeholder like "commensurate with experience" but it's part of the phrase. The instruction says never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. It doesn't say we must remove those phrases from within content; just that we shouldn't create a section that only has filler. So we can keep the phrase. We need to remove duplicated lines: there are many repeated bullet points across levels (proven ability to build and foster relationships etc). We should preserve all substantive information but not duplicate? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." It doesn't explicitly say to deduplicate, but duplicated lines are considered boilerplate? It says "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we should remove duplicated lines. That means we should not repeat the same bullet points multiple times. We can combine them into a single list under Skills or Responsibilities, but we need to ensure we don't lose any unique info. The duplicated lines are the preferred skills/experience that are identical across levels (except some variations like "Thorough knowledge of all retail products and services" appears in RB2 and Sr, but not RB1; "Experience in participating in sales campaigns/promotions" appears in RB2 and Sr; "Advanced knowledge of applicable bank and branch policies, procedures and support systems" appears in Sr only; "Demonstrated advanced level of proficiency..." appears in Sr only; etc). So we need to keep the distinctions. Thus we need to capture the qualifications and preferred skills per level, but avoid repeating identical lines across levels. Could present as a table? But we only allowed

      • for lists,

        for prose,

        for headings. Could use nested lists? Probably okay. We could structure:

        About the role

        ... mission statement and description ...

        Responsibilities

        • Build relationships with customers via in-person, appointment, and virtual channels.
        • Assess and attend to customers’ banking needs, obtain and process customer and account information.
        • Demonstrate and educate clients on available deposit and loan products and services.
        • Recommend solutions based on each customer’s unique goals and needs.
        • Proactive outreach and follow‑up, asking questions about financial needs and channel preferences.
        • Identify solutions for new and existing clients through effective engagement and communication.
        • Maintain working knowledge of consumer and business banking products and services, including digital products.
        • Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
        • Develop collaborative partnerships with branch team members and partners.
        • Open new consumer and business accounts, complete service requests, submit credit applications.
        • Proactively educate clients on emerging and self‑service digital products and services.
        • Leverage resources and technologies to optimize client experience and serve with operational excellence and accuracy.
        • Maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z (including background and credit checks).

        Qualifications

        • Relationship Banker 1: High school diploma or equivalent; typically less than four years of job‑related retail banking experience or a combination of experience and commensurate training.
        • Relationship Banker 2: High school diploma or equivalent; typically four to five years of job‑related retail banking experience or a combination of experience and commensurate training.
        • Senior Relationship Banker: High school diploma or equivalent; typically five or more years of job‑related retail banking experience or a combination of experience and commensurate training.

        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 (RB1); advanced knowledge for SR.
        • Proven customer service and interpersonal skills.
        • 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 proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively (basic level for RB1, advanced level for RB2 and SR).
        • Experience in the financial services industry preferred.
        • Thorough knowledge of all retail products and services (RB2 and SR).
        • Experience participating in sales campaigns/promotions (RB2 and SR).
        • Advanced knowledge of applicable bank and branch policies, procedures and support systems (SR).
        • Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively (SR).
        But we have duplicated lines: "Proven ability to build and foster relationships..." appears only once; good. "Ability to effectively engage and communicate with clients." once. "Thorough knowledge of applicable bank and branch policies, procedures and support systems" appears for RB1; we note advanced for SR. Could combine? Might be okay. We need to avoid duplication: we have listed "Thorough knowledge of applicable bank and branch policies, procedures and support systems" and later "Advanced knowledge of applicable bank and branch policies, procedures and support systems (SR)". That's not duplicate exactly; it's different qualifier. Could be okay. But we also have "Proven customer service and interpersonal skills." once. "Experience with using and demonstrating digital products and self‑service technologies." once. "Ability to explore and identify a customer’s true needs while leveraging a digital first mindset." once. "Demonstrated proficiency in making appropriate recommendations..." we have basic vs advanced; we could note levels. "Experience in the financial services industry preferred." once. "Thorough knowledge of all retail products and services (RB2 and SR)." once. "Experience participating in sales campaigns/promotions (RB2 and SR)." once. "Advanced knowledge of applicable bank and branch policies, procedures and support systems (SR)." already. "Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively (SR)." already. We also need to include location expectations: "This role requires working from a U.S. Bank location for all scheduled workdays." Could be a paragraph under maybe "Work Location" but we don't have a heading for location; we could include under About the role or Responsibilities? Probably better to add a short paragraph under About the role or a separate section "Work Location". But we only have allowed headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. No "Work Location". Could fold into About the role or Responsibilities as a sentence. The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

        or drop it." So location is minor metadata; we can fold into a short

        maybe under About the role. Also NMLS registration requirement is part of responsibilities; we included. Benefits: we need to list them. Pay: we need to list salary ranges per level and also the Pay Range: $21.68 - 26.50 (maybe overall). We'll include both. We must not create Schedule section because not mentioned. Now we need to ensure we don't include any boilerplate

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