Relationship Banker - (New Build) Oxford Commons - Durham, NC
JPMorganChase · Durham, NC · 1 mo ago
On-siteFinanceFull-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We must not repeat job title. No Job ID. Remove boilerplate.
We need to parse the job description.
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."
That's about the role. So we can put
.
- Required Qualifications, Capabilities, And Skills: This is a list of qualifications. We could put under
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We must not repeat job title. No Job ID. Remove boilerplate.
We need to parse the job description.
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."
That's about the role. So we can put About the role
then
with that paragraph. - Responsibilities: list bullet points under "Job Responsibilities". The bullet points are sentences separated by periods? Actually they are separated by hyphens? Let's extract: "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." We can format each as
Requirements
orQualifications
. The instruction says we can use sections like Requirements, Qualifications, Skills. We need to decide. Probably combine required qualifications into Requirements section. Preferred qualifications maybe also under Qualifications or Skills? Let's see. Required Qualifications list: - 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. - 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. - Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. - High school degree, GED, or foreign equivalent. - 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. - Ability to work branch hours including weekends and some evenings. 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...). This is a long paragraph about compliance, NMLS registration, etc. This seems like required? Actually it's under Preferred Qualifications but includes many mandatory compliance items. We'll treat as part of Qualifications/Skills maybe. We need to decide sections: Could have Requirements (required qualifications) and Preferred Qualifications (maybe under Qualifications or Skills). Since we have both required and preferred, we could haveRequirements
for required, andPreferred Qualifications
for preferred. But the instruction only lists specific headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It does not list "Preferred Qualifications". However we could put preferred under Qualifications or Skills. Since we already have Requirements for required, we can put preferred under Qualifications (or Skills). The distinction: Qualifications could be education/licenses; Skills could be abilities. But we can just put all under Qualifications. Better: UseRequirements
for required qualifications (including experience, education, licenses). UseSkills
for abilities like communication, problem solving, etc. But the required list includes both experience and skills. Might be messy. Simplify: UseRequirements
for all required qualifications (including experience, education, licenses, ability to work hours). UsePreferred Qualifications
not allowed; maybe we can put underQualifications
for preferred (college degree, experience adhering to policies, Dodd Frank etc). But we already used Requirements for required; we could rename required to Requirements and preferred to Qualifications. That fits the headings list. Thus: -About the role
intro paragraph
-Responsibilities
- ... each responsibility
Requirements
- ... required qualifications list
Qualifications
- ... preferred qualifications list
About the role
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
- 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.
Requirements
- 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients,