Jobs · Finance · Oregon

Relationship Banker (Oakridge Experience Center) (FULL TIME ON-SITE)

First Tech Federal Credit Union · Oakridge, OR · 1 mo ago
On-siteFinance$20.5–$24.75/hrFull-time
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. Must preserve all substantive info, no invented details. Remove boilerplate like EEO, legal, etc. Also remove duplicated lines, navigation, cookie, application instructions. Must not create sections with filler like "commensurate with experience". Must only include sections when posting has real specific content. Let's parse the description. We have: Description paragraph: "The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you’ll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. You’ll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams." That's about the role. Then "Job Duties" list: bullet points (though not bullet but sentences). Let's extract: - Quickly process routine financial transactions for members including deposits and withdrawals, loan payments, and cashier’s checks, while ensuring regulatory compliance and adherence to internal procedures - Establish and maintain member deposit and loan accounts - Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate - Proactively identify and recommend the best products and services to meet the members’ financial needs and partner with service teams including insurance, investments, Premier, and mortgage - Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives - Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services - Perform account maintenance activities including updating member contact and personal information - Perform follow-up activities and outbound calls for new and existing members Then "Essential Skills" list: - Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred - Ability to listen to members’ needs and provide tailored product recommendations - Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections - Excellent verbal and written communication skills; able to express ideas concisely and logically - Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment - Ability to work in fast-paced customer service and sales environment without sacrificing accuracy and service - Aptitude for learning a variety of computer systems using technology to solve member issues - Possesses critical thinking and decision-making skills with attention to detail - Working knowledge of Microsoft Office Suite - Certification/License: Notary preferred - Minimum Education: High School Diploma or equivalent Location: Oakridge Experience Center - Oakridge, OR 97463 (FULL TIME ON-SITE) Target Compensation in Oakridge, OR: $20.50 to $24.75 per hour + monthly incentive Benefits Options Include Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) Then there is a "What makes First Tech different? Clickhereto learn more!" etc. Then "Who We Are" etc. Then "Employment Statements" etc. Those are boilerplate/EEO etc. We need to remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Thus we should keep only substantive info: description (About the role), Job Duties (Responsibilities), Essential Skills (maybe Skills), Location maybe not a heading but could be part of About? The instructions say we can fold minor metadata into a short

or drop it. Location is minor metadata; we can include in a short p maybe under About the role or separate? Probably include in About the role paragraph. Pay: we have Target Compensation: $20.50 to $24.75 per hour + monthly incentive. That's specific, so we should include a Pay section. Benefits: we have specific benefits list, so include Benefits section. Schedule: we have "FULL TIME ON-SITE" indicated. That's schedule info. So we can include Schedule section with that. Qualifications: maybe we have Minimum Education etc. Could be under Qualifications. The instructions: Use headings for sections like Qualifications, Skills, etc. We have Essential Skills list; that could be Skills. Minimum Education and certification could be Qualifications. We need to decide. We have "Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred" - that's a requirement/experience. Could be under Requirements. Also "Ability to listen..." etc are skills. Thus we can have: - About the role (description paragraph) - Responsibilities (Job Duties list) - Requirements (experience requirement: minimum six months etc) - Qualifications (Minimum Education, Certification/License: Notary preferred) - Skills (the list of skills: listening, communication, time management, etc) - Pay (Target Compensation) - Benefits (list) - Schedule (FULL TIME ON-SITE) We must not create sections with filler. All these have content. We must not repeat job title. Must not include Job ID etc. We must not include duplicated lines: there is duplicated benefits text later in "What makes First Tech different?" and "Employees Are Eligible For". We should only include each benefit once. We must not include boilerplate like "First Tech is an equal opportunity employer..." etc. We must not include application instructions like "Click here to learn more!" etc. We must not include navigation etc. Thus final HTML: use

for each section heading, then content:

for prose,

  • for lists. We need to preserve all substantive information: ensure we include all duties, all skills, all qualifications, benefits, pay, schedule. Let's extract each piece precisely. About the role: The description paragraph: "The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you’ll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. You’ll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams." We'll put that in a

    . Responsibilities: list each duty as

  • . Let's list them exactly as in text: 1. Quickly process routine financial transactions for members including deposits and withdrawals, loan payments, and cashier’s checks, while ensuring regulatory compliance and adherence to internal procedures 2. Establish and maintain member deposit and loan accounts 3. Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate 4. Proactively identify and recommend the best products and services to meet the members’ financial needs and partner with service teams including insurance, investments, Premier, and mortgage 5. Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives 6. Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services 7. Perform account maintenance activities including updating member contact and personal information 8. Perform follow-up activities and outbound calls for new and existing members Make sure punctuation preserved. Requirements: "Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred". That's it. Qualifications: "Minimum Education: High School Diploma or equivalent" and "Certification/License: Notary preferred". Could combine. Skills: list: - Ability to listen to members’ needs and provide tailored product recommendations - Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections - Excellent verbal and written communication skills; able to express ideas concisely and logically - Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment - Ability to work in fast-paced customer service and sales environment without sacrificing accuracy and service - Aptitude for learning a variety of computer systems using technology to solve member issues - Possesses critical thinking and decision-making skills with attention to detail - Working knowledge of Microsoft Office Suite Note: The first bullet "Minimum six (6) months..." is requirement, not skill. Already captured. Pay: "Target Compensation in Oakridge, OR:$20.50 to $24.75 per hour + monthly incentive". We'll put that in

    . Benefits: list: - Traditional medical, dental, and vision coverage - 401K matching up to 5% per pay period - Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually - 11 paid federal holidays - Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) Schedule: "FULL TIME ON-SITE". Could phrase as "Full-time on-site schedule". We'll put

    Full-time on-site.

    We must not include location as separate heading; we could include location in About the role paragraph or maybe in a short p. But location is minor metadata; we can fold into About the role paragraph: add at end: "Location: Oakridge Experience Center - Oakridge, OR 97463." But we already have location in the description? Not originally. We can add a short p after About the role? The instruction: "fold minor metadata into a short

    or drop it." So we could add a

    Location: Oakridge Experience Center - Oakridge, OR 97463 (FULL TIME ON-SITE)

    but schedule already covers full-time on-site. Maybe we just include location in About the role paragraph. Let's incorporate location into About the role paragraph: after the description, add "Location: Oakridge Experience Center - Oakridge, OR 97463." That is minor metadata. Now ensure we don't duplicate schedule info: we have schedule section with "Full-time on-site". That's okay. Now produce HTML. We must output only HTML fragment, no /, no markdown fences. Thus:

    About the role

    The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you’ll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. You’ll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams. Location: Oakridge Experience Center - Oakridge, OR 97463.

    Responsibilities

    • Quickly process routine financial transactions for members including deposits and withdrawals, loan payments, and cashier’s checks, while ensuring regulatory compliance and adherence to internal procedures
    • Establish and maintain member deposit and loan accounts
    • Provide the highest

Similar jobs