Jobs · Sales · North Carolina

Relationship Banker or Senior Relationship Banker - Winston Salem/High Point Area

Truist · Winston-Salem, NC · 4 wk ago
SalesFull-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 job title as heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into 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. We need to parse the posting. The posting includes: - Intro: "The position is described below. If you want to apply, click the Apply Now button ..." (application instructions) -> remove. - "After you click Apply Now and complete your application, you'll be invited to create a profile..." -> remove. - "If you already have a profile with us, you can log in to check status." -> remove. - "Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response)." -> remove (EEO/accommodation? Might be considered boilerplate but it's about accommodation request; but we should remove as it's about application assistance. Probably remove. - "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)" -> This is metadata; we can fold into a short

    . Not a heading. - "Please review the following job description:" -> maybe we can drop. - Then description: "Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed." - Then "Essential Duties And Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor to include teller transactions, which are not mentioned below. Specific activities may change from time to time." - Then bullet list of duties (actually sentences). We need to convert to

    • for any list of duties/requirements/benefits. List of duties: - Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. - Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships. - Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. - Participates fully in all components of the established Truist Retail Community Bank Leadership Routines - Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning. - Advises on consumer lending options and takes loan applications. - Adheres to internal controls, operational procedures and risk management policies. - Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. - Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch. Then "Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions." Then list of required qualifications: - High school diploma or equivalent education - 2 years of client sales and service experience - Experience with sourcing and prospecting for new clients and client relationship building - Excellent interpersonal and communication skills, including a desire to interact with clients and prospects - Demonstrated proficiency in basic computer applications, such as Microsoft Office - Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. - Successful candidates must also meet ongoing regulatory requirements - Ability to multi-task under time constraints - Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes - Ability to work weekends and/or extended hours with occasional travel and overnights may be included Then "Preferred Qualifications:" list: - Associate’s degree or higher - Demonstrated ability to handle multiple priorities under time constraints - Excellent verbal and written communication skills - Ability to respond in a professional manner with a high level of service quality - Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients - Demonstrated ability in meeting or exceeding sales goals - General understanding of bank operations, policies and procedures Then "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:" then description of benefits. We need to include Benefits section only if posting actually states them. Yes, it does. So we need a Benefits section with

      Benefits

      and then list of benefits as
      • . Benefits described: - All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. - Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. - Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. - For more details on Truist’s generous benefit plans, please visit our Benefits site. - Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. - As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all those points. We also have metadata: "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)". This is not a heading; we can put in a short

        maybe under an "About the role" section? The instruction says use

        for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we could have an "About the role" section containing that metadata plus maybe the initial description paragraph. We need to decide sections. We have: - About the role: could include the initial description (first paragraph) and metadata (Regular/Temporary, Language Fluency, Work Shift). Also maybe the "Please review the following job description:" line can be omitted. - Responsibilities: list of duties. - Requirements: maybe combine Required Qualifications and Preferred Qualifications? The instruction says use headings like Requirements, Qualifications, Skills. We could have Requirements for required qualifications, Qualifications for preferred? Or we could have Requirements and then Qualifications (maybe preferred). But we need to avoid thin sections. Perhaps combine required and preferred under Qualifications? But we have both Required and Preferred sections; we could have a "Qualifications" section with subheadings? Not allowed; only

        headings. Could have two sections: "Required Qualifications" and "Preferred Qualifications". But the instruction says use headings like Requirements, Qualifications, Skills, Benefits, etc. It didn't forbid using "Required Qualifications" as a heading? It says use

        for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exhaustive. We could use "Required Qualifications" and "Preferred Qualifications" as headings if they are substantive. However, we should prefer a few substantive sections over many thin ones. Having two separate qualification sections may be thin but each has multiple items; still maybe okay. But we could combine them into one "Qualifications" section with two lists: Required and Preferred. However, we need to preserve all detail; we can include both lists under one heading, maybe with

        indicating required vs preferred. That would be fewer sections. Similarly, we could have a "Skills" section but we don't have explicit skills separate from qualifications; we could treat qualifications as skills. We also have no explicit Pay or Schedule info besides Work Shift (1st shift). That's schedule info. The posting includes "Work Shift: 1st shift (United States of America)". That's schedule info. So we could include a Schedule section with that detail. However, the instruction says never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state Work Shift, so we can include Schedule. But we need to see if we should include Pay: no pay info, so omit Pay section. Thus sections: About the role, Responsibilities, Qualifications (maybe split required/preferred), Benefits, Schedule. We need to ensure we don't create empty sections. Let's draft. About the role: include the initial description paragraph(s) and metadata. Initial description: "Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed." Then maybe also include the sentence after that: "Essential Duties And Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor to include teller transactions, which are not mentioned below. Specific activities may change from time to time." This is more of a preamble to duties; we could include it in About the role or Responsibilities. Probably better to include in About the role as context. Metadata: "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)". We can put as a

        . Thus About the role

        About the role

        then

        ...

        maybe multiple

        tags. Responsibilities: list of duties as

        • . Qualifications: we need to include required and preferred. Could have two subheadings? But we can't use

          maybe? Not allowed. We could include a

          stating "Required Qualifications:" then list, then another

          "Preferred Qualifications:" then list. That's okay under one

          Qualifications

          . Benefits:

          Benefits

          then
          • for each benefit point. Schedule:

            Schedule

            then

            Work Shift: 1st shift (United States of America)

            . Also maybe include Regular/Temporary and Language Fluency? But those are more about role; we already put them in About the role. So schedule just shift. Check

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