Jobs · Finance · Tennessee

Relationship Banker - Rivergate - Madison, TN

JPMorganChase · Madison, TN · 1 mo ago
On-siteFinanceFull-time
We need to output HTML fragment only, 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. No Job ID etc. Remove boilerplate, navigation, legal, EEO, etc. Must preserve all substantive info. 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. - Job Responsibilities: list of bullet points (though they are separated by periods). We need to extract each duty as list items. Responsibilities text: "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'll make
  • for each. - Required Qualifications, Capabilities, And Skills: list includes: "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." We need to decide sections: Could be "Requirements" and "Qualifications" and "Skills". The instruction says use headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include only sections with real specific content. We have content for About the role, Responsibilities, Required Qualifications (which could be Requirements), Preferred Qualifications (maybe Qualifications), Skills (maybe part of required). There's also mention of licensing etc. Could treat "Requirements" as the mandatory qualifications, "Qualifications" as preferred, "Skills" maybe separate but we can combine. We must not invent sections like Benefits, Pay, Schedule unless present. There's no explicit benefits, pay, schedule info (though ability to work branch hours including weekends and some evenings is schedule-related). That could be considered schedule content. The posting mentions ability to work branch hours including weekends and some evenings. That's schedule info. So we could include a Schedule section with that detail. Benefits? Not mentioned. Pay? Not mentioned. So we omit Benefits and Pay. We also have Preferred Qualifications, Capabilities, And Skills: list: "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. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default" That's a lot of legal/compliance info. It's part of Preferred Qualifications? Actually it's under "Preferred Qualifications, Capabilities, And Skills". But the content includes many regulatory requirements. We need to preserve substantive info, but we should remove boilerplate like EEO etc. This is not boilerplate; it's specific to the role (Dodd Frank, NMLS). So we keep it. We need to format as
    • for any list of duties/requirements/benefits. For the Preferred Qualifications, we have a mix of bullet-like items but also long paragraphs. We could treat each sentence as a list item? The instruction: Use
      • for any list of duties/requirements/benefits. So if there is a list, we should use
        • . The Preferred Qualifications section includes items like "College degree or military equivalent." and "Experience adhering to banking policies, procedures, and regulatory requirements." Then a long paragraph about Dodd Frank etc. That paragraph is not a list but prose. We could keep as

          . However the instruction says use

          • for any list of duties/requirements/benefits. So we should only use list for items that are clearly list items. For the long regulatory paragraph, we can keep as

            . Similarly for Required Qualifications we have list items; we can make

            • for each bullet. Now we need headings: About the role (

              About the role

              ) then paragraph(s). Responsibilities (

              Responsibilities

              ) then
                . Requirements (

                Requirements

                ) then
                  for required qualifications. Qualifications (

                  Qualifications

                  ) then maybe
                    for preferred qualifications items plus

                    for regulatory details. Skills (

                    Skills

                    ) maybe we could combine but we already have skills in required and preferred. Could we omit Skills section if no distinct skills beyond those? The instruction: Prefer a few substantive sections over many thin ones. So maybe we combine Required Qualifications and Skills into Requirements? But we have headings list; we can choose to include only those with content. We have content for About the role, Responsibilities, Requirements (mandatory), Qualifications (preferred), Schedule (ability to work branch hours). We could also include Skills but maybe not needed. Let's extract schedule: "Ability to work branch hours including weekends and some evenings." That's schedule info. We'll put under Schedule heading. Now we need to ensure we don't repeat job title. Not needed. We must not include any boilerplate like EEO etc. The regulatory text is not boilerplate; it's specific. Now produce HTML fragment. Structure:

                    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, 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.
                    But note: Ability to work branch hours including weekends and some evenings is schedule; we might move that to Schedule section. However it's also a requirement. We could keep it under Requirements but also have Schedule section. To avoid duplication, maybe move it to Schedule and remove from Requirements. Let's decide: The posting includes that under Required Qualifications. It's a requirement but also schedule. We could keep it under Requirements and also have Schedule section with same

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