Relationship Banker / Senior Relationship Banker - Cobb/Cherokee Area

We need to output HTML fragment with sections: About the role? The posting includes description: "Responsible for providing an industry leading client service experience..." That's about role. Then "Essential Duties And Responsibilities" list. Then "Qualifications" with required and preferred. Then "General Description of Available Benefits". Also "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)" - these are metadata; we can fold into short

. No Pay/Schedule sections unless explicitly stated. There's no pay or schedule details besides work shift (1st shift). Should we include Schedule? The instruction: never create Pay/Schedule/Benefits sections unless posting actually states them. It does state Work Shift: 1st shift. That's schedule info. Should we create a Schedule section? It says "never create Pay/Schedule/Benefits sections unless the posting actually states them." So we can include a Schedule section with that info. However we need to avoid filler like "not specified". We have actual info: Work Shift: 1st shift (United States of America). So we can include a Schedule section with that. Benefits: there is a General Description of Available Benefits. So we include Benefits section. Pay: not mentioned, so omit. We need headings:

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use appropriate headings. We have About the role (maybe "About the role") then Responsibilities (Essential Duties And Responsibilities). Then Qualifications (Required Qualifications and Preferred Qualifications). Could also have Skills but we can combine into Qualifications. Benefits and Schedule. We must not repeat job title as heading. No Job ID etc. We must preserve all substantive information, not invent or summarize away detail. So we need to keep all details from responsibilities, qualifications, benefits, etc. Use

• for any list of duties/requirements/benefits. For prose use

  . For benefits list we can list items. We need to remove boilerplate: application instructions, EEO, etc. Also remove "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)"? We need to keep that info but fold into short

  maybe under a metadata paragraph. Could place after About the role? Probably after About the role we can have a

  containing that line. We must not include duplicated lines. Ensure we keep all substantive info. Let's extract sections. About the role: The first sentence(s) before "Essential Duties And Responsibilities": "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." That's the role description. Responsibilities: The list under "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 points (though not explicitly bulleted but sentences). We need to convert each sentence into

• . Let's list them: - 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. We should keep all. Qualifications: Required Qualifications list: - 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 Preferred Qualifications: - 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 We need to keep both required and preferred. Could have two subsections under Qualifications? The instruction: use

  for section headings. Could have Qualifications heading and then inside we can have

  for required and preferred? Or we could split into Required Qualifications and Preferred Qualifications as headings? But they said use headings for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. They didn't forbid subheadings, but we should follow instruction: use

  for section headings. Could have

  Qualifications

  then inside we can have

  for required and

  for preferred, or use

  for each list. Probably better to have

  Required Qualifications

  and

  Preferred Qualifications

  but those are not in the list of allowed headings? The list includes Qualifications as a heading; but we could still use Qualifications as heading and then inside we can differentiate with

  labels. However to preserve structure, we can do:

  Qualifications

  Required

  ... but they didn't mention h4. Safer to keep only h3 headings. So we could have one Qualifications section and inside we have two

  paragraphs: one for Required Qualifications: list, another for Preferred Qualifications: list. Use

  • for each list. Similarly for Benefits: we have a paragraph describing benefits. We can turn that into a
    • list of benefits items: medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, 401k plan, vacation (10 days prorated), sick days (10 days prorated), paid holidays, possibly defined benefit pension plan, restricted stock units, deferred compensation plan (depending on position). We need to preserve all info; we can keep the prose but better to list as items. Schedule: we have Work Shift: 1st shift (United States of America). Also maybe Regular or Temporary: Regular, Language Fluency: English (Required). That's not schedule but could be included in a short

      under About the role or separate metadata. We'll include a short

      after About the role: "Regular or Temporary: Regular; Language Fluency: English (Required); Work Shift: 1st shift (United States of America)." Now produce HTML. Check for any boilerplate to remove: "If you want to apply, click the Apply Now button..." remove. "After you click Apply Now..." remove. "Need Help? If you have a disability..." remove. "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)" we keep as metadata. "Please review the following job description:" we can drop as it's intro. "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." That's part of responsibilities intro; we can keep as a

      before the list? It's substantive? It's basically saying other duties may be performed; we can keep as a

      maybe. But we could incorporate into responsibilities section as a note. It's not a list item but we can keep as a

      inside responsibilities. Similarly for 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." That's intro; we can keep as a

      before required list. For benefits: "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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." That's intro; we can keep as

      before list. We must not include EEO etc. Now craft HTML. We'll output:

      About the role

      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.

      Regular or Temporary: Regular; Language Fluency: English (Required); Work Shift: 1st shift (United States of America).

      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.

      • 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.

      Qualifications