Relationship Banker / SR - Coastland Center

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We need to parse the posting. The posting includes: - Intro: "The position is described below..." etc. That's boilerplate (application instructions) we need to 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

or drop. Probably include as a short paragraph. - "Please review the following job description:" then description. - Then "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 list of duties (each sentence). We need to put them in

• . - 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 (bulleted). Then "Preferred Qualifications:" list. - Then "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:" then description of benefits. - Then EEO etc boilerplate to remove. We need sections: maybe "About the role" (intro paragraph), "Responsibilities" (duties), "Requirements" (required qualifications), "Qualifications" maybe for preferred? But we can combine required and preferred under "Requirements" and "Preferred Qualifications"? The instruction says use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We can decide which sections to include based on content. We have content for: - About the role: maybe the introductory paragraph describing role (first paragraph after "Please review the following job description:"). - Responsibilities: the essential duties list. - Requirements: required qualifications. - Qualifications: maybe preferred qualifications? Could treat as "Preferred Qualifications" but heading "Qualifications" maybe generic. Could include both required and preferred under "Requirements" and "Qualifications"? Might be redundant. Better: Use "Requirements" for required qualifications, and "Preferred Qualifications" as a subsection? But we only have allowed headings list; "Preferred Qualifications" not in list but could be considered under "Qualifications". We could have a section "Qualifications" containing both required and preferred, but we need to differentiate? Could just list required under "Requirements" and preferred under "Qualifications". That seems okay. - Benefits: we have benefits description. - Pay: not specified; do not include. - Schedule: we have work shift: 1st shift (United States of America). That's schedule info. So we can include a Schedule section with that detail. - Skills: maybe we could extract skills from qualifications (e.g., interpersonal, communication, computer applications, multi-task, etc.) but we might not need separate Skills section if we already have Requirements and Qualifications. The instruction says prefer a few substantive sections over many thin ones. So we might omit Skills if content overlaps. Thus sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Schedule. We need to output HTML fragment only, no /. Use

  for each section heading. Use

  • for lists. Use

    for prose. We must preserve all substantive information, not invent or summarize away detail. Must not include boilerplate like EEO, application instructions, etc. We need to include the metadata like "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)" maybe as a short paragraph under About the role or separate? Could be placed in About the role paragraph. Let's extract substantive content: About the role paragraph: "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 summary. Responsibilities list: from "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 each duty sentence: - 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 need to keep all these as list items. Requirements (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 We need to keep each as list item. Preferred qualifications (under Qualifications heading): - 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 each as list item. Benefits: description paragraph(s). The text: "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. 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 that. Could be a

    containing that. Schedule: we have "Work Shift: 1st shift (United States of America)". Also maybe "Regular or Temporary: Regular". Could include that as schedule info. We'll put schedule paragraph: "Regular position, 1st shift (United States of America)." Also Language Fluency: English (Required) could be included in Requirements maybe as a skill? But we can include in Requirements as a bullet? It was under metadata earlier. It says "Language Fluency: English (Required)". That is a requirement. We should include it under Requirements (maybe as bullet). Also "Regular or Temporary: Regular" could be under Schedule or About the role. We'll incorporate. Thus Requirements bullets should include: - 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 - Language fluency: English (Required) We could also add "Regular or Temporary: Regular" maybe not needed as a requirement but could be under Schedule. Schedule section: "Regular position, 1st shift (United States of America)." Now About the role paragraph: we might also include the language fluency? Already in Requirements. Now we need to output HTML. Structure:

    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.

    Responsibilities

    • 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