Relationship Banker - Trussville Branch - Birmingham, AL

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. The posting includes: Job Description (intro), Job Responsibilities, Required Qualifications, Capabilities, And Skills, Preferred Qualifications, Capabilities, And Skills, plus some legal/regulatory stuff (Dodd Frank, NMLS). There's no explicit Benefits, Pay, Schedule sections. There's mention of "Ability to work branch hours including weekends and some evenings." That's schedule info. Could we treat that as Schedule? It's a statement about schedule requirement. The instruction: never create Pay/Schedule/Benefits sections unless posting actually states them. It does state ability to work branch hours including weekends and some evenings. That's schedule info. So we can include a Schedule section with that content. Benefits: none mentioned. Pay: none. So we omit those. We need headings: About the role (intro paragraph), Responsibilities, Requirements (maybe combine Required Qualifications?), Qualifications (maybe Preferred?), Skills? The posting lumps qualifications and skills together. We could have sections: About the role, Responsibilities, Required Qualifications, Preferred Qualifications. Or we could follow the list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we should only include sections with real content. We have About the role (intro). Responsibilities (list). Required Qualifications (list). Preferred Qualifications (list). Skills maybe embedded in qualifications; but we could combine Required and Preferred into Qualifications? The instruction: prefer a few substantive sections over many thin ones. So maybe combine Required and Preferred into a single Qualifications section? But they are distinct. However we could have sections: About the role, Responsibilities, Qualifications (including both required and preferred), Schedule. That seems reasonable. We need to use

for each section heading. Use

• for any list of duties/requirements/benefits. Use

  for prose. We must preserve all substantive information, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The posting includes some legal stuff about Dodd Frank, NMLS, etc. That's not boilerplate? It's specific to the role; we should keep it as part of qualifications? It's part of the job description (regulatory requirements). So we should keep that content. We need to remove duplicated lines: I see some repeated sentences? Not obvious. We need to output only HTML fragment. Let's extract 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. Responsibilities: list items: - 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. That's responsibilities. Required Qualifications, Capabilities, And Skills: - 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. Preferred Qualifications, Capabilities, And Skills: - 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 We need to keep that as part of Preferred Qualifications. Schedule: we have "Ability to work branch hours including weekends and some evenings." Already included in Required Qualifications. Could also make a Schedule section but that would duplicate. Better to keep it within Required Qualifications. Since we already have that line, we don't need separate Schedule section. The instruction: never create Pay/Schedule/Benefits sections unless posting actually states them. It does state schedule ability, but we already have it in Required Qualifications. Could we still make a Schedule section? It would be duplicate content. Better to not create separate Schedule to avoid duplication. So we will not include Schedule. Thus sections: About the role, Responsibilities, Required Qualifications, Preferred Qualifications. We need to use

  for each heading. We need to use

  • for any list of duties/requirements/benefits. For About the role, it's prose ->

    . For Responsibilities, list ->

    • . For Required Qualifications, list ->
      • . For Preferred Qualifications, list ->
        • . However the Preferred Qualifications includes a long paragraph about Dodd Frank etc. That's not a list item but a paragraph. Should we keep it as a

          inside the

        • ? The instruction: Use
          • for any list of duties/requirements/benefits, and

            for prose. So if we have a list, each item is

          • . Inside
          • we can have

            if needed. But we can just put text directly inside

          • . That's fine. For the long paragraph, we can keep as a single
          • containing that text (maybe multiple sentences). That's okay. We must not repeat the job title as heading. Not include Job ID etc. We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The posting includes some legal stuff but it's specific to the role; we keep it. There's no explicit EEO boilerplate visible. There's a link at end: "Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default". That's part of the Preferred Qualifications; we keep it. We must not invent or summarize away detail. So we keep all. Now produce HTML. Let's craft:

            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.

            Required Qualifications

            • 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.