Relationship Banking Representative

We need to output HTML fragment with sections: About the role? The posting includes Overview (company description). That could be "About the role" or maybe "Overview". The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map sections accordingly. We need to include sections only when posting has real, specific content. We have Overview (company description) – could be "About the role". We have Responsibilities (detailed). We have Qualifications (Education, Training and Requirements). We have Skills (list). We have Experience (two years). We have Other (flexible hours, travel). We have Other Job Information (Hours: 37.5 hours/week, Compensation: Commensurate with experience plus potential for annual merit increase...). Also Minimum/Maximum hourly rates. Also Benefits list (11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts...). Also Physical Requirements, Work Environment, EEO etc – those are boilerplate to remove. We must not include cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So remove Physical Requirements, Work Environment, EEO statements, etc. We need to preserve all substantive information. So we need to include Overview, Responsibilities, Qualifications (Education/Training/Requirements), Skills, Experience, Other (flexible hours, travel), Benefits, Pay (including hourly range), Schedule (Hours per week). Also maybe "Other" could be merged into "Schedule" or "Other". But we need to follow headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have "Requirements" maybe same as Qualifications? The instruction list includes Requirements as a possible heading. We have "Education, Training and Requirements:" under Qualifications. So we could put that under "Requirements" or "Qualifications". Probably better to have "Qualifications" for education/training, and "Skills" for skill list. "Experience" could be under "Requirements" as well, but we have separate heading "Requirements". However we have "Experience" section separate. Could combine experience under "Requirements". But we need to avoid thin sections. Let's think: We have content for Overview, Responsibilities, Qualifications (education/training), Skills, Experience, Benefits, Pay, Schedule. That's 8 sections. Could we merge some? The instruction says prefer a few substantive sections over many thin ones. But we need to include all substantive info. Could combine Qualifications and Skills? But they are distinct. Could combine Experience under Qualifications? Might be okay but we risk losing clarity. However we must preserve all info; we can still include them under same heading with subpoints. Better to follow the given headings: About the role (Overview), Responsibilities, Requirements (maybe combine Education/Training/Requirements and Experience), Qualifications (maybe not needed if we used Requirements), Skills, Benefits, Pay, Schedule. But we have both Qualifications and Requirements headings in the list; we need to decide which to use. The list includes both; we can use both if we have content. But we might avoid duplication. Let's map: - About the role: Overview paragraph(s) about CFSI, mission, etc. - Responsibilities: the big Responsibilities section. - Requirements: could include Education, Training and Requirements (High School Diploma, internal product knowledge, training, travel) plus Experience (2 years customer service/banking, ability to work with customers) plus Other (flexible hours, travel to branches, training). Also maybe Age 18+. - Qualifications: maybe we could treat as "Qualifications" for skills? But we already have Skills heading. Actually the list includes Skills separate. So Qualifications could be for education/experience? Hmm. Given the list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Thus we need to fill each with appropriate content. Let's assign: - About the role: Overview (company description). - Responsibilities: as given. - Requirements: Education, Training and Requirements (High School Diploma/GED, internal product knowledge preferred, ability to attend 5-7 day training, reliable transportation). Also maybe Age 18+. - Qualifications: Experience (Two years of customer service and/or banking normally required, demonstrated ability to work directly with customers...). Also maybe Other (flexible hours, travel). But we have other headings for Schedule etc. - Skills: list of interpersonal, listening, communication, attention to detail, math, judgement, documentation, organizational, digital tools proficiency, ability to build trust, empathy, professionalism, core values. - Benefits: list of benefits (11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts, etc.) - Pay: Compensation: Commensurate with experience plus potential for annual merit increase. Also Minimum USD $18.25/Hr. Maximum USD $24.71/Hr. - Schedule: Hours: 37.5 hours/week. Also maybe flexible hours based on branch needs, travel to nearby branches may be required, ability to work flexible hours based on branch needs, travel to training sessions etc. But schedule heading likely for hours/week. Could include flexible hours note. We must not include boilerplate like EEO, Physical Requirements, Work Environment, etc. We must not repeat job title as heading. We must not include Job ID/requisition numbers. We must output only HTML fragment. Let's craft. We'll need

About the role

then

...

. Responsibilities:

Responsibilities

then maybe

• for each bullet? The responsibilities section has paragraphs with bullet-like sentences. We could break into
  • for each major responsibility area: Customer Experience & Relationship Management, Sales, Advice & Business Development, Employee & Team Contributions, Operational Excellence, Risk & Compliance, Other Duties, Ancillary Duties. But we need to preserve all substantive info; we can keep as paragraphs or list. The instruction: Use
    • for any list of duties/requirements/benefits. So we should convert duties into list items. Thus under Responsibilities, we can have
      with each duty as
      • . Might be many but okay. Similarly for Requirements: list items for education/training, reliable transportation, age. Qualifications: list items for experience, maybe flexible hours? But flexible hours maybe schedule. Skills: list items for each skill. Benefits: list items. Pay: maybe

        with compensation statement and range. Schedule:

        with hours per week and maybe note about flexible hours. Let's extract details. Overview text: "Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities." We need to remove EEO/equal-opportunity boilerplate. The last sentence about equal-opportunity workplace and affirmative-action employer is boilerplate; we should remove it. Also the sentence about celebrating diverse workplace is also EEO. So we should cut that part. Keep the rest. Thus Overview paragraph(s) up to "professional development and advancement opportunities." We'll keep that. Now Responsibilities: The section includes headings: Responsibilities (the heading). Then paragraphs describing role. Then subheadings: Essential Responsibilities, then sub-subheadings: Customer Experience & Relationship Management, Sales, Advice & Business Development, Employee & Team Contributions, Operational Excellence, Risk & Compliance, Other Duties, Ancillary Duties. We need to capture all bullet points under each. Let's extract each duty: Under Customer Experience & Relationship Management: - Deliver a welcoming, professional, and personalized customer experience during every interaction. - Serve as a primary point of contact in the lobby, engaging customers proactively and guiding their in-branch journey. - Build trust by actively listening, asking thoughtful questions, and understanding customers’ financial needs and goals. - Process everyday banking transactions and routine inquiries accurately while maintaining a consultative, customer-first mindset. - Open new accounts, close accounts, initiate wire transfers, and support service requests while educating customers on features, benefits, and tools. - Assist customers with issues such as balance discrepancies, debit card fraud, and other service needs. - Advocate for customers by coordinating with internal partners and operational teams to ensure timely, accurate resolution. - Educate and guide customers on digital banking tools, self-service options, and best practices to enhance convenience and engagement. - Manage customer flow and wait times by scheduling, coordinating, or facilitating appointments with appropriate team members. Under Sales, Advice & Business Development: - Identify customer needs through conversation and observation, recommending appropriate banking solutions without pressure-based selling. - Generate and manage customer follow-ups, outreach calls, and appointment setting to strengthen relationships. - Participate in branch prospecting efforts, campaigns, and community engagement activities. - Collaborate with branch partners to refer customers to specialists for more complex financial needs. - Contribute to branch goals by consistently modeling needs-based conversations and relationship-building behaviors. Under Employee & Team Contributions: - Act as a brand ambassador by modeling quality service in every customer interaction. - Collaborate effectively with team members to support branch operations and customer experience goals. - Contribute to a positive, inclusive, and respectful work environment. - Take ownership of personal performance, development, and continuous improvement. - Adapt positively to change and actively support new tools, processes, and initiatives. - Actively participate in branch meetings, training programs, and professional development opportunities, including travel to training locations as required, to enhance knowledge and skills. - May assist with training or mentoring new team members, as needed. Under Operational Excellence, Risk & Compliance: - Accurately perform teller and platform transactions and balance cash drawers within established policies and procedures. - Apply customer authentication, due diligence, and regulatory requirements to all transactions and account activities. - Maintain the confidentiality and security of customer and bank information at all times. - Follow dual control, open/close procedures, and security protocols consistently. - Participate in audits, internal reviews, and regulatory requests, as required. - Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner. Under Other Duties: - Provide support to other branches as needed to ensure proper staffing and service levels. - Perform other related duties as assigned or directed to support branch and bank objectives. Under Ancillary Duties: - As an integral member of Retail Banking, this position is responsible to provide assistance wherever necessary to help the Branches and the Bank in achieving their annual goals. This may include supporting transactions, customer inquires, or traveling to other branches in the area to provide support as needed and to ensure proper staffing and service levels. We could combine Ancillary Duties with Other Duties but keep as separate items. Now Requirements (Education, Training and Requirements): - High School Diploma or GED required - Internal product knowledge, teller, and platform training preferred - Ability to attend a 5–7-day initial training program, which may involve overnight travel depending on distance