Jobs · Finance · Texas

Relationship Manager I - Business Banking

PNC · McAllen, TX · 3 wk ago
On-siteFinanceFull-time
We need to output HTML fragment with sections only if real content. Remove boilerplate. Need to include headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use

for each heading. Use
  • for lists. Use

    for prose. We must not repeat job title as heading. No Job ID etc. Remove cookie/navigation/legal/EEO etc. Also remove duplicated lines. We need to extract substantive info. Let's parse the posting: - Position Overview: includes statements about PNC, inclusive workplace, location placeholder [city/state], in-office, encourage recruiter, no visa sponsorship. That's about the role? Could be "About the role" section. - Job Description: details of responsibilities: relationship management, sales, risk, etc. That's responsibilities. - Qualifications: includes list of preferred skills, competencies, work experience, education, certifications, licenses, language assessments. - Benefits: described. - Pay: not mentioned. So we should NOT include Pay section. - Schedule: not mentioned. So no Schedule. We also have "Disability Accommodations Statement", "EEO", etc. Those are boilerplate to remove. Also "PNC Employees take pride..." is part of qualifications? It's about expected behaviors; could be part of Qualifications or maybe "Competencies". We'll incorporate into Qualifications or Competencies. We need to preserve all substantive info, not invent. Let's extract: About the role (position overview): - At PNC, our people are our greatest differentiator... - We are all united in delivering the best experience... - We work together each day to foster an inclusive workplace culture... - As a(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position]. - PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. - We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. - PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. That's substantive. Responsibilities (Job Description): - Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. - Typically works with clients with basic levels of risk and complexity of needs. - Generally works with higher degree of supervision. - With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. - Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services. - Manages risk/return and drives quality for new and/or existing clients. - Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks. - Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. - Focuses on increasing client engagement and loyalty. - Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. - Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. - Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. - As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies. Qualifications (list): - Preferred Skills: Book Of Business, Client Relationship Building, Credit Processes, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities - Competencies: Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy - Work Experience: Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. - Education: Bachelors - Certifications: No Required Certification(s) - Licenses: No Required License(s) - Language Assessments: No Required or Preferred Language Assessments Also there is statement: "PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework." This could be part of Qualifications or maybe a separate "Expectations" but we don't have a heading for that. Could incorporate into Qualifications as part of competencies. We'll include as a paragraph under Qualifications. Benefits: - PNC offers a comprehensive range of benefits to help meet your needs now and in the future. - Depending on eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. - In addition, PNC generally provides the following paid time off, depending on eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. - To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. We should not include the Disability Accommodations Statement, EEO, etc. Now produce HTML. We need sections only when there is real content. We have About the role, Responsibilities, Qualifications, Benefits. Possibly also Skills? But we already have Preferred Skills and Competencies inside Qualifications. Could we make a separate Skills section? The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says prefer a few substantive sections over many thin ones. So we could keep Qualifications encompassing skills, competencies, experience, education. That's fine. We should not include Requirements heading if not present; we have Qualifications. Thus output:

    About the role

    ...

    Responsibilities

    • ...
    • ...

    Qualifications

    ... maybe combine paragraphs and lists. We could split Qualifications into sub-sections? Not required. We'll put paragraphs for each bullet. Better: Use

    • for list of duties/requirements/benefits. For Qualifications we have multiple items: Preferred Skills, Competencies, Work Experience, Education, Certifications, Licenses, Language Assessments, plus the employee expectations paragraph. We could make a
        for each category, but that may be many thin sections. However the instruction says "Use
        • for any list of duties/requirements/benefits". So if we have a list, we should use ul/li. For Qualifications we have several lists; we can embed them. We'll produce:

          Qualifications

          • Preferred Skills: Book Of Business, Client Relationship Building, Credit Processes, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
          • Competencies: Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Prospecting, Selling, Tech Savvy
          • Work Experience: Roles at this level typically require a university/college degree, with 3+ years of relevant/direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered.
          • Education: Bachelors
          • Certifications: No Required Certification(s)
          • Licenses: No Required License(s)
          • Language Assessments: No Required or Preferred Language Assessments

          PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

          That seems fine. Benefits section: we can use
          • for each benefit category? The benefits description is prose with lists inside. We could make a

            for the overview and then

              for the specific benefits. But instruction: Use
              • for any list of duties/requirements/benefits. So we should turn the benefit items into a list. Let's extract benefit items: - medical/prescription drug coverage (with a Health Savings Account feature) - dental and vision options - employee and spouse/child life insurance - short and long-term disability protection - 401(k) with PNC match, pension and stock purchase plans - dependent care reimbursement account - back-up child/elder care - adoption, surrogacy, and doula reimbursement - educational assistance, including select programs fully paid - a robust wellness program with financial incentives Paid time off items: - maternity and/or parental leave - up to 11 paid holidays each year - 9 occasional absence days each year, unless otherwise required by law - between 15 to 25 vacation days each year, depending on career level; and years of service We could combine into one list or separate. Probably one list. We'll also include the introductory sentence: "PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include:" as a

                then list. And then another

                for the PTO part: "In addition, PNC generally provides the following paid time off, depending on your eligibility:" then list. We'll follow instruction: use

                • for any list. Thus:

                  Benefits

                  PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include:

                  • medical/prescription drug coverage (with a Health Savings Account feature)
                  • dental and vision options
                  • employee and spouse/child life insurance
                  • short and long-term disability protection
                  • 401(k) with PNC match, pension and stock purchase plans
                  • dependent care reimbursement account
                  • back-up child/elder care
                  • adoption, surrogacy, and doula reimbursement
                  • educational assistance, including select programs fully paid
                  • a robust wellness program with financial incentives

                  In addition, PNC generally provides the following paid time off, depending on your eligibility:

                  • maternity and/or parental leave
                  • up to 11 paid holidays each year
                  • 9

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