Jobs · OTHR · Florida

Relationship Specialist I

VyStar Credit Union · Callahan, FL · 1 mo ago
OTHRFull-time
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 that have real specific content. We need to parse the posting. Content: - Intro: At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. - SELECTION PROCESS: details about online assessment. - ACCOUNTABILITY STATEMENT: description of role. - ESSENTIAL JOB FUNCTIONS: long list of duties. - Job Knowledge, Skills & Abilities: list of requirements. - EDUCATION: Associates degree preferred, comparable experience may substitute. - DISCLAIMERS AND WORK ENVIRONMENT: boilerplate (should be removed as per instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions). This includes disclaimer and work environment; likely remove. - Also there is a thank you note at end: application instructions; should be removed. We need to keep substantive info: about role (maybe "About the role" from intro), responsibilities (essential job functions), requirements (job knowledge, skills & abilities), qualifications (education), benefits (benefit package), pay (competitive pay mentioned), schedule (part time positions start at minimum 30 hours per week). Also selection process maybe not a standard heading; but we could include as part of "About the role" or separate? The instruction says use headings for those specific section names; we should only include sections when posting has real specific content. Selection process is specific content but not one of the listed headings; we could either not include it because not in list, or we could include under "About the role"? Probably better to include only those headings that match. The selection process could be considered part of "About the role" or maybe we could create a custom heading? The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says "use

for section headings (e.g ...)". Likely they expect only those headings. So we should map content to those. Thus: - About the role: intro paragraph plus maybe accountability statement? The accountability statement describes role purpose. Could be part of About the role. - Responsibilities: essential job functions. - Requirements: job knowledge, skills & abilities (maybe also includes experience). Could be Requirements. - Qualifications: education. - Skills: maybe separate from Requirements? But we have both Requirements and Skills headings. Could split: Requirements = experience, Qualifications = education, Skills = specific skills (listening, communication, Microsoft Office, etc). However the posting lumps them together. We could put all under Requirements and omit Skills if not distinct. But instruction says prefer a few substantive sections over many thin ones. So we could combine Requirements and Skills into one section? But we need to follow headings list; we can include both if they have content. However we risk duplication. Better to include Requirements (experience, ability to process transactions, etc) and Skills (communication, Microsoft Office, outgoing personality, etc). We can parse. Let's extract: Experience: "1+ years’ experience in a sales and/or customer service position, asking questions, offering recommendations and making referrals is required, preferably with a financial institution." Ability to process accurate transactions and requests. Must possess and utilize excellent listening skills, verbal and written communications skills. Proficient in the use of the Internet and Microsoft Office. Must have an outgoing personality and a strong desire to help people. Must be professional in appearance and attitude. Must be able to handle many tasks in a fast-paced environment. Must possess strong critical thinking and decision-making abilities. Thus we can separate: Requirements (experience, ability to process transactions, critical thinking, decision-making, handling fast-paced, professional appearance, etc). Skills (listening, verbal/written communication, Internet/MS Office, outgoing personality, desire to help people). But overlapping. Qualifications: Education: Associates degree preferred; comparable experience may substitute. Benefits: competitive pay, excellent benefit package includes 401(k) Plan, extensive paid technical and on-the-job training program, tuition reimbursement (available to all full and part time employees). Also maybe other benefits not listed. Pay: competitive pay mentioned; but we already have pay in benefits. Could create Pay section with "competitive pay" (though no specific number). The instruction says never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state competitive pay, so we can include Pay section with that phrase. Benefits section with details. Schedule: Part time positions start at a minimum of 30 hours per week. So we can include Schedule section with that. Now we need to remove boilerplate: selection process, disclaimer, work environment, thank you notes, application instructions. Also remove duplicated lines. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep the details exactly as written? We can rephrase? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. That suggests we should keep the original wording, not paraphrase. However we need to format into HTML with headings and lists/paragraphs. We can keep the sentences as is, maybe split into

or

  • . Must not lose any detail. Thus we need to copy the relevant sentences exactly. Let's extract substantive blocks: Intro paragraph: "At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees." Accountability statement: "The Relationship Specialist I’s responsibility is to provide an exceptional member experience and to grow new consumer and business memberships as well as deposit, loan and investment balances along with insurance and other protection products in alignment with the strategic plans of the credit union. This key relationship building position must be able to precisely describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals." Essential job functions: a long list. We need to keep all that content. It starts with "Ability to effectively have quality conversations with members and potential members, ask questions, listen carefully and make the appropriate product and service recommendations." and continues through many sentences. We'll need to keep it as is, maybe break into
    • items for each distinct duty? The instruction: Use
      • for any list of duties/requirements/benefits. So we should turn the essential job functions into a list. However we must preserve all substantive information; we can split sentences into list items but must not lose any detail. We'll need to parse the long paragraph into separate duties. It's a bit tricky but we can approximate by splitting at periods that start a new ability. However we must be careful not to omit any content. Similarly for Job Knowledge, Skills & Abilities: we need to make a list. Benefits: we have competitive pay (maybe separate), benefit package details. Let's extract each piece exactly. I'll copy the text and then decide how to split. First, intro/accountability etc. I'll produce sections:

        About the role

        At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees.

        The Relationship Specialist I’s responsibility is to provide an exceptional member experience and to grow new consumer and business memberships as well as deposit, loan and investment balances along with insurance and other protection products in alignment with the strategic plans of the credit union. This key relationship building position must be able to precisely describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals.

        That covers intro and accountability. Now Responsibilities: essential job functions. We need to list each duty as
      • . Let's extract sentences from the essential job functions paragraph. The paragraph: "Ability to effectively have quality conversations with members and potential members, ask questions, listen carefully and make the appropriate product and service recommendations. Present products and services in a positive, professional and knowledgeable manner, so members can make informed and best decisions. Uses each member interaction to strengthen and enhance the member experience through continued quality conversations and relationship building. Performs and documents transactions in accordance with applicable federal, state and local statutes and regulations. Abides by VyStar policies and procedures. Provides regulatory disclosures and information on new and other specific types of accounts, products, services and referralsOpens various types of accounts, including but not limited to: checking and savings (personal and business), money market, certificates of deposit, trust and IRA accounts. Verifies personal identification to prevent fraudulent activity. Responsible for handling personal and business account transactions, including but not limited to deposits, transfers, withdrawals, credit card cash advances, etc. Processes various types of loan applications, including but not limited to Auto VIPs, credit cards and lines of credit. Ability to effectively offer more complex loan products. Has a basic understanding of credit reports and ability to have quality lending conversations with members. Provides additional services to members including but not limited to: notary service, wire transfers, savings bond redemptions, safe deposit box services, gift cards, fraud and forgery claims, credit and debit card disputes, etc. Ensures the success of other key departments through referrals, including but not limited to Mortgage, Business Services, Insurance, and Investment Services. Exercises great judgment and discretion within well-defined limits and works with relative independence to accomplish tasks. Performs routine account maintenance and changes to names, addresses, telephone numbers, and issuing or reordering debit, credit or replacement ATM cards. Performs other duties as assigned in assisting the branch with daily business such as: balancing of the ATMs, branch opening and/or closing, locating teller outages, etc. Resolves member problems independently and escalates more complex concerns. Responsible for check proofing, validating checks received each day, and remain compliant with all VyStar procedures for check holds. Works cooperatively in a team environment and ability to balance between individual and team responsibilities and key business priorities. Performs other duties as assigned." Note there is a missing space after "referralsOpens". We'll keep as is. We need to split into list items. Each sentence seems to be a duty. However some sentences have multiple parts separated by commas but still one duty. We'll treat each sentence as an item. Let's list them: 1. Ability to effectively have quality conversations with members and potential members, ask questions, listen carefully and make the appropriate product and service recommendations. 2. Present products and services in a positive, professional and knowledgeable manner, so members can make informed and best decisions. 3. Uses each member interaction to strengthen and enhance the member experience through continued quality conversations and relationship building. 4. Performs and documents transactions in accordance with applicable federal, state and local statutes and regulations. 5. Abides by VyStar policies and procedures. 6. Provides regulatory disclosures and information on new and other specific types of accounts, products, services and referralsOpens various types of accounts, including but not limited to: checking and savings (personal and business), money market, certificates of deposit, trust and IRA accounts. 7. Verifies personal identification to prevent fraudulent activity. 8. Responsible for handling personal and business account transactions, including but not limited to deposits, transfers, withdrawals,
  • Similar jobs