Relationship Specialist I

We need to output HTML fragment with sections: Use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections that have real specific content. Remove boilerplate, navigation, legal, EEO, etc. Also remove application instructions, duplicated lines. We need to preserve all substantive information. Let's parse the posting. First 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." This includes pay (competitive pay), benefits (401(k), training, tuition reimbursement), schedule (part time positions start at minimum 30 hours per week). Also mention full and part time employees. Next: "SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months." That's application instructions (assessment). According to rules, we must remove application instructions. So we drop that. Next: "ACCOUNTABILITY STATEMENT The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals." That's about the role. Then "Essential Responsibilities" list: many bullet-like sentences. We need to turn into

• list. Then after responsibilities, there is "All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance." That seems like additional responsibilities or maybe part of responsibilities. Could be included under responsibilities. Then "Job Qualifications" heading. Under that: "EDUCATION High School Diploma/GED is required. Associate’s degree is preferred." "Experience Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution." "Knowledge, Skills & Abilities 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. Strong communication skills and a genuine passion for sales are essential for success in this role. May stand throughout entire shift in order to assist members or other staff." Then "DISCLAIMERS AND WORK ENVIRONMENT" etc. That's boilerplate, we should remove. Then "Additional Job Description Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%)Counsel Recommend solutions based on your client’s or member’s needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action." That seems like skills/behaviors; could be part of Skills or Requirements. Then "VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources" That's boilerplate/application instructions; remove. Thus we need sections: About the role (maybe from ACCOUNTABILITY STATEMENT), Responsibilities (Essential Responsibilities + risk etc), Qualifications (Education, Experience), Skills (Knowledge, Skills & Abilities + VyStar Excellence behaviors), Benefits (from first paragraph: competitive pay, 401(k), training, tuition reimbursement), Pay (maybe mention competitive pay but we already have benefits; but we need separate Pay section only if posting actually states them. It says "competitive pay". That's a statement about pay. So we can include Pay section with that statement. Schedule: "Part time positions start at a minimum of 30 hours per week." Also maybe mention full and part time employees. So schedule section. We must not repeat job title as heading. Not include Job ID etc. We must not include filler like "commensurate with experience". Not present. Now produce HTML fragment. Structure:

  About the role

  ... (the accountability statement text)

  Responsibilities

  • ... each responsibility sentence
  ...
  We need to extract each responsibility bullet from "Essential Responsibilities" list and also the risk paragraph. Let's list them: Essential Responsibilities sentences (separated by periods): 1. Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively. 2. Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. 3. Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately. 4. Handle personal and business account transactions, open accounts, and process various types of loan applications. 5. Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance. 6. Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes. 7. Support and participate in all Credit Union initiatives and campaigns. 8. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. 9. Work with relative independence to accomplish tasks. 10. Exhibit a high degree of integrity, trustworthiness, and professionalism always. 11. Exude a positive and professional attitude with members and partners consistently. 12. Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns. 13. Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. 14. Actively lead by example through community service supporting the VyStar brand. 15. Utilize excellent verbal and written communication skills. 16. Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service. 17. Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales. 18. Address and overcome objections effectively while educating members about the wide array of offerings available. 19. Perform other duties as assigned. Then risk paragraph: "All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance." We could split into three bullet points or keep as paragraph. Since we need
  • for any list of duties/requirements/benefits. This is a list of duties, so we can make each sentence a bullet. Thus: 20. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. 21. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. 22. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. Now Qualifications section: Should we separate Education and Experience? Could combine under Qualifications with subpoints? The instruction: Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use

    • for any list of duties/requirements/benefits, and

      for prose. Thus Qualifications can have

      • for education and experience items. Education: "High School Diploma/GED is required. Associate’s degree is preferred." Experience: "Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution." We could make two bullets. Skills section: Knowledge, Skills & Abilities list plus VyStar Excellence behaviors. Let's extract Knowledge, Skills & Abilities sentences: - 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. - Strong communication skills and a genuine passion for sales are essential for success in this role. - May stand throughout entire shift in order to assist members or other staff. Now VyStar Excellence behaviors: "Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%)Counsel Recommend solutions based on your client’s or member’s needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action." We need to parse into bullet points: maybe each behavior: Focus, Connect, Understand, Counsel, Advance. The text is a bit messy but we can extract: - Focus: Focus your full attention by carefully listening to and observing your client or member. - Connect: Consistently be friendly and approachable. Demonstrate you care. - Understand: Listen empathetically and ask questions. - Counsel: Recommend solutions based on your client’s or member’s needs and objectives. - Advance: Ensure that member's expectations were exceeded. Verify necessary follow-up action. We could make each a bullet. Now Benefits section: from first paragraph: "competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-j