Retail Branch Manager

We need to output HTML fragment with sections: About the role? Actually we have Company Description, Job Description, Qualifications, Responsibilities. Also Benefits listed: Medical Insurance, Dental Insurance, Vision Insurance, FSA, 401(k), Employee Stock Ownership Plan, Paid Vacation, Sick Time, Life Insurance, Long-term Disability Insurance. So we need Benefits section. Pay and Schedule not mentioned, so omit. We need headings using

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we should only include sections with real content. The posting includes Company Description (maybe "About the role"? Actually "Company Description" could be considered "About the role"? The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can map: Company Description -> About the role? Or we could use "About the role" heading and put company description there. Also we have Job Description which could be considered "Responsibilities"? But they separate Responsibilities list. The Job Description paragraph is prose describing role; we could put that under About the role or maybe under Responsibilities? The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which headings to use based on content. We have: - Company Description: description of bank, culture. Could go under About the role. - Job Description: paragraph describing Retail Branch Manager responsibilities in prose. Could be part of About the role or maybe we treat as Responsibilities? But we also have a detailed Responsibilities list later. So we could put the prose under About the role, and the bullet list under Responsibilities. - Qualifications: list of qualifications (education, experience, etc.) Could be under Qualifications heading. - Responsibilities: bullet list of duties. - Benefits: list of benefits. - Skills: maybe we could extract skills from qualifications? But we have no separate skills section; we could omit Skills heading if no specific skills list besides qualifications. However qualifications include skills like "Strong interviewing skills", "Excellent written and verbal communication skills", "Strong analytical skills", "Able to use financial calculators...". Those could be considered skills. But we already have Qualifications heading; we could keep Qualifications and not separate Skills. The instruction says prefer a few substantive sections over many thin ones. So we can combine qualifications and skills into Qualifications section. Thus sections: About the role (company description + job description paragraph), Responsibilities (bullet list), Qualifications (bullet list), Benefits (bullet list). We must not repeat job title as heading. Not include Job ID etc. We must preserve all substantive information. Remove boilerplate: EEO lines, etc. Also remove "This position has security responsibilities" maybe? It's substantive? It's a line at end: "This position has security responsibilities". That's substantive; keep it maybe as part of Responsibilities? Could be a separate bullet. We'll include it as a bullet under Responsibilities. We need to format lists with

• . For prose use

  . We must not include filler like "commensurate with experience". Not present. Now craft HTML. First, About the role: combine Company Description paragraph and Job Description paragraph. Company Description: "D.L. Evans Bank is a community bank and has been since 1904. For many years, we have provided premier banking services to the residents of Southern Idaho and Northern Utah while fostering a working environment for our employees dedicated to teamwork and excellent customer service. If you are a dynamic and customer-driven individual, whether an experienced banker or just beginning your career, we encourage you to continue with this applicant friendly, online job application!" Job Description paragraph: "The Retail Branch Manager is responsible for recognizing and anticipating the needs of the branch to meet budget goals and ensures that established policies and procedures are followed. He or she actively coaches, leads and motivates employees, directing them to effectively identify the financial needs of customers. The Retail Branch Manager is responsible for business development, establishing new and existing clients for D.L. Evans Bank. Builds and deploys a marketing plan designed to attract and acquire new customers. He or she promotes the Bank’s products and services to potential and current customers. The Retail Branch Manager actively partners with internal product partners to expand and deepen customer relationships. Collaborates with branch personnel in order to provide the best possible solutions for customer needs. Develops a strong understanding of client objectives and assesses their business strategies and needs in relation to their objectives. The Retail Branch Manager is responsible for the consistent execution of branch goals. Engaging in frequent local travel in respective market area. He or she represents D.L. Evans Bank at community events, industry seminars and trade conventions as required. The Retail Branch Manager serves internal and external customers and prospective customers promptly and professionally. He or she assists Commercial Lending personnel as needed." We'll put both in

  maybe separate paragraphs. Now Responsibilities: we have a long list of responsibilities bullet points. Need to capture each bullet as

• . The list starts after "Responsibilities". It includes many sentences each ending with period. We'll split each sentence as a bullet? The original list appears as sentences separated by spaces. We'll treat each sentence as a bullet item. Let's extract them: 1. Effectively supervises branch staff, ensuring optimal performance 2. Communicates and reiterates D.L. Evans Bank vision and values with branch team members 3. Responsible ensure proper staffing levels in the branch. Duties include recruiting/identifying talent, interviewing and selecting the branch team Actually this is two sentences: "Responsible ensure proper staffing levels in the branch." and "Duties include recruiting/identifying talent, interviewing and selecting the branch team". We'll split. 4. Creates an engaging environment for customers and employees 5. Provides leadership through effective objective setting, coaching, mentoring and communication 6. Directly supervises branch retail sales and operations personnel. Ensures that high quality work and efficiency in operations are maintained Two sentences. 7. Conducts regular meetings with personnel to inform and train. Discusses areas needing improvement and changes in procedure Two sentences. 8. Ensures that personnel are well-trained in all phases of their respective jobs. Assures that assigned monthly product knowledge and security training is conducted Two sentences. 9. Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks. Ensures that personnel are effective and optimally used. Determines appropriate staffing levels for proper utilization of human resources Three sentences. 10. Tracks individual progress and conducts performance appraisals on each employee at least annually. Formulates and implements corrective actions as needed. Recommends promotions for employees as appropriate Three sentences. 11. Approves all sick leave, vacation, overtime, and time cards for each branch employee. Keeps accurate payroll and attendance record Two sentences. 12. Assumes responsibility for the planning, development, and implementation of effective marketing and sales strategies throughout assigned market area designed to promote branch growth and improved profitability 13. Engages in individual and joint business calls and development activities. Responsible for the solicitation and establishment of new customers for the Bank. Works with branch staff as well as loan officers, personal bankers, and branch managers in assigned market area to expand customer base Three sentences. 14. Meets with customers and prospects to discuss appropriate bank services and determine both existing customer and prospect banking needs 15. Provides tailored proposals based on customer needs and current financial structure using in-depth knowledge of bank products 16. Enters customer call data for both prospective and existing customers into computer, using the CRM software in order to track progress 17. Builds and deploys marketing plans to drive fee income and deposit revenue for the branch and the bank. Develops a formal marketing plan on an annual basis. Researches and develops potential customer lists. Tracks and reports progress of marketing activities at least quarterly Four sentences. 18. Responsible for meeting assigned goals including, but not limited to, sales volume and/or profitability goals and standards for activity, number of marketing calls, number of new client relationships established, etc. Ensures that branch goals for cross-sells, referrals etc. are met or exceeded. Serves as a mentor and provides sales coaching to employees as needed Three sentences. 19. Ensures that other team members are informed of customer needs and of the solutions available to meet those needs 20. Develops internal and external referral sources through participation in bank events, community activities, and participation in seminars and professional groups (CPA’s, attorneys) 21. Actively participates in at least one civic organization and participates in at least two extra curricular events/activities per quarter, at a minimum 22. Serves as a mentor and provides sales coaching to employees as needed (duplicate? but keep) 23. Assumes responsibility for the effective and professional completion of consumer and small business loan functions 24. Seeks new loan opportunities, interviews, takes applications, and processes documentation for consumer loan requests 25. Discusses loan alternatives, credit criteria, interest rates, and loan documentation in such a manner as to elicit positive responses from customers 26. Enters information into the internal consumer and small business lending approval system. Calculates terms and finance charges, computes debt ratios and verifies employment and income. Assures sufficient collateral values Three sentences. 27. Communicates loan decisions to customers 28. Completes consumer and small business lending functions in accordance with established bank policies and legal requirements 29. Assumes responsibility for establishing and maintaining effective, professional business relations with customers 30. Ensures that customers' requests and questions are promptly resolved. Handles customer complaints Two sentences. 31. Ensures that customers are informed of bank services and policies. Consults customers regarding their financial needs and services requested Two sentences. 32. Ensures that the Bank's quality reputation is maintained and projected 33. Assumes responsibility for the effective administration of branch functions 34. Managers and oversees branch expenses and pursues cost-saving measures 35. Responsible for the total branch performance/profitability including, but not limited to, budgeting and income generation. Continually seeks ways to improve branch operations and productivity and meet established goals Two sentences. 36. Institutes prudent safety measures. Ensures that proper maintenance and general housekeeping of the building, grounds, work areas, desks, and equipment is carried out, including snow and ice removal. Ensures that the building is opened and closed in accordance with set hours and tests security equipment quarterly Three sentences. 37. Ensure satisfactory (or better) branch audits 38. Keeps management informed of branch activities, progress toward established objectives, and of any significant problems. Requests assistance when necessary. Reviews daily, monthly, quarterly and annual branch reports as needed or required Three sentences. 39. Implements changes to established policies and procedures within the branch 40. Maintains the professional reputation of D.L. Evans Bank 41. Promotes D.L. Evans Bank at all times 42. Serves as a representative for D.L. Evans Bank in the community 43. Keeps work area clean, secure, and well-maintained 44. Completes special projects as assigned 45. Attends meetings as required 46. This position has security responsibilities Now Qualifications: list after "Qualifications". It includes: - High school diploma or GED required; Associates degree in Business, Finance, or a related field preferred - At least six years of experience in banking as a retail operations supervisor or manager required - Understanding of bank policies and procedures, regulations, and documents relating to retail operations as well as consumer lending documentation, collection programs, and determination of credit worthiness are required - Active license number with the Nationwide Mortgage Licensing System and Registry or the ability to obtain such - Proven track record of community/civic/trade organization involvement and business development - Strong interviewing skills - Excellent written and verbal communication skills - Strong analytical