Retail Personal Banker Associate I - Myers Park
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate, navigation, legal, EEO, duplicated lines, application instructions. Must preserve all substantive information.
We need to parse the posting.
Let's extract content:
- Intro: "Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank." This is marketing fluff; maybe we can keep as prose? It's not a section heading. Could be part of About the role? Probably we can include in About the role.
- "General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types."
That's description of role; could be About the role.
- "Essential Duties And Responsibilities" then bullet list (actually sentences separated by periods). We'll need to convert to - items.
List items:
- Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
- Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
- Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
- Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
- Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
- Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
- Provide guidance to CSRs with respect to the sales and referral process.
- Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
- Act with confidence by answering customer questions and owning customer issues.
- Maintain a position of trust and responsibility by keeping all business confidential.
- Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
- Adhere to established policies and procedures while opening/servicing the full range of Retail products.
- Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
- Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
- Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
- "Supervisory Responsibilities None." Could be omitted or maybe part of Responsibilities? It's a statement; but we can include as a line in Responsibilities? Probably not needed; but we can include as a
maybe under Responsibilities? However we should not create filler sections. Could include as a sentence in Responsibilities: "Supervisory Responsibilities: None." But we need to preserve all substantive information; it's substantive. We'll include as a
maybe.
- "Minimum Knowledge, Skills And Abilities Required" then list.
List items:
- College degree or work experience providing transferrable skills, or, combination of education and experience.
- Experience in the financial industry preferred.
- Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
- Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
- Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
- Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
- This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
- "Working Conditions Normal office environment.Extending viewing of computer screens.This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.Travel outside of the affiliate will be required for various classroom training sessions."
We could put under Requirements or maybe a separate section like "Working Conditions". Not in allowed headings list; but we could incorporate into Requirements or maybe "Qualifications". The allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can map:
- About the role: description (General Function).
- Responsibilities: Essential Duties And Responsibilities + Supervisory Responsibilities.
- Requirements: Minimum Knowledge, Skills And Abilities Required (maybe also Working Conditions?).
- Qualifications: maybe same as Requirements? But we need to avoid duplication. Could split: Requirements = education/experience; Qualifications = skills/abilities? But the posting lumps them together. We could put all under Requirements and omit Qualifications if no distinct content. Or we could put some under Skills. Let's see: The list includes both knowledge, skills, abilities. Could treat as Skills section. But we need to follow instruction: Prefer a few substantive sections over many thin ones. So maybe we have About the role, Responsibilities, Requirements (including knowledge, skills, abilities, working conditions). Benefits, Pay, Schedule only if present.
Now Benefits: The posting includes a paragraph about Total Rewards, benefits, compensation, base salary reflective of range, extensive benefits programs, link to benefits page. That's substantive. So we should include Benefits section.
Pay: The posting mentions base salary reflective of range, but does not give specific numbers. It says "The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location." That's not a specific number; it's vague. According to instruction: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. The posting does state that base salary is reflective of a range, but not giving actual numbers. Is that considered filler? It's not a specific number, but it's stating that there is a range. The instruction says avoid filler like "varies". This is similar to "varies". So we should not create a Pay section because it's not specific. So we omit Pay.
Schedule: Not mentioned specifically; there is mention of travel flexibility, scheduling flexibility, but not a schedule. So omit Schedule.
Thus sections: About the role, Responsibilities, Requirements, Benefits.
Now we need to format.
We'll output:
About the role
... (the General Function paragraph)
Responsibilities
- ... each duty
...
Supervisory Responsibilities: None.
maybe as a after list.
Requirements
- ... each requirement
...
Working Conditions: Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions.
Benefits
... benefits paragraph
Make sure to preserve all substantive information. Let's extract exact text.
About the role paragraph: "General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types."
We need to ensure spacing; we can keep as is.
Responsibilities list: copy each bullet exactly as in posting.
Let's list them:
1. Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
2. Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
3. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
4. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
5. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
6. Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
7. Provide guidance to CSRs with respect to the sales and referral process.
8. Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
9. Act with confidence by answering customer questions and owning customer issues.
10. Maintain a position of trust and responsibility by keeping all business confidential.
11. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
12. Adhere to established policies and procedures while opening/servicing the full range of Retail products.
13. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
14. Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
15. Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
Supervisory Responsibilities None. We'll output as Supervisory Responsibilities: None.
Requirements list
maybe under Responsibilities? However we should not create filler sections. Could include as a sentence in Responsibilities: "Supervisory Responsibilities: None." But we need to preserve all substantive information; it's substantive. We'll include as a
maybe. - "Minimum Knowledge, Skills And Abilities Required" then list. List items: - College degree or work experience providing transferrable skills, or, combination of education and experience. - Experience in the financial industry preferred. - Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. - Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. - Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. - Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. - This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. - "Working Conditions Normal office environment.Extending viewing of computer screens.This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.Travel outside of the affiliate will be required for various classroom training sessions." We could put under Requirements or maybe a separate section like "Working Conditions". Not in allowed headings list; but we could incorporate into Requirements or maybe "Qualifications". The allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can map: - About the role: description (General Function). - Responsibilities: Essential Duties And Responsibilities + Supervisory Responsibilities. - Requirements: Minimum Knowledge, Skills And Abilities Required (maybe also Working Conditions?). - Qualifications: maybe same as Requirements? But we need to avoid duplication. Could split: Requirements = education/experience; Qualifications = skills/abilities? But the posting lumps them together. We could put all under Requirements and omit Qualifications if no distinct content. Or we could put some under Skills. Let's see: The list includes both knowledge, skills, abilities. Could treat as Skills section. But we need to follow instruction: Prefer a few substantive sections over many thin ones. So maybe we have About the role, Responsibilities, Requirements (including knowledge, skills, abilities, working conditions). Benefits, Pay, Schedule only if present. Now Benefits: The posting includes a paragraph about Total Rewards, benefits, compensation, base salary reflective of range, extensive benefits programs, link to benefits page. That's substantive. So we should include Benefits section. Pay: The posting mentions base salary reflective of range, but does not give specific numbers. It says "The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location." That's not a specific number; it's vague. According to instruction: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. The posting does state that base salary is reflective of a range, but not giving actual numbers. Is that considered filler? It's not a specific number, but it's stating that there is a range. The instruction says avoid filler like "varies". This is similar to "varies". So we should not create a Pay section because it's not specific. So we omit Pay. Schedule: Not mentioned specifically; there is mention of travel flexibility, scheduling flexibility, but not a schedule. So omit Schedule. Thus sections: About the role, Responsibilities, Requirements, Benefits. Now we need to format. We'll output:
About the role
... (the General Function paragraph)
Responsibilities
- ... each duty ...
Supervisory Responsibilities: None.
maybe as aafter list.
Requirements
- ... each requirement ...
Working Conditions: Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions.
Benefits
... benefits paragraph
Make sure to preserve all substantive information. Let's extract exact text. About the role paragraph: "General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types." We need to ensure spacing; we can keep as is. Responsibilities list: copy each bullet exactly as in posting. Let's list them: 1. Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. 2. Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. 3. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. 4. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. 5. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. 6. Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. 7. Provide guidance to CSRs with respect to the sales and referral process. 8. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. 9. Act with confidence by answering customer questions and owning customer issues. 10. Maintain a position of trust and responsibility by keeping all business confidential. 11. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. 12. Adhere to established policies and procedures while opening/servicing the full range of Retail products. 13. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. 14. Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. 15. Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. Supervisory Responsibilities None. We'll output asSupervisory Responsibilities: None.
Requirements list