Retail Relationship Banker
for section headings, - for lists,
for prose. No job title heading. No Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Also remove "Your Career. Your Story..."? That's marketing fluff but maybe considered boilerplate? It's not a section heading; it's prose. We can keep it as a paragraph? It's not part of job description but it's part of posting. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we should keep the descriptive paragraphs about Origin Bank culture etc. However we need to remove "Equal Opportunity Employer..." and "Know Your Rights" etc. Also remove "Our Hiring Process" maybe? It's substantive? It lists pre-employment screenings; that's substantive. Should we keep? It's part of job description. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. The hiring process is not EEO; it's substantive. So keep.
We need to decide sections: About the role? The posting includes a paragraph about Origin Bank culture etc. Could be "About the role" or "About Origin Bank". The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should create headings only when there is real specific content. We have content for: About the role (the introductory paragraph about Origin Bank). Responsibilities (the duties list). Qualifications (education, experience, computer skills, bank culture/customer service skills, other skills). Skills maybe separate? Could combine. Benefits? The posting mentions "competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education." Also mentions Dream Manager program, health and wellness coach, free access to certified financial professionals. That's benefits. So we can have Benefits section. Pay? Not specified specific numbers, just "competitive total rewards package". The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does mention benefits, but not specific pay. So we can include Benefits. Pay section would be if they gave salary range; they didn't, so omit. Schedule? Not mentioned. So omit.
We also have "Supervisory Responsibilities" which says no supervisory responsibilities. Could be part of Responsibilities or a separate note. Could be a short paragraph under Responsibilities. We'll include as a note.
We need to avoid duplicated lines. There's duplicate line: "Actively seeks opportunities to develop new banking relationships through personal networks and community engagement." appears twice? Actually there is "Seeks opportunities to develop new banking relationships from his or her own network and from the community." and later "Actively seeks opportunities to develop new banking relationships through personal networks and community engagement." Slightly different but similar. We'll keep both? Might be considered duplicate but we can keep both as they are slightly different. However we should avoid duplicated lines exactly same. They are not identical. We'll keep.
We need to format duties as - . Similarly qualifications maybe as
- for each bullet.
We need to ensure we don't include headings with filler like "commensurate with experience". Not present.
Now craft HTML.
Structure:
Your Career. Your Story. Let's Write the Next Chapter Together. At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us.
Then maybe a Job Description
? But we shouldn't repeat job title as heading; but "Job Description" could be a heading? The instruction says use for section headings (e.g. About the role, Responsibilities...). It didn't forbid "Job Description". But we could treat the introductory paragraph as About the role. So we can have About the role
then the paragraph.
Then Responsibilities
then - ... list each duty.
We need to extract duties from the block after "Duties and Responsibilities include the following." Then list each sentence.
Let's list them:
- Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice.
- Educates customers on safe banking practices and helps prevent fraud through proactive guidance.
- Is proficient with all required computer systems.
- Conducts transactions according to policy on behalf of customers.
- Maintains an accurate and balanced cash drawer, following all cash handling, reconciliation, and security procedures.
- Efficiently opens all retail products and services for customers.
- Ensures accuracy for new accounts and makes corrections as necessary
- Suggests the correct products and services in accordance with the customer’s needs and desired outcomes.
- Ensures customers are informed and comfortable using our products and engaging with our technologies.
- Follows through on all referrals and refers business to our commercial, insurance and investments partners.
- Seeks opportunities to develop new banking relationships from his or her own network and from the community.
- Actively seeks opportunities to develop new banking relationships through personal networks and community engagement.
- Follows all policies and procedures.
- Assists customers with service needs including but not limited to:
- Account and statement research
- Processing Wire Request
- Safe deposit box access
- Rate and yield quotes
- Night deposit agreements
- Card disputes and replacements
We need to handle nested list? The instruction: Use
- for any list of duties/requirements/benefits. For the sublist under assists customers, we could either keep as separate
- items or embed. Probably better to flatten: each bullet as a separate
- . So we will list each sub-item as its own
- . Also the "Assists customers with service needs including but not limited to:" could be a
- with a colon and then we list subitems; but to keep simple, we can make each subitem a
- . We'll drop the introductory phrase.
Thus responsibilities list items:
- Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice.
- Educates customers on safe banking practices and helps prevent fraud through proactive guidance.
- Is proficient with all required computer systems.
- Conducts transactions according to policy on behalf of customers.
- Maintains an accurate and balanced cash drawer, following all cash handling, reconciliation, and security procedures.
- Efficiently opens all retail products and services for customers.
- Ensures accuracy for new accounts and makes corrections as necessary
- Suggests the correct products and services in accordance with the customer’s needs and desired outcomes.
- Ensures customers are informed and comfortable using our products and engaging with our technologies.
- Follows through on all referrals and refers business to our commercial, insurance and investments partners.
- Seeks opportunities to develop new banking relationships from his or her own network and from the community.
- Actively seeks opportunities to develop new banking relationships through personal networks and community engagement.
- Follows all policies and procedures.
- Account and statement research
- Processing Wire Request
- Safe deposit box access
- Rate and yield quotes
- Night deposit agreements
- Card disputes and replacements
Now Supervisory Responsibilities: "This job has no supervisory responsibilities." Could be a
under Responsibilities or separate heading? Could be a short paragraph after responsibilities list. We'll add a
after the list:
This job has no supervisory responsibilities.
Now Qualifications: We have sections: Education And/or Experience, Computer Skills, Bank Culture/Customer Service Skills, Other Skills, Physical Demands, Work Environment. Also maybe "Qualifications" heading with subpoints.
We could create a Qualifications
then within that we could have subheadings? But instruction only mentions using for section headings (like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should not create further headings inside Qualifications; we should just list items as - . However we have multiple categories; we could combine them into a single list. That's okay.
Let's extract each qualification bullet:
Education And/or Experience: High school diploma or general education degree (GED), college degree preferred.
Computer Skills: To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to use basic office machines. Ability to learn bank-specific software such as MPC, IBS, ADP, etc.
Bank Culture/Customer Service Skills: Promotes the Bank’s culture, including the support of our Brand promise and Core Values. Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.
Other Skills: Individual must be flexible and able to travel to assigned Banking Centers to fill staffing needs with or without notice.
Physical Demands: While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus.
Work Environment: This position operates in a professional banking environment and routinely uses standard office equipment and digital tools such as secure financial systems, computers, phones, photocopiers, and scanners. The role requires maintaining a high level of professionalism, confidentiality, and attention to detail in all interactions. Work is performed in a retail banking center environment that is energetic and client focused. Expect frequent direct contact with clients and team members. The position may involve extended periods of standing or sitting, handling cash, and operating teller or office equipment. Professional appearance and adherence to client service standards are required. This role may occasionally require travel. This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion.
We also have "Our Hiring Process" with list of screenings. That could be a separate section maybe "Hiring Process". Not in the list of allowed headings but we could treat as a section 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 "Prefer a few substantive sections over many thin ones." So we could add a Hiring Process
if we want. But maybe better to incorporate into Qualifications? It's not exactly qualification. Could be its own section. However the instruction didn't list Hiring Process as example but didn't prohibit. It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule
for prose. No job title heading. No Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Also remove "Your Career. Your Story..."? That's marketing fluff but maybe considered boilerplate? It's not a section heading; it's prose. We can keep it as a paragraph? It's not part of job description but it's part of posting. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we should keep the descriptive paragraphs about Origin Bank culture etc. However we need to remove "Equal Opportunity Employer..." and "Know Your Rights" etc. Also remove "Our Hiring Process" maybe? It's substantive? It lists pre-employment screenings; that's substantive. Should we keep? It's part of job description. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. The hiring process is not EEO; it's substantive. So keep. We need to decide sections: About the role? The posting includes a paragraph about Origin Bank culture etc. Could be "About the role" or "About Origin Bank". The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should create headings only when there is real specific content. We have content for: About the role (the introductory paragraph about Origin Bank). Responsibilities (the duties list). Qualifications (education, experience, computer skills, bank culture/customer service skills, other skills). Skills maybe separate? Could combine. Benefits? The posting mentions "competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education." Also mentions Dream Manager program, health and wellness coach, free access to certified financial professionals. That's benefits. So we can have Benefits section. Pay? Not specified specific numbers, just "competitive total rewards package". The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does mention benefits, but not specific pay. So we can include Benefits. Pay section would be if they gave salary range; they didn't, so omit. Schedule? Not mentioned. So omit.
We also have "Supervisory Responsibilities" which says no supervisory responsibilities. Could be part of Responsibilities or a separate note. Could be a short paragraph under Responsibilities. We'll include as a note.
We need to avoid duplicated lines. There's duplicate line: "Actively seeks opportunities to develop new banking relationships through personal networks and community engagement." appears twice? Actually there is "Seeks opportunities to develop new banking relationships from his or her own network and from the community." and later "Actively seeks opportunities to develop new banking relationships through personal networks and community engagement." Slightly different but similar. We'll keep both? Might be considered duplicate but we can keep both as they are slightly different. However we should avoid duplicated lines exactly same. They are not identical. We'll keep.
We need to format duties as - . Similarly qualifications maybe as
- for each bullet.
We need to ensure we don't include headings with filler like "commensurate with experience". Not present.
Now craft HTML.
Structure:
Your Career. Your Story. Let's Write the Next Chapter Together. At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us.
Then maybe a Job Description
? But we shouldn't repeat job title as heading; but "Job Description" could be a heading? The instruction says use for section headings (e.g. About the role, Responsibilities...). It didn't forbid "Job Description". But we could treat the introductory paragraph as About the role. So we can have About the role
then the paragraph.
Then Responsibilities
then - ... list each duty.
We need to extract duties from the block after "Duties and Responsibilities include the following." Then list each sentence.
Let's list them:
- Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice.
- Educates customers on safe banking practices and helps prevent fraud through proactive guidance.
- Is proficient with all required computer systems.
- Conducts transactions according to policy on behalf of customers.
- Maintains an accurate and balanced cash drawer, following all cash handling, reconciliation, and security procedures.
- Efficiently opens all retail products and services for customers.
- Ensures accuracy for new accounts and makes corrections as necessary
- Suggests the correct products and services in accordance with the customer’s needs and desired outcomes.
- Ensures customers are informed and comfortable using our products and engaging with our technologies.
- Follows through on all referrals and refers business to our commercial, insurance and investments partners.
- Seeks opportunities to develop new banking relationships from his or her own network and from the community.
- Actively seeks opportunities to develop new banking relationships through personal networks and community engagement.
- Follows all policies and procedures.
- Assists customers with service needs including but not limited to:
- Account and statement research
- Processing Wire Request
- Safe deposit box access
- Rate and yield quotes
- Night deposit agreements
- Card disputes and replacements
We need to handle nested list? The instruction: Use
- for any list of duties/requirements/benefits. For the sublist under assists customers, we could either keep as separate
- items or embed. Probably better to flatten: each bullet as a separate
- . So we will list each sub-item as its own
- . Also the "Assists customers with service needs including but not limited to:" could be a
- with a colon and then we list subitems; but to keep simple, we can make each subitem a
- . We'll drop the introductory phrase.
Thus responsibilities list items:
- Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice.
- Educates customers on safe banking practices and helps prevent fraud through proactive guidance.
- Is proficient with all required computer systems.
- Conducts transactions according to policy on behalf of customers.
- Maintains an accurate and balanced cash drawer, following all cash handling, reconciliation, and security procedures.
- Efficiently opens all retail products and services for customers.
- Ensures accuracy for new accounts and makes corrections as necessary
- Suggests the correct products and services in accordance with the customer’s needs and desired outcomes.
- Ensures customers are informed and comfortable using our products and engaging with our technologies.
- Follows through on all referrals and refers business to our commercial, insurance and investments partners.
- Seeks opportunities to develop new banking relationships from his or her own network and from the community.
- Actively seeks opportunities to develop new banking relationships through personal networks and community engagement.
- Follows all policies and procedures.
- Account and statement research
- Processing Wire Request
- Safe deposit box access
- Rate and yield quotes
- Night deposit agreements
- Card disputes and replacements
Now Supervisory Responsibilities: "This job has no supervisory responsibilities." Could be a
under Responsibilities or separate heading? Could be a short paragraph after responsibilities list. We'll add a
after the list:
This job has no supervisory responsibilities.
Now Qualifications: We have sections: Education And/or Experience, Computer Skills, Bank Culture/Customer Service Skills, Other Skills, Physical Demands, Work Environment. Also maybe "Qualifications" heading with subpoints.
We could create a Qualifications
then within that we could have subheadings? But instruction only mentions using for section headings (like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should not create further headings inside Qualifications; we should just list items as - . However we have multiple categories; we could combine them into a single list. That's okay.
Let's extract each qualification bullet:
Education And/or Experience: High school diploma or general education degree (GED), college degree preferred.
Computer Skills: To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to use basic office machines. Ability to learn bank-specific software such as MPC, IBS, ADP, etc.
Bank Culture/Customer Service Skills: Promotes the Bank’s culture, including the support of our Brand promise and Core Values. Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.
Other Skills: Individual must be flexible and able to travel to assigned Banking Centers to fill staffing needs with or without notice.
Physical Demands: While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus.
Work Environment: This position operates in a professional banking environment and routinely uses standard office equipment and digital tools such as secure financial systems, computers, phones, photocopiers, and scanners. The role requires maintaining a high level of professionalism, confidentiality, and attention to detail in all interactions. Work is performed in a retail banking center environment that is energetic and client focused. Expect frequent direct contact with clients and team members. The position may involve extended periods of standing or sitting, handling cash, and operating teller or office equipment. Professional appearance and adherence to client service standards are required. This role may occasionally require travel. This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion.
We also have "Our Hiring Process" with list of screenings. That could be a separate section maybe "Hiring Process". Not in the list of allowed headings but we could treat as a section 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 "Prefer a few substantive sections over many thin ones." So we could add a Hiring Process
if we want. But maybe better to incorporate into Qualifications? It's not exactly qualification. Could be its own section. However the instruction didn't list Hiring Process as example but didn't prohibit. It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule
- for each bullet.
We need to ensure we don't include headings with filler like "commensurate with experience". Not present.
Now craft HTML.
Structure:
Your Career. Your Story. Let's Write the Next Chapter Together. At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us.
Then maybe aJob Description
? But we shouldn't repeat job title as heading; but "Job Description" could be a heading? The instruction says usefor section headings (e.g. About the role, Responsibilities...). It didn't forbid "Job Description". But we could treat the introductory paragraph as About the role. So we can have
About the role
then the paragraph. ThenResponsibilities
then- ... list each duty.
We need to extract duties from the block after "Duties and Responsibilities include the following." Then list each sentence.
Let's list them:
- Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice.
- Educates customers on safe banking practices and helps prevent fraud through proactive guidance.
- Is proficient with all required computer systems.
- Conducts transactions according to policy on behalf of customers.
- Maintains an accurate and balanced cash drawer, following all cash handling, reconciliation, and security procedures.
- Efficiently opens all retail products and services for customers.
- Ensures accuracy for new accounts and makes corrections as necessary
- Suggests the correct products and services in accordance with the customer’s needs and desired outcomes.
- Ensures customers are informed and comfortable using our products and engaging with our technologies.
- Follows through on all referrals and refers business to our commercial, insurance and investments partners.
- Seeks opportunities to develop new banking relationships from his or her own network and from the community.
- Actively seeks opportunities to develop new banking relationships through personal networks and community engagement.
- Follows all policies and procedures.
- Assists customers with service needs including but not limited to:
- Account and statement research
- Processing Wire Request
- Safe deposit box access
- Rate and yield quotes
- Night deposit agreements
- Card disputes and replacements
We need to handle nested list? The instruction: Use
- for any list of duties/requirements/benefits. For the sublist under assists customers, we could either keep as separate
- items or embed. Probably better to flatten: each bullet as a separate
- . So we will list each sub-item as its own
- . Also the "Assists customers with service needs including but not limited to:" could be a
- with a colon and then we list subitems; but to keep simple, we can make each subitem a
- . We'll drop the introductory phrase.
Thus responsibilities list items:
- Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice.
- Educates customers on safe banking practices and helps prevent fraud through proactive guidance.
- Is proficient with all required computer systems.
- Conducts transactions according to policy on behalf of customers.
- Maintains an accurate and balanced cash drawer, following all cash handling, reconciliation, and security procedures.
- Efficiently opens all retail products and services for customers.
- Ensures accuracy for new accounts and makes corrections as necessary
- Suggests the correct products and services in accordance with the customer’s needs and desired outcomes.
- Ensures customers are informed and comfortable using our products and engaging with our technologies.
- Follows through on all referrals and refers business to our commercial, insurance and investments partners.
- Seeks opportunities to develop new banking relationships from his or her own network and from the community.
- Actively seeks opportunities to develop new banking relationships through personal networks and community engagement.
- Follows all policies and procedures.
- Account and statement research
- Processing Wire Request
- Safe deposit box access
- Rate and yield quotes
- Night deposit agreements
- Card disputes and replacements
Now Supervisory Responsibilities: "This job has no supervisory responsibilities." Could be a
under Responsibilities or separate heading? Could be a short paragraph after responsibilities list. We'll add a
after the list:
This job has no supervisory responsibilities.
Now Qualifications: We have sections: Education And/or Experience, Computer Skills, Bank Culture/Customer Service Skills, Other Skills, Physical Demands, Work Environment. Also maybe "Qualifications" heading with subpoints. We could create aQualifications
then within that we could have subheadings? But instruction only mentions usingfor section headings (like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should not create further headings inside Qualifications; we should just list items as
- . However we have multiple categories; we could combine them into a single list. That's okay.
Let's extract each qualification bullet:
Education And/or Experience: High school diploma or general education degree (GED), college degree preferred.
Computer Skills: To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to use basic office machines. Ability to learn bank-specific software such as MPC, IBS, ADP, etc.
Bank Culture/Customer Service Skills: Promotes the Bank’s culture, including the support of our Brand promise and Core Values. Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.
Other Skills: Individual must be flexible and able to travel to assigned Banking Centers to fill staffing needs with or without notice.
Physical Demands: While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus.
Work Environment: This position operates in a professional banking environment and routinely uses standard office equipment and digital tools such as secure financial systems, computers, phones, photocopiers, and scanners. The role requires maintaining a high level of professionalism, confidentiality, and attention to detail in all interactions. Work is performed in a retail banking center environment that is energetic and client focused. Expect frequent direct contact with clients and team members. The position may involve extended periods of standing or sitting, handling cash, and operating teller or office equipment. Professional appearance and adherence to client service standards are required. This role may occasionally require travel. This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion.
We also have "Our Hiring Process" with list of screenings. That could be a separate section maybe "Hiring Process". Not in the list of allowed headings but we could treat as a section 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 "Prefer a few substantive sections over many thin ones." So we could add a
Hiring Process
if we want. But maybe better to incorporate into Qualifications? It's not exactly qualification. Could be its own section. However the instruction didn't list Hiring Process as example but didn't prohibit. It says usefor section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule
- . However we have multiple categories; we could combine them into a single list. That's okay.
Let's extract each qualification bullet:
Education And/or Experience: High school diploma or general education degree (GED), college degree preferred.
Computer Skills: To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to use basic office machines. Ability to learn bank-specific software such as MPC, IBS, ADP, etc.
Bank Culture/Customer Service Skills: Promotes the Bank’s culture, including the support of our Brand promise and Core Values. Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.
Other Skills: Individual must be flexible and able to travel to assigned Banking Centers to fill staffing needs with or without notice.
Physical Demands: While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus.
Work Environment: This position operates in a professional banking environment and routinely uses standard office equipment and digital tools such as secure financial systems, computers, phones, photocopiers, and scanners. The role requires maintaining a high level of professionalism, confidentiality, and attention to detail in all interactions. Work is performed in a retail banking center environment that is energetic and client focused. Expect frequent direct contact with clients and team members. The position may involve extended periods of standing or sitting, handling cash, and operating teller or office equipment. Professional appearance and adherence to client service standards are required. This role may occasionally require travel. This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion.
We also have "Our Hiring Process" with list of screenings. That could be a separate section maybe "Hiring Process". Not in the list of allowed headings but we could treat as a section heading? The instruction says use
- ... list each duty.
We need to extract duties from the block after "Duties and Responsibilities include the following." Then list each sentence.
Let's list them:
- Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice.
- Educates customers on safe banking practices and helps prevent fraud through proactive guidance.
- Is proficient with all required computer systems.
- Conducts transactions according to policy on behalf of customers.
- Maintains an accurate and balanced cash drawer, following all cash handling, reconciliation, and security procedures.
- Efficiently opens all retail products and services for customers.
- Ensures accuracy for new accounts and makes corrections as necessary
- Suggests the correct products and services in accordance with the customer’s needs and desired outcomes.
- Ensures customers are informed and comfortable using our products and engaging with our technologies.
- Follows through on all referrals and refers business to our commercial, insurance and investments partners.
- Seeks opportunities to develop new banking relationships from his or her own network and from the community.
- Actively seeks opportunities to develop new banking relationships through personal networks and community engagement.
- Follows all policies and procedures.
- Assists customers with service needs including but not limited to:
- Account and statement research
- Processing Wire Request
- Safe deposit box access
- Rate and yield quotes
- Night deposit agreements
- Card disputes and replacements
We need to handle nested list? The instruction: Use