Sales and Service Representative

We need to output HTML fragment with sections: Use

for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse job description. Content: Job Description paragraph: "The Sales & Service Representative has the ability to promote and sell Bank products and represent the Bank in a professional manner to clients by possessing strong knowledge of Bank products and services, recommends appropriate financial products and services to customers, and refers customers to investment and loan representatives regarding additional services provided by the Bank. This is an excellent opportunity for professional development path into Retail Branch Management." That's about the role. Then "RESPONSIBILITIES:" followed by a list of bullet-like sentences separated by line breaks. Need to extract each as

. List: - Keep up-to-date on Bank products and services to effectively provide financial solutions to customers - Effectively profiles customers, opens accounts, and cross-sells appropriate Bank products and services - Take responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans - Ensure delivery of excellent customer service throughout the Bank by adhering to sales and @ your service standards and protocols (note: there's a weird "@ your service". We'll keep as is.) - Has knowledge and complies with Bank security and operating policies and procedures, as well as compliance regulations, including KYC, OFAC, CIP, and customer privacy policy - Adheres to cash differences/controllable losses policy - Maintain dual control on all vaults/safes containing cash/negotiables, if applicable - May serve as approval on branch transactions - As business needs arise, ability to perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis - As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours - Based on branch location within a market, will be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures - Based on branch location within a market, will be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required Then "Qualifications" heading: list: - High School Diploma or equivalent required, bachelor’s degree preferred - Minimum one (1) year customer service or related working experience required - Must possess an NMLS license or obtain NMLS license within 90 days of employment - Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required - Excellent verbal and written communications skills in Spanish or additional language a plus. - Ability to demonstrate a sales oriented professional demeanor - Excellent verbal, written, and interpersonal skills - Very well organized and ability to deal with multiple priorities - Proficiency in Microsoft Office products - Previous banking experience a plus; an understanding and working knowledge of appropriate core banking applications - Ability to represent the Bank in a professional manner at all times - Ability to travel as business necessity arises to other branch locations to ensure proper staffing on a daily basis - Flexibility on work schedule as business needs arise Then "KEY COMPETENCIES:" list: - Excellent Customer Service Skills - Strong Communication Skills - Task Management - Professionalism - Sales aptitude demeanor Then "Essential Functions:" list: - Sitting and standing for extended periods of time. - Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components. - Ability to converse and exchange information with all levels of staff within organization. - Ability to observe, perceive, identify, and translate data - Ability to travel via airplane, automobile, bus and/or train Then "Company Profile" paragraph: "Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here . At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values." Then EEO boilerplate to remove. We need to decide sections: About the role (the initial paragraph). Responsibilities (list). Qualifications (list). Skills? Could combine KEY COMPETENCIES and Essential Functions maybe as Skills? But we have separate headings: Skills, Benefits, Pay, Schedule. We have no explicit Pay or Schedule info. There's mention of "Flexibility on work schedule as business needs arise" under Qualifications. That's schedule info but not explicit schedule like hours. The rule: never create Pay/Schedule/Benefits sections unless posting actually states them. Benefits: there is a line "Please click here to access a list of benefits for which this position is eligible." That's a reference but not actual benefits listed. It's not specific benefit details. According to rule: do not create Benefits section unless posting actually states them. It only says click here to access list; not stating benefits. So we should not create Benefits section. Pay: none. Schedule: we have "Flexibility on work schedule as business needs arise" which is a statement about schedule flexibility. That's specific content about schedule. So we could create a Schedule section with that bullet? But rule: Prefer a few substantive sections over many thin ones. Could incorporate schedule info into Qualifications or Responsibilities? It's already under Qualifications bullet. Might be okay to keep there. But we could also create a Schedule section with that bullet. However we must not create sections with filler like "not specified". This is specific. So we could create a Schedule section with that bullet. But we also have "Ability to travel as business necessity arises to other branch locations to ensure proper staffing on a daily basis" and "Ability to travel via airplane, automobile, bus and/or train" under Essential Functions. Travel is not schedule. We have no explicit Pay. Thus sections: About the role, Responsibilities, Qualifications, Skills (maybe combine KEY COMPETENCIES and Essential Functions as Skills?), Schedule (flexibility on work schedule). Could also include Benefits? Not specific. Better to follow instruction: Use headings for section headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). They gave list of possible headings. We can use Requirements as a heading if we have content. We have Qualifications; maybe Requirements is similar. But we have both Qualifications and KEY COMPETENCIES (skills). Could treat Requirements as Qualifications. But they said use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can choose which to include. We have content for About the role, Responsibilities, Qualifications, Skills (KEY COMPETENCIES), Essential Functions (maybe part of Skills), Schedule (flexibility). We don't have Requirements separate; we could treat Qualifications as Requirements. But they listed both Requirements and Qualifications as possible headings; we can choose one. To avoid duplication, we could use Qualifications for the list of qualifications, and maybe not use Requirements. Or we could rename Qualifications to Requirements. But they said use those headings; we can use Qualifications. Thus sections:

About the role

...

Responsibilities

...

Qualifications

...

Skills

...

(maybe combine KEY COMPETENCIES and Essential Functions? But Essential Functions are more physical abilities; could be considered Skills. We'll include both as list items under Skills.)

Schedule

• Flexibility on work schedule as business needs arise

We should not include Benefits, Pay. Check for any other schedule info: "Ability to open and/or close the Branch and may require working hours outside normal scheduled hours" is also schedule-related. That's under Responsibilities. Could also be included in Schedule section. But we already have schedule bullet; we could add that as another bullet. However rule: prefer few substantive sections; we could keep schedule info under Responsibilities. But we already have a Schedule section; we could add both bullets. Let's extract schedule-related statements: - "As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours" (under Responsibilities) - "Flexibility on work schedule as business needs arise" (under Qualifications) Thus Schedule section could have those two bullets. Now ensure we don't repeat content elsewhere. If we move them to Schedule, we should remove from other sections to avoid duplication? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. It doesn't forbid duplication but better to keep them where they appear; but we can also keep them in both places? That would be duplication. Better to keep them in original sections and not create Schedule section if we can avoid duplication. However we need to decide if Schedule section is warranted. Since we have schedule-specific statements, we could create Schedule section and keep them there, but then we would need to remove them from Responsibilities/Qualifications to avoid duplication. The instruction says preserve ALL substantive information; removal would lose info if we delete them. So we should keep them in original places and also maybe add Schedule section referencing them? That would be duplication. The rule didn't forbid duplication explicitly but said preserve ALL substantive information; duplication preserves but repeats. Might be okay but could be considered redundant. However they said prefer a few substantive sections over many thin ones. Creating a Schedule section with just those bullets might be thin but still substantive. Could be okay. Alternatively, we could not create Schedule section and keep schedule info within Responsibilities and Qualifications. That would avoid extra section. Since they said only create Schedule if posting actually states them; it does, but we could still incorporate them elsewhere. The rule: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It doesn't forbid creating them if they state them; it's permissible. So we can create Schedule section. Thus we will create Schedule section with those two bullets. Now we need to ensure we don't include boilerplate: EEO, Equal Opportunity Employer, etc. Remove. Also remove "Company Profile" paragraph that includes "Please click here to access a list of benefits..." and mission statement. That's not boilerplate? It's somewhat generic but still substantive? It's about company profile; could be considered substantive but not required headings. We could include as a

under maybe no heading? But we have no heading for Company Profile. Could we include it as a paragraph without heading? The instruction: Output ONLY the HTML fragment. It didn't say we must wrap everything in headings; we can have paragraphs outside sections. But they gave list of possible headings; we can include other paragraphs as needed. However the company profile includes a link to benefits and mission statement; it's substantive. We could include as a

after sections, without heading. Or we could treat it as part of About the role? Not really. Better to include as a

after sections, maybe with no heading. But we need to remove EEO line. Thus final HTML:

About the role

The Sales & Service Representative has the ability to promote and sell Bank products and represent the Bank in a professional manner to clients by possessing strong knowledge of Bank products and services, recommends appropriate financial products and services to customers, and refers customers to investment and loan representatives regarding additional services provided by the Bank. This is an excellent opportunity for professional development path into Retail Branch Management.

Responsibilities

• Keep up-to-date on Bank products and services to effectively provide financial solutions to customers
• Effectively profiles customers, opens accounts, and cross-sells appropriate Bank products and services
• Take responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
• Ensure delivery of excellent customer service throughout the Bank by adhering to sales and @ your service standards and protocols
• Has knowledge and complies with Bank