Senior Personal Banker - Skillman (Full-time)
Provident Bank · Skillman, NJ · 4 wk ago
Sales$21.23–$26.51/hrFull-time
We need to output HTML fragment with sections: About the role? The posting includes an overview. We need to use for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content.
We need to parse the posting.
First, there is an introductory paragraph: "How would you like to join one of the most highly regarded financial institutions in New Jersey..." That's about the company, maybe "About the role"? Actually "About the role" could be the position overview. We'll treat that as About the role.
Then "Position Overview" paragraph: we can include that under About the role.
Then "Key Responsibilities" with subheadings Sales, Service, Operations. We'll combine into Responsibilities section with
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content.
We need to parse the posting.
First, there is an introductory paragraph: "How would you like to join one of the most highly regarded financial institutions in New Jersey..." That's about the company, maybe "About the role"? Actually "About the role" could be the position overview. We'll treat that as About the role.
Then "Position Overview" paragraph: we can include that under About the role.
Then "Key Responsibilities" with subheadings Sales, Service, Operations. We'll combine into Responsibilities section with - items.
Then "Minimum Qualifications" and "Preferred Qualifications". Those go under Requirements? Actually Requirements could be Minimum Qualifications. Qualifications could be Preferred? But we have both Requirements and Qualifications sections. We need to decide: Use Requirements for minimum qualifications, Qualifications for preferred qualifications. Or combine? The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Skills). So we can have Requirements (minimum) and Qualifications (preferred). Also Skills maybe separate? Could extract skills from qualifications: strong interpersonal, math, etc. But we can put them under Skills if we want. However we should not create thin sections. Better to put skills within Requirements or Qualifications. But we have separate Skills heading allowed; we could create Skills section if there is specific skill list. The posting includes many skill items under Minimum Qualifications: strong interpersonal skills, listening, written and verbal communication, flexible schedule, positive demeanor, strong math and analytical skills, ability to handle escalated matters, problem solve, safety and security practices, relationship building, establishing connections, customer service and advocacy, organizational and time management, PC skills, ability to learn programs, Microsoft Office, register as mortgage loan originator with NMLS. Those are skills. Could put them under Skills heading. Then Requirements could be education/experience: high school diploma/GED, 6 months sales/service, etc. Preferred Qualifications could be under Qualifications heading.
Thus we can have:
- About the role (position overview)
- Responsibilities (key responsibilities broken into bullet list)
- Requirements (minimum qualifications: education, experience, etc.)
- Skills (list of skills from minimum qualifications)
- Qualifications (preferred qualifications)
- Benefits (benefits described)
- Pay (pay details)
- Schedule (maybe not present; there is mention of flexible schedule, overtime, travel. That's more working conditions. Not schedule specifics. So we may omit Schedule if no specific schedule like full-time/part-time. The posting mentions "Ability to work a flexible schedule based upon the needs of the business" and "Willing and able to work required overtime." That's not a set schedule. So we may omit Schedule heading.
We must not create sections with filler. So we include only those with content.
We must not repeat job title as heading. Not include Job ID etc.
We must remove boilerplate: EEO etc. Remove that paragraph at end about equal opportunity. Also remove "This job description may not be all-inclusive..." etc. Also remove "Provident Bank recognizes and supports..." etc. Also remove "Work is mainly performed under general office conditions..." maybe that's working conditions but not a heading we have; we could incorporate into Responsibilities? Probably not needed. We'll drop.
We need to preserve all substantive information: company description, position overview, responsibilities, qualifications, skills, benefits, pay.
Let's extract.
Company intro: "How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania, and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees’ experience."
That's About the role? Actually it's about the company. We'll put under About the role.
Position Overview paragraph: "Position Overview At Provident Bank, the Senior Personal Banker plays a key role in the Branch sales and service environment through building mutually beneficial and long-term customer relationships by providing a positive customer experience and has a thorough understanding of our core culture of the "attraction, expansion, and retention" of customer relationships. The Senior Personal Banker provides a high-level of service while greeting customers, performing needs-based assessments, opening accounts, cross selling, tele-consulting, developing relationships, servicing accounts, and acting as lobby manager. Researches and resolves complex account issues and/or customer inquiries. Promotes organizational products and services by referring current or prospective customers to the Assistant Branch Manager, Branch Manager, Market Sales Manager, or appropriate internal or external business partners. Additional responsibilities include processing customer transactions, including but not limited to check cashing, withdrawals, deposits, and loan payments. This position will focus on managing a book-of-business that is comprised of customers with the management objectives being retention and relationship development. Serves as a liaison to actively refer and coordinate specialist support from lending, investment, trust specialists, treasury management and other internal and external business partners. The Senior Personal Banker is self-motivated, a problem solver, functions independently and as an operational supervisor when necessary, and provides flexibility of coverage for the Branch by providing all aspects of sales and service. This position may be eligible to obtain Life and Health Licensing. All Provident Bank employees are expected to adhere to the Bank’s Code of Ethics, Core Values, and Mission Statement. Works under general supervision."
We'll include that as part of About the role maybe separate? Could combine with company intro. We'll just put all under About the role.
Now Responsibilities: The posting has "Key Responsibilities" with subheadings Sales, Service, Operations each with bullet-like sentences. We'll extract each sentence as a list item.
Let's list them:
Sales:
- Meet sales referrals and cross-selling goals by knowing the features and benefits of all products and services to satisfy the needs of the customers
- Promotes bank products, refer or resolve customer inquiries concerning accounts or other banking services
- Actively refers customers for commercial products or services to branch manager, market manager, or appropriate business partner
- Exceed customer expectations through active engagement, commitment and dedication to servicing and building customer relationships
- Advance the Bank's Corporate Sales Program through the consultative need’s assessments of customers, developing new relationships, expanding existing ones and is responsible for managing and growing a book-of-business.
Service:
- Identify opportunities with customers and prospective customers through lobby management
- Assist customers and prospective customers with digital technologies and provide referrals to other lines of business.
- Helps maintain cost efficiency to achieve goals of the branch; assures quality of customer service and adherence to sales and brand standards
- Responsible for sales and service (maybe duplicate)
- Execute expectations for a positive customer service experience
Operations:
- Ensures operational and financial safety and soundness in accordance with Bank’s policies, compliance, and applicable laws and regulations
- Leverages lobby management as a tool for controlling and mitigating risk
- Establishes customer identity according to guidelines and adheres to all other compliance procedures
- Assists branch management with branch operations as needed
- Opening, closing, and supervising the servicing of the branch in the absence of branch management
- Assists Personal Bankers with more complex and escalated customer questions and inquiries, including providing supervisor overrides when needed
- Performs transactions including but not limited to: check cashing, withdrawals, deposits and loan payments
- Prepares and/or completes Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions
- Assists in training other branch employees
- Provide support to the contact center when there are high call volumes
- Handle customer inquiries by telephone
- Provides access to safe deposit boxes
We need to ensure we don't duplicate. We'll combine into a single list under Responsibilities.
Now Requirements (minimum qualifications):
- High school diploma or GED
- Minimum of 6 months providing sales/service to customers in a retail environment
- Strong interpersonal skills, including listening, written and verbal communication
- Ability to work a flexible schedule based upon the needs of the business
- Demonstrations positive and professional demeanor with all customers and co-workers (typo: "Demonstrations" maybe "Demonstrate")
- Strong math and analytical skills
- Ability to handle escalated matters and problem solve for resolution
- Understand and adhere to safety and security practices
- Demonstrate and apply good relationship building skills
- Proficient at establishing strong connections with customers and prospective customers through consultative conversations affording presentations of sales opportunities
- Strong customer service and advocacy skills
- Strong organizational and time management skills
- Strong PC skills. Ability to quickly learn various computer programs, including Microsoft office
- Required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence.
We'll put these under Requirements.
Now Skills: Could extract from above but we already have many skill items in Requirements. To avoid duplication, maybe we put skill-specific items under Skills and keep Requirements more about education/experience. Let's split:
Requirements (education/experience):
- High school diploma or GED
- Minimum of 6 months providing sales/service to customers in a retail environment
- Ability to work a flexible schedule based upon the needs of the business
- Required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence.
Skills (list of abilities):
- Strong interpersonal skills, including listening, written and verbal communication
- Demonstrate positive and professional demeanor with all customers and co-workers
- Strong math and analytical skills
- Ability to handle escalated matters and problem solve for resolution
- Understand and adhere to safety and security practices
- Demonstrate and apply good relationship building skills
- Proficient at establishing strong connections with customers and prospective customers through consultative conversations affording presentations of sales opportunities
- Strong customer service and advocacy skills
- Strong organizational and time management skills
- Strong PC skills. Ability to quickly learn various computer programs, including Microsoft office
That seems reasonable.
Now Qualifications (preferred):
- 2 years providing sales and service to customers in a retail environment
- Retail banking experience
- Supervisory experience
- Life and Health Licenses to support investment program
Now Benefits: The posting includes: "Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank’s Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans."
We'll put that under Benefits.
Pay: "$21.23 - $26.51 Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance."
We'll put under Pay.
Schedule: Not present; we may omit.
Now we need to output HTML fragment with
headings and
or
- . Use
for prose sections (About the role maybe multiple paragraphs). We'll combine company intro and position overview into one or two
elements.
We must not include markdown fences.
Let's craft.
Structure:
About the role
How would you like to join one of the most highly regarded financial institutions in New Jersey with
headings and
or
- . Use
for prose sections (About the role maybe multiple paragraphs). We'll combine company intro and position overview into one or two
elements. We must not include markdown fences. Let's craft. Structure:
About the role
How would you like to join one of the most highly regarded financial institutions in New Jersey with