Senior Premier Banker Greater Montgomery District

We need to output HTML fragment with sections: 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, "About This Role" is a section heading: we can map to "About the role". Content: description of role. Then "In This Role You Will" bullet list: responsibilities. Then "Required Qualifications:" and "Desired Qualifications:" maybe combine into Requirements and Qualifications? The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which content goes where. We have "Required Qualifications:" and "Desired Qualifications:" which are qualifications. Also "Job Expectations:" includes schedule (most Saturdays) and licensing requirements. We have "Benefits" section. We have "Pay Range Reflected is the base pay range offered for this position." with $38.00 - $65.50. We have schedule: "Ability to work a schedule that will include most Saturdays". Also maybe other schedule details? Not given. We have skills? Not explicit but maybe we can infer from responsibilities: relationship acumen, proactive engagement, collaboration, digital adoption, risk excellence, etc. Could put under Skills. We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all details from posting, but we can organize into sections. We must not repeat job title as heading. No Job ID/requisition numbers as headings. We must remove boilerplate: EEO, equal opportunity, scam warning, etc. Also remove application instructions, posting end date? The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Posting end date maybe considered metadata; but it's not explicitly listed as boilerplate; but it's not substantive content about the job? Might be considered metadata; but we can drop it as it's not required. The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it." So posting end date could be minor metadata; we can drop it. We need to include all substantive information: role description, responsibilities bullet list, required qualifications, desired qualifications, job expectations (schedule, licensing), benefits, pay range. We also have location list: many addresses. Should we include? It's substantive info about posting locations. Probably yes, we can include under a short paragraph maybe under "About the role" or separate? There's no heading for Locations; we could fold into a paragraph under About the role or maybe a separate section but not in allowed headings. Since only allowed headings are those list, we should not create new headings. So we can include location info in a paragraph under About the role or maybe under Responsibilities? Better to put under About the role as a brief note. We must not invent or summarize away detail: we must preserve all details. So we need to include the list of locations exactly as given. We must not include boilerplate like "We Value Equal Opportunity" etc. We must not include "Job Expectations:" as heading; we can fold schedule and licensing into Requirements or Qualifications or maybe a separate section like Requirements? The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we have both Requirements and Qualifications as possible headings. We need to decide what goes where. Typically Requirements = mandatory qualifications; Qualifications = desired? But we have both Required and Desired. Could put Required under Requirements, Desired under Qualifications. Or we could combine both under Qualifications. But we have both headings available; better to use Requirements for required qualifications, Qualifications for desired qualifications. Skills: we can extract from responsibilities and desired qualifications: relationship acumen, proactive outreach, collaboration, digital adoption, risk excellence, communication, etc. We'll list them as bullet list under Skills. Pay: we have pay range. Schedule: we have ability to work schedule that includes most Saturdays. Also maybe other schedule details? Not given. So we can put under Schedule. Now we need to output only HTML fragment, no /, no markdown fences. We'll produce something like:

About the role

... description ...

Locations: ... list ...

Responsibilities

• ...
...

Requirements

• 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of experience building and maintaining effective relationships with customers and partners
• 3+ years of experience recommending products and services

Qualifications

• Experience recommending financial products and translating customer goals into clear, actionable recommendations
• Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience
• Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments
• Experience coaching or supporting peers to strengthen team performance and customer impact
• Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others
• Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments
• 3+ years of experience in a licensed financial services position
• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
• State Insurance license(s)

But note: Some of those are actually required? The posting lists Required Qualifications then Desired Qualifications. The Desired list includes many items, some overlapping with required (like FINRA series 6/63, state insurance license). Actually those appear in Job Expectations: "This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe." So those are requirements as well. But we already have them under Qualifications; maybe we should move them to Requirements. However we must not lose any detail. We can keep them under Requirements (since they are required). The Desired list includes other items like experience recommending financial products, proactive sourcing, managing book-of-business, coaching peers, communication, financial services industry experience, 3+ years licensed position. Those are desired. Thus we need to separate. Let's extract Required Qualifications exactly: "Required Qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 3+ years of experience building and maintaining effective relationships with customers and partners 3+ years of experience recommending products and services" That's it. Now Desired Qualifications list: "Experience recommending financial products and translating customer goals into clear, actionable recommendations Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments Experience coaching or supporting peers to strengthen team performance and customer impact Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments 3+ years of experience in a licensed financial services position Successfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration State Insurance license(s)" Note: The last two are also in Job Expectations but we can keep them under Desired? Actually they are required per Job Expectations. But the posting lists them under Desired Qualifications. However the Job Expectations says they are required. To be safe, we could include them under Requirements as they are required. But we must not invent; we can note they are required per Job Expectations. But we need to preserve all info; we can include them under Requirements as they are required. However the Desired list includes them; if we move them to Requirements we are not losing info, just reclassifying. That's acceptable as we are not inventing or summarizing away detail. We'll keep them under Requirements. Thus Requirements will include: - 4+ years of customer service experience, or equivalent... - 3+ years of experience building and maintaining effective relationships with customers and partners - 3+ years of experience recommending products and services - Ability to work a schedule that will include most Saturdays (from Job Expectations) - FINRA Series 6 and 63 (or equivalents) active or completed within designated timeframe - State Insurance license(s) active or completed within designated timeframe - For certain states, FINRA Series 65 (or equivalent) required within specified period (list of states) - Obtaining and maintaining required FINRA licenses necessary for continued employment - Meeting enhanced financial fitness and criminal background standards - SAFE registration required at time of employment (Wells Fargo will initiate after start date) - Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies (including standards related to financial responsibility, character, fitness, criminal background). A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. - This position is not eligible for Visa sponsorship. But many of those are from Job Expectations and later paragraphs. We need to include all substantive info. However some of that is quite detailed; we must preserve. We also have "Job Expectations: Ability to work a schedule that will include most Saturdays" then a paragraph about FINRA etc. We'll include all that under Requirements or maybe under a separate section like Requirements (makes sense). We'll also include Schedule section for schedule details. But we have both Requirements and Schedule headings allowed. So we can put schedule specifics under Schedule, and other job expectations under Requirements. Thus: Schedule: Ability to work a schedule that will include most Saturdays. Now Requirements: list all other mandatory items: the 3 required qualifications, FINRA licenses, state insurance, series 65 for certain states, maintaining licenses, financial fitness, criminal background, SAFE registration, loan originator requirements, credit report, no visa sponsorship. We also have location list; we can put under About the role as a paragraph. Now Benefits: we have list. Pay: we have pay range. Now Skills: we can derive from responsibilities and desired qualifications (the ones not in requirements). Let's list: - Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments - Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments - Serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs - Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes - Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency - Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs - Demonstrate risk excellence through accurate documentation, sound judgment