Jobs · Finance · California

Sr Relationship Banker - Crenshaw, CA

U.S. Bank · Los Angeles, CA · 1 mo ago
Finance$30.9–$37.76/hrFull-time
We need to output HTML fragment with sections: About the role? The posting includes a description. We need 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 paragraph: "At U.S. Bank, we’re on a journey..." That's about the company, maybe "About the role"? Actually it's about the company culture. Could be "About the role" or maybe "About the company". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content. We have job description: Relationship Bankers build relationships... That's responsibilities. Then "This position requires National Mortgage Licensing System (NMLS) registration..." That's requirements/qualifications. Then "Basic Qualifications High school diploma or equivalent Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training" That's qualifications. Then "Preferred Skills/Experience ..." That's skills. Then "Location Expectations This role requires working from a U.S. Bank location for all scheduled work days." That's schedule? Actually schedule: location expectations, maybe schedule not given. No explicit schedule like full-time, shift. So we should not create Schedule section unless posting actually states them. It doesn't state schedule specifics, just location expectation. So we should not include Schedule. Benefits: there is a Benefits section with list. Pay: there is "Pay Range: $30.90 - 37.76". So we need Pay section. Thus sections: About the role (maybe company overview), Responsibilities, Requirements (maybe NMLS registration), Qualifications (basic qualifications), Skills (preferred skills/experience), Benefits, Pay. We must not repeat job title as heading. Not include Job ID etc. We must preserve all substantive information, not invent or summarize away detail. Use
  • for any list of duties/requirements/benefits, and

    for prose. We need to extract lists. Responsibilities: many sentences describing duties. Could turn into list items. Let's extract responsibilities bullet points: - Build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. - Assess and attend to customers’ banking needs. - Obtain and process customer and account information. - Educate clients on available deposit and loan products and services. - Recommend financial solutions based on each customer’s unique goals and needs. - Originate and close consumer loans. - Open accounts. - Open and/or close the branch. - Build and foster relationships with clients through proactive outreach and follow up. - Ask questions and learn about their financial needs, and banking channel preferences. - Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. - Maintain a working knowledge of consumer and business banking products and services including digital products and services. - Provide a consistent optimal client experience, including greeting clients and processing basic transactions. - Develop collaborative partnerships with branch team members and partners to best serve clients. - Open new consumer and business accounts, complete service requests and submit credit applications. - Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs. - Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. That's many; we can list them. Requirements: NMLS registration under S.A.F.E. Act of 2008 and Regulation Z; required registration process includes criminal background and credit check; failure to meet or maintain any NMLS registration requirements may result in rescission or termination. We can list as bullet points. Qualifications: Basic Qualifications: High school diploma or equivalent; Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training. We can list. Skills: Preferred Skills/Experience list: - Proven ability to build and foster relationships with clients through proactive outreach and follow up - Ability to effectively engage and communicate with clients - Advanced knowledge of applicable bank and branch policies, procedures and support systems - Thorough knowledge of all retail products and services - Proven customer service and interpersonal skills - Experience in participating in sales campaigns/promotions - Experience with using and demonstrating digital products and self-service technologies - Ability to explore and identify a customer’s true needs while leveraging a digital first mindset - Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively - Experience in the financial services industry preferred We can list. Benefits list: Healthcare (medical, dental, vision); Basic term and optional term life insurance; Short-term and long-term disability; Pregnancy disability and parental leave; 401(k) and employer-funded retirement plan; Paid vacation (from two to five weeks depending on salary grade and tenure); Up to 11 paid holiday opportunities; Adoption assistance; Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law. We can list. Pay: Pay Range: $30.90 - 37.76 (presumably per hour). We'll put in

    . About the role: The initial paragraph about U.S. Bank journey, helping customers, etc. Also maybe the first sentence: "At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One." We'll put that as prose under About the role. We must not include boilerplate like EEO, E-Verify, etc. Remove those. Also remove "Location Expectations This role requires working from a U.S. Bank location for all scheduled work days." That's location expectation but not schedule; we could maybe include as a note under Responsibilities? But it's not a duty. Could be omitted? The instruction says preserve ALL substantive information; do not invent or summarize away detail. So we need to keep that location expectation somewhere. Where? Could be under About the role? Or maybe under a separate section like "Work Location". But we only allowed headings from list. Could we incorporate into Responsibilities? Not appropriate. Could we put under About the role as a note? Might be okay. But we need to preserve it. Perhaps we can include a short paragraph under About the role after the company description: "This role requires working from a U.S. Bank location for all scheduled work days." Alternatively, we could create a section "Schedule" but we don't have schedule details. The location expectation is not schedule. So maybe we can put it under About the role as a note. We must not create Pay/Schedule/Benefits sections unless posting actually states them. Benefits and Pay are stated, so include. Thus final HTML:

    About the role

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. This role requires working from a U.S. Bank location for all scheduled work days.

    Responsibilities

    • Build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel.
    • Assess and attend to customers’ banking needs.
    • Obtain and process customer and account information.
    • Educate clients on available deposit and loan products and services.
    • Recommend financial solutions based on each customer’s unique goals and needs.
    • Originate and close consumer loans.
    • Open accounts.
    • Open and/or close the branch.
    • Build and foster relationships with clients through proactive outreach and follow up.
    • Ask questions and learn about their financial needs, and banking channel preferences.
    • Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
    • Maintain a working knowledge of consumer and business banking products and services including digital products and services.
    • Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
    • Develop collaborative partnerships with branch team members and partners to best serve clients.
    • Open new consumer and business accounts, complete service requests and submit credit applications.
    • Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs.
    • Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

    Requirements

    • National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
    • Subject to the required registration process, which includes a criminal background and credit check.
    • Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

    Qualifications

    • High school diploma or equivalent.
    • Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training.

    Skills

    • Proven ability to build and foster relationships with clients through proactive outreach and follow up.
    • Ability to effectively engage and communicate with clients.
    • Advanced knowledge of applicable bank and branch policies, procedures and support systems.
    • Thorough knowledge of all retail products and services.
    • Proven customer service and interpersonal skills.
    • Experience in participating in sales campaigns/promotions.
    • Experience with using and demonstrating digital products and self-service technologies.
    • Ability to explore and identify a customer’s true needs while leveraging a digital first mindset.
    • Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively.
    • Experience in the financial services industry preferred.

    Benefits

    • Healthcare (medical, dental, vision)
    • Basic term and optional term life insurance
    • Short-term and long-term disability
    • Pregnancy disability and parental leave
    • 401(k) and employer-funded retirement plan
    • Paid vacation (from two to five weeks depending on salary grade and tenure)
    • Up to 11 paid holiday opportunities
    • Adoption assistance
    • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

    Pay

    Pay Range: $30.90 - 37.76

    Check that we didn't include any boilerplate. We removed EEO, E-Verify, etc. Also removed "Posting may be closed earlier due to high volume of applicants." That's boilerplate; remove. We

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