Treasury Management Relationship Manager
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to include sections only when posting has real specific content. The posting includes a description about WSFS Bank (mission, culture). That could be "About the role" or maybe "About WSFS Bank". The instruction says use headings like About the role, Responsibilities, etc. So we can create About the role
with paragraph summarizing the WSFS Bank description (but we must preserve all substantive information, not invent or summarize away detail). We need to preserve all substantive info; we can't summarize away detail, but we can keep the sentences as is. We can put them in
. Must not repeat job title as heading. No Job ID. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we need to strip out EEO statement, accommodation contact, equal opportunity, etc. Also remove "WSFS Bank is inclusive and supportive..." etc. Also remove "For more information about Associate benefits, please visit ..." maybe that's application instruction? It's a link to benefits; maybe keep? It's not application instruction but it's a reference; but it's not substantive to role? Might be considered boilerplate. Safer to remove. Also remove "WSFS Bank will only consider candidates who are presently authorized..." that's a requirement (work authorization) - that's substantive, keep. Also remove "Salary Range:" etc we need Pay section if present. The posting includes Salary Range: $64,491.00 - $105,949.50 and note about base pay may vary. Also mentions incentive and retention awards. So we should have a Pay section with that info. Benefits: they list benefits. So Benefits section. Schedule: not mentioned, so omit. Skills: maybe we can include under Requirements or Qualifications? They have Minimum Qualifications list. Could treat that as Requirements. Also they have "Must be self-motivated..." etc. Those are qualifications/skills. We could split into Requirements (experience, education) and Skills (soft skills). But we need to avoid thin sections. Perhaps combine into Requirements (including qualifications and skills). However they ask to use headings like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can decide to include Requirements and Qualifications separate if there is distinct content. Minimum Qualifications includes education, experience, sales experience, knowledge, certification preference, etc. Then there are additional "Must be self-motivated..." etc which could be Skills. So we can have Requirements (education/experience) and Skills (personal attributes). But we need to ensure not to create thin sections with filler. Both have substantive content. Responsibilities: we have a list of duties after "Job Responsibilities:" with many sentences separated by periods. We need to turn into
- each duty. The responsibilities are a paragraph with multiple sentences; we need to split into list items. Must preserve all substantive info; we can break at each sentence that starts with a verb. Let's list them:
- Sells to the Treasury Management needs of customers/prospects in all divisions of the Bank but primarily Commercial and Retail Divisions.
- Serves as a referral source for other Bank products and services.
- Meets with customers/prospects to develop information as to their deposit, financial, operational and business needs to determine how the Bank can provide the most optimal Treasury Management structure
- Performs appropriate analysis of the customer/prospect needs and prepares in-depth, competitive proposals/pro formas that demonstrate the Bank’s capability to meet their needs.
- Identify opportunities to deliver treasury products/services and make referrals to other Bank partners.
- Collaborate with dedicated Commercial Relationship Managers to onboard new clients and retain existing clients through periodic and consultative Treasury Reviews.
- Monitor existing customer portfolios by completing periodic Treasury Reviews to ensure customers are fully utilizing the most appropriate treasury products and services to meet their banking needs.
- Adhere to all Compliance Requirements, complete all compliance training prior to deadline and report any concerns to management.
- Will be required to travel, as needed to meet with customers/prospects.
- Annual evaluation is based on the overall financial goals and profitability of assigned RM portfolios.
- Report any exceptions to policy and pricing to management for approval.
We need to ensure each is a list item.
Now About the role: The initial paragraph: "Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Treasury Relationship Manager provides Treasury Management sales support to Commercial, Retail and all other areas of the Bank. In addition, the incumbent will manage commercial, municipal, and Not-For-Profit banking relationships with non-credit needs. The work experience would dictate the complexity of the customer relationships managed by the Treasury Management Relationship Manager ("TMRM")."
We need to preserve all substantive info. We'll put that in
under About the role. Now Requirements: Minimum Qualifications bullet list. We'll turn each line into
- . The bullet points:
- Bachelor’s Degree in a business-related field is preferred.
- A minimum of 3 years of experience working in a financial services or banking environment is required.
- Must have prior sales experience with commercial and/or retail banking products.
- Knowledge of treasury management products and solutions are required.
- Certified Treasury Professional (CTP) accreditation is preferred; or willingness to take the necessary courses to obtain and maintain it.
- Must be self-motivated and able to work with minimal supervision.
- Must have excellent listening ability and effective sales presentation skills.
- Must have the ability to interact and establish good rapport with both internal and external customers.
- Must have superior customer service and sales skills.
- Must have the ability to travel within the bank's footprint.
- WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
But note some of those are more skills/attributes. However we can keep them all under Requirements. Or we split: Requirements (education/experience) and Skills (soft skills). Let's decide to split: Requirements: education, experience, sales experience, knowledge, certification preference, work authorization. Skills: self-motivated, listening ability, presentation skills, rapport, customer service/sales skills, travel ability. That seems reasonable.
But we need to ensure we don't create thin sections. Each will have multiple items.
Now Benefits: list: medical, dental, vision coverage; 401(k) plan; life, accident, disability insurance; FSAs and HSAs; wellness programs; additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave per state laws, paid holidays. Also note that benefit offerings subject to eligibility etc. We'll keep as list.
Pay: Salary Range: $64,491.00 - $105,949.50 Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards.
We'll put that in
under Pay. Schedule: not present, omit. Now we need to output only HTML fragment, no html/body tags, no markdown fences. We'll structure:
About the role
...
Responsibilities
- ... ...
Requirements
- ... ...
Skills
- ... ...
Benefits
- ... ...
Pay
...
Make sure to preserve all info exactly as given, but we can rephrase? Must not invent or summarize away detail. We can keep sentences as is, but we can split into list items; that's fine as it's preserving detail. Check for any duplicated lines: we need to remove duplicated lines. Not seeing duplicates. Now ensure we removed EEO etc. We removed the accommodation contact line, EEO statement, and the benefits link line. Also removed "WSFS Bank is inclusive and supportive of individual needs..." etc. Also removed "For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/". Also removed "WSFS is an equal opportunity employer..." etc. Now check if any other boilerplate: "Job Description" at start - we can keep as part of About the role paragraph? The phrase "Job Description" is just a label; we can keep it as part of paragraph? Might be considered boilerplate but it's part of the description. Probably safe to keep as part of paragraph. But we could drop the phrase "Job Description" as it's not substantive. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." The phrase "Job Description" is not substantive; we could drop it. Safer to drop it. So start paragraph after that. Thus About the role paragraph: "At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Treasury Relationship Manager provides Treasury Management sales support to Commercial, Retail and all other areas of the Bank. In addition, the incumbent will manage commercial, municipal, and Not-For-Profit banking relationships with non-credit needs. The work experience would dictate the complexity of the customer relationships managed by the Treasury Management Relationship Manager ("TMRM")." Now Responsibilities list as above. Now Requirements list: we need to decide which items go under Requirements. Let's pick: Bachelor’s Degree..., 3 years experience, prior sales experience, Knowledge of treasury management..., CTP accreditation..., work authorization. That's 6 items. Now Skills list: self-motivated, excellent listening ability and effective sales presentation skills, ability to interact and establish good rapport, superior customer service and sales skills, ability to travel within bank's footprint. That's 5 items. Check we didn't miss any: "Must be self-motivated and able to work with minimal supervision." -> skill. "Must have excellent listening ability and effective sales presentation skills." -> skill. "Must have the ability to interact and establish good rapport with both internal and external customers." -> skill. "Must have superior customer service and sales skills." -> skill. "Must have the ability to travel within the bank's footprint." -> skill. Now Benefits list: we need to capture each benefit as separate list items? Could combine but better to separate. Benefits: medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); wellness programs. Additional