Universal Banker 1
First Federal Lakewood · Cleveland, OH · 4 wk ago
FinanceFull-time
We need to output HTML fragment with sections: About the role (maybe from Position Summary), Responsibilities (Duties And Responsibilities), Requirements (Qualifications and Skills), maybe Skills (Necessary Competencies), maybe Physical Environment? The instructions: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones.
Thus we need to decide which sections to include.
We have:
- About the role: from Position Summary (the paragraph about Universal Banker). That is substantive.
- Responsibilities: Duties And Responsibilities (the long list). We'll need to break into
- items.
- Requirements: Qualifications and Skills (the bullet list). Could be a
.
- Skills: Necessary Competencies (list of competencies). Could be a .
- Physical Environment: maybe could be a section? Not in the list of example headings but we could include as a separate section if we want, but they said prefer few substantive sections over many thin ones. Physical Environment is a paragraph; could be included under Requirements or maybe as its own section? The example headings didn't include Physical Environment, but we can still use a heading if we think it's substantive. However they said "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." That suggests those are typical but not exclusive? It says e.g., so we could use others if needed. But they also said "Prefer a few substantive sections over many thin ones." So maybe combine Physical Environment into Requirements or About the role? Could add a section "Working Conditions" but not in list. Safer to include as a subsection under Requirements? But they want sections only when posting has real specific content. Physical Environment is specific content. Could make a section "Working Conditions" with Working Conditions
. But they didn't list that as example; but it's not prohibited. However they said "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The e.g. implies those are examples; we can use others. But to be safe, maybe we incorporate Physical Environment into a "Requirements" section or maybe an "About the role" section? It's more about work environment, could be its own section "Work Environment". I'd include it as its own section to preserve info.
We must not include EEO boilerplate, duplicated lines, etc. Remove "We are an Equal Opportunity Employer..." etc.
Also remove "Other Duties as assigned." maybe keep as part of responsibilities? It's a line but could be considered boilerplate? It's not EEO but it's generic. Might keep as part of responsibilities but it's vague. The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." "Other Duties as assigned." is not exactly those categories but could be considered boilerplate. However it's part of duties list; maybe we keep it as a bullet but it's vague. I'd keep it as a bullet under responsibilities.
Also remove "The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC." That's boilerplate legal; remove.
Now we need to preserve all substantive information.
Let's extract content.
Position Summary paragraph:
"Position Summary: The Universal Banker is the core role within the retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch. The Universal Banker 1 is the main customer facing role withing the branch. Emphasizes excellent customer service and sales, processes day-to-day teller transactions, takes direction and guidance from Universal Bankers 2 and 3. Strives to gain expertise in all assigned duties and supports training of new employees as needed."
We need to keep that as prose under About the role.
Now Duties And Responsibilities block:
"Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary.Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits. Appropriately escalates complex customer issues to Universal Bankers 2 and 3.Opens and closes basic accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products. As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service.Understands and strives to meet individual, team and branch performance metrics and sales goals. Participates in team meetings, completes all assigned training and learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures.As needed, performs basic opening and closing duties independently (including arming and disarming the branch). Assists with back-office duties including completing basic reporting, balancing ATMs and processing night/mail deposits. Follows all safety and security protocols and escalates issues appropriately.May float to other bank branches as needed.Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.Other Duties as assigned."
We need to split into list items. Each sentence separated by periods. We'll create - for each duty.
Now Requirements Qualifications and Skills:
"0-2 Years of banking experience is required. Experience handling cash is required.High School Diploma or equivalent is required.Experience in customer service is preferred.Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred.Driver's license is required (for float positions)"
We need to make list items.
Now Necessary Competencies:
"Accountability Coachability Change ChampionCommunication Detail Orientation Organizational SavvyProcess Oriented Service Orientation"
These are concatenated without spaces? Actually they are separated by no spaces? The text: "Necessary Competencies Accountability Coachability Change ChampionCommunication Detail Orientation Organizational SavvyProcess Oriented Service Orientation". It seems missing spaces between some words. We need to parse: likely list: Accountability, Coachability, Change Champion, Communication, Detail Orientation, Organizational Savvy, Process Oriented, Service Orientation. We'll split accordingly.
Now Physical Environment:
"While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.The employee must occasionally lift and/or move up to 25 pounds.The noise level in the work environment is usually quiet to moderate.This position is performed in a retail bank setting.Employee must be able to work days and hours that branch is open including weekends and overtime as needed."
We'll make a paragraph or list? It's prose; we can put as
.
Now we need to output only HTML fragment, no /, no markdown.
We'll structure:
About the role
...
Responsibilities
- ...
...
Requirements
- ...
...
Skills
- Accountability
- Coachability
- Change Champion
- Communication
- Detail Orientation
- Organizational Savvy
- Process Oriented
- Service Orientation
Work Environment
...
We need to ensure we didn't include any boilerplate like EEO. Also removed "Other Duties as assigned." maybe keep as a bullet.
Check for duplicated lines: none.
Now ensure we preserve all substantive info: Did we miss any? Let's verify.
From Position Summary we captured all sentences.
From Duties: we need to ensure we captured each distinct duty.
Let's list duties sentences:
1. Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary.
2. Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits.
3. Appropriately escalates complex customer issues to Universal Bankers 2 and 3.
4. Opens and closes basic accounts and services with accuracy and in accordance to bank policies and applicable regulations.
5. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products.
6. As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service.
7. Understands and strives to meet individual, team and branch performance metrics and sales goals.
8. Participates in team meetings, completes all assigned training and learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures.
9. As needed, performs basic opening and closing duties independently (including arming and disarming the branch).
10. Assists with back-office duties including completing basic reporting, balancing ATMs and processing night/mail deposits.
11. Follows all safety and security protocols and escalates issues appropriately.
12. May float to other bank branches as needed.
13. Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
14. Other Duties as assigned.
We'll make each a - .
Now Requirements list:
- 0-2 Years of banking experience is required.
- Experience handling cash is required.
- High School Diploma or equivalent is required.
- Experience in customer service is preferred.
- Proficiency in MS Office [Outlook, Excel, Word] or similar software is required.
- Cleartouch, Nautilus, various government and investor software/web portals is preferred.
- CRM is preferred.
- Driver's license is required (for float positions)
Make each
- .
Now Skills list as above.
Now Work Environment paragraph: combine sentences.
"While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Thus we need to decide which sections to include. We have: - About the role: from Position Summary (the paragraph about Universal Banker). That is substantive. - Responsibilities: Duties And Responsibilities (the long list). We'll need to break into
- items.
- Requirements: Qualifications and Skills (the bullet list). Could be a
- .
- Skills: Necessary Competencies (list of competencies). Could be a
- for each duty.
Now Requirements Qualifications and Skills:
"0-2 Years of banking experience is required. Experience handling cash is required.High School Diploma or equivalent is required.Experience in customer service is preferred.Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred.Driver's license is required (for float positions)"
We need to make list items.
Now Necessary Competencies:
"Accountability Coachability Change ChampionCommunication Detail Orientation Organizational SavvyProcess Oriented Service Orientation"
These are concatenated without spaces? Actually they are separated by no spaces? The text: "Necessary Competencies Accountability Coachability Change ChampionCommunication Detail Orientation Organizational SavvyProcess Oriented Service Orientation". It seems missing spaces between some words. We need to parse: likely list: Accountability, Coachability, Change Champion, Communication, Detail Orientation, Organizational Savvy, Process Oriented, Service Orientation. We'll split accordingly.
Now Physical Environment:
"While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.The employee must occasionally lift and/or move up to 25 pounds.The noise level in the work environment is usually quiet to moderate.This position is performed in a retail bank setting.Employee must be able to work days and hours that branch is open including weekends and overtime as needed."
We'll make a paragraph or list? It's prose; we can put as
. Now we need to output only HTML fragment, no /, no markdown. We'll structure:
About the role
...
Responsibilities
- ... ...
Requirements
- ... ...
Skills
- Accountability
- Coachability
- Change Champion
- Communication
- Detail Orientation
- Organizational Savvy
- Process Oriented
- Service Orientation
Work Environment
...
We need to ensure we didn't include any boilerplate like EEO. Also removed "Other Duties as assigned." maybe keep as a bullet. Check for duplicated lines: none. Now ensure we preserve all substantive info: Did we miss any? Let's verify. From Position Summary we captured all sentences. From Duties: we need to ensure we captured each distinct duty. Let's list duties sentences: 1. Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary. 2. Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits. 3. Appropriately escalates complex customer issues to Universal Bankers 2 and 3. 4. Opens and closes basic accounts and services with accuracy and in accordance to bank policies and applicable regulations. 5. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products. 6. As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service. 7. Understands and strives to meet individual, team and branch performance metrics and sales goals. 8. Participates in team meetings, completes all assigned training and learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures. 9. As needed, performs basic opening and closing duties independently (including arming and disarming the branch). 10. Assists with back-office duties including completing basic reporting, balancing ATMs and processing night/mail deposits. 11. Follows all safety and security protocols and escalates issues appropriately. 12. May float to other bank branches as needed. 13. Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations. 14. Other Duties as assigned. We'll make each a - . Now Requirements list: - 0-2 Years of banking experience is required. - Experience handling cash is required. - High School Diploma or equivalent is required. - Experience in customer service is preferred. - Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. - Cleartouch, Nautilus, various government and investor software/web portals is preferred. - CRM is preferred. - Driver's license is required (for float positions) Make each
- . Now Skills list as above. Now Work Environment paragraph: combine sentences. "While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work
- .
- Physical Environment: maybe could be a section? Not in the list of example headings but we could include as a separate section if we want, but they said prefer few substantive sections over many thin ones. Physical Environment is a paragraph; could be included under Requirements or maybe as its own section? The example headings didn't include Physical Environment, but we can still use a heading if we think it's substantive. However they said "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." That suggests those are typical but not exclusive? It says e.g., so we could use others if needed. But they also said "Prefer a few substantive sections over many thin ones." So maybe combine Physical Environment into Requirements or About the role? Could add a section "Working Conditions" but not in list. Safer to include as a subsection under Requirements? But they want sections only when posting has real specific content. Physical Environment is specific content. Could make a section "Working Conditions" with
Working Conditions
. But they didn't list that as example; but it's not prohibited. However they said "Usefor section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The e.g. implies those are examples; we can use others. But to be safe, maybe we incorporate Physical Environment into a "Requirements" section or maybe an "About the role" section? It's more about work environment, could be its own section "Work Environment". I'd include it as its own section to preserve info. We must not include EEO boilerplate, duplicated lines, etc. Remove "We are an Equal Opportunity Employer..." etc. Also remove "Other Duties as assigned." maybe keep as part of responsibilities? It's a line but could be considered boilerplate? It's not EEO but it's generic. Might keep as part of responsibilities but it's vague. The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." "Other Duties as assigned." is not exactly those categories but could be considered boilerplate. However it's part of duties list; maybe we keep it as a bullet but it's vague. I'd keep it as a bullet under responsibilities. Also remove "The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC." That's boilerplate legal; remove. Now we need to preserve all substantive information. Let's extract content. Position Summary paragraph: "Position Summary: The Universal Banker is the core role within the retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch. The Universal Banker 1 is the main customer facing role withing the branch. Emphasizes excellent customer service and sales, processes day-to-day teller transactions, takes direction and guidance from Universal Bankers 2 and 3. Strives to gain expertise in all assigned duties and supports training of new employees as needed." We need to keep that as prose under About the role. Now Duties And Responsibilities block: "Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary.Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits. Appropriately escalates complex customer issues to Universal Bankers 2 and 3.Opens and closes basic accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products. As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service.Understands and strives to meet individual, team and branch performance metrics and sales goals. Participates in team meetings, completes all assigned training and learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures.As needed, performs basic opening and closing duties independently (including arming and disarming the branch). Assists with back-office duties including completing basic reporting, balancing ATMs and processing night/mail deposits. Follows all safety and security protocols and escalates issues appropriately.May float to other bank branches as needed.Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.Other Duties as assigned." We need to split into list items. Each sentence separated by periods. We'll create
- for each duty.
Now Requirements Qualifications and Skills:
"0-2 Years of banking experience is required. Experience handling cash is required.High School Diploma or equivalent is required.Experience in customer service is preferred.Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred.Driver's license is required (for float positions)"
We need to make list items.
Now Necessary Competencies:
"Accountability Coachability Change ChampionCommunication Detail Orientation Organizational SavvyProcess Oriented Service Orientation"
These are concatenated without spaces? Actually they are separated by no spaces? The text: "Necessary Competencies Accountability Coachability Change ChampionCommunication Detail Orientation Organizational SavvyProcess Oriented Service Orientation". It seems missing spaces between some words. We need to parse: likely list: Accountability, Coachability, Change Champion, Communication, Detail Orientation, Organizational Savvy, Process Oriented, Service Orientation. We'll split accordingly.
Now Physical Environment:
"While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.The employee must occasionally lift and/or move up to 25 pounds.The noise level in the work environment is usually quiet to moderate.This position is performed in a retail bank setting.Employee must be able to work days and hours that branch is open including weekends and overtime as needed."
We'll make a paragraph or list? It's prose; we can put as