Universal Banker
Guaranty Bank & Trust Company · Indianola, MS · 1 mo ago
On-siteFinanceFull-time
We need to output HTML fragment with sections using for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must preserve all substantive info, not invent or summarize away detail. Remove boilerplate like EEO, etc. Also remove duplicated lines, application instructions.
We need to parse the job description.
First, there is a heading "Job Description UNIVERSAL BANKER". The job title is not to be repeated as heading. So we start with content.
We need sections: About the role (position summary). Responsibilities (essential functions). Requirements (maybe position qualifications? Actually "Position Qualifications" includes education, experience, licenses). Qualifications maybe same? But we need to decide which sections to include based on content.
We have:
- Position Summary: "The Universal Banker plays a key role in providing retail banking services and products to bank customers. The Universal Banker is “Guaranty Bank” to retail customers. In addition to performing a variety of tasks associated with transacting customer requests and verifying the completeness of retail banking transactions, the Universal Banker is in the prime position to develop new business opportunities with current and potential customers."
That's about the role.
- Essential Functions-Primary Responsibilities and Accountabilities (90%): includes subcategories: Relationship and Business Development (40%), Customer Service (30%), Branch Operations/Ownership (20%). Under each there are bullet-like sentences.
We can treat these as responsibilities.
- Additional Functions-Secondary Responsibilities and Accountabilities (10%): includes work overtime, assist other departments, perform other duties.
- Position Qualifications: Education, Experience, Licenses and Certifications.
- Position Requirements: Competency Statement(s) list of values and skills.
- Physical Requirements: details.
- General notice etc: boilerplate to remove.
We need to decide sections: About the role (position summary). Responsibilities (essential functions + additional). Requirements (maybe combine Position Qualifications and Position Requirements? But we have separate headings: Requirements, Qualifications, Skills. The instructions: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map content to these headings.
We have content for About the role (position summary). Responsibilities (essential functions). Qualifications (education, experience, licenses). Skills (competency statements). Requirements maybe could be something else? Could be "Position Requirements" which includes competency statements? But we already used Skills for competency statements. However "Position Requirements" includes competency statements like Accountability, Accuracy, etc. Those are more like skills/competencies. Could treat them as Skills. Then Requirements could be something like "Physical Requirements"? But that is physical requirements, not typical. However we have a section for Physical Requirements not in the list of allowed headings. The allowed headings are limited to those eight. We cannot create other headings. So we need to fit content into those headings, possibly omitting some if not fitting.
We could put Physical Requirements under Requirements? Or maybe under Qualifications? But better to put under Requirements (makes sense: physical requirements are job requirements). Then Qualifications for education/experience/licenses. Skills for competency statements.
We also have Benefits, Pay, Schedule: none provided, so we must NOT include those sections.
Thus we will output:
. Ensure we capture all tasks.
Let's extract responsibilities:
From Relationship and Business Development (40%):
- Process new account transactions, including compiling and preparing new account paperwork and applications.
- Identify the unmet needs of current and potential customers and offer appropriate products and services.
- Promote and provide information to customers on new and enhanced products, services, etc.
- Promote and cross-sell exciting products and services to current and potential customers.
- Open, maintain and close all deposit account types.
- Participate in community events to increase bank visibility and develop business opportunities.
Customer Service (30%):
- Assist customer inquiries and requests regarding current accounts.
- Assist with questions or concerns regarding current accounts, products, services or transactions.
- Assist with additional services and products such as online banking, mobile banking, remote deposit capture, other deposit systems, safe deposit box access, ATM and debit card requests.
- Perform traditional teller functions as needed by accurately processing checking and savings deposits, withdrawals, loan payments, bonds, etc.
- Answer basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
- Answer and assist incoming callers with questions and requests; route callers appropriately.
- Receive incoming bank visitors and assist in directing them appropriately.
Branch Operations/Ownership (20%):
- Record all transactions promptly, accurately, and in compliance with bank procedures.
- Balance and replenish cash in ATM.
- Weekly cash ordering.
- Balance drawer daily, investigate and resolves out-of-balance conditions.
- Sell prepaid travel and gift cards.
- Maintain log and inventory.
- Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
- Maintain appropriate currency logs, maintain target cash daily, balance Vault daily.
- Sort and distribute work from other offices, process mail and night depository transactions.
- Operate computer, telephone, copier, and other bank equipment.
- Ensure bank is in compliance with federal banking regulations including, but not limited to Bank Secrecy Act, OFAC, Community Reinvestment Act, American with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, the Federal Reserve’s “lettered” regulations, and Universal Banker roles and responsibilities relating to each act.
- Ensure complete customer understanding of rates and FDIC insurance for depository accounts.
Additional Functions-Secondary Responsibilities and Accountabilities (10%):
- Work overtime, as needed.
- Provide assistance to other departments as needed.
- Perform other duties that may be assigned and requested.
Now Qualifications (education, experience, licenses):
Education: Required – High School Diploma or equivalent. Preferred – Post –secondary certificate or degree in Accounting, Finance or Business, experience will be considered.
Experience: Required – 1 -2 years of experience in banking, insurance or other related field. Preferred – Previous office experience.
Licenses and Certifications: Required – None Preferred – Notary
We need to preserve all details.
Skills (competency statements):
List: Accountability (core value) – Always do what we say and hold one another accountable.
Accuracy – Thoroughness and strict attention to detail; does work right the first time; identifies and corrects errors; produces complete and error free work.
Active Listening – Gives full attention to what others are saying, attentive to others’ ideas and concerns; asks questions to clarify understanding.
Conceptual Thinking – Notices similarities between different and apparently unrelated situations.
Confidentiality (Core Value) – Always maintain strict confidentiality.
Community Development (Core Value) – Always committed to community development.
Critical Thinking – Applying rules and logic to situations; consider factors beyond the initial information given.
Data entry – Proficient alpha/numeric data entry skills.
Detail oriented – Concentrates on routing work details; careful monitors and examines one’s own and others’work; ensures accuracy in documentation and data.
Ethical Conduct – Acting in ways consistent with sound banking practices and standards and values of Guaranty Bank.
Integrity (Core Value) – Always act with integrity and honesty.
Respect (Core Value) – Always treat others with respect.
We could also include maybe other skills like "Physical Requirements" but we put under Requirements.
Physical Requirements:
Frequency Lbs. Sitting 90% Standing 5% Walking 5% Fine Manipulation of hands 85% Lifting Daily 10 lbs. Carrying Daily 10 lbs. Pushing/Pulling Seldom Bending/Squatting Rarely Reaching/Overhead Occasional Stress Level High at times
We need to preserve that.
Now we need to output HTML fragment only, no extra markdown.
We'll structure:
for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must preserve all substantive info, not invent or summarize away detail. Remove boilerplate like EEO, etc. Also remove duplicated lines, application instructions.
We need to parse the job description.
First, there is a heading "Job Description UNIVERSAL BANKER". The job title is not to be repeated as heading. So we start with content.
We need sections: About the role (position summary). Responsibilities (essential functions). Requirements (maybe position qualifications? Actually "Position Qualifications" includes education, experience, licenses). Qualifications maybe same? But we need to decide which sections to include based on content.
We have:
- Position Summary: "The Universal Banker plays a key role in providing retail banking services and products to bank customers. The Universal Banker is “Guaranty Bank” to retail customers. In addition to performing a variety of tasks associated with transacting customer requests and verifying the completeness of retail banking transactions, the Universal Banker is in the prime position to develop new business opportunities with current and potential customers."
That's about the role.
- Essential Functions-Primary Responsibilities and Accountabilities (90%): includes subcategories: Relationship and Business Development (40%), Customer Service (30%), Branch Operations/Ownership (20%). Under each there are bullet-like sentences.
We can treat these as responsibilities.
- Additional Functions-Secondary Responsibilities and Accountabilities (10%): includes work overtime, assist other departments, perform other duties.
- Position Qualifications: Education, Experience, Licenses and Certifications.
- Position Requirements: Competency Statement(s) list of values and skills.
- Physical Requirements: details.
- General notice etc: boilerplate to remove.
We need to decide sections: About the role (position summary). Responsibilities (essential functions + additional). Requirements (maybe combine Position Qualifications and Position Requirements? But we have separate headings: Requirements, Qualifications, Skills. The instructions: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map content to these headings.
We have content for About the role (position summary). Responsibilities (essential functions). Qualifications (education, experience, licenses). Skills (competency statements). Requirements maybe could be something else? Could be "Position Requirements" which includes competency statements? But we already used Skills for competency statements. However "Position Requirements" includes competency statements like Accountability, Accuracy, etc. Those are more like skills/competencies. Could treat them as Skills. Then Requirements could be something like "Physical Requirements"? But that is physical requirements, not typical. However we have a section for Physical Requirements not in the list of allowed headings. The allowed headings are limited to those eight. We cannot create other headings. So we need to fit content into those headings, possibly omitting some if not fitting.
We could put Physical Requirements under Requirements? Or maybe under Qualifications? But better to put under Requirements (makes sense: physical requirements are job requirements). Then Qualifications for education/experience/licenses. Skills for competency statements.
We also have Benefits, Pay, Schedule: none provided, so we must NOT include those sections.
Thus we will output:
About the role
... position summary ...
Responsibilities
- ... list items ...
About the role
The Universal Banker plays a key role in providing retail banking services and products to bank customers. The Universal Banker is “Guaranty Bank” to retail customers. In addition to performing a variety of tasks associated with transacting customer requests and verifying the completeness of retail banking transactions, the Universal Banker is in the prime position to develop new business opportunities with current and potential customers.
Responsibilities
- Process new account transactions, including compiling and preparing new account paperwork and applications.
- Identify the unmet needs of current and potential customers and offer appropriate products and services.
- Promote and provide information to customers on new and enhanced products, services, etc.
- Promote and cross-sell exciting products and services to current and potential customers.
- Open, maintain and close all deposit account types.
- Participate in community events to increase bank visibility and develop business opportunities.
- Assist customer inquiries and requests regarding current accounts.
- Assist with questions or concerns regarding current accounts, products, services or transactions.
- Assist with additional services and products such as online banking, mobile banking, remote deposit capture, other deposit systems, safe deposit box access, ATM and debit card requests.
- Perform traditional teller functions as needed by accurately processing checking and savings deposits, withdrawals, loan payments, bonds, etc.
- Answer basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
- Answer and assist incoming callers with questions and requests; route callers appropriately.
- Receive incoming bank visitors and assist in directing them appropriately.
- Record all transactions promptly, accurately, and in compliance with bank procedures.
- Balance and replenish cash in ATM.
- Weekly cash ordering.
- Balance drawer daily, investigate and resolves out-of-balance conditions.
- Sell prepaid travel and gift cards.
- Maintain log and inventory.
- Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
- Maintain appropriate currency logs, maintain target cash daily, balance Vault daily.
- Sort and distribute work from other offices, process mail and night depository transactions.
- Operate computer, telephone, copier, and other bank equipment.
- Ensure bank is in compliance with federal banking regulations including, but not limited to Bank Secrecy Act, OFAC, Community Reinvestment Act, American with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, the Federal Reserve’s “lettered” regulations, and Universal Banker roles and responsibilities relating to each act.
- Ensure complete customer understanding of rates and FDIC insurance for depository accounts.
- Work overtime, as needed.
- Provide assistance to other departments as needed.
- Perform other duties that may be assigned and requested.
Qualifications
Education: Required – High School Diploma or equivalent. Preferred – Post‑secondary certificate or degree in Accounting, Finance or Business, experience will be considered.
Experience: Required – 1‑2 years of experience in banking, insurance or other related field. Preferred – Previous office experience.
Licenses and Certifications: Required – None Preferred – Notary
Skills
- Accountability (core value) – Always do what we say and hold one another accountable.
- Accuracy – Thoroughness and strict attention to detail; does work right the first time; identifies and corrects errors; produces complete and error