Jobs · Finance · Pennsylvania

Universal Banker - Float

Firstrust Bank · Philadelphia, PA · 3 wk ago
FinanceFull-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where posting has real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate (EEO, accommodation instructions). Must preserve all substantive info. We need to parse the posting. Content: - Intro: "FIRSTRUST BANK Recognizes the leader in you As one of the region’s foremost community banking institutions, we take pride in fostering leadership. As a Firstrust employee, your growth is our growth. For you, that means great benefits, performance-based pay, a meaningful role, and resources to help your success. For us, that means employees who offer exemplary customer service with a commitment to our values - honesty, integrity and accountability." - "On-Site Position* Join our team as a Universal Banker and unlock endless opportunities for personal and professional growth. As a Universal Banker, you will be the face of our bank, delivering world-class service and building lasting relationships with our valued customers. The primary function of this role is to be the single point of contact for walk-in customers, fulfilling sales, service and referral needs for a seamless customer experience. Provide service to customers in a timely and professional manner, to expand the customer base through consultative sales techniques, and to perform all the tasks associated with the direct handling of funds received or paid to customers in their day-to-day banking transactions. Duties will include operating a Universal Banker terminal; cross-selling Bank products; processing customer and Bank transactions; handling large sums of cash and maintaining assigned limits; cash settlement; additional responsibilities in support of branch leadership and goals as well as other related functions." - "At our bank, we take pride in developing our employees and providing them with the tools and support they need to succeed. If you have a passion for helping others, a knack for numbers, and a drive to excel, we want you on our team!" Then "Job Duties And Responsibilities" list (many bullet-like sentences). Then "Other Job Duties And Responsibilities". Then "Physical And Sensory Requirements". Then "Education, Training And Experience". Then "Work Schedule". Then EEO etc. We need sections: maybe About the role (intro), Responsibilities (duties), Requirements (education, training, experience), Skills (maybe from requirements), Benefits (mentioned "great benefits" but not specific details; we should not create Benefits unless specific content. The posting says "great benefits" but no specifics. According to rule: never create Benefits section unless posting actually states them. It states "great benefits" but not specifics; is that enough? It says "great benefits" but no detail. Likely we should not create Benefits section because it's vague. Similarly Pay: "performance-based pay" mentioned but not specific numbers. Should we include Pay? It says performance-based pay but no specifics. The rule: never create Pay/Schedule/Benefits sections unless posting actually states them. It does state performance-based pay (a mention). Does that count as stating them? It's vague but it's a statement. However they said "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting does state "performance-based pay". That is a statement about pay, albeit not specific. I'd lean to include Pay section with that statement. Similarly Schedule: "Work Schedule Must be able to work limited weekend hours, depending on branch and Bank needs. Specific schedule to be determined by Branch Manager". That's specific enough to include Schedule section. Benefits: only "great benefits" vague; maybe we should not include Benefits because no detail. Could include but risk being considered filler. Safer to omit Benefits. Now we need to structure. Sections: - About the role (intro paragraph) - Responsibilities (list of duties) - Requirements (Education, Training And Experience) - Skills (maybe combine from requirements: interpersonal, communication, detail-oriented, etc.) - Pay (performance-based pay) - Schedule (work schedule) We could also include Physical And Sensory Requirements as a section? Not in allowed headings list but we could treat as Requirements or maybe as a separate section? The allowed headings are limited to those given; we should not create other headings. So we need to fit physical requirements into either Requirements or Skills? Probably Requirements (since it's about candidate abilities). We'll include physical requirements under Requirements. We must not repeat job title as heading. So no heading for Universal Banker. We need to preserve all substantive info; not invent or summarize away detail. So we need to keep the specifics: e.g., duties list includes many items; we should keep them as
  • items. We need to avoid duplication: there are overlapping duties in "Job Duties And Responsibilities" and "Other Job Duties And Responsibilities". We should combine them, preserving all but not duplicate identical lines. We need to be careful not to lose any unique info. Let's extract duties: From "Job Duties And Responsibilities" paragraph (it's a long sentence with many items separated by periods). Let's break into bullet points: - Greet customers with a warm and friendly smile, creating a welcoming atmosphere that reflects our commitment to exceptional service specifically embracing and demonstrating MAGIC of customer service strategies. - Provide service to customers in a timely and professional manner, to expand the customer base through consultative sales techniques, and to perform all the tasks associated with the direct handling of funds received or paid to customers in their day-to-day banking transactions. - Process transactions efficiently and accurately such as deposits, withdrawals, loan payments, and account inquiries, ensuring accuracy and compliance with banking regulations. - Handling large sums of cash and maintaining assigned limits; cash settlement; supervisory responsibilities in support of branch leadership and goals. - Educate customers on our wide range of banking products and services, helping them make informed decisions that meet their financial needs and sales goals. - Build strong relationships with customers, taking the time to understand their unique financial situations and offering personalized solutions including opening deposit products and selling consumer credit products with an NMLS License. - Identify opportunities to cross-sell bank products and services, maximizing customer satisfaction and contributing to the bank's growth. - Stay up-to-date with industry trends and product knowledge, attending training sessions and workshops to enhance your skills and expertise. - Collaborate with team members and other departments to ensure seamless integration of services and provide exceptional customer experiences. - Adhere to banking regulations and compliance standards, maintaining the highest level of integrity and confidentiality in all transactions. - Embrace a culture of continuous improvement, actively seeking feedback and implementing strategies to enhance operational efficiency and customer satisfaction. - Continuously looks for ways to contribute to the overall team performance. - Proactively resolves all customer issues. Will work with a sense of urgency to meet and exceed customers’ needs and expectations, while taking ownership and accountability of customer issues and complaints. - Responsible for sales goals to expand the customer base through consultative sales techniques. Will build relationships and sell consumer credit products with an NMLS license with a strong understanding of basic features and benefits of all Firstrust products and services. - Reports on teller differences daily. - Will assist Universal Supervisor, verify cash shipments, conduct teller, vault and ATM audits as needed. - Will comply with all opening and closing procedures. Now "Other Job Duties And Responsibilities": - Demonstrate behaviors consistent with and holds others accountable for behaviors consistent with our Mission/Values. - Assists in the development of new business for Firstrust. - Is alert to expressed customer/prospect needs to suggest appropriate services. - Directs customers to appropriate person to establish business relationships. - Demonstrates teamwork through flexibility and maintains effective communication with others in the Branch. - Performs other responsibilities as requested by branch management. We need to merge, avoid duplicates. Some may be similar to earlier points (e.g., teamwork, communication). We'll keep both if they add nuance. Now Physical And Sensory Requirements: - Prolonged periods sitting at a desk and working on a computer. - Candidate must have the ability to learn and sell bank products and services. - Must have the ability to function in a financial institution/branch environment and utilize standard office equipment. - The ideal candidate must be outgoing and proactive with strong listening and verbal communication skills. - Some physical requirements include but are not limited to lifting heavy coin trays and standing or sitting for prolonged periods of time while working on a computer. - Willingness to travel locally to attend training or support bank staffing needs. - Potential On-the-job-risks None identified. We'll include these under Requirements. Education, Training And Experience: - High School diploma or equivalent. - Additional education in finance or related field a plus. - Minimum of one year of customer service experience, preferably in a banking or retail environment. - Strong interpersonal and communication skills, with the ability to build rapport and establish trust with customers. - Detail-oriented with excellent organizational and multitasking abilities. - Proficient in using banking software and technology, with a high level of accuracy in cash handling and transaction processing preferred. - Knowledge of banking regulations and compliance standards preferred. - Ability to adapt to changing priorities and work effectively in a fast-paced environment. - Excellent judgment, decision, and problem-solving skills. - Ability to maintain confidentiality, use tact and diplomacy. - Positive attitude, with a genuine passion for helping others and providing exceptional customer service. - Commitment to personal and professional growth, with a desire to learn and develop new skills. - Professional demeanor and appearance, reflecting our bank's commitment to excellence. We'll include these under Requirements as well (maybe split into Education/Experience and Skills). But we have a separate Skills section allowed. We could put the skill-based items under Skills, and keep education/experience under Requirements. Let's decide: Requirements heading: include Education, Training And Experience (high school diploma, etc.) plus maybe Physical And Sensory Requirements? Might be too much. But we can combine. Skills heading: include interpersonal/communication, detail-oriented, organizational, multitasking, proficiency with software, knowledge of regulations, adaptability, judgment/problem-solving, confidentiality, positive attitude, commitment to growth, professional demeanor, outgoing/proactive, strong listening/verbal communication, ability to learn and sell products, ability to function in branch environment, willingness to travel locally. But some overlap with requirements. We'll just put all candidate attribute items under Skills, and keep Requirements for education/experience only. Let's extract education/experience items: - High School diploma or equivalent. - Additional education in finance or related field a plus. - Minimum of one year of customer service experience, preferably in a banking or retail environment. That's it for explicit education/experience. The rest are skills/attributes. Thus: Requirements:
    • High School diploma or equivalent.
    • Additional education in finance or related field a plus.
    • Minimum of one year of customer service experience, preferably in a banking or retail environment.
    Skills: list of abilities. Now Pay: "performance-based pay". Also earlier: "great benefits, performance-based pay". We'll put Pay:

    Performance-based pay.

    Schedule: "Work Schedule Must be able to work limited weekend hours, depending on branch and Bank needs. Specific schedule to be determined by Branch Manager". We'll put Schedule:

    Must be able to work limited weekend hours, depending on branch and Bank needs; specific schedule to be determined by Branch Manager.

    Now About the role: we need a paragraph summarizing the intro but not repeating job title. We'll combine the initial paragraphs: "As one of the region’s foremost community banking institutions, Firstrust Bank takes pride in fostering leadership. As a Firstrust employee, your growth is our growth, meaning great benefits, performance-based pay, a meaningful role, and resources to help your success. The bank seeks employees who offer exemplary customer service with a commitment to its values of honesty, integrity, and accountability." Also include the On-Site Position description: "Join our team as a Universal Banker and unlock endless opportunities for personal and professional growth. As a Universal Banker, you will be the face of our bank, delivering world-class service and building lasting relationships with valued customers. The primary function is to be the single point of contact for walk‑in customers, fulfilling sales,
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