Jobs · Finance · Illinois

Universal Banker II

First Mid · Peoria, IL · 3 wk ago
FinanceFull-time
We need to output HTML fragment with sections: About the role? The posting includes description about company values, mission. Could be "About the role" or "About the company". The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Only include sections when posting has real specific content. We have content about responsibilities, qualifications, skills, benefits. Also there is mention of base salary and discretionary short-term incentives, but not exact numbers. Should we include Pay section? The posting says "At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission)." That's some content about pay, but not specific numbers. The rule: 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. Here they do state base salary component and discretionary incentives. That's actual content, albeit not specific numbers. Is that considered filler? It's not "commensurate with experience" but it's vague. However they say "Exact compensation is determined by factors such as ..." That's still vague but it's stating that compensation is based on factors. I think we can include a Pay section with that prose. But we must avoid placeholder like "commensurate with experience". This is not exactly that phrase but similar. Safer to maybe not include Pay section because it's vague. The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." They do state base salary component and discretionary incentives, so it's stated. So we can include Pay. Benefits: they list comprehensive healthcare, well-being benefits, paid family leave, generous paid time off, banking perks, tuition reimbursement, Employee Stock Purchase Plan, 401K plan with company match. Also later they list Total Rewards: Competitive health, dental & vision coverage with HSA match, 401(k) with employer match + Employee Stock Purchase Plan, Generous PTO, paid holidays & parental leave, Tuition reimbursement & performance-based bonuses. So we have benefits content. Schedule: not mentioned. So omit. We need to avoid repeating job title as heading. No Job ID. We need to remove boilerplate: EEO, etc. Also remove "THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT LP123". Also remove navigation etc. We need to preserve all substantive information. So we need to include the description about mission, values, responsibilities list, qualifications, skills, benefits, pay. We need to structure with

headings and
  • for lists,

    for prose. We need to decide sections: Maybe "About the role" (or "About the company") for the mission/values paragraph. Then "Responsibilities". Then "Qualifications". Then "Skills". Then "Benefits". Then "Pay". Ensure we don't create empty sections. Let's extract content. About the role/company: "At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards." That's substantive. Responsibilities: list bullet points after "Responsibilities include, but are not limited to:" then many items separated by periods. Need to convert each sentence into

  • . Let's parse: - Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction. - Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust - Proficiently service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited to deposits, withdrawals, payments, check cashing, issuing cashier’s checks, and additional transactions upon request. - Gain manager assistance with any suspicious transactions. - Obtain management approval for transactions outside authorized limits. - Adheres to all bank compliance, security and operational policies and procedures as well as financial loss standards. - Maintains a cash drawer by performing daily balancing procedures and assist with daily operational branch duties. - Independently opens personal and commercial customer account relationships displaying full knowledge of products and system. - Opens deposit related products including but not limited to IRA, Trust, Business, POA, Estate, etc. - Performs changes to existing accounts as requested by the customer. - Proven ability to proficiently originate consumer loan applications independently. - Ability to train Tellers or other Universal Bankers on sales and operational duties associated with role. - Proactively looks for ways to improve processes that will improve the customer’s experience and communicate those ideas to branch management. - If applicable, allows entry of safe deposit box holders. - Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook. - Maintains customer confidentiality. - May process consumer loan requests. - May participate in bank promotions, external community events, and promotional activities. - May be required to work in other First Mid Banking centers. - Complete other specified duties as assigned. - Sales: Develops and maintains relationships with business partners. - Develops and maintains strong relationships with customers. - Educate and encourage customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking. - Maintain product knowledge of all banking products through training courses, branch meetings, corporate communications, etc. - Identifies growth opportunities to make referrals to appropriate business lines. - Proven ability to consistently meet or exceed established goals for the position. We need to ensure each bullet is a separate
  • . Some sentences start with capital letters; we keep as is. Qualifications: "Education: High School Diploma/GED required. Experience: 2+ year's experience working in a sales and goal-based environment. 1+ year of banking and/or consumer lending experience. Previous sales experience preferred. Successfully completes required compliance and First Mid training curriculum to be proficient in the account opening process. Advancement in this role will be based on management discretion." We can split into list items: maybe each sentence as
  • . Or we could keep as prose

    . The instruction: Use

    • for any list of duties/requirements/benefits, and

      for prose. Qualifications is a list of requirements, so we should use

      • . So each requirement as
      • . Skills: "Knowledge of banking practices and regulations. Proficient in usage of Microsoft Office and computer application". That's two items; we can list as
        • . Benefits: we have two paragraphs describing benefits. Combine into list items. Let's extract: - comprehensive healthcare - well-being benefits - paid family leave - generous paid time off - banking perks - tuition reimbursement - Employee Stock Purchase Plan - 401K plan with company match - Competitive health, dental & vision coverage with HSA match - 401(k) with employer match + Employee Stock Purchase Plan (some duplication) - Generous PTO, paid holidays & parental leave - Tuition reimbursement & performance-based bonuses We need to avoid duplication but preserve all substantive information. Might combine similar items but not lose info. Could list each distinct benefit. Let's create a list: - Comprehensive healthcare - Well-being benefits - Paid family leave - Generous paid time off - Banking perks - Tuition reimbursement - Employee Stock Purchase Plan - 401K plan with company match - Competitive health, dental & vision coverage with HSA match - 401(k) with employer match + Employee Stock Purchase Plan (maybe redundant) - Generous PTO, paid holidays & parental leave - Tuition reimbursement & performance-based bonuses But there is duplication: tuition reimbursement appears twice; also Employee Stock Purchase Plan appears twice; 401k appears twice. We could combine but risk losing nuance. Perhaps better to keep as prose

          for benefits? The instruction says use

          • for any list of duties/requirements/benefits. So we should list. We can deduplicate to avoid repetition but still preserve all info: we can mention each unique benefit once, combining where appropriate. Unique benefits: - Comprehensive healthcare (medical) - Dental & vision coverage with HSA match - Well-being benefits - Paid family leave - Generous paid time off (PTO) - Banking perks - Tuition reimbursement - Employee Stock Purchase Plan - 401(k) plan with company match - Performance-based bonuses - Paid holidays - Parental leave (maybe included in paid family leave? but we have both) - (Also mention generous PTO, paid holidays & parental leave as a combined benefit) We could list: - Comprehensive healthcare - Dental & vision coverage with HSA match - Well-being benefits - Paid family leave - Generous paid time off (PTO) - Paid holidays - Parental leave - Banking perks - Tuition reimbursement - Employee Stock Purchase Plan - 401(k) plan with company match - Performance-based bonuses That covers. Pay section: "At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission)." We'll put as

            . Now construct HTML. We need headings: About the role (or About the company). Use

            About the role

            then

            ...

            . Responsibilities:

            Responsibilities

            • ... etc. Qualifications:

              Qualifications

              • ... etc. Skills:

                Skills

                • ... etc. Benefits:

                  Benefits

                  • ... etc. Pay:

                    Pay

                    ...

                    Check no extra sections. Now produce HTML fragment. Let's write responsibilities list items exactly as sentences. I'll copy each bullet. 1. Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction. 2. Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust 3. Proficiently service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited to deposits, withdrawals, payments, check cashing, issuing cashier’s checks, and additional transactions upon request. 4. Gain manager assistance with any suspicious transactions. 5. Obtain management approval for transactions outside authorized limits. 6. Adheres to all bank compliance, security and operational policies and procedures as well as financial loss standards. 7. Maintains a cash drawer by performing daily balancing procedures and assist with daily operational branch duties. 8. Independently opens personal and commercial customer account relationships displaying full knowledge of products and system. 9. Opens deposit related products including but not limited to IRA, Trust, Business, POA, Estate, etc. 10. Performs changes to existing accounts as requested by the customer. 11. Proven ability to proficiently originate consumer loan applications independently. 12. Ability to train Tellers or other Universal Bankers on sales and operational duties associated with role. 13. Proactively looks for ways to improve processes that will improve the customer’s experience and communicate those ideas to branch management. 14. If applicable, allows entry of safe deposit box holders. 15. Maintains professional appearance

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