Jobs · Finance · Kentucky

Universal Banker- Northern Kentucky Area

Truist · Crestview Hills, KY · 1 mo ago
FinanceFull-time
We need to output HTML fragment with sections: About the role? Not present. Responsibilities: we have essential duties and responsibilities list. Requirements: qualifications required and preferred. Benefits: there is a description of benefits. Pay: not present. Schedule: not present (Work Shift: 1st shift (United States of America) is schedule info? It says Work Shift: 1st shift (United States of America). That is schedule info. Should we include Schedule section? The rule: include a section ONLY when posting has real, specific content for it. Work shift is specific: 1st shift. So we can include Schedule section with that content. Pay: not present, so omit. We need headings:

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We can choose appropriate headings: Responsibilities, Requirements (maybe combine qualifications), Benefits, Schedule. Also maybe "Qualifications" heading. The list includes Qualifications as possible heading. Use that. We must not repeat job title. No metadata like Job ID. Remove boilerplate: application instructions, EEO, etc. Also remove "Regular or Temporary: Regular Language Fluency: English (Required)"? That's metadata but could be part of Requirements? It says Language Fluency: English (Required). That's a requirement. Could include under Requirements. Also "Work Shift: 1st shift (United States of America)" goes to Schedule. We need to preserve all substantive information. So we need to include the essential duties list (the bullet points). Also the qualifications required and preferred. Also benefits description. Also schedule. We must use
  • for any list of duties/requirements/benefits. For prose use

    . We need to decide how to structure: maybe

    Responsibilities

    then
      with each duty as
    • . Then

      Requirements

      then maybe split into Required Qualifications and Preferred Qualifications as sublists? Could still use
        with items. Could also have

        Required Qualifications

        and

        Preferred Qualifications

        but those are not in allowed headings list but we can still use

        for any heading? The instruction: use

        for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive. Likely we should stick to those headings. So we can use Requirements heading and include both required and preferred within that section, maybe separate paragraphs. Benefits heading:

        Benefits

        then
          with benefits items. Schedule heading:

          Schedule

          then

          with shift info. We must not include filler like "commensurate with experience". Not present. Now extract duties: From text: "Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. Essential Duties And Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands." We need to list each duty as

        • . Some sentences are long; we can keep them. Now qualifications: Required Qualifications: - High school diploma or equivalent education - Two years of teller or cash handling or client service experience - Six months of client relationship building or sales experience - Excellent interpersonal and communication skills, including a desire to interact with clients and prospects - Ability to master personal computer (PC) keyboard and software skills necessary for branch automation - Ability to multi-task under time constraints - Demonstrated proficiency in basic computer applications, such as Microsoft Office software products - Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes - Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: - One year of client relationship building or sales experience - Knowledge of advanced or complex branch transactions, risk management and loss prevention - Experience with sourcing and prospecting for new clients and client relationship building - General understanding of bank operations, policies and procedures Also Language Fluency: English (Required) could be added as requirement. Now benefits: "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work." We need to list benefits as
          • . Could list each benefit: medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, 401k plan, vacation (10 days), sick days (10 days), paid holidays, defined benefit pension plan (maybe), restricted stock units, deferred compensation plan. Also note eligibility: regular teammates working 20+ hours/week. We'll include those. Schedule: Work Shift: 1st shift (United States of America). So

            1st shift (United States of America)

            . Now produce HTML fragment. We must not include any extra text outside HTML. No markdown fences. Let's craft:

            Responsibilities

            • Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
            • Deliver superior quality service, identifying and understanding the client’s financial needs.
            • Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
            • Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
            • Performs more complex transactions with assistance as necessary.
            • Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
            • Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
            • Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
            • Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
            • Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
            • Adhere to internal controls, operational procedures and risk management policies.
            • Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
            • Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.
            • Handles proportionate volume of work based on branch demands.

            Requirements

            • High school diploma or equivalent education
            • Two years of teller or cash handling or client service experience
            • Six months of client relationship building or sales experience
            • Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
            • Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
            • Ability to multi-task under time constraints
            • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
            • Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
            • Ability to work weekends and/or extended hours with occasional travel and overnights may be included
            • Language fluency: English (required)

            Preferred Qualifications

            • One year of client relationship building or sales experience
            • Knowledge of advanced or complex branch transactions, risk management and loss prevention
            • Experience with sourcing and prospecting for new clients and client relationship building
            • General understanding of bank operations, policies and procedures
            But we have two headings: Requirements and Preferred Qualifications. Preferred Qualifications not in examples but maybe okay. Could combine under Requirements with subheading? The instruction: use

            for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It lists Qualifications as example. So we could use

            Qualifications

            and include both required and preferred within that section, maybe separate

            or

              with labels. But we need to preserve all info; we can still separate with

              Required Qualifications:

              then
                . That's acceptable. Thus we will have:

                Qualifications

                Required Qualifications:

                  ...

                Preferred Qualifications:

                  ...
                Now Benefits:

                Benefits

                • Medical insurance
                • Dental insurance
                • Vision insurance
                • Life insurance
                • Disability insurance
                • Accidental death and dismemberment insurance
                • Tax‑preferred savings accounts
                • 401(k) plan
                • Vacation: at least 10 days per year (

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