Universal Banker - Part Time 20 hours - Foothills *Saturday Required*
Truist · Maryville, TN · 3 wk ago
FinancePart-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. No Job ID etc. Remove boilerplate: application instructions, EEO, etc. Keep substantive info.
Let's parse the posting.
Content:
- "Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned." (duty)
- "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."
- Then "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." Then list of duties:
- 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.
- Then "Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions."
List:
- 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
- Then "Preferred Qualifications:" list:
- 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
- Then "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:" paragraph about benefits.
- Also earlier metadata: "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)". This is schedule info: regular, full-time? It says Work Shift: 1st shift (United States of America). Also language fluency English required. Could be placed under a "Schedule" or "About the role"? The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections have content.
We have:
- About the role: could include description of role (first few sentences before duties). Eg: 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.
- Responsibilities: list of duties (the bullet list). Use
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. No Job ID etc. Remove boilerplate: application instructions, EEO, etc. Keep substantive info.
Let's parse the posting.
Content:
- "Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned." (duty)
- "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."
- Then "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." Then list of duties:
- 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.
- Then "Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions."
List:
- 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
- Then "Preferred Qualifications:" list:
- 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
- Then "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:" paragraph about benefits.
- Also earlier metadata: "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)". This is schedule info: regular, full-time? It says Work Shift: 1st shift (United States of America). Also language fluency English required. Could be placed under a "Schedule" or "About the role"? The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections have content.
We have:
- About the role: could include description of role (first few sentences before duties). Eg: 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.
- Responsibilities: list of duties (the bullet list). Use - .
- Requirements: maybe the "Required Qualifications" list.
- Qualifications: maybe "Preferred Qualifications"? But we already have Requirements and Qualifications; maybe we treat Required Qualifications as Requirements, Preferred Qualifications as Qualifications? Or we could combine. The instruction says use headings for those sections; we can include both if content exists.
- Skills: maybe we could extract skills from required qualifications: Excellent interpersonal and communication skills, ability to master PC keyboard, ability to multi-task, demonstrated proficiency in basic computer applications, etc. Could be a separate Skills section.
- Benefits: we have benefits paragraph.
- Pay: no pay info given, so omit.
- Schedule: we have Work Shift: 1st shift (United States of America) and Regular or Temporary: Regular. Also Language Fluency: English (Required). Could be schedule info. We'll include a Schedule section with that.
We must not include boilerplate like EEO, accommodation request, etc. Also remove "If you want to apply..." etc.
We must preserve all substantive information; do not invent or summarize away detail. So we need to keep all the duty sentences exactly as given, not paraphrase. Also keep qualification sentences exactly.
We need to output only HTML fragment, no /, no markdown fences.
Let's construct.
We'll start with
About the role
then with the three sentences.
Then
Responsibilities
then - each duty.
Then
Requirements
then - each required qualification.
Then
Qualifications
then - each preferred qualification.
Then
Skills
maybe we could list skills from required qualifications that are skill-like: 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. Also maybe ability to travel, ability to work weekends etc. But those are more requirements. However we already have Requirements section; Skills could be redundant. But instruction says prefer a few substantive sections over many thin ones. Could combine Skills into Requirements? But we already have Requirements and Qualifications; maybe we can omit Skills if not needed. However we have content for skills; we could include Skills section with those skill bullets. But we must not create thin sections; but we have enough content for Skills (multiple bullet points). It's okay.
Alternatively we could treat Required Qualifications as Requirements, and Preferred Qualifications as Qualifications, and not have Skills. That seems fine.
We also need to include Schedule section with the metadata.
Let's extract schedule info:
- Regular or Temporary: Regular
- Language Fluency: English (Required)
- Work Shift: 1st shift (United States of America)
We could also include that it's regular (full-time?) but not explicitly full-time. We'll just put those.
Now Benefits section: we have paragraph about benefits. We'll put that as .
We must not include the sentence "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:" as heading? We'll keep as part of paragraph.
Now ensure we don't include any boilerplate like "EEO is the Law", etc.
Now construct HTML.
We need to be careful to preserve line breaks? Not needed.
Let's write.
About the role
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.
Responsibilities
- 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
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
Benefits
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
About the role
thenwith the three sentences. Then
Responsibilities
then- each duty.
Then
Requirements
then- each required qualification.
Then
Qualifications
then- each preferred qualification.
Then
Skills
maybe we could list skills from required qualifications that are skill-like: 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. Also maybe ability to travel, ability to work weekends etc. But those are more requirements. However we already have Requirements section; Skills could be redundant. But instruction says prefer a few substantive sections over many thin ones. Could combine Skills into Requirements? But we already have Requirements and Qualifications; maybe we can omit Skills if not needed. However we have content for skills; we could include Skills section with those skill bullets. But we must not create thin sections; but we have enough content for Skills (multiple bullet points). It's okay. Alternatively we could treat Required Qualifications as Requirements, and Preferred Qualifications as Qualifications, and not have Skills. That seems fine. We also need to include Schedule section with the metadata. Let's extract schedule info: - Regular or Temporary: Regular - Language Fluency: English (Required) - Work Shift: 1st shift (United States of America) We could also include that it's regular (full-time?) but not explicitly full-time. We'll just put those. Now Benefits section: we have paragraph about benefits. We'll put that as. We must not include the sentence "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:" as heading? We'll keep as part of paragraph. Now ensure we don't include any boilerplate like "EEO is the Law", etc. Now construct HTML. We need to be careful to preserve line breaks? Not needed. Let's write.
About the role
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.
Responsibilities
- 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
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
Benefits
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
- each preferred qualification.
Then
- each required qualification.
Then