Jobs · Finance · North Carolina

Universal Banker (Saturday Required) - NCE Durham/Chapel Hill Area

Truist · Durham, NC · 4 wk ago
FinanceFull-time
We need to output HTML fragment with sections for headings where content exists. Must not repeat job title. Must not include Job ID etc. Must include only sections with real content. Must not include boilerplate like EEO, accommodation, etc. Must remove application instructions, etc. We need to parse the job description. Key parts: - Opening sentences: "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." That's a prose summary. Could be under "About the role" or maybe "Responsibilities". The posting includes "Essential Duties And Responsibilities" heading then list of duties. We need sections: maybe "About the role" (intro paragraph), "Responsibilities" (list), "Qualifications" (list of required and preferred), "Benefits" (description), maybe "Schedule"? There's mention of Work Shift: 1st shift (United States of America) and Regular or Temporary: Regular, Language Fluency: English (Required). That's schedule info. Should we include a Schedule section? The rule: include a section ONLY when posting has real, specific content for it — never emit heading followed by filler/placeholder text. We have specific content: Work Shift: 1st shift (United States of America). Also Regular or Temporary: Regular. Language Fluency: English (Required). That's schedule/language info. Could be under "Schedule" heading. But we need to decide if that's enough to warrant a Schedule section. The rule says prefer a few substantive sections over many thin ones. Could combine schedule info into "About the role" or maybe a "Details" section but we only allowed specific headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can use Schedule for shift info. It's specific. Pay: not mentioned. So omit Pay. Benefits: there is a paragraph about benefits. So include Benefits section. Skills: maybe we could extract skills from qualifications but we have Qualifications section. Could also have Skills but we can keep Qualifications. Requirements: maybe we could separate Required Qualifications vs Preferred Qualifications under Qualifications. The rule allows Qualifications heading. We'll put both required and preferred under Qualifications. We also have "Language Fluency: English (Required)" maybe could be under Requirements? But we can include under Qualifications as a requirement. We must not include boilerplate like EEO, accommodation request, etc. We need to preserve all substantive information. So we need to include all duties, qualifications, benefits, shift info. Let's extract duties list: From "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: - 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 output as
  • for each. 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 a requirement. Now benefits paragraph: "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 keep that. Now schedule info: "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)". Also maybe "Language Fluency: English (Required)" we already captured. We could put schedule as:

    Work Shift: 1st shift (United States of America)

    Employment Type: Regular

    Language Requirement: English (Required)

    But we must not invent headings; we can use Schedule section with a paragraph containing that info. Now "About the role": we have introductory sentences before duties. Let's capture them: "The position is described below." Actually that's part of application instruction. The substantive intro: "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." We'll put that as a paragraph under About the role. Now we must not include application instructions like "If you want to apply, click the Apply Now button..." etc. Also not include "Need Help?" etc. Also not include EEO statements. Now produce HTML fragment:

    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.

    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
    • 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

    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

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