Jobs · Finance · Wisconsin

Universal Banker - (Union Grove)

Community State Bank · Union Grove, WI · 1 mo 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 that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate. Must preserve all substantive info. Let's parse the posting. Content: - Intro: "Are you passionate about serving your community and helping your neighbors? Are you talented, creative or hard-working? All of the above? Do you want to work in a fun and rewarding environment? As a member of the CSB team, not only will you experience our supportive work culture, but you will also receive the opportunities, tools and encouragement critical for professional growth. At Community State Bank, we are more than just a bank, we focus on building strong successful partnerships based on respect and trust. Our goal is providing opportunity to our customers, employees, and the communities we serve." That's about the role/company. Could be "About the role" or "About the company". Use

About the role

with

containing that paragraph. - Purpose: "Purpose: Universal Banker III (UB III) is responsible for conducting transactions; opening and maintaining both personal and business accounts; conducting account resolutions; as well as consumer lending duties. A UB III will also pursue cross-selling opportunities for current and future customers. The primary purpose of a UB III is providing service and efficient solutions for our customers. A UB III will have a thorough understanding of the customer transaction requirements and be able to effectively communicate all available options, resources, and solutions to provide an exceptional banking experience." That's also description of role. Could be part of About the role or separate "Responsibilities"? Actually responsibilities are listed later. This purpose could be part of About the role. We'll combine. - Essential Duties And Responsibilities: then a list of duties broken into categories: Transactional/Customer Assistance, Branch Responsibilities, Cross selling, Account Acquisition, Other Activities. We need to output a

  • for any list of duties/requirements/benefits. So we need to list each duty as
  • . Could group under headings? The instruction: Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use
    • for any list of duties/requirements/benefits, and

      for prose. Thus we can have a section

      Responsibilities

      then a
        with each duty as
      • . Should we separate categories? Not required; just list all duties. We must preserve all substantive information; do not invent or summarize away detail. So we need to include each duty exactly as written (or close). Let's extract each bullet. From the text: Transactional/Customer Assistance - Process customers’ deposits, withdrawals, loan payments, loan/cash advances, cashier’s checks, and other routine transactions. - Routinely provide customers with accurate information and troubleshoot customer issues. - Familiar with company resources available to best assist customers. - Assist customers with access to safe deposit boxes, address changes, & travel notifications. - Troubleshoot issues with debit cards, credit cards, online banking, & answer general account questions. - Sell gift and travel cards. - Collecting information for, as well as executing wire transfers. - Balance and service branch ATMs and vaults. - Close depository accounts (checking, savings, money market, COD, HSAs, IRAs, etc.). - Open depository accounts such as checking, savings, money market, CODs, HSAs, IRAs, etc. - Take loan applications and can quote rates, terms, projected payments, as well as performing the loan closing. Branch Responsibilities - Follow proper branch opening and closing procedures. - Balance and service ATM and cash vault. - Assist customers with access to safe deposit boxes. - Provide exceptional customer service through all means of communication. - Open and maintain personal deposit accounts (including IRAs and HSAs). - Aid Assistant and Branch Managers, as needed. Cross selling - Recognize customer cues for appropriate products and services they currently may not be using. - Comply and work toward the branch goals to achieve and/or exceed branch growth potential. Account Acquisition - Open personal and business accounts for new and existing customers. - Perform follow-up with customers. - Responsible for updating the necessary customer account maintenance/changes. - Execute the loan application process and perform loan closings. Other Activities - Ability to demonstrate compliance with all bank regulations for assigned job functions and apply to designated job responsibilities. Knowledge may be gained through coursework and on-the-job training. Must be able to keep up to date on regulations changes; follow all bank policies and procedures and compliance regulations; and complete all annual required or job-specific training coursework. - Promote CSB as a local relationship-building financial institution- with a heavy focus on volunteerism and teamwork. - Provide co-workers with positivity and support when searching for solutions. - Have a strong desire to undergo training designed to impact financial knowledge and enhance job skills. Now Qualification Requirements section: "Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and be eager to learn new materials in this ever-changing industry. Education: High school diploma or equivalent GED. Some banking or sales experience is preferred but not required. Responsibility and Decision-Making: Recognize any suspicious behavior and can make decisions on when to consult higher management on any transactions. Supervision of Others: N/A Physical Demands: Ability to lift boxes of coin and work in a fast-paced environment. Work Environment: Fast paced. Travel: This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties." We need sections: Requirements, Qualifications, Skills maybe. The instruction says use headings like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include sections only when posting has real specific content. We have qualification requirements content. Could split into Requirements (education, experience) and Qualifications (maybe same). But we can combine into a single section "Qualifications" containing all qualification details. Or we could have "Requirements" for education/experience and "Qualifications" for other attributes. However we must not create thin sections with filler. Let's see what we have: - Education: High school diploma or equivalent GED. Some banking or sales experience is preferred but not required. - Responsibility and Decision-Making: Recognize any suspicious behavior and can make decisions on when to consult higher management on any transactions. - Supervision of Others: N/A (this is filler? It says N/A, which is placeholder; we should not include sections with filler like "N/A". But we can include the line but maybe we should omit the N/A as it's not substantive? The instruction: "never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD")". So we should not include a heading that leads to only filler. But we can include the line within a paragraph; it's okay to have "N/A" inside prose? Probably better to omit that line as it's not substantive. We'll skip Supervision of Others line. - Physical Demands: Ability to lift boxes of coin and work in a fast-paced environment. - Work Environment: Fast paced. - Travel: This position would be working and traveling to other CSB locations in the Racine, Kenosha and Walworth counties. Also there is "Ability to demonstrate compliance..." etc already in Other Activities. We also have "Knowledge may be gained through coursework and on-the-job training." etc. We need to decide sections: Could have

        Qualifications

        with a
          list of qualification items (education, experience, responsibility, physical demands, work environment, travel). Or we could split into Requirements (education/experience) and Qualifications (other). But we have limited content; better to have one Qualifications section. We also have Skills? Not explicitly listed; but cross-selling, customer service, etc are duties. Not separate skills. Benefits, Pay, Schedule: Not mentioned. So we should not include those sections. Thus final HTML:

          About the role

          Are you passionate about serving your community and helping your neighbors? Are you talented, creative or hard-working? All of the above? Do you want to work in a fun and rewarding environment? As a member of the CSB team, not only will you experience our supportive work culture, but you will also receive the opportunities, tools and encouragement critical for professional growth. At Community State Bank, we are more than just a bank, we focus on building strong successful partnerships based on respect and trust. Our goal is providing opportunity to our customers, employees, and the communities we serve.

          Purpose: Universal Banker III (UB III) is responsible for conducting transactions; opening and maintaining both personal and business accounts; conducting account resolutions; as well as consumer lending duties. A UB III will also pursue cross-selling opportunities for current and future customers. The primary purpose of a UB III is providing service and efficient solutions for our customers. A UB III will have a thorough understanding of the customer transaction requirements and be able to effectively communicate all available options, resources, and solutions to provide an exceptional banking experience.

          Responsibilities

          • Process customers’ deposits, withdrawals, loan payments, loan/cash advances, cashier’s checks, and other routine transactions.
          • Routinely provide customers with accurate information and troubleshoot customer issues.
          • Familiar with company resources available to best assist customers.
          • Assist customers with access to safe deposit boxes, address changes, & travel notifications.
          • Troubleshoot issues with debit cards, credit cards, online banking, & answer general account questions.
          • Sell gift and travel cards.
          • Collecting information for, as well as executing wire transfers.
          • Balance and service branch ATMs and vaults.
          • Close depository accounts (checking, savings, money market, COD, HSAs, IRAs, etc.).
          • Open depository accounts such as checking, savings, money market, CODs, HSAs, IRAs, etc.
          • Take loan applications and can quote rates, terms, projected payments, as well as performing the loan closing.
          • Follow proper branch opening and closing procedures.
          • Balance and service ATM and cash vault.
          • Assist customers with access to safe deposit boxes.
          • Provide exceptional customer service through all means of communication.
          • Open and maintain personal deposit accounts (including IRAs and HSAs).
          • Aid Assistant and Branch Managers, as needed.
          • Recognize customer cues for appropriate products and services they currently may not be using.
          • Comply and work toward the branch goals to achieve and/or exceed branch growth potential.
          • Open personal and business accounts for new and existing customers.
          • Perform follow-up with customers.
          • Responsible for updating the necessary customer account maintenance/changes.
          • Execute the loan application process and perform loan closings.
          • Ability to demonstrate compliance with all bank regulations for assigned job functions and apply to designated job responsibilities. Knowledge may be gained through coursework and on-the-job training. Must be able to keep up to date on regulations changes; follow all bank policies and procedures and compliance regulations; and complete all annual required or job-specific training coursework.
          • Promote CSB as a local relationship-building financial institution- with a heavy focus on volunteerism and teamwork.
          • Provide co-workers with positivity and support when searching for solutions.
          • Have a strong desire to undergo training designed to impact financial knowledge and enhance job skills.

          Qualifications

          • Education: High school diploma or equivalent G

Similar jobs

Universal Banker

Peoples Bank - Newton, NCClaremont, NC· 6 days ago
Financeapply on paycomonline.net

Universal Banker

First Horizon BankNashville, TN· 1 mo ago
Financeapply on ibpwjb.fa.ocs.oraclecloud.com

Universal Banker

RoShay ServicesSoddy-Daisy, TN· 1 mo ago
Financeapply on portal.roshayservices.com

Universal Banker

Mechanics BankSan Francisco, CA· 1 mo ago
Finance$21–$28/hrapply on mechanicsbank.wd5.myworkdayjobs.com

Universal Banker

Everwise Credit UnionRochester, IN· 1 mo ago
Customer Service$19.25/hrapply on ecu.wd12.myworkdayjobs.com

Universal Banker

Everwise Credit UnionNew Albany, IN· 1 mo ago
Customer Service$19.25/hrapply on ecu.wd12.myworkdayjobs.com