Universal Branch Representative I - Glenside Branch

We need to output HTML fragment with sections: About the role? The description includes PRIMARY FUNCTION, JOB DUTIES AND RESPONSIBILITIES, JOB QUALIFICATIONS, PHYSICAL REQUIREMENTS, Salary Range. We need to use

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections when posting has real specific content. We have content for Responsibilities (duties), Requirements/Qualifications (knowledge, skills, abilities, education/experience), maybe Skills separate? The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can map: About the role -> PRIMARY FUNCTION. Responsibilities -> JOB DUTIES AND RESPONSIBILITIES. Qualifications -> JOB QUALIFICATIONS (maybe includes Knowledge, Skills, Abilities, Education/Experience). Skills could be separate but we can combine under Qualifications or have Skills section if we have specific skill list. The posting includes Skills: Satisfactory computer skills required. Abilities: Positive and effective communication... etc. So we could have a Skills section. But we should avoid thin sections. Perhaps combine Knowledge, Skills, Abilities into Qualifications. The instruction says prefer a few substantive sections over many thin ones. So we can have About the role, Responsibilities, Qualifications, Pay (salary range), Physical Requirements maybe as a section? Not in the list but we could treat as Requirements? There's no heading for Physical Requirements in the given list, but we could include as a

under Qualifications or as its own section? The instruction says use those headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says use

for section headings (e.g. those). Likely we should stick to those headings where applicable. Physical Requirements could go under Requirements? Or we could add a Requirements section that includes physical requirements. But the list includes Requirements as a possible heading. So we can have a Requirements section covering physical requirements and maybe other requirements like certifications. However we also have Qualifications separate. Might be overlapping. Better to follow typical structure: About the role (primary function), Responsibilities (duties), Requirements (physical requirements, certifications, etc.), Qualifications (knowledge, skills, abilities, education/experience), Pay (salary range). We'll omit Benefits, Schedule as not present. We must not repeat job title as heading. No Job ID etc. We need to preserve all substantive information. So we need to include all details from the posting: duties (teller responsibilities, member service responsibilities), qualifications (knowledge, skills, abilities, minimum education/experience), physical requirements, salary range. We need to format lists with

• . For prose use

  . We must not include boilerplate like cookie/navigation/legal/EEO etc. There's none. We must not include application instructions. We must not include filler like "commensurate with experience". Not present. We must not create Pay/Schedule/Benefits sections unless posting actually states them. Pay is present (salary range). So we include Pay section. We must not create Schedule section. Now produce HTML fragment. Structure:

  About the role

  Primary function description...

  Responsibilities

  • ... each duty as separate li? We can group teller responsibilities and member service responsibilities maybe as sub-bullets? But we need to preserve all detail. Could break into multiple li items. We need to include all bullet-like sentences. The posting has many sentences. We'll convert each distinct duty into li. We must be careful not to lose any info. Let's extract duties: From Teller Responsibilities: - Establishes member relationships through quality service and cross selling VACU products/services to meet member needs - Handles each transaction proficiently and accurately, exercising good judgment and seeking approval for any transaction exceeding assigned levels of authority - Performs paying and receiving functions with accurate balancing and reporting, including but not limited to deposits, check cashing, loan payments, miscellaneous sales, cash advances, etc. - Disburses cash accurately and maintains a cash drawer, balancing it daily - Verifies and balances assigned cash drawer daily with minimal cash variances. Assists in reconciling errors or discrepancies. - Maintains adequate cash and/or cash limits as required by VACU policy - Evaluates needs of existing and prospective members and makes daily referrals to Member Service Representatives Member Service Responsibilities: - Responsible for opening Memberships - Responsible for opening all types of deposit accounts - Able to provide assistance and maintenance on all deposit and loan accounts - Referral based lending knowledge - Assesses each member’s financial needs to identify, cross-sell opportunities and expand relationships - Make appropriate referrals to deepen member relationships - Demonstrates the ability to make appropriate decisions in the best interest of VACU and the membership - Engage members and prospective members in a professional and courteous manner in person and over the phone - Demonstrates flexibility around the daily needs of the members and the branch - Possesses leadership skills to properly self-manage and guide co-workers consistently - Possesses lobby leadership skills in order to maximize exceptional member experience - Demonstrates appropriate knowledge of all VACU policies and procedures related to the platform and teller line, including Security and Information Security - Answers member inquiries and cross-sells products and services of the credit union when appropriate. - Responsible for handling member transactions quickly and efficiently in a courteous manner within established policies and procedures and to identify and assist in member needs in a proficient and professional manner - Meets member needs by maintaining appropriate knowledge of all VACU products and services - Answers the phone and responds to member phone inquiries professionally and accurately - Building and retaining member relationships by performing follow – up and courtesy calls to members. - Meets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales - Provides quality service by following all member service expectations - Handles troubleshooting and special assignments in support of supervisor. - Responsible for ensuring that business goals and individual member service and sales goals are consistently met. - Responsible for delivering high quality service and needs based sales to members - Required notary certification. Must stay informed of all notary rules and regulations. - Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies. Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security. Report all Risk Management Policy violations in accordance with policy. - Must develop and maintain a working knowledge of all applicable federal and state regulations including corporate policies and procedures. Stay up to date on all required loan documents, systems, credit reports and related lending documents. - Other duties may be required and assigned by the supervisor Now Qualifications: Knowledge, Skills, Abilities, Minimum Education and Experience. Knowledge: Thorough understanding of products and services offered by financial institutions preferred Skills: Satisfactory computer skills required. Abilities: Positive and effective communication and public relations skills, cross-selling, problem solving and interpersonal skills. Sound judgment. Ability to handle difficult situations. Ability to handle multiple tasks. Professional appearance and manner. Minimum Education and Experience: Minimum of high school diploma or equivalent. Some college education or business courses preferred. Customer/member service experience, preferably at a financial institution. Cash handling/business experience at a financial institution. Knowledge of TCD transaction and settlement procedures. Physical Requirements: This job requires the ability to sit and stand for long periods of time. This job requires occasionally lifting up to 50 pounds and/or up to 30 pounds frequently. Salary Range: $50,697.00-$56,003.00 Now we need to decide sections. We'll have:

    About the role

    PRIMARY FUNCTION: The Universal Branch Representative performs the duties of both a Teller and Member Service Representative (platform). This role is vital in the delivery of an exceptional member experience while supporting branch sales and service strategies.

    Responsibilities

    ... li items ...

    Qualifications

    We could split into Knowledge, Skills, Abilities, Education/Experience as subheadings? But we only allowed h3 for section headings; we could use

    maybe but not specified. Better to keep as

    paragraphs with bold? But we must not invent headings not in list? It didn't forbid other headings, but said use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It didn't say we cannot use other headings, but to be safe we can use

    with strong text. But we could also create separate sections: Knowledge, Skills, Abilities, Education & Experience as

    ? That would be many thin sections. Better to combine into Qualifications section with paragraphs. Thus:

    Qualifications

    Knowledge: Thorough understanding of products and services offered by financial institutions preferred.

    Skills: Satisfactory computer skills required.

    Abilities: Positive and effective communication and public relations skills, cross-selling, problem solving and interpersonal skills. Sound judgment. Ability to handle difficult situations. Ability to handle multiple tasks. Professional appearance and manner.

    Education and Experience: Minimum of high school diploma or equivalent. Some college education or business courses preferred. Customer/member service experience, preferably at a financial institution. Cash handling/business experience at a financial institution. Knowledge of TCD transaction and settlement procedures.

    Then maybe a Requirements section for physical requirements and notary certification etc. But notary certification is in responsibilities; we already included there. Physical requirements could be a Requirements section. Thus:

    Requirements

    This job requires the ability to sit and stand for long periods of time. This job requires occasionally lifting up to 50 pounds and/or up to 30 pounds frequently.

    Then Pay:

    Pay

    Salary Range: $50,697.00-$56,003.00

    We should not include Benefits or Schedule. Now ensure we didn't miss any substantive info: we included all duties, qualifications, physical requirements, salary. Also we included notary certification in responsibilities (we have a li for that). Also we included compliance, training, etc. Check we didn't miss any duty like "Answers member inquiries and cross-sells products and services of the credit union when appropriate." we have that. We also have "Responsible for handling member transactions quickly and efficiently in a courteous manner within established policies and procedures and to identify and assist in member needs in a proficient and professional manner" we have. We also have "Meets member needs by maintaining appropriate knowledge of all VACU products and services" we have. We also have "Answers the phone and responds to member phone inquiries professionally and accurately" we have. We also have "Building and retaining member relationships by performing follow – up and courtesy calls to members." we have. We also have "Meets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales" we have. We also have "Provides quality service by following all member service expectations" we have. We also have "Handles troubleshooting and special assignments in support of supervisor." we have. We also have "Responsible for ensuring that business goals and individual member service and sales goals are consistently met." we have. We also have "Responsible for delivering high quality service and needs based sales to members" we have. We also have "Required notary certification. Must stay informed of all notary rules and regulations." we have. We also have "Comply with all published enterprise level policies