NewBranch Office Administrator Edward JonesBranch Office AdministratorOro Valley, AZEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
NewLicensed Therapist / Counselor (LPC, LAC, LCSW, LMSW, LMFT) SIGN-ON Bonus $1,500 Entune Behavioral HealthLicensed Therapist / Counselor (LPC, LAC, LCSW, LMSW, LMFT) SIGN-ON Bonus $1,500Tucson, AZ$70,000–$92,000 / yearWe are currently seeking a dynamic, Licensed Therapists / Counselors (LPC, LAC, LCSW, LMSW, LMFT) to join our growing team and help meet the increasing demand for care at one of our Tucson locations. At Entune Behavioral Health, we’ve built a therapist-first environment designed to help you focus on what matters most: delivering meaningful, high-quality care to your clients.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorTucson, AZ$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Financial Advisor - Tucson, AZ Corebridge Financial IncFinancial Advisor - Tucson, AZTucson, AZWe align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
Senior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsTucson, AZ2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsTucson, AZFull timeDevelop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.
Financial Advisor Bank of MontrealFinancial AdvisorTucson, AZ$51,800–$95,900 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Financial Solutions Advisor - Registration Candidate - Tucson Area Bank of America CorpFinancial Solutions Advisor - Registration Candidate - Tucson AreaTucson, AZOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I you will typically progress into the next role Financial Solutions Advisor Stage II where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. On screen copy Trained by the award-winning Academy at Bank of America Brandon Hall Gold Award for Learning and Development" From my first day to today the Academy has equipped me with all the resources I needed to be successful in acquiring my Security Licenses.
Financial Solutions Advisor - Tucson Area Bank of AmericaFinancial Solutions Advisor - Tucson AreaTucson, ArizonaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Experienced Financial Advisor - Confidential Move Conversation (Southern AZ) WealthBridge Financial GroupExperienced Financial Advisor - Confidential Move Conversation (Southern AZ)Tucson, AZ$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Advisor - Career Changer / New to Industry (Tucson & Southern Arizona) WealthBridge Financial GroupFinancial Advisor - Career Changer / New to Industry (Tucson & Southern Arizona)Oro Valley, AZ$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Advisor - Veteran Transition Program (Arizona & New Mexico) WealthBridge Financial GroupFinancial Advisor - Veteran Transition Program (Arizona & New Mexico)Tucson, AZ$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Career-Transition Partnership - For Financial Advisors Approaching Retirement WealthBridge Financial GroupCareer-Transition Partnership - For Financial Advisors Approaching RetirementTucson, AZ$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
J.P. Morgan Wealth Management - Private Client Advisor - Tucson, AZ (Broadway and Country Club) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Tucson, AZ (Broadway and Country Club)Tucson, AZUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Associate Advisor - BMO Bank LPL Financial Holdings IncAssociate Advisor - BMO BankTucson, AZ$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Tucson, AZ would allow you to join the Investment Program at BMO Bank as an Associate Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
J.P. Morgan Wealth Management - Private Client Advisor - Tucson, AZ JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Tucson, AZTucson, AZFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Senior Home Lending Advisor - Tucson AZ JPMorgan Chase & CoSenior Home Lending Advisor - Tucson AZTucson, AZJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Tesla Advisor, Sales Tesla IncTesla Advisor, SalesTucson, AZYour role is essential in consistently delivering an educational immersive and exciting experience to both current and potential customers exceeding client expectations from their initial showroom visit to their delivery day experience. We are seeking a candidate who is energetic highly organized and hardworking with a genuine passion for sustainable energy and a talent for creating exceptional client experiences.
Business Banking Treasury Management Advisor - Relationship Manager I The PNC Financial Services Group IncBusiness Banking Treasury Management Advisor - Relationship Manager ITucson, AZIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Sr Relationship Advisor Northern TrustSr Relationship AdvisorTucson, AZFull timeManages assigned account base of sophisticated wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client's needs and goals. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Business Insurance Advisor Marsh & McLennan Companies IncBusiness Insurance AdvisorTucson, AZPartner with internal Account Executives and other support teams to strategically identity and market new accounts to meet the best interests and needs of the prospect. Accountable for staying current on the insurance coverages of existing accounts as a means of maintaining credibility with and offering technical support to the client.
NewAdvisor/ Relationship Manager Attessa CapitalAdvisor/ Relationship ManagerTucson, AZ$100,000–$200,000 / yearThe above list is not comprehensive, but is meant to give an idea for the type of workKnowledge, Skills & AbilitiesRequired:Strong interpersonal skillsExcellent computer/software skillsStrong attention to detailStrong financial literacy and understandingExperience with a financial services firm, ideally a Registered Investment AdvisorExperience w/ Charles Schwab (i.e. Schwab Advisor Center), or comparable experience w/ TD Ameritrade, Fidelity, Pershing, etc.$100,000 – $200,000, depending on background/qualifications#J-18808-Ljbffr. The firm is based in Tucson, AZ, and has a satellite office in Phoenix, AZ.OverviewAttessa Capital is an investment management firm serving high-net worth individuals, family offices, and corporations, with a Tucson headquarters and a satellite office in Phoenix, AZ.Things to Know About the Firm/JobThis is a full-time, in-person job at our Tucson, AZ office.
NewBeauty Advisor, Tucson Mall - Flex MacysBeauty Advisor, Tucson Mall - FlexTucson, AZDrive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education* Meeting and surpassing daily sales goals by delivering exceptional service* Effectively use point-of-sale technology and digital tools to streamline transactions and enhance the shopping experience* At least 1 year of customer service or selling experience requiredEssential Physical Requirements You Will Perform* This position requires talking, lifting, constant moving, standing, and reaching with arms and hands* Standing for at least two consecutive hours, lifting at least 25lbs., stooping, kneeling, crouching, and climbing ladders, reaching, including above eye level* Requires close vision, color vision, depth perception, and focus adjustment* Frequent use of computers and other technology, necessary to perform job functions, including handheld equipment, cash register and ability to process register transactionsWhat We Can Offer YouJoin a team where work is as rewarding as it is fun! Whether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives.
Express Service Advisor Chapman HondaExpress Service AdvisorTucson, ArizonaComprehensive Health Coverage: Essential medical, dental, and vision plans with low cost premiums and minimal out-of-pocket costs. Employee Assistance Program (EAP): Free, confidential support for personal and professional challenges, including counseling and financial advice.
Mercedes Benz Service Advisor Mercedes Benz of TucsonMercedes Benz Service AdvisorTucson, ArizonaWe are looking for experienced Service Advisors to educate customers on recommended maintenance and repairs for optimal vehicle performance and drive the customer experience in the Service Department. Communicate regularly with technicians and parts associates to ensure timely completion of work to update customers if additional repairs are needed.
Career-Transition Partnership - For Advisors Approaching Reduced Production WealthBridge Financial GroupCareer-Transition Partnership - For Advisors Approaching Reduced ProductionTucson, AZ$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Branch Office Administrator Edward D Jones & Co LPBranch Office AdministratorOro Valley, AZFull-time associates receive the following benefits: Edward Jones compensation and benefits package, including medical and prescription drug, dental, vision, voluntary benefits, such as accident hospital indemnity and critical illness, short- and long-term disability, basic life, and basic AD&D coverage. We are based on a legacy of partnership and, as a privately held firm, we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
Market Manager Morgan StanleyMarket ManagerTucson, AZLeadership: Leads by example by ensuring that the Branch Manager's office and other assigned branches in the market are consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a strong track record of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Insurance Agent - Vail, AZ Country FinancialInsurance Agent - Vail, AZAZCOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.
Insurance Agent - Tucson, AZ Country FinancialInsurance Agent - Tucson, AZTucson, AZCOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.
NewSenior Wealth Strategy Associate UHNW Planning Quontic BankSenior Wealth Strategy Associate UHNW PlanningTucson, AZJob Highlights Title: Senior Wealth Strategy AssociateType: Full TimeExperience: 3 YearsFunction: Business ManagementLocation: Tucson, AZ, United StatesCompany: UBSCompany Profile UBS is the world's largest global wealth manager. Job Profile The bank is recruiting a Senior Wealth Strategy Associate who will help high net worth and ultra-high net worth individuals and families meet their financial goals through products and services specifically designed for them.
Wealth Management Associate - AZ, Tucson (5241) Equitable Financial Life Insurance CompanyWealth Management Associate - AZ, Tucson (5241)Tucson, AZOur commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness.
NewClient Service Associate (Oro Valley, AZ) Oppenheimer & Co. Inc.Client Service Associate (Oro Valley, AZ)Oro Valley, AZWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
NewPremier Client Banker - PNC Wealth Management The PNC Financial Services Group IncPremier Client Banker - PNC Wealth ManagementTucson, AZPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Client Service Associate Morgan StanleyClient Service AssociateTucson, ArizonaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
NewClient Service Associate (Oro Valley, AZ) Oppenheimer Holdings IncClient Service Associate (Oro Valley, AZ)Oro Valley, AZWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
Service Support Staff Precision Toyota of TucsonService Support StaffTucson, ArizonaRecognized as one of the nation's best Toyota dealerships, we've earned the coveted "President's Award" several consecutive years in a row and twice earned membership in Toyota's exclusive "Board of Governors", a select group of the Top 5% of Toyota dealers in the nation. This role combines vehicle detailing, reconditioning, and service lot operations to ensure smooth traffic flow and exceptional vehicle presentation throughout our facility.
Service Drive Lot Attendant Precision Toyota of TucsonService Drive Lot AttendantTucson, ArizonaHappy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. The person in this position also needs to move about inside and outside our facility to access vehicles, file cabinets, office machinery, etc.
Service Receptionist Precision Toyota of TucsonService ReceptionistTucson, ArizonaAs a recipient of Toyota's President's Award and multiple other honors, we're proud to offer our team members stability, growth opportunities, and a winning work environment. Precision Toyota of Tucson is seeking a Service Receptionist with customer service, receptionist, or call center experience to join our award-winning team.
Cashier - Morning Shift Raising Cane's USA LLCCashier - Morning ShiftTucson, AZRestaurant Crewmembers at Raising Cane's will wear many hats (including a Raising Cane's hat) while working hard and having fun as a critical part of the Restaurant team. Benefits available for hourly Crew: Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renter's Insurance, and ID Theft Protection.
Cook Raising Cane's USA LLCCookTucson, AZWhether you have previous experience as a customer service associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive-thru cashier or any other restaurant or service-oriented role - we have a position for you. Benefits available for hourly Crew: Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renter's Insurance, and ID Theft Protection.
Restaurant Crewmember Raising Cane's USA LLCRestaurant CrewmemberTucson, AZLift and carry, push or pull heavy objects up to 50 pounds • Kneel, bend, twist or stoop • Ascend or descend stairs • Reach and grasp objects (including above head and below waistline) • Excellent verbal and written communication • Ability to show up to scheduled shifts on time • Cleaning tables, floors and other areas of the Restaurant • Taking orders from Customers and processing payments efficiently • Follow proper safety procedures when handling and/or preparing food • Ability to multitask. ADDITIONAL REQUIREMENTS: • Must be 16 years of age or older • Provide all Customers with quick and friendly service • Work together as a team, assisting other Crewmembers in completion of tasks and assignments to ensure continuity of service • Work under pressure and at a fast pace • Align with Raising Cane's culture by balancing Working Hard and Having Fun • Take initiative • Comply with Company policies.
Customer Service Associate Raising Cane's USA LLCCustomer Service AssociateTucson, AZWhether you have previous experience as a customer service associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive-thru cashier or any other restaurant or service-oriented role - we have a position for you. Benefits available for hourly Crew: Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renter's Insurance, and ID Theft Protection.
Restaurant Crewmember - DinnerClose Shift Raising Cane's USA LLCRestaurant Crewmember - DinnerClose ShiftTucson, AZLift and carry, push or pull heavy objects up to 50 pounds Kneel, bend, twist or stoop Ascend or descend stairs Reach and grasp objects (including above head and below waistline) Excellent verbal and written communication Ability to show up to scheduled shifts on time Cleaning tables, floors and other areas of the Restaurant Taking orders from Customers and processing payments efficiently Follow proper safety procedures when handling and/or preparing food Ability to multitask. ADDITIONAL REQUIREMENTS: Must be 16 years of age or older Provide all Customers with quick and friendly service Work together as a team, assisting other Crewmembers in completion of tasks and assignments to ensure continuity of service Work under pressure and at a fast pace Align with Raising Cane's culture by balancing Working Hard and Having Fun Take initiative Comply with Company policies.
Cashier - Late Night Shift Raising Cane's USA LLCCashier - Late Night ShiftTucson, AZRestaurant Crewmembers at Raising Cane's will wear many hats (including a Raising Cane's hat) while working hard and having fun as a critical part of the Restaurant team. Benefits available for hourly Crew: Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renter's Insurance, and ID Theft Protection.
Business Banker (LO) Tucson, AZ Wells Fargo BankBusiness Banker (LO) Tucson, AZTucson, ArizonaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
NewRestaurant Crewmember - Dinner/Close Shift Raising Cane'sRestaurant Crewmember - Dinner/Close ShiftTucson, AZRestaurant Crewmembers at Raising Cane's will wear many hats (including a Raising Cane's hat) while working hard and having fun as a critical part of the Restaurant team. Whether you have experience as a customer service associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive thru cashier or any other restaurant or service-oriented role - we have a position for you.
Business Banking Relationship Manager U.S. BancorpBusiness Banking Relationship ManagerTucson, AZ$99,540–$121,660 / yearU.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs.