NewSenior Commercial Relationship Manager First Horizon BankSenior Commercial Relationship ManagerFort Worth, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Senior Commercial Relationship Managers at First Horizon target companies with revenues generally from $5 million to $100 million and coordinate with a talented team of treasury management officers, portfolio managers, credit analysts, and support staff to deliver outstanding client experiences.
NewSenior Tax Manager ( Hybrid ) JobotSenior Tax Manager ( Hybrid )Grapevine, TX$140,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is a key leadership role offering the opportunity to manage client relationships, guide junior staff, and shape tax strategies for a diverse client base—all within a collaborative, stable environment that values both professional excellence and work-life balance.
NewTax Manager JobotTax ManagerFort Worth, TX$140,000–$185,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a Tax Manager, you will own client engagements end-to-end, drive tax strategy, and play a key role in developing talent and scaling the tax function.
NewSenior Audit Manager ( Hybrid) JobotSenior Audit Manager ( Hybrid)Grapevine, TX$140,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Well-established, full-service CPA firm that provides a full suite of traditional audit/review, tax, and accounting services to individuals and businesses, both large and small, throughout the Dallas/Fort Worth area.
NewIT Project Manager - AI enablement JobotIT Project Manager - AI enablementFort Worth, TX$80–$110 / hourThis is not a back-office PM role — this person will be building presentations for and presenting directly to senior leadership, facilitating cross-functional conversations, and keeping complex, parallel workstreams moving with clarity and accountability. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewAccount Manager JobotAccount ManagerFort Worth, TX$65,000–$70,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The selected individual will be responsible for managing and nurturing relationships with clients and stakeholders, providing expert advice, and driving sales in the Engineering industry.
NewNational Account Manager JobotNational Account ManagerFort Worth, TX$65,000–$70,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will be a strategic thinker, with a strong ability to understand and interpret engineering blueprints and drawings, and a proven track record in customer interaction, problem solving, and installation.
NewGeneral Manager JobotGeneral ManagerFort Worth, TX$125,000–$135,000 / yearThe General Manager is responsible for allocating budget resources, creating and maintaining policies, coordinating business operations, managing operational costs, ensuring the highest quality of customer service is maintained, improving processes, engaging with vendors and hiring employees. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewManager, Diagnostic Services - Breast Health Parkland Health and Hospital SystemManager, Diagnostic Services - Breast HealthGrand Prairie, TXCultivates and maintains positive working relationships with management, physicians, nurses, hospital staff, students, and vendors in order to provide optimal patient care, and interdepartmental cooperation, and improve effectiveness, productivity, and efficiency in support of overall Parkland and department goals. Serves as a liaison between the department and the information technology divisions coordinating and monitoring the implementation of various programs and systems such as the EMR and PACS to ensure the appropriate clinical operation and patient safety as requirements change.
Territory Manager II Company ConfidentialTerritory Manager IIFort Worth, TXFull timeWith a rich history, Swisher serves adult consumers through a diverse range of businesses, including Swisher Sweets Cigar Company, Helme Tobacco Co., Hempire, Rogue Holdings, and Drew Estate: The Rebirth of Cigars. This role uses facts, analytics, and market intelligence to influence customer decisions, drive distribution, and deliver measurable top and bottom-line growth and grow market share.
Project Manager DRB HomesProject ManagerAddison, TXFull timeJob DetailsJob Location: Dallas Division - Addison, TX 75001Position Type: Full TimeJob Category: ConstructionAt DRB Homes we pride ourselves on our culture and our ability to make our company a place that employees enjoy coming to work each day. Valid driver's license, acceptable driving record and proof of adequate vehicle liability insurance.
Digital Assets Risk Manager - Crypto & Blockchain Fidelity InvestmentsDigital Assets Risk Manager - Crypto & BlockchainWestlake, TX$80,000–$153,000Asset Management Risk, part of Fidelity’s Risk organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
NewSurvey Project Manager Davron LLCSurvey Project ManagerFort Worth, TXSURVEY PROJECT MANAGER | SURVEY MANAGER | CAD MANAGER | AUTOCAD | CIVIL 3D | MICROSTATION | OIL & GAS | PIPELINE INFRASTRUCTURE | PROJECT MANAGEMENT | CLIENT RELATIONS | ENERGY PROJECTS | DRAFTING. 7+ years of drafting experience, preferably in oil & gas, natural gas, or infrastructure projects – lead drafting efforts including plats, site plans, and pipeline ROWs.
NewNurse Manager - Neonatal Intensive Care Unit Parkland Health and Hospital SystemNurse Manager - Neonatal Intensive Care UnitDallas, TXStays abreast of the latest developments, advancements and trends in the specialty area by attending seminars or workshops, reading professional journals, actively participating in professional organizations and maintaining Texas RN licensure. Responsible for the daily management of assigned unit to include staff supervision and development, planning, budget, quality, and facility operations and coordinating patient services to ensure high quality patient care and optimal outcomes.
NewSoftware Engineering Manager OneMain FinancialSoftware Engineering ManagerIrving, TX$120,000–$144,000 / yearSee OneMain Financial Privacy Policy at https://www.onemainfinancial.com/legal and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans.
NewEngineering Maintenance Manager SEKSUN TEXAS INCEngineering Maintenance ManagerIrving, TXJob DescriptionJob DescriptionThe Engineering Maintenance Manager is responsible for leading the maintenance department to ensure the reliability, efficiency, and continuous operation of all production machinery and facility infrastructure. • Capital Projects & Engineering: Plan and execute plant capital projects, including machinery installations, upgrades, and site improvements, managing contractors and vendor relationships.
NewSales Account Manager UlineSales Account ManagerDFW Airport, TXUline, a name millions of businesses across North America know and trust, is looking for an experienced Sales Account Manager to build our growing Plano, Texas market. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations and 17 sales offices.
NewTerritory Sales Manager UlineTerritory Sales ManagerDFW Airport, TXUline, a name millions of businesses across North America know and trust, is looking for an experienced Territory Sales Manager to build our growing Plano, Texas market. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations and 17 sales offices.
RN Case Manager Medical City ArlingtonRN Case ManagerArlington, TXThe RN Case Manager is responsible for promoting patient-centered care by coordinating the plan of care for the patient stay, managing the length of stay, ensuring appropriate resource management, and developing a safe appropriate discharge plan in collaboration with the multidisciplinary team. Considers patient’s readmission status or risk of readmission and develops strategies to mitigate including education on appropriately accessing healthcare resources, preventative education, and community based resources.
Nurse Manager - ED- ER Services Medical City DallasNurse Manager - ED- ER ServicesFort Worth, TXAdditional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more. HCA Healthcare is one of the nation’s leading providers of healthcare services, comprising of over 180 hospitals and about 2,000 sites of care in 21 states and the United Kingdom.
NewAssoc Mgr., Nursing Parkland Health and Hospital SystemAssoc Mgr., NursingDallas, TXResponsible for assisting in the daily management of unit activities including staff supervision and development, planning, budget, quality and facility operations and coordinating patient services to ensure high quality patient care and optimal outcomes. Provides patient care, assessing patient needs, planning discharge and arranging support services to ensure effective, high quality patient care.
Nurse Manager - Labor and Delivery Medical City DallasNurse Manager - Labor and DeliveryBedford, TXAdditional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more. The Nurse Manager of Labor and Delivery identifies the cost-effective systems needed to support the business of the department taking into account business trends, resource availability and changes in customers.
Nurse Manager - Antepartum Medical City DallasNurse Manager - AntepartumBedford, TXThis position establishes effective working relationships with all constituencies, including patients, physicians, employees, volunteers and vendors and is responsible for fiscal and human resource allocation based on guidelines. The manager identifies the cost-effective systems needed to support the business of the department taking into account business trends, resource availability and changes in customers.
Nurse Manager - Blood Cancer Unit Medical City DallasNurse Manager - Blood Cancer UnitIrving, TXThe manager identifies the cost-effective systems needed to support the business of the department, taking into account business trends, resource availability and changes in customers related to our service to the Blood Cancer and Stem Cell population. 5 years' experience of management is required to include management of personnel, payroll, budgets, capital, busienss planning, marketing, physician relations, and management of supervisory positions.
Nurse Manager - NICU Medical City DallasNurse Manager - NICUFort Worth, TXAdditional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more. HCA Healthcare Co-FounderJoin our family of over 180 hospitals and about 2,000 sites of care to drive excellence and raise the bar for our over 35 million annual patient encounters.
NewHVAC/R Assistant Branch Manager - Commercial & Industrial CoolSysHVAC/R Assistant Branch Manager - Commercial & IndustrialCarrollton, TX$60,000–$80,000Assist upper management by offering insights to enhance branch productivity, interpreting operating policies, and exercising independent judgment in resolving administrative challenges. All qualified individuals - Including all ages, colors, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics are encouraged to apply. .
Manager, Quality Systems RefrescoManager, Quality SystemsFort Worth, TXEmployment agencies that have agreements with Refresco Beverages US, Inc., and have been engaged in a search shall submit a résumé to the designated Refresco recruiter or, upon authorization, submit a résumé to this career site to be eligible for placement fees. . Provide second level support to key users for day-to-day problem resolution, including developing and executing on-going training for corporate QMS policies, SOPs, and SAP activities.
Manager Contracts- Strategic Sourcing CHRISTUS HealthManager Contracts- Strategic SourcingIrving, TXWorking in close partnership with Service Line Directors, the Strategic Sourcing team, and key clinical and business stakeholders, this role develops and executes best-in-class category strategies that deliver cost, quality, and service value. The Manager also manages awarded suppliers post-implementation, maintains strong stakeholder relationships, and effectively communicates initiative status, timelines, and outcomes.
Strategic Accounts Manager United RentalsStrategic Accounts ManagerIrving, TXAs our primary contact for strategically important large customers, you will leverage your sales skills and savvy to completely understand and anticipate the needs of these key clients and address them promptly and professionally. Support the overall efforts of and closely partner with Outside Sales Representatives and National Account Managers, to drive national account revenue and branch revenue, in addition to your assigned strategic accounts.
NewResidential Builder Sales Manager, Central Region Overhead Door CorporationResidential Builder Sales Manager, Central RegionLewisville, TXPrimary responsibility is to grow sales by identifying, prospecting, and selling nationwide opportunities and maintaining existing home builder customers within the assigned region. Also responsible for establishing and maintaining business relations with general contractors, architects, dealers, distributors and customers and prospective customers.
NewDistrict Sales Manager, Texas Overhead Door CorporationDistrict Sales Manager, TexasLewisville, TXResponsible for product training, leadership, business advice, sales and marketing assistance, building and maintaining strong relationships with distribution customers and developing new customers. Must develop strong relationships with builders, developers, contractors, engineers, architects and end-users to pull sales through distribution and National Account Customers.
NewManager, Technology Product Management American AirlinesManager, Technology Product ManagementFort Worth, TXOwn end-to-end data architecture and governance, including defining upstream and downstream data flows, entities, and cross-platform integrations across Microsoft Dynamics 365 (Sales CRM), SalesLink (Sales’ external customer-facing portals), CLM (Contract Lifecycle Management) tools, and external systems. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world.
Service to the Armed Forces: Specialist - Minot Air Force American National Red CrossService to the Armed Forces: Specialist - Minot Air ForceNaval Air Station/ Jrb, TXRecruits and trains leadership volunteers to support placement and supervision of staff and programs in the delivery of SAF/IS U.S. programs and services, Training Services, Disaster Cycle Services, and providing support to Armed Forces Blood Services. Cultivates relationships and partnerships with external constituents in the local community, including government organizations, corporate partners, civic organizations, and other community charitable and nonprofit agencies with the purpose of furthering the mission of the Red Cross.
NewOutside Sales B2B - Account Management - $5K Sales Bonus MEBULBSOutside Sales B2B - Account Management - $5K Sales BonusNorth Richland Hills, TXTop-Quality Products: Our rigorous product testing ensures you’re selling the whitest, brightest, longest-lasting, and energy-efficient lighting solutions, with continuous new product introductions to keep you ahead of the curve. No inventory hassles or micromanagement; we handle logistics so you focus on closing deals and earning uncapped commissions (top performers hit $200K+ with our proven model).
Business Relationship Manager I - Officer JPMorgan Chase & CoBusiness Relationship Manager I - OfficerArlington, TXIdentify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 100 - 130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
Business Relationship Manager Senior Acquisition - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Acquisition - Vice PresidentFort Worth, TXAcquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
Relationship Manager I - Business Banking PNC BankRelationship Manager I - Business BankingCleburne, TexasIn 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.
Relationship Manager II - Business Banking PNC BankRelationship Manager II - Business BankingSouthlake, TexasIn 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.
R&I Independence Joint Business Relationships Manager PricewaterhouseCoopers LLPR&I Independence Joint Business Relationships ManagerFort Worth, TX$73,500–$212,280 / yearAs part of the Joint Business Relationships (JBR) Independence team within Risk & Independence, you will consult with and provide guidance to teams on the application of the business relationship rules in areas such as provision of services, procurement, use of third-party technology, marketing, participation in conferences and events, publications, among others. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Relationship Manager IV - Corp Bkg BOK Financial CorpRelationship Manager IV - Corp BkgFort Worth, TXThe Relationship Manager IV \u2013 Corporate Banking is primarily responsible for making and servicing business and individual loans that involve significant amounts of both secured and unsecured funds and/or credit secured, which are the most complex in nature. They offer a comprehensive range of solutions, including term loans, lines of credit, capital market access, deposits, and cash management, supported by strategic advice and an extensive network.
Business Relationship Manager SkyOne Federal Credit UnionBusiness Relationship ManagerLewisville, TX$82,000–$100,000 / yearThis position is dedicated to acquiring new business relationships, generating accounts, and expanding core business deposits by fostering strong financial connections with both prospective and existing members. As a highly outbound individual contributor, the manager will spend most of their time outside the branch engaging in networking, cold calling, and attending community events to build rapport.
Relationship Manager II Cullen/Frost Bankers IncRelationship Manager IIFort Worth, TXSince 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers?
Business Banking Relationship Manager I UMB Financial CorpBusiness Banking Relationship Manager IFort Worth, TX$56,890–$109,270 / yearYou will monitor & manage existing credit relationship, which includes note renewals, reviewing & detailed analysis of current financial statements & collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions & covenant monitoring, compiling reports necessary to monitor asset & credit quality and compliance with policy/regulation. You will negotiate loan proposals, analyze & evaluate credit requests & write loan commitments, recommend appropriate credit grade, make oral/written presentation to underwriter or loan committee, and implement approval/declination action.
Senior Relationship Manager, AS Enterprise Relationship Management The Charles Schwab CorpSenior Relationship Manager, AS Enterprise Relationship ManagementWestlake, TXRemoteResponsibilities: • Develop deep relationships with the C-suite of Enterprise firms to become a trusted advisor • Masters partnering and collaborating with Enterprise firms to shape their strategic vision, while nurturing relationships across multiple levels of the firm, including establishing a presence and influencing growth with affiliated offices • Owns strategic client development; identified and develops strategies for the Enterprise Firm through opportunity identification; establishes proper advisor expectations and searches for ways to extend and expand the business relationships • Assembles executive level selling teams, sets objectives with the selling team, coaches and influences without direct authority the selling team to deliver on outcomes • Serves as the primary relationship Executive between the advisor and Schwab, advocating for the Enterprise firm, while balancing the needs of the company with the overall goal of maximizing the value of the relationships to both parties • Influences internal stakeholders, product leaders, and Executives to make strategic investments in capabilities to support the Enterprise firm's priorities, oversees the build and implementation with advisors • Contribute to the firm strategy by providing strategic insights from Enterprise relationships to inform strategic investments/capabilities that may benefit the larger RIA Community • Acts as the Executive Sponsor and is accountable for all strategic initiatives the Enterprise firm is collaborating with Schwab; responsible for directly managing the end-to-end project or coordinating with Shared Services • Accountable for profitable revenue growth and leads pricing and benefit negotiations internally and with the Enterprise firm. Required Qualifications: • Up to 50% travel • Bachelor's degree or equivalent work-related experience • Must have an Active and valid FINRA Series 7 • Must have an Active and valid FINRA 63 license or can be obtained by condition of employment • Must have a minimum of 10+ years of RIA industry experience • Must have sales, consulting, or RIA business management experience • Must have internal or external relationship management experience.
Comml Relationship Mgr II UMB Financial CorpComml Relationship Mgr IIFort Worth, TX$76,520–$163,900 / yearEngaging and building relationships with Business Owners, CFO's, CEO's, Controllers, and working with existing clients, you have the ability to help clients achieve their financial dreams, stream line business processes and help them better understand their working cash flow needs. Culture: Working for UMB is about collaborative spirit with internal stakeholders, entrepreneurial pride, encouraging creativity, rewarding success, having fun winning business, community involvement, and working directly with the decision makers.
Business Banking Relationship Manager SkyOne Federal Credit UnionBusiness Banking Relationship ManagerLewisville, TX$82,000–$100,000 / yearThis position is dedicated to acquiring new business relationships, generating accounts, and expanding core business deposits by fostering strong financial connections with both prospective and existing members. As a highly outbound individual contributor, the manager will spend most of their time outside the branch engaging in networking, cold calling, and attending community events to build rapport.
Wealth Management, Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)Wealth Management, Client Relationship ManagerDallas, TX$62,500–$87,500 / yearWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
Business Banking Relationship Manager U.S. BancorpBusiness Banking Relationship ManagerIrving, TX$119,765–$140,900 / 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.