NewBilingual Personal Banker First National Bank TexasBilingual Personal BankerDallas, TXJob Description* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations.
NewBilingual Sr Personal Banker First National Bank TexasBilingual Sr Personal BankerDallas, TXJob Description* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Perform other tasks requested by supervisors as they relate to the bank and its functions* Approval limits will be based upon established authority levels.
NewBusiness Banker II Cullen/Frost Bankers IncBusiness Banker IITXWho you are: As a Business Banker II, you'll partner closely with the business banking sales manager to track weekly progress, identify areas of opportunity, analyze marketing results, and achieve monthly call and product sales goals. Process referrals from the financial center relationship managers and other areas of the bank for small business products, including loans, depository accounts, trusts, and cash management services.
Business Banker BOK Financial CorpBusiness BankerDallas, TXThis level of knowledge is normally acquired through completion of a Bachelor's Degree in Business or relation field of study and 5-7 years of directly related experience in Small Business Banking Sales or outside consultative business to business sales experience, or 10-12 years of work related experience or equivalent combination of education and experience. You will collaborate closely with internal partners across commercial banking, treasury, private wealth, mortgage and retail teams to deliver comprehensive solutions while maintaining a disciplined approach to risk, credit quality, and operational execution.
NewBusiness Banker First Citizens BancShares IncBusiness BankerDallas, TXBenefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals.
Relationship Banker Business Specialist PNC BankRelationship Banker Business SpecialistDallas, TexasProactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new consumer and business households. 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.
Business Banker 3 Hancock Whitney CorpBusiness Banker 3Plano, TXESSENTIAL DUTIES & RESPONSIBILITIES: Follows the sales management process ensuring a regular calling program to clients and prospects is in place in order to generate high quality new deposits and loan business from existing clients and prospects. Meets with existing clients and prospects through personal calling efforts and other contacts to discuss business needs and recommend ways in which the bank can help provide business solutions to all their financial needs.
Relationship Banker Business Specialist The PNC Financial Services Group IncRelationship Banker Business SpecialistDallas, TXProactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new consumer and business households. 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.
Business Banker 3 Hancock Whitney BankBusiness Banker 3Plano, TexasFollows the sales management process ensuring a regular calling program to clients and prospects is in place in order to generate high quality new deposits and loan business from existing clients and prospects. Meets with existing clients and prospects through personal calling efforts and other contacts to discuss business needs and recommend ways in which the bank can help provide business solutions to all their financial needs.
NewBusiness Banker (LO) SW Arlington Wells Fargo BankBusiness Banker (LO) SW ArlingtonArlington, TexasThey 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.
Business Banker (LO) Wells Fargo & CoBusiness Banker (LO)Rockwall, TXThey 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. In this role, you will: 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.
NewBusiness Banker (LO) Murphy Wells Fargo & CoBusiness Banker (LO) MurphyMURPHY, TXThey 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. In this role, you will: 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.
Small Business Connect Specialist (Call Center Business Banker) Irving TX U.S. BancorpSmall Business Connect Specialist (Call Center Business Banker) Irving TXIrving, TX$27.50–$36.68 / hourThe Specialist actively collaborates with branch partners, and internal business lines to generate referral opportunities and refers clients to Business Banking or other U.S. Bancorp partners as additional needs are identified. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewBusiness Banker First Citizens BankBusiness BankerDallas, TexasFull timeBenefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals.
Small Business Connect Specialist (Call Center Business Banker) Irving TX U.S. BankSmall Business Connect Specialist (Call Center Business Banker) Irving TXIrving, TexasThe Specialist actively collaborates with branch partners, and internal business lines to generate referral opportunities and refers clients to Business Banking or other U.S. Bancorp partners as additional needs are identified. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Commercial Banker - Startup Banking - Vice President JPMorgan Chase & CoCommercial Banker - Startup Banking - Vice PresidentPlano, TXAs a Commercial Banker on the Startup Banking team focusing on Portfolio Management (PM), you will be responsible for growing, providing banking services and retaining profitable relationships within Commercial & Specialized Industries (C&SI) specializing in Innovation Economy, Startup Banking. Job Responsibilities: Demonstrate the ability to manage a client portfolio, provide banking services, and build a brand within your market that represents Startup Banking as the "Leading Innovation Economy bank serving the best and most diverse clients".
U.S. Private Bank - Private Banker - Associate JPMorgan Chase & CoU.S. Private Bank - Private Banker - AssociateDallas, TXAssist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Mortgage Banker Morgan StanleyMortgage BankerDallas, TexasServe as the primary point of contact and Subject Matter Expert for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers using a variety of communication types, including verbal (preferred) and written, in order to: Provide consultation and advise Morgan Stanley on the credit risk of high-net-worth clients (i.e., high loan amounts and complex income, asset, and vesting scenarios) and the appropriate/available products and pricing to meet the clients’ needs. 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.
Commercial Banker-Healthcare Services-Vice President JPMorgan Chase & CoCommercial Banker-Healthcare Services-Vice PresidentDallas, TXHealthcare Bankers work closely with product partners, Global Corporate Banking and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
NewSenior Personal Banker Northern Trust CorpSenior Personal BankerDallas, TXExecutes and/or submits client account servicing activities within appropriate time frames, including but not limited to the processing of wires and fund transfers, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Personal Banker WaFd BankPersonal BankerPlano, TexasFull timeWe seek creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities we serve. Experience: Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation.
Personal Banker WaFd IncPersonal BankerPlano, TXWe seek creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities we serve. Experience: Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation.
Premier Private Banker V - Dallas, TX South State BankPremier Private Banker V - Dallas, TXDallas, TXConsults with prospects and clients regarding financial needs; recommend products and services including credit structures, prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Cross-sells Retail, Trust, Mortgage and Treasury Management services such as credit cards, personal trusts, and investment, financial, and estate planning services.
U.S. Private Bank - Private Banker - Vice President JPMorgan Chase & CoU.S. Private Bank - Private Banker - Vice PresidentDallas, TXOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Commercial Banker- Emerging Middle Market- Vice President JPMorgan Chase & CoCommercial Banker- Emerging Middle Market- Vice PresidentPlano, TXJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
U.S. Private Bank - Private Banker - Executive Director JPMorgan Chase & CoU.S. Private Bank - Private Banker - Executive DirectorDallas, TXOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Associate Banker-Healthcare Technology-Associate JPMorgan Chase & CoAssociate Banker-Healthcare Technology-AssociateDallas, TX2 plus years of related experience Strong understanding of Commercial Banking products and services Excellent sales management and business development skills Proficiency in building and maintaining positive client relationships Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire. • Demonstrate the ability to build a brand within your market that represents the Healthcare Technology team as the "Leading Middle Market bank serving the best and most diverse clients" • Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately • Research prospects and participate in 'discovery' to determine the banking tools they need to power their business while also identifying opportunities for strategic partnerships.
U.S. Private Bank - Private Banker - Managing Director JPMorgan Chase & CoU.S. Private Bank - Private Banker - Managing DirectorDallas, TXOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorgan Chase & Co. is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Fund Banker - Executive Director JPMorgan Chase & CoU.S. Private Bank - Fund Banker - Executive DirectorDallas, TXAs a National Client Fund Banker, you are responsible for advising Private Equity & Venture Capital Firms on Banking and Lending solutions as well as Cash Management in partnership with local coverage markets. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Personal Banker I - Floater Cullen/Frost Bankers IncPersonal Banker I - FloaterDuncanville, TXThey're empathetic problem-solvers who consistently deliver our kind of banking experience-the kind that makes people want to stop by the bank and say hello. Attend both teller and personal banking training to stay current with information and remain familiar with applicable policies, laws, regulations, and Bank Secrecy Act policies.
Personal Banker I Cullen/Frost Bankers IncPersonal Banker IDallas, TXThey're empathetic problem-solvers who consistently deliver our kind of banking experience-the kind that makes people want to stop by the bank and say hello. Attend both teller and personal banking training to stay current with information and remain familiar with applicable policies, laws, regulations, and Bank Secrecy Act policies.
Personal Banker II Cullen/Frost Bankers IncPersonal Banker IICarrollton, TXUse all opportunities to meet assigned sales goals for deposit and loan products by discussing personal financial needs with customers and present product and service solutions to our customers in which Frost can best serve their needs. They're empathetic problem-solvers who consistently deliver our kind of banking experience-the kind that makes people want to stop by the bank and say hello.
Clearing & Custody Wealth Management Banker Royal Bank of CanadaClearing & Custody Wealth Management BankerTX$120,000–$200,000 / yearThis role is critical to driving the adoption and expansion of our financial products and services amongst Broker-Dealers (BDs) and Registered Investment Advisors (RIAs), helping them better serve their Financial Advisors and clients with innovative lending and banking solutions. The expected salary range for this particular position is $120,000-$200,000, (New York), $99,000-$176,000, (Los Angeles, Chicago), $90,000-$160,000, (Denver, Dallas, Miami) depending on your experience, skills, and registration status, market conditions and business needs.
Portfolio Banker- Asset Based Lending- Vice President JPMorgan Chase & CoPortfolio Banker- Asset Based Lending- Vice PresidentDallas, TXAs an ABL Portfolio Banker within our Capital and Advisory Solutions team, you will be responsible for building and maintaining relationships with clients, managing work emanating from the existing portfolio, developing and monitoring credit analytics, and participating in special project work. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Premier Client Banker- PNC Wealth Management The PNC Financial Services Group IncPremier Client Banker- PNC Wealth ManagementDallas, TXPNC 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.
Banking Relationship Specialist (Senior Relationship Banker) Bank OZKBanking Relationship Specialist (Senior Relationship Banker)Hickory Creek, TexasFull timeJob Purpose & Scope: Responsible for providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Knowledge, Skills & Abilities: Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards) .
Commercial Real Estate Banker III Truist Financial CorpCommercial Real Estate Banker IIIDallas, TXGeneral 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. Banker is the primary point of contact, responsible for maintaining and growing existing client relationships as well as developing new primary relationships in order to deliver revenue growth for the line of business.
Premier Client Banker- PNC Wealth Management PNC BankPremier Client Banker- PNC Wealth ManagementDallas, TexasPNC 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.
NewSVP Commercial Banker I Bank OZKSVP Commercial Banker ISouthlake, TexasFull timeBasic Qualifications: Bachelor’s degree in finance, business, or related field preferred; in lieu of bachelor’s degree, high school diploma or equivalent, plus 1+ years of relevant lending, sales, or business development experience, required. Ability to work effectively and efficiently both as part of a team and independently, while demonstrating effective interpersonal skills with all levels of management and with internal and external stakeholders.
Relationship Banker II Simmons BankRelationship Banker IIDallas, TexasRelationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customers' accounts, and complying with BSA and CIP requirements.
NewRelationship Banker I Simmons BankRelationship Banker IGunter, TexasRelationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customers' accounts, and complying with BSA and CIP requirements.
NewSenior Branch Premier Banker Starwood Wells Fargo BankSenior Branch Premier Banker StarwoodFrisco, TexasThey 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. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
NewSenior Premier Banker 24th and Irving Wells Fargo BankSenior Premier Banker 24th and IrvingIrving, CaliforniaThey 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. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
NewSenior Branch Premier Banker LP (SAFE) Wells Fargo BankSenior Branch Premier Banker LP (SAFE)Grapevine, TexasThey 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. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
NewSenior Premier Banker Melissa, TX, DeNovo Wells Fargo BankSenior Premier Banker Melissa, TX, DeNovoMelissa, TexasThey 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. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Senior Premier Banker Frisco Fields, DeNovo Wells Fargo & CoSenior Premier Banker Frisco Fields, DeNovoFrisco, TXThey 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. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
NewSenior Branch Premier Banker Rockwall TX Wells Fargo BankSenior Branch Premier Banker Rockwall TXRockwall, TexasThey 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. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
NewSenior Branch Premier Banker Irving TX Wells Fargo BankSenior Branch Premier Banker Irving TXIrving, TexasThey 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. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Senior Relationship Banker- Bilingual (Spanish-speaking) Simmons BankSenior Relationship Banker- Bilingual (Spanish-speaking)Dallas, TexasRelationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)’ consumer loan portfolio(s); coach staff(s) (applies only to Sr RB in the absence of an AFCM) to sell and handle consumer loan requests in an effective manner.
Senior Relationship Banker Simmons BankSenior Relationship BankerDallas, TXRelationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)' consumer loan portfolio(s); coach staff(s) (applies only to Sr RB in the absence of an AFCM) to sell and handle consumer loan requests in an effective manner.