The Anderson Search Group
Published
May 30, 2023
Location
Dallas, Texas
Category
Default  
Job Type

Description

The Anderson Search Group has been retained to identify a Private Banker for one of the Top Regional Super-Community Banks in the nation.  This is an opportunity to help build the private banking market in Dallas for an organization with an amazing culture and nimble credit process to compete with big banks but without the big bank headaches.

Client:

  • Established over 150 years ago
  • Super-Community Bank pairing large bank products with deep local market knowledge
  • 42nd largest US Bank with $33bn+ in assets
  • $9.0bn Market Cap ranking 17th among US Banks
  • Named among America’s Best Banks by Forbes for 13 consecutive years
  • Named to Newsweek’s Americas Best Banks in 2021 for Best Customer Service
  • During the last 15 years, the company’s annualized total shareholder return was 10.3% compared to the NASDAQ bank return of 4.7%
  • 2021 marked the 53rd consecutive year of dividend growth

Benefits:

  • Full medical, dental, vision – PPO/POS or Consumer Driven Health Plan (CDHP)/HSA
  • Paid volunteer time off (8 hours per year)
  • Vacation purchase plan - up to an additional 40 hours of vacation available to purchase annually
  • 4 voluntary Employee Resource Group’s (ERG’s)- multi-cultural, early career professionals, early career for women, and LGBTQ
  • Ambassador Program- each new team member at the bank is assigned an Ambassador/friend to help with transition to a career at Commerce
  • E2E Employee assistance program- volunteer non-profit that assists team members under financial hardship (application based)

The Ideal Candidate Shall Possess:

  • 7+ years business development and relationship management experience with HNW/UHNW individuals and families in the Dallas market
  • Extensive external network connected to the pockets of wealth in the Dallas market - must be able to open doors for the bank
  • Credit Training and Custom Credit experience preferred but not required
  • Proven ability to bring in not just loans and deposits, but also fee based wealth management business as well

 

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