The Anderson Search Group | April 2024 Updates

With one quarter in the books for 2024, our firm is seeing a gradual return to clients seeking elite commercial banking talent at all levels. The demand for HNW/UHNW business developers and relationship managers remains as high as ever. If you have collected your bonus and are contemplating making a move or your team is in need of game changing talent, contact us now.

Jeremy Anderson | President & CEO
Connect on LinkedIn | About Jeremy

How AI is Going for Bankers in 2024

As we venture deeper into 2024, the journey towards full AI integration within the banking sector reveals a landscape marked by cautious optimism, groundbreaking advancements, and a keen awareness of the challenges ahead. A recent survey conducted by Arizent, publisher of American Banker, offers a revealing snapshot of how AI is being embraced and applied… Read More

Why Downtime Matters for Bankers

In banking, the importance of downtime cannot be overstated. The Mayo Clinic has highlighted the severe consequences that ongoing stress, without sufficient rest, can have on our health. This stress, when unaddressed, not only leads to burnout but can also have a profound, negative impact on our physical and mental well-being. Read More

Senior Commercial Credit Underwriter –
Dallas, Texas

• Formal Credit Training
• 3+ years experience underwriting C&I loans $5 million to $25 million in size (this includes owner occupied commercial real estate)
• 1+ years underwriting Sponsor Finance and/or Private Equity Backed loans, Leveraged Finance/Lending

Senior Vice President, Regional
Executive Community Banking –
Nashville, Tennessee

• 4+ years of proven success driving sales, loan and deposit growth for multiple retail bank branches
• Deep understanding and network in and around the Nashville market
• DeNovo or new territory retail bank expansion growth initiative experience
• Strong track record in coaching, hiring and retaining talent, and branch operations

First Vice President, Commercial Banking –
Los Angeles, California

• 7+ Years C&I lending experience in and around Los Angeles
• Formal credit training and stellar credit skills
• Proven ability to generate their own new business using an external network and centers of influence

Director, Private Banking –
Little Rock, Arkansas

• 7+ years private banking/private client operational and leadership experience
• Demonstrated ability to successful design, launch and operate the private bank/private client platform for a bank – build out private bank playbook, build out policies and procedures, dashboards/KPI’s
• CFP strongly desired
• Role is based in Little Rock, Arkansas – must either live there or be able to relocate there – no remote or hybrid

Wealth Advisor – Houston, Texas

• 7+ years wealth management experience focused on new business development in Houston in the HNW/UHNW space
• CFP preferred but not required
• Must be hold series 7 and 66 and Texas Life and Health Insurance with clean U4
• Client prefers a candidate with a portable book over the first 2-4 years

Senior Managing Director Private Banking –
Houston, Texas

• Formal Credit Training or Credit Analysis/Underwriting experience in commercial and/or private banking
• 10+ years private banking experience in the Houston Market
• Proven track record of developing new custom credit/tailored credit, private banking loans and deposits via their own external COI’s/network

30+ year Commercial/Corporate Banker covering Miami and South Florida

• Portfolio includes participations/syndications and working capital lines of credit
• $130 million in loan commitments
• $100 million in loan outstandings
• Consistently self-sourcing $30 million – $40 million in loan volume annually and $10 million in deposits
• Client base consists of specialized industries, insurance businesses, electronics businesses, import/export companies, manufacturers, real estate investors, and merchant services businesses
• Client size is $50 million – $500 million

Dallas Wealth Advisor

• Consistently self-sourcing $12 million – $17 million in new AUM annually and $3 million – $5 million in deposits
• Circles of influence consist of board associations, Vogel Alcove, SMU Alumni Network, estate planners and high end real estate executives
• Average client size is $2 million – $3 million in AUM
• Clients consist of attorneys, business owners (current and retired), physicians, real estate professionals, and some serial entrepreneurs

Tampa C&I Middle Market Executive and Team

• 20+ year Commercial Banking Veteran
• Successfully launching and leading middle market teams in the Tampa area for the past 9 years
• Profitability achieved within the first 12 months
• Team portfolio exceeded $300 million in loans and $75 million in deposits within the first 18 months
• 50-50 mix of C&I and CRE
• Diverse client base including local sponsored CRE, C&I businesses, Private Equity & Family Office owned companies
• The team’s target market is companies between $15 million and $250 million in annual revenues
• Team includes 2-5 bankers

Challenge

First State Bank of Uvalde, a $1B+ Super Community Bank located in Uvalde, Texas, needed to identify a talented, senior commercial banker outside the market, who was open to relocation and able to take over a large book of business as well as assist in growing the bank. This proved especially difficult as the search would be kicking off immediately following the tragic school shooting at Robb Elementary.

Solutions

First State Bank of Uvalde retained The Anderson Search Group because of their extensive network of commercial lenders across the country to find the ideal candidate willing to relocate for this difficult search.

Results

Due to an aggressive canvassing of talent and precise qualifying, The Anderson Search Group was able to identify the ideal candidate qualified and excited about relocating to Uvalde to take over the book of business, help the bank grow, and make a positive impact on the community. The Anderson Search Group also volunteered to donate a portion of their fee to the Robb Elementary Memorial Fund.

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For Clients –

Winning the War for Talent

Prior to your start date, review this video designed to accelerate your on boarding process and quickly establish rapport and credibility. We are pleased to offer this video to our clients and candidates and is part of our search process. Our recruiters are always available as a resource to you. Read More

For Candidates –

Your First 30 Days

Prior to your start date, review this video designed to accelerate your on boarding process and quickly establish rapport and credibility. We are pleased to offer this video to our clients and candidates and is part of our search process. Our recruiters are always available as a resource to you. Read More

Challenge

In an effort to take their Trust and Wealth Division to the next level through exceptional customer service and enhanced business development, one of the top Super-Community banks in the country, over $25bn in assets and ranked at top of their class in performance, needed to identify an elite Wealth Management Executive to lead this expansion.

Solutions

Client engaged The Anderson Search Group because of their extensive network of Private Wealth Management Executives across the country to find the ideal candidate matching an extremely specific search criteria and also able to relocate to their headquarters.

Results

Due to an aggressive canvassing of talent and surgical qualifying, The Anderson Search Group was able to identify, qualify and present the ideal candidate well within the desired timeline.

Read More

We are a Boutique Commercial Banking and Private Wealth Executive Search Firm specializing in placing elite commercial banking and private wealth talent with the nation’s finest financial institutions.

www.andersonsearch.com