The Anderson Search Group | December 2023 Updates

Key Trends in Commercial Banking for 2024

The commercial banking sector is set for a significant evolution in 2024.

As we move into 2024, these five key trends indicate a banking sector that is more digital, customer-focused, and efficient. Embracing these changes will be key for banks to remain competitive and meet the evolving needs of their customers. Read More

Commercial Banking vs. Investment Banking – Which Career to Pick?

In the world of finance, two prominent career paths often come to mind – commercial banking and investment banking. Both offer unique opportunities for individuals seeking a challenging and rewarding profession in the financial sector. However, understanding the key differences between these two paths is crucial for aspiring professionals to make an informed decision. Read More

Senior Private Banker
Chicago, Illinois

• Formal Credit Training
• 10+ years experience in custom credit underwriting and structuring for high-net-worth individuals and 3+ years developing new business in the high net worth arena focused on loans, deposits, investment AUM and planning.
• Proven track record and ability to bring in HNW new loans, deposits, investment AUM and planning revenue using their own external centers of influence – not relying on internal referrals.
• Entrepreneurial spirit and drive to build a business.
• Well rounded, holistic approach to HNW wealth management solution selling – we are not interested in candidates ONLY focused on a single area of wealth – must be able to sell all solutions.
• Community and board involvement with pockets of wealth in and around the Chicago market.

Senior Private Banker-
San Francisco, California

• Formal Credit Training
• 10+ years experience in custom credit/tailored credit underwriting and/or structuring for high-net-worth individuals and 3+ years developing new business in the high net worth arena focused on loans, deposits, investment AUM and planning.
• Proven track record and ability to bring in HNW new loans, deposits, investment AUM and planning revenue using their own external centers of influence – not relying on internal referrals.
• Entrepreneurial spirit and drive to build a business.
• Well rounded, holistic approach to HNW wealth management solution selling – we are not interested in candidates ONLY focused on a single area of wealth – must be able to sell all solutions.
• Community and board involvement with pockets of wealth in and around the San Francisco market.

Sr. Vice President – Market Executive –
Charlotte, North Carolina

• 5 years+ experience managing and growing 5+ retail branch locations
• Proven ability to coach branch managers and improve loan and deposit balances of multiple retail locations
• Ability to travel between multiple locations in Charlotte, NC
• Deep connectivity and knowledge of the Charlotte community
• High energy and entrepreneurial spirit

Wealth Advisor –
Salt Lake City, Utah

• Clean U4 and Series 7, 6 and 63 or 66, and Life and Health Insurance
• CFP preferred but not required
• Proven ability to have built their own book of business to at least $60 million AUM in fee based business
• Portfolio of clients $750K and up in net worth
• Will consider out of market candidates wishing to relocate to Salt Lake City as long as there are ties to the community ie went to school there, family there etc.

Private Banker – Austin

• 4 years in private banking and an additional 7 in private client and financial advisory experience.
• 2023 Y2D production is $22.2 million in deposits, and $12.8 in loans.
• 2022 production: $16.6 million in deposits, and $30.5 million in loans.
• Works with a lot of young professionals in the Austin market as they grow their practice.
• Westlake Austin is his area of expertise and clientele.
• Fully licensed and wealth strategist certified.

Private Banker – Houston

• 5.5 years of private banking and lending experience, focusing more on investments and looking to transition into a full advisor seat.
• Certified Wealth Strategist.
• Production for 2023: $17 million deposits, $13-14 million loans, $7 million AUM, looking to close out $10 million.
• Current Portfolio: $250 million AUM, 60% deposits, $150 million in loans.

Business Developing Trust Officer with National and International Experience Open to Remote Work

• Process of Business Development:
  • Marketing to referral sources – attorneys, CPAs, RIAs, etc.
  • Cold calling
  • Attends multiple conferences
  • He is apart of a number of organizations (ADA, ATFA, member of STEP, chair of STEP, Delaware Bankers for Trust and estates, very networked in locally (Philly/Delaware), across the mid-atlantic, nationally and internationally
• Production:
  • 2022: $1.4MM
  • 2021: $1.6MM
  • 2020: $1.4MM
  • Been consistency over 1M+ in revenue YOY
• Additional insight:
  • He has been with the same company for 10 years

For Clients – Components of Relocation

As your recruiter, we will walk through each step of this with both you and a prospective hire, but this video can be shared with others on the team involved in the hiring process so they also understand the granular details of relocation. Learn 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. Learn More

About The Anderson Search Group

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