The Anderson Search Group | July 2023 Updates

Creating A Compelling Employer Brand: A Key Strategy for Attracting Top Talent in Banking

With the demand for top talent in the financial business, it is important for commercial banks to worry about how their brand is perceived by their employees and the outside world.

A LinkedIn Ability Arrangements report shows that companies with dependable business brands experience a 28% decrease in worker turnover. Read More

What Distinguishes Top-Level Private Bankers from the Rest?

The top private bankers leverage the expertise of their research team to analyze market trends, identify investment opportunities, and provide insightful recommendations to their clients. Let’s explore the factors that distinguish top-level private bankers from others.

But what factors distinguish top-level private bankers from others? Let’s explore. Read More

Commercial Real Estate Lender –          Yuma, AZ

• Formal Credit Training
• Minimum of 5 years of commercial real estate production experience
• Proven track record for meeting and exceeding annual production goals
• Ability to relocate to Yuma

Private Banker –
Dallas, TX

• 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

Private Banker –
San Antonio, TX

• Formal credit training or experience in HNW custom credit strongly preferred
• 3-5 years business development experience in wealth management focused on HNW clients over $1 million in net-worth leading with planning, trust/estate-planning, credit or investment management
• Entrepreneurial mindset and work ethic
• Extensive network in San Antonio able to refer you to HNW families

Senior Relationship Manager UHNW
Wealth Management –
Philadelphia, PA

• 20+ years experience in business development and relationship management with UHNW clients – preferably $25 million+ in size

• Proven ability to drive and grow an existing book of business
• CFP or CFA preferred but not required – in depth understanding of wealth planning is required
• Proven success in dealing with business owners selling their businesses

Private Banking Credit Analyst in Dallas, TX

• Executes the end-to-end credit process, providing customized credit solutions for UHNW clients, including underwriting and portfolio management
• Personally analyzes, manages, and underwrites over $550M in total commitments covering 27 UHNW relationships
• In totality, their team manages over $2B in commitments with over 50 UHNW, wealth management relationships
• Collateral ranges include but are not limited to yachts, jets, cars, residential properties, oil & gas, concentrated stock, securities, private stock, and art
• Currently supports 5 lenders simultaneously
• Masters degree in Finance from Southern Methodist University
• Highly recommended client referral
• Target compensation: $80K

Commercial Lender in Bellingham, WA

• 19 years of banking experience focused on commercial lending: generalist, C&I, CRE, and ABL
• Experienced in most types of loans including, but not limited to, C&I working capital, ABL and borrowing bases, equipment, combined equipment and real estate, owner-occupied, SBA, draw down lines, multi-family, investment properties, syndicates
• Self sources an average of $10M-15M in loans and $10M-$15M in deposits annually
• Formally credit trained with experience originating, structuring, and underwriting
• Recent Accolades: 2020 District Lending Winner, 2019 District Treasury Management Winner
• Target compensation base: $135K

Middle Market Lender in Los Angeles Metropolitan Area

• Time in lending: 15+ years experience
• Formally credit trained
• Client size: $30M – $200M but does have larger clients in the portfolio
• Types of deals: C&I and Owner Occupied Real Estate and has done some Investor Real Estate
• Annual production: Annual production has been around $30M and deposits have been around
• $10M – business is 100% self sourced
• Book size: 183M in loans and 165M in deposits
• Brought in 25 new relationships in roughly 4.5 years
• Currently focused on Inland Empire but does have clients in Orange County

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