The Anderson Search Group | September 2024 Updates

Commercial banks today face a complex landscape, where they must navigate immediate challenges while positioning themselves for long-term growth. This balancing act is critical to their success in an environment marked by heightened regulatory scrutiny and rapid technological advancements.

At The Anderson Search Group, we understand the unique pressures faced by financial institutions and offer insights to help them thrive. In this article, we take a closer look at how commercial banks are addressing these challenges and setting the stage for future growth.

Read the full article here

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Uncovering the Right Fit: 3 Surprising Questions for Commercial Banking and Private Client Advisor Candidates

Finding the right candidate goes beyond assessing experience, skills, and qualifications. To truly gauge a candidate’s suitability for your team, it’s crucial to delve deeper into their character and potential. Traditional interview questions often fall short in revealing these aspects. Read More

Private Banking Relationship Manager
Denver, Colorado

• Formal Credit Training
• 5+ years experience in custom credit/tailored credit underwriting and/or structuring for high-net-worth individuals
• Experience managing a portfolio of custom credit/tailored credits and engaging clients

Treasury Management Sales Officer
Houston, Texas

• 3+ years of successful treasury management sales experience
• Proven track record for exceeding revenue and new deposit goals
• CTP preferred but not required

Senior Vice President, Regional
Executive Community Banking
Houston, Texas

• 4+ years of proven success driving sales, loan and deposit growth for multiple retail bank branches
• Deep understanding and network in and around the Houston market
• Strong track record in coaching, hiring and retaining talent, and branch operations

Vice President Commercial Relationship Manager
East Valley, Arizona

• Formal Credit Training and/or underwriting experience
• 5+ years experience as a C&I Commercial Banking Relationship Manager
• Proven track record and ability to generate $15 million in new loans, $3 million in deposits, and $150K+ in fees annually using their own centers of influence
• Must live in the East Valley or be extremely familiar with market and be able to office there

Private Banker
Houston, Texas

• Series 7 and a clean U4
• Elite sales experience and ability to demonstrate a network of COI’s in Houston giving them access to HNW and UHNW individuals and families
• 5+ years wealth management and/or private banking experience

Business Banking Relationship Manager
Miami Beach, Florida

• Credit Training

• Deep connectivity and extensive network in and around Miami – MUST be able to source their own new loans and deposits and demonstrate a proven track record for new business development in the market
• Proven experience and track record sourcing C&I and CRE loans up to $1 million in size and with companies $5 million in annual revenue and below
• 2+ years business banking experience in Miami

Treasury Management Sales Officer – Houston, Texas

• 3+ Years of Treasury Management Sales Experience with clients up to $2 billion in annual revenues
• Experience as Corporate and Industrial Corporate Banking Associate/Junior RM
• Goal for 2023 for total production revenue actualized was $1.1 million and he was 156% to goal
• Goal for this year total production revenue actualized is $1.3 million and he is already at $1.4 million
• Supports 11 bankers in commercial and middle market
• Prides himself on being proactive in growing his portfolio

Commercial Banking Executive – Dallas, Texas

• 25 Years Commercial/Middle Market C&I Experience
• Experience as a bank examiner
• 12+ years Commercial/Middle Market C&I Leadership in Dallas and Fort Worth
• While Dallas Market Executive for a former bank, fundings grew from $300 million to over $1 billion in 7 years
• While Dallas Market Executive for another former bank, had double digit revenue growth goals every year and never missed a goal for 3.5 years
• Chairman’s Club Award Winner for three consecutive years
• Can put a team together if needed
• Client revenues range from $50 million to $500 million

Wealth Advisor – Houston, Texas

• 10+ Years of Wealth Management Experience in the Houston Market
• Average client size is $5 million in investable assets
• Throughout his career he has been successful at winning new wealth management business and gathering AUM
• He brought in $18 million in AUM this past year
• He Brought in $50 million in AUM in 2 previous years
• Opened a Houston office and grew AUM by $300 million in 3 years
• Strong relationships with Attorney’s, CPA’s, Investment Bankers, and Insurance Professionals

Middle Market/Corporate Banking Producing Leader – Phoenix, Arizona

• 22+ Years of Commercial, Middle Market, Mid-Corp, Large Corp Banking Experience in Denver, San Jose, San Francisco and Phoenix
• 13 Years of Middle Market/Mid-Corp/Corporate Banking Leadership Experience
• Target prospects and clients $50 million in annual revenue up to $5 billion+
• Grew revenue by $15 million annually in four years in Denver while solo producing $175 million vs a goal of $65 million in 2012, $110 million vs goal of $75 million in 2013 and $131 million vs a goal of $65 million in 2014
• Grew portfolio from $500 million in commitments to over $2 billion in commitments and increased revenue over 200% in 2.5 years in San Jose/San Francisco and East Bay while solo producing $180 million vs a goal of $75 million in 2015 and $255 million vs a goal of $75 million in 2016
• Grew portfolio from $0 to over $18 million annually in revenue in 4 years in Phoenix

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

Curious about competitive salaries in Commercial Banking and Private Wealth?

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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