The Anderson Search Group | August 2024 Updates

In the commercial banking sector, it’s crucial to find an employer that not only matches your career aspirations but also aligns with your personal values and professional needs.

If you’re feeling stuck or unfulfilled at your current bank, it might be time to consider a change.

Here we share some key signs that indicate it’s time to start looking for a better commercial bank to work for.

Read the full article here

Quick Tips for Hiring Managers to Ensure an Effective Candidate Interview

Effective interviewing is crucial for hiring managers aiming to identify the best talent for their organizations. At The Anderson Search Group, we are committed to providing our clients and candidates with valuable insights to optimize their hiring processes. Our recruiters are always available as a resource to you. Read More

5 Surprising Questions That Reveal Real Insights About Candidates

Interviews serve as opportunities to determine the potential and character of prospective employees beyond their resumes.
While traditional questions about experience and skills are important, incorporating questions beyond the standard list can provide deeper insights into a candidate’s personality, problem-solving abilities, and cultural fit within the organization. Read More

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.

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

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

Head of Project Management 
New York City, New York

• 10+ years of Product Management experience with a bank or financial institution
• Must have track record of hands-on experience building and managing products in the consumer banking segment: including consumer lending, checking and savings, money market, cash management, treasury management, commercial credit card, and deposits. YOU MUST have direct, hands-on experience developing core consumer/retail lending products or commercial lending products for a bank.
• Must have least 5 years of leadership experience

Business Banking Relationship Manager Nashville, Tennessee

• Credit Training

• Deep connectivity and extensive network in and around Nashville – 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 Nashville
• Must be able to office out of the Madison office

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

Senior Trust Advisor – Houston, Texas

• CFP, CIMA and CTFA
• Successfully managed a book of over $600 million AUM
• Experienced working with clients up to $50 million in size
• Over 15 years of private wealth experience in Houston

Senior Business Banker – Fort Worth, Texas

• Senior Banker with 10+ years of Commercial Banking experience focusing on Business Banking and Middle Market
• Client revenues between $5 million – $150 million
• Average loan production $20+ million annually
• Strong business development skills with centers of influence in Tarrant County
• COI’s: CPA’s, Attorneys, Chamber of Commerce, City Council, University Board Members, Sports and Entertainment events
• Stable Resume

Senior Middle Market Banker – Austin, Texas

• Experience working with client annual revenue sizes up to $250 million – sweet spot is up to $100 million
• Average deal size is $10 million – Largest deal size was $50 million
• Extensive credit structuring skills including credit approval authority up to $10 million
• Leads syndications/participation deals
• Production numbers – First 2 years in Austin
• 2022: $10 million in loan volume
• 2023: $38 million in loan volume
• 8 years of management experience in the Middle Market and Corporate banking segments
• Primary COI’s include CPA’s, Attorneys, banking professionals
• Stable resume – 2 institutions in the past 20 years

Credit Leader – Denver

• 20+ year Market Credit Leader
• Managed up to $2 billion in commitments and approximately 100 relationships
• Served as the first line credit approver leading deal structuring with direct oversight of overall credit administration and portfolio monitoring for the Colorado Middle Market Banking segment
• Supporting Middle Market Commercial Banking Teams with client annual revenues between $100 million – $1 billion
• Experience developing, coaching, and managing both Underwriting and Portfolio Management Teams
• Loan approval authority up to $15 million

Discover Competitive Salaries in Commercial Banking and Private Wealth

Recognized as a leading recruitment firm in commercial banking and private wealth, The Anderson Search Group serves the entire United States, specializing in sourcing essential talent.

To help Commercial Banking and Private Wealth institutions stay competitive and current, The Anderson Search Group has created this guide to assist employers in evaluating and adjusting their compensation rates. By offering attractive remuneration packages, you can improve both retention and hiring efforts. This exclusive report, featuring the most comprehensive market information on the commercial banking and private wealth industry, is available via immediate download.

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