The Anderson Search Group | March 2024 Updates

Addressing Talent Sourcing Challenges in Financial Institutions

The ability to attract and retain a diverse and skilled workforce is paramount. The initiatives by Suncoast Credit Union, Alliant Credit Union, and Spokane Teachers Credit Union serve as exemplary models of how embracing change and fostering inclusivity can lead to a more dynamic and robust workforce. These strategies offer a roadmap for success, ensuring that financial institutions.. Read More

The Wealth Market is Shifting in Private Banking

The global wealth landscape is undergoing a monumental shift, with Asia emerging as the epicenter of affluence and radically transforming the private banking sector. A report from the Boston Consulting Group underscores this trend, projecting that Asia will eclipse the US in financial wealth by 2025, marking a pivotal moment in the global distribution of wealth. Read More

Director of Client Engagement and Deposit Strategy –
Uvalde, Texas

• 7+ years deposit gathering, treasury management/cash management sales experience
• Proven track record for expanding and deepening existing deposit relationships
• Prior government, institutional/public fund deposit experience preferred
• Ability to relocate to Uvalde, Texas

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

Senior Vice President, Commercial Lender –
Uvalde, Texas

• 7+ years C&I and CRE lending experience – prefer a generalist.
• Solid credit skills and/or formal credit training or underwriting experience
• You will inherit a $30 million, clean portfolio of loans
• Focus on CRE deals $1 million – $10 million but can do larger
• Take advantage of extensive credit/portfolio support and dedicated loan assistant
• With an aging executive team, there are true paths to leadership for someone who can prove themself

Treasury Management Director – Indianapolis, Indiana

• 20 years of combined experience in Commercial Lending, Treasury Management, and Leadership.
• Presently leading the Treasury line of business at a $9B privately owned bank.
• Currently manages a team of 4 Sales Officers supporting 5 markets consisting of 60 branches and 60 lenders.
• Team exceeded net deposit growth goal by $30MM last year.
• This year, the team is on track to exceed net deposit goal of $250MM.
• As a Business Banker was the in the mid C&I space – $3M – $5M loans, always meeting or exceeding goal expectations.

Wealth Advisor –                                           San Francisco, California

• 25+ years of business development experience in the UHNW, Wealth Management space
• Average client size is $10 million+ in investable assets
• Acts as the quarterback of the team for wealth management relationships, developing business in investments, credit, and trust/estate planning
• Successfully built a portfolio of $250 million in assets, in under 3 years – 100% self-sourced
• COI’s consist primarily of business owners, CPA’s, attorneys
• Base $210K

Commercial Banking Manager –                 Dallas, Texas

• 14+ year Commercial Banking Executive – building and managing successful Commercial Banking teams looking to relocate to Dallas
• Transformational leader specializing in strategic growth, operational improvements, local territory penetration and development, and building a results-centered, internal culture
• Expert in Middle Market C&I Commercial Banking
• Managed $225 million loan portfolio and $100 million deposit portfolio
• Innovated, developed, and implemented ROI focused Go-To-Market commercial lending business strategies that consistently exceeded expectations
• Part of Senior Management Team facilitating overall bank growth from $700 million in assets to $1.1 billion in assets in under 7 years
• Achieved core customer commercial loan growth while leading an increase in core commercial deposits by 100% or $50 million over 6 years
• Qualified for a Chief Banking or Chief Lending Officer role
• Deep knowledge of the inner workings of the Mortgage Division – Secondary Market, Warehouse line of credit, regulations, products, etc.

Treasury Management Leader –           Denver, Colorado

• Highly experienced Treasury Management Consultant with a rare ability to self source her own business, identify opportunities in credit and wealth management, and cross sell bank products across multiple business lines
• Experienced in leading high-performing treasury management teams across multiple geographical regions
• 2023 Production: Met goals by 150%; $400k in fee-income, $45 million in deposits
• Client size is Middle Market $25 million+
• COI’s: CPA’s, Attorney’s, Healthcare professionals, existing clients
• Formally credit trained, loan officer/relationship manager background
• Base $150k, Bonus 20%

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.
Learn More

For Candidates – 

Effective Resume Prep

This 5-minute video will help you create an effective resume. A great resume won’t land you your next position, but it could cost you the opportunity to even be considered! This video will help make resume preparation a less daunting task, and provide some tips for format and content to help get you started. Learn 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