- Manage and maintain relationships with clients by providing concierge service, earning client trust, thoroughly listening to understand client needs to develop creative solutions regarding the best lending options available and deliver an exceptional client experience as they are guided through the lending process.
- Generate business results and acquire new lending and depository opportunities, both from existing client base and new client acquisition.
- Generate cross business opportunities such as deposit acquisition in conjunction with lending relationships.
- Strictly adhere to all risk and control policies, regulatory guidelines and security measures.
- Proven sales success and strong business acumen with experience or demonstrated understanding of credit lending, and banking concepts.
- Portfolio to include $50MM Deposit Goal met within 2 years.
- Strong community presence with an established network of related industry referral sources.
- Dynamic and credible professional with the ability to communicate clearly and concisely across multiple levels, as well as with external stakeholders.
- Must exhibit high degree of discretion as relates to safeguarding confidential information.
- Ability to thrive in an independent, entrepreneurial and relatively unstructured environment, with the ability to multi-task and self-prioritize activities then follow-through with an appropriate sense of urgency.
- 7+ years of work experience in Private Banking or Financial Services
- Lending experience
- Bachelor's Degree, required.
- Master's in Business Administration ("MBA"), preferred.
- Chartered Financial Analyst ("CFA") designation, preferred.
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SVP, Private Banker - Dallas, United States - NexBank
Description
Company Overview:
Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the "Bank") is part of NexBank Capital, Inc. (the "Company"), a fully integrated financial services organization that includes a commercial and investment bank. NexBank is a leading regional bank with assets of $15 billion. Our clients include large corporations, real estate investors, middle-market companies, small businesses, and banks as well as some of the largest institutional clients in the capital markets. Our divisions provide commercial banking, mortgage banking, investment banking and corporate advisory services to clients throughout the U.S.
Position Specifications:
The SVP, Private Banker at NexBank provides concierge lending to ultra-high net worth individuals who is collaborative, confident, and motivated to provide a first-class experience to clients at NexBank.This role orchestrates client relationships, assessing their borrowing and treasury management. An ideal employee of NexBank has an entrepreneurial mindset and is constantly challenging themselves to thrive within the Bank's "fewer, better" culture. This role reports to the SVP, Head of Commercial Lending. The Bank is located in Dallas, Texas.
Alternate Titles: SVP, Head of Private Banking; Private Banker, [Director, Managing Director, or Executive Director]
Key Responsibilities:
Skills & Abilities:
Professional Experience & Qualifications:
Compensation and Benefits:
NexBank offers a competitive base salary and bonus based on experience and performance. NexBank offers a generous benefits package that includes an industry leading health insurance plan with no employee premiums or deductibles, for employee or family, employer paid short- and long-term disability, life insurance, dental insurance, and a 401(k) plan with employer match and profit sharing. NexBank also provides free lunch and pantry provisions to employees working on-site. NexBank's talented professionals share a passion for excellence, commitment to teamwork, and pride based on the firm's track record in the banking industry. NexBank is an Equal Opportunity Employer.
