SVP, Private Banking Leader

2 days ago


Dallas, Texas, United States NexBank Full time
NexBank SVP, Private Banker Job Description

Job Summary:

The SVP, Private Banker at NexBank is a high-performing professional responsible for providing exceptional concierge lending services to ultra-high net worth individuals. This role requires a collaborative, confident, and motivated individual who can deliver a first-class experience to clients.

Key Responsibilities:

  • Develop and maintain strong relationships with clients by providing personalized service, understanding their needs, and delivering creative solutions.
  • Generate business results by acquiring new lending and depository opportunities from existing and new clients.
  • Identify and pursue cross-business opportunities, such as deposit acquisition, in conjunction with lending relationships.
  • Ensure strict adherence to risk and control policies, regulatory guidelines, and security measures.

Requirements:

  • 7+ years of experience in Private Banking or Financial Services, with a proven track record of sales success and strong business acumen.
  • Lending experience and a Bachelor's Degree, with a Master's in Business Administration (MBA) and Chartered Financial Analyst (CFA) designation preferred.
  • Strong community presence, established network of industry referral sources, and ability to communicate clearly and concisely across multiple levels.
  • High degree of discretion in safeguarding confidential information and ability to thrive in an independent, entrepreneurial environment.

Benefits:

NexBank offers a competitive base salary and bonus, a generous benefits package, including health insurance, short- and long-term disability, life insurance, dental insurance, and a 401(k) plan with employer match and profit sharing.



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