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Senior Vice President, Wealth Management

2 months ago

Dallas, Texas, United States NexBank Full time

Company Overview:

NexBank, established in 1922 and based in Dallas, Texas, operates as a part of NexBank Capital, Inc., a comprehensive financial services entity encompassing both commercial and investment banking. With assets totaling $15 billion, NexBank serves a diverse clientele, including large corporations, real estate investors, middle-market firms, small enterprises, and major institutional clients within the capital markets. Our divisions specialize in commercial banking, mortgage services, investment banking, and corporate advisory solutions across the United States.

Position Overview:

The Senior Vice President, Private Banker at NexBank is responsible for delivering tailored lending solutions to ultra-high net worth clients. This role demands a collaborative, confident individual who is dedicated to providing an exceptional client experience. The SVP will manage client relationships, evaluating their borrowing and treasury management needs. An ideal candidate will possess an entrepreneurial spirit and continuously strive for excellence within NexBank's distinctive culture. This position reports directly to the SVP, Head of Commercial Lending.

Key Responsibilities:

  • Foster and sustain client relationships through personalized service, building trust, and attentively addressing client needs to devise innovative lending solutions, ensuring a seamless experience throughout the lending process.
  • Drive business growth by identifying and securing new lending and deposit opportunities, both from the existing client base and through new client engagement.
  • Facilitate cross-business opportunities, such as deposit acquisition, in alignment with lending relationships.
  • Adhere strictly to all risk management policies, regulatory requirements, and security protocols.

Skills & Qualifications:

  • Demonstrated sales success and strong business insight, with experience or a solid understanding of credit lending and banking principles.
  • Proven ability to meet a $50MM deposit goal within a two-year timeframe.
  • Established community presence with a robust network of industry referral sources.
  • Dynamic and credible professional capable of clear and concise communication across various levels and with external stakeholders.
  • Exhibit a high degree of discretion in handling confidential information.
  • Ability to excel in an independent, entrepreneurial, and somewhat unstructured environment, with the capability to prioritize multiple tasks and follow through with urgency.

Professional Experience:

  • Minimum of 7 years of experience in Private Banking or Financial Services.
  • Experience in lending is essential.
  • Bachelor's Degree is required; an MBA is preferred.
  • Chartered Financial Analyst (CFA) designation is advantageous.

Compensation and Benefits:

NexBank offers a competitive salary and performance-based bonuses. Our comprehensive benefits package includes an industry-leading health insurance plan with no premiums or deductibles for employees and their families, employer-paid short- and long-term disability, life insurance, dental coverage, and a 401(k) plan with employer matching and profit sharing. Additionally, NexBank provides complimentary lunch and pantry provisions for on-site employees. Our team is committed to excellence, teamwork, and pride in our strong track record within the banking sector. NexBank is an Equal Opportunity Employer.