Current jobs related to SVP, Private Banker - Dallas - NexBank

  • SVP, Private Banker

    3 months ago

    Dallas, United States NexBank Full time

    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,...

  • SVP, Private Banker

    3 months ago

    Dallas, United States NexBank Full time

    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,...

  • SVP, Private Banking Leader

    1 day ago

    Dallas, Texas, United States NexBank Full time

    {"Job Title": "SVP, Private Banker", "Company Overview": "NexBank is a leading regional bank with assets of $15 billion, providing commercial and investment banking services to clients throughout the U.S.", "Position Specifications": "The SVP, Private Banker at NexBank provides concierge lending to ultra-high net worth individuals, orchestrating client...

  • Private Banker

    3 months ago

    Dallas, United States Dallas Capital Bank Full time

    Job DescriptionJob DescriptionDallas Capital Bank provides premier banking services to entrepreneurs, business owners, family offices, and professionals within the Dallas community. Our focus is on market-leading products and financial solutions, all while providing exceptional personal service. We are Dallas bankers serving Dallas businesses, invested in...

  • Private Banker

    3 weeks ago

    Dallas, United States Dallas Capital Bank Full time

    Job DescriptionJob DescriptionDallas Capital Bank provides premier banking services to entrepreneurs, business owners, family offices, and professionals within the Dallas community. Our focus is on market-leading products and financial solutions, all while providing exceptional personal service. We are Dallas bankers serving Dallas businesses, invested in...

  • Private Wealth Banker

    4 weeks ago

    Dallas, United States Bank of Oklahoma Full time

    Req ID: 75387 Location: Dallas -DAL Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 09/15/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Wealth, Banker, Private, Relationship Manager, Brokerage, Financial

  • SVP Private Client Services Operations

    4 months ago

    Dallas, United States Anew Recruiting Full time

    Job DescriptionJob DescriptionSVP, Private Client Service Practice ManagerHybrid in:Dallas, Chicago, BoulderRIA Experience requiredOur client, founded in 1999, is now among the Top 30 Financial Planning, Estate/Trust Planning, Alternate Investment Planning, and Tax Advisory/Preparation companies in the US. With $11B+ AUM, this is an incredible opportunity to...

  • Senior Private Wealth Banker

    3 months ago

    Dallas, United States BOK Financial Full time

    Req ID: 74998 Location: Dallas -DAL Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 05/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc....

  • Senior Private Wealth Banker

    4 months ago

    Dallas, United States BOK Financial Full time

    Req ID: 74998 Location: Dallas -DAL Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc....

  • UHNW Private Banker SAFE Act Specialist

    7 minutes ago

    Dallas, Texas, United States Citigroup Inc Full time

    Job SummaryCiti is seeking a highly skilled UHNW Private Banker to join our team in Dallas, Texas. As a key member of our Private Client Coverage group, you will be responsible for developing and deepening client relationships, creating tailored wealth management strategies, and delivering exceptional client service.Key ResponsibilitiesGrow client net...

  • Community Mortgage Banker

    4 months ago

    Dallas, United States Bank of Texas Full time

    Summary You're an experienced mortgage banker with an established client base who isn't afraid to hunt new business. You value a company whose focus is on providing your clients with full-service financial offerings and recommending the right BOK Financial products at the right time. To achieve this, you build relationships, both externally in your...

  • Senior Vice President, Wealth Management

    3 weeks ago

    Dallas, Texas, United States NexBank Full time

    Company Overview:NexBank, established in 1922 and based in Dallas, Texas, operates as a prominent financial services entity under NexBank Capital, Inc. This organization encompasses both commercial and investment banking services. With assets totaling $15 billion, NexBank serves a diverse clientele, including large corporations, real estate investors,...

  • Senior Vice President, Wealth Management

    2 weeks 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,...

  • Senior Vice President of Private Banking

    3 weeks ago

    Dallas, Texas, United States NexBank Full time

    Company Overview:NexBank, established in 1922 and based in Dallas, Texas, operates as a key player in the financial services sector under NexBank Capital, Inc. This fully integrated organization encompasses both commercial and investment banking. With assets totaling $15 billion, NexBank serves a diverse clientele, including large corporations, real estate...

  • Senior Vice President of Private Banking

    2 weeks ago

    Dallas, Texas, United States NexBank Full time

    Company Overview:NexBank, established in 1922 and based in Dallas, Texas, is a prominent entity within NexBank Capital, Inc., a comprehensive financial services organization that encompasses both commercial and investment banking. With assets totaling $15 billion, NexBank serves a diverse clientele, including large corporations, real estate investors,...

  • Personal Banker I

    1 month ago

    Dallas, United States BOK Financial Full time

    Req ID: 75320 Location: Dallas -DAL Areas of Interest: Consumer Banking; Consumer Banker Pay Transparency Salary Range: Not Available Application Deadline: 09/07/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment...

  • Senior Private Banking Specialist

    3 weeks ago

    Dallas, Texas, United States BOK Financial Full time

    Position Overview:The Senior Private Wealth Banker plays a crucial role in the financial landscape, primarily focusing on the origination and management of a diverse range of commercial and personal loans, both secured and unsecured, which often present unique complexities.Key Responsibilities:Engage in strategic planning and actively seek out, assess,...

  • Relationship Banker II

    2 days ago

    dallas, United States CrossFirst Bank Full time

    Exceeding $7 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas, Missouri, Oklahoma, Texas, Colorado, New Mexico, and Arizona. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing and best performing banks in the country while achieving and maintaining...

  • Relationship Banker II

    3 days ago

    Dallas, United States CrossFirst Bank Full time

    Exceeding $7 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas, Missouri, Oklahoma, Texas, Colorado, New Mexico, and Arizona. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing and best performing banks in the country while achieving and maintaining...

  • Relationship Banker II

    3 days ago

    Dallas, United States CrossFirst Bank Full time

    Exceeding $7 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas, Missouri, Oklahoma, Texas, Colorado, New Mexico, and Arizona. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing and best performing banks in the country while achieving and maintaining...

SVP, Private Banker

4 months ago

Dallas, United States NexBank Full time

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:

  • 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.


Skills & Abilities:

  • 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.


Professional Experience & Qualifications:

  • 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.


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.