Trevis Hulse Email & Phone Number

Tulsa, Oklahoma, United States

CrossFirst Bank was founded to bring a level of service and trust to banking that can only be described as extraordinary. The CrossFirst brand stands for a commitment to pursuing excellence in banking and building trusted relationships with our employees, clients, shareholders, strategic partners and communities.In my current role as the Managing Director over Private Banking, I lead an outstanding team of diverse and amazing individuals. Together we are committed to serving people in extraordinary ways. Our goal is to continually focus on our Clients, Culture, and Community. Some of my responsibilities include ensuring bank operations are functional and exceed client expectations. I respect and know how important my client's personal interests are. They experience an array of convenient services at their fingertips to fulfill personal banking needs and accomplish financial goals. My team and I are committed to client financial wellbeing. I'm proud to create sophisticated financial custom solutions and communicate them to our clients with a clear strategy gathered from seasoned experience. Curious to learn more about CrossFirst Bank? Visit www.crossfirstbank.com for more information today.

Tulsa, Oklahoma Area

Delivered depository and lending solutions to high-net-worth clients.Serviced those relationships while seeking opportunities to introduce other Private Bank wealth advisors to deliver a full Bank of Oklahoma. Also experienced within the Wealth Management field.

Tulsa, Oklahoma Area

Managed various Private Banking responsibilities.Worked to continually develop relationships with clients.

Tulsa, Oklahoma, United States

Managed a team of 10 Private Bankers and 3 Sales Assistants covering the Dallas, Addison and Fort Worth markets.Recruited to start the Fort Worth Private Banking market and recruited 5 Private Bankers and one sales assistant.Ranked #1 overall nationally in 2008.Ranked #1 in revenue growth in 2008Ranked #1 in Investment production in 2008.Ranked #2 in new client acquisition in 2008.Consistently ranked in the top 5 nationally for financial performance.Top qualifier for “Back to Basics” deposit campaign.

Tulsa, Oklahoma, United States

Managed a team of 20 Client Managers that develop and maintain important revenue-generating affluent client relationships.Rebuild underperforming team in Fort Worth, TexasPartnered with the Retail Bank and developed top Personal Bankers for Premier Banking opportunities.Expanded a team of 8 Client Managers to 20 Client Managers in 12 months.Responsible for growing the total portfolio from $900 million to $1.6 billion. Consistently rank among the top 10% nationally for organic deposit growth.Ranked in the top 25% in 2007 and ranked as high as #5 out of 128 markets for overall performance.Overall responsibility for maintaining a $450 million investment portfolio, $600 million deposit portfolio and a $550 million credit portfolio. Credit champion for the Texas/Oklahoma/New Mexico market.Developed partnerships for growth leader for Fort Worth, West Texas, Oklahoma and New Mexico. Built partnerships between Retail, Business Banking and Wealth groups.Spirit Award of Excellence winner and #1 Market Manager in the Midwest.

Tulsa, Oklahoma, United States

Recruited to start new Business Banking/Affluent portfolio.$500K lending authority.Acquired new business banking clients through cold calling, client referrals and Retail Bank referrals.Analyzed tax returns and financial statements for credit approval.Implemented Baker-Hill underwriting software. Developed retail bank referral process’.

Tulsa, Oklahoma, United States

Managed a team of 15 Client Managers and 8 Sales Assistants that develop and maintain important revenue-generating affluent business clients in Oklahoma, Arkansas, SW Missouri and SE Kansas.Acquired underperforming team and eventually ranked among the top 3 in the Central Region.Responsible for recruiting and coaching top performers.Overall responsibility for maintaining $800 million credit and deposit portfolio.Transitioned team from unit based sales production to revenue based production.Reviewed declined credit request for potential overrides or restructuring.

Tulsa, Oklahoma, United States

Acquired and developed revenue generating affluent business clients. Consistently exceeded goals in all areas including deposits, credit, client acquisition and treasury management.Ranked in the top 5% nationally for overall performance.2001 Presidents Club winner.Developed internal and external referral sources.

Tulsa, Oklahoma, United States

Recruited to take over underperforming banking center and increased performance within 6 months to win top performers award trip.Managed a consumer team of 14 tellers and 3 sales associates.2000 Presidents Club winner.Top candidate for Regional Sales Manager before taking Business Banking opportunity.