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Trevis Hulse is listed as Managing Director - Private Banking - I Create Solutions for Individuals, Families and Privately Held Businesses at CrossFirst Bank, a company with 312 employees, based in Broken Arrow, Oklahoma, United States. AeroLeads shows a work email signal at bankofamerica.com and a matched LinkedIn profile for Trevis Hulse.
Trevis Hulse previously worked as Managing Director, Private Banking at Crossfirst Bank and Senior Vice President/Private Banker at Bank Of Oklahoma. Trevis Hulse studied at Pacific Coast Banking School.
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AeroLeads found 1 current-domain work email signal for Trevis Hulse. Compare company email patterns before reaching out.
Thank you for viewing my profile. I'm open to networking with the goal of developing mutually beneficial relationships. My diverse team and I invest in people - let me know how we can help support your success.✔️ MY STORYFun Fact: I started my career in the financial industry as an entry level bank teller. I worked my way up the corporate "ladder" and now oversee an amazing team of talented professionals. I also partner with outstanding clients within Private Banking (as wealth grows and goals evolve, the right banking, lending and savings solutions become even more important).
Listed skills include Banking, Commercial Banking, Wealth Management, Private Banking, and 2 others.
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A career timeline built from the work history available for this profile.
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.
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.
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.
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.
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.
Other employees you can reach at crossfirstbank.com. View company contacts for 312 employees →
Cash Rohrbough
Colleague at Crossfirst Bank
Carrollton, Texas, United States, United States
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KM
Kenneth Moeller
Colleague at Crossfirst Bank
Overland Park, Kansas, United States, United States
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BH
Bridget Havey
Colleague at Crossfirst Bank
Overland Park, Kansas, United States, United States
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MF
Michael Foster
Colleague at Crossfirst Bank
Wichita, Kansas Metropolitan Area, United States
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BP
Bhanu Prakash
Colleague at Crossfirst Bank
Little Elm, Texas, United States, United States
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AB
Agustin Belmont
Colleague at Crossfirst Bank
Morelia, Michoacán, Mexico, Mexico
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TG
Terry Gatewood
Colleague at Crossfirst Bank
Kansas City, Missouri, United States, United States
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KS
Kishan Saatia
Colleague at Crossfirst Bank
Kansas City, Missouri, United States, United States
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JD
Jennifer Dubois
Colleague at Crossfirst Bank
Tulsa Metropolitan Area, United States
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KT
Kristin Tyson
Colleague at Crossfirst Bank
Olathe, Kansas, United States, United States
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Quick answers generated from the profile data available on this page.
Trevis Hulse works for CrossFirst Bank.
Trevis Hulse is listed as Managing Director - Private Banking - I Create Solutions for Individuals, Families and Privately Held Businesses at CrossFirst Bank.
AeroLeads has found 1 work email signal at @bankofamerica.com for Trevis Hulse at CrossFirst Bank.
Trevis Hulse is based in Broken Arrow, Oklahoma, United States while working with CrossFirst Bank.
Trevis Hulse has worked for Crossfirst Bank, Bank Of Oklahoma, Morgan Stanley, Wells Fargo "The Private Bank", and Bank Of America.
Trevis Hulse's colleagues at CrossFirst Bank include Cash Rohrbough, Kenneth Moeller, Bridget Havey, Michael Foster, and Bhanu Prakash.
You can use AeroLeads to view verified contact signals for Trevis Hulse at CrossFirst Bank, including work email, phone, and LinkedIn data when available.
Trevis Hulse studied at Pacific Coast Banking School.
Trevis Hulse is listed with skills including Banking, Commercial Banking, Wealth Management, Private Banking, Commercial Lending, and Series 6.
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