Robert Helt
University Park
Summary
Dynamic contributor poised to leverage 15 years of experience to further Trust as a premier banking leader in Texas. Seeking the opportunity to showcase my goal-oriented, relationship-driven mindset, and build a team of bankers who will lead with ideas to earn market share. Demonstrated ability to generate meaningful business in new market environments using the entire banking platform. Ready to take on the role of mentoring & developing rising talent and unlock the potential in others to allow them to become invaluable assets.
Overview
16
16
years of professional experience
Work History
Executive Director, Middle Market Bank
Wells Fargo Bank, N.A.
12.2021 - Current
- Generated new revenues of $10MM+ across all Wells Fargo direct & partner lines of business, new credit commitments of $222.5MM, $60MM+ in new deposits, and 10 new client relationships since joining Wells Fargo.
- Managing ~25 existing client relationships with active coverage on another 200 prospective Middle Market clients in North Texas.
- Actively working in leadership roles by mentoring junior bankers, financial analysts, tapped to contribute as a subject matter expert for client insight initiatives, and a referral source on 11 deal opportunities across various Wells Fargo lines of business.
Vice President, Corporate Bank
Commerce Bank
06.2020 - 12.2021
- Delivered 5 new corporate clients, generating $1MM+ in first year bank revenues and $50MM+ in new deposits in under 18 months.
- Coverage entailed public and private corporate clients in DFW, Austin, and Louisiana ranging from $50MM-$10B in annual revenues.
Vice President, Corporate & Institutional Bank
PNC Bank, N.A.
06.2009 - 06.2020
- Served as a culture carrier in four metropolitan markets as a part of PNC’s acquisition and national brand expansion strategy.
- Client coverage while at PNC focused on public and private corporate clients generating north of $100MM in annual revenues.
- Dallas (2017-2020): Generated $2.5MM in revenues, $50MM deposit base, and converted 12 new corporate clients. Self-directed business development lead of PNC’s corporate presence in the Fort Worth market. Architected PNC’s national Transportation & Logistics vertical comprising over 200 clients and $11B in loan commitments.
- Pittsburgh (2015-2017): Was approached by executive management to take on a portfolio of 30 corporate clients in the bank’s headquarters market. Generated $3MM in new revenues and managed a successful recovery of $75MM in watch list credit commitments.
- Atlanta (2012-2015): Established PNC’s presence in Southeast markets after the acquisition of the U.S. operations of Royal Bank of Canada.
- Washington D.C. & Baltimore (2009-2012): Integration team member for the National City Bank, Mercantile Bancshares, and Riggs National Bank acquisitions. Completed PNC’s two-year formal credit underwriting, product, and management sales training programs.
Education
Bachelor of Science - Finance & Theology
Georgetown University, McDonough School of Business
Washington, D.C.05.2009
Customer Experience Program
University of Houston, C.T. Bauer College of Business
Dallas, TX05.2021
Skills
- Member of the Park Cities Rotary Club, University Park Dad’s Club, Georgetown Club of Texas, and YMCA youth sports coach
- University of Houston Customer Experience Program Advisory Panel
- Past memberships on the DRC Innovation Task Force, FEI Dallas & Fort Worth Chapters, and Dallas ACG
- Differentiated ability to foster interpersonal relationships, enthusiastic collaborator, and a lifetime spent in team environments
- Experienced in executing advanced commercial banking and myriads of specialty finance/capital markets/advisory transactions
- Unique ability to deliver the entire bank product platform, proactive change agent when process improvements are required
- Extensive knowledge and understanding of credit policies & practices, compliance, regulatory, and underwriting requirements
Timeline
Executive Director, Middle Market Bank
Wells Fargo Bank, N.A.
12.2021 - Current
Vice President, Corporate Bank
Commerce Bank
06.2020 - 12.2021
Vice President, Corporate & Institutional Bank
PNC Bank, N.A.
06.2009 - 06.2020
Bachelor of Science - Finance & Theology
Georgetown University, McDonough School of Business
Customer Experience Program
University of Houston, C.T. Bauer College of Business
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