Robert Lindley

Go-getter
DISC Type : d

Senior Vice President | Private Banking at SouthState Bank

San Antonio, Texas, United States

Overview

Robert is a Senior Vice President in Private Banking with over 20 years of experience in consultative financial services. A graduate of The University of Texas at San Antonios MBA program, he specializes in customized lending, wealth management, and strategic planning for high-net-worth clients, having managed teams of over 20 people.

He finds his greatest joy in helping others achieve success through individual and team development. Robert is passionate about mentorship and leadership, believing in the power of discussion and inspiration to help people realize their full potential.

He is dedicated to providing financial solutions for "dreamers with an ability to execute. "

Personality Overview

Vision Oriented

Decisive

Fast-Paced

They can be nudged to make faster decisions by offering what they value.  They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Private Wealth Management
His career is focused on providing customized lending, wealth management, and high-touch banking services to private clients.
Leadership & Mentorship
He expresses that his greatest joy is helping others succeed and focuses on inspiring teams to reach their potential.
Commercial Lending
His background includes experience as a Commercial Loan Officer with a focus on C&I and CRE lending.

Media Appearances

SouthState Bankers Share the Keys to Building a Successful Private Banking Business. Featured in SouthState Correspondent Division

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Rob Lindley | Security State Bank & Trust. Featured in Security State Bank & Trust

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Work History

3-2026
Senior Vice President | Private Banking at SouthState Bank
12-2025 - 3-2026
Commercial Loan Officer at Security State Bank & Trust
2-2023 - 10-2025
Private Banking Team Lead, SVP at Amegy Bank
8-2016 - 2-2023
SVP, Sr. Private Banker at Amegy Bank
9-2015 - 7-2016
SVP, Senior Private Banker at BBVA Compass

Education

2002 - 2005
MBA from The University of Texas at San Antonio
1998 - 2001
BBA from The University of Texas at San Antonio

More Information

Social Presence :

Prographics :

Exp : 36 Location : San Antonio, Texas, United States Job Level : Leadership Designation : Senior Vice President | Private Banking at SouthState Bank
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Make sure that you you respond to any queries from them quickly
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Don’t expect them to change their mind quickly if they say no once
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Robert

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • Their decision making speed is somewhere in the middle.
  • Can Robert take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Robert

Personality Compatibility


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