Wealth Services Manager

4005 TRUST SUPPORT - WEALTH SERVICES MANAGER

RCB Bank has been a responsible employer since 1936, standing firm on moral and ethical principles as a bank and as an inclusive employer while fulfilling our commitment to excellence. Operating with values such as integrity, respect, sincerity and honor, RCB Bank is an equal opportunity employer, striving to hire diverse employees who meet high standards of character, education and occupational qualifications.

RCB Bank is dedicated to building Relationships, contributing to our Communities, and embracing our Boldness!

Position is not remote but may be located in the following markets:
Claremore, OKC, Edmond, Stillwater, Ponca City, Winfield, Wichita and Hutchinson.

At RCB Bank, we believe that every role within our organization plays a critical part in delivering exceptional service to our customers and communities. The jobs we offer reflect our commitment to building strong, meaningful relationships and maintaining the highest standards of integrity, professionalism, and customer care. We are dedicated to fostering a culture where every team member understands their purpose and impact on our mission to serve the financial needs of our customers while contributing to the economic vitality of the communities we call home.

RCB Bank is committed to creating an outstanding experience for our customers in every single interaction, and we desire to differentiate RCB Bank from the competition through exceptional standards of service. All employees, whether in person, on the phone, through email, or online, are expected to conduct themselves with the utmost level of professionalism and customer service while adhering to the RCB Bank standards of service:
Integrity, Reputation, Professional, Empowered, Welcome, Ownership, Action, Responsive, Relational, and Excel.

Someone responsible for directly overseeing the solicitation of new trust and wealth business from present and prospective customers; implementing strategies to achieve goals developed for the department as part of the strategic plan; ensuring the department's compliance with operating policies and procedures; directly supervising assigned personnel; communicating with appropriate management and staff personnel; and providing periodic reports.

• You possess strong oral and written communication skills, with a strong client service orientation.
• You can think clearly and learn quickly and can maintain a positive and professional work environment.
• You possess strong organizational and time management skills.
• You can manage time and stress effectively and adjust to changing priorities, ensuring no loss of efficiency or accuracy and no negative impact on customer relations.
• You care about your community and have a desire to be involved.

• Motivate, coach, and counsel direct reports through frequent individual contact to ensure achievement of established goals.
• Play a central role in recruiting and hiring Wealth Advisors.
• Actively participate in establishing strategic direction and annual goals for the department.
• Implement strategies to achieve goals as established in the strategic plan.
• Serve as backup to the department’s Wealth Strategist as needed.
• Assist in the development of the annual department budget and adhere to budget parameters.
• Maintain a book of existing clients and actively solicit new business from current and prospective customers.

• High school diploma or GED.
• Must hold and maintain a minimum of one professional designation/certification related to the Trust and/or Wealth industry (e.g. CFP®, ChFC®, CTFA).
• A minimum of 5 years of experience in Trust and Wealth sales and services experience.
• Management experience in a related field.

• College degree or equivalent, related education/experience.

A fun, challenging work environment with an emphasis on family, community, and technology. RCB Bank is also committed to ensuring the health and general wellbeing of all employees by providing a wide variety of competitive benefit programs that help you achieve the best fit for your family’s…