Wealth Services Manager

About the role

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.

Responsibilities

• 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.
• Aid 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.

Requirements

• 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.

Qualifications

• 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.

Skills

• Strong oral and written communication skills.
• Client service orientation.
• Clear thinking and quick learning.
• Organizational and time management skills.
• Time and stress management.
• Caring about the community.

Benefits

• A fun, challenging work environment with an emphasis on family, community, and technology.
• Competitive benefit programs including medical, prescription drug, dental, vision, flexible spending accounts, life and AD&D insurance, disability plans, life assistance, multiple supplemental plans, sick leave, paid federal holidays, vacation and PTO, and a 401(k) and ESOP.

Pay

Details on pay are not specified in the job posting.

Schedule

Details on schedule are not specified in the job posting.

Company Information

RCB Bank has been a responsible employer since 1936, standing firm on moral and ethical principles as a bank and as an 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 employees who meet high standards of character, education and occupational qualifications. Our employees are living, working, volunteering, and giving back in the communities we serve—they are the reason our customers love banking with us!

RCB Bank is dedicated to building Relationships, contributing to our Communities, and embracing our Boldness! RCB Bank was established in Claremore, OK, and has since grown to over $4.1 billion in total assets and over 750 employees. Our branch network covers more than 60 locations across Oklahoma and Kansas. The purpose of RCB Bank is to meet the financial needs of our communities, its businesses, and its customers. RCB Bank is a progressive bank with a commitment to each of the communities we are in, which is why so many people say, "That’s my bank!" RCB Bank is an EOE. We offer EEO to all persons without regard to race, color, religion, age, marital or veterans’ status, sex, national origin, physical or mental disability, or any other legally protected class.