Wealth Services Manager

RCB Bank Job Opportunity

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, Hutchinson or Ark City, KS.

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.

What we're looking for: 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.

What would make you a great fit:

• 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.

What you'll do:

• 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.

What you must have:

• 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

What might set you apart:

• College degree or equivalent, related education/experience

What you get: 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 needs, including the following (subject to eligibility):

• Medical Plan
• Prescription Drug Plan
• Teladoc
• Dental Plan
• Vision Plan
• Flexible Spending Accounts (Healthcare & Dependent Care)
• Life and AD&D Insurance
• Disability Plans
• Life Assistance Plan (EAP)
• Multiple Supplemental Plans
• Sick Leave
• Paid Federal Holidays
• Vacation and PTO
• 401(k)
• ESOP

What you can expect: Individuals in this position must be able to perform essential functions and physical demands within these documented working conditions with or without reasonable accommodation:

This position is in an office environment within a climate-controlled facility that can be high-traffic during peak service times. There is frequent use of the telephone, computer and other office equipment associated with this position. Individuals in this position are typically seated at their personal desk for most of the day.

The individual responsible for this role must be able to perform job functions with indirect supervision and work effectively as a member of a team and independently. The individual must be capable of working harmoniously with diverse personalities of co-workers, staff and customers. This position requires regular and reliable attendance and the ability to work varying hours.

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 servethey are the reason our customers love banking with us! To be an RCB Bank employee is to identify the needs of our customers and our communities and to build relationships that create opportunities to meet those needs. Without the dedication of our caring, principled leaders and employees, RCB Bank could not serve as a responsible citizen of the communities we serve or provide high-quality customer service. 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.