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!

With over 60 locations, RCB Bank offers a variety of excellent career opportunities in Oklahoma and Kansas. We offer full-time and part-time opportunities along with a comprehensive benefit package (eligibility requirements apply).

Internal Deadline : October 9, 2024

Title : Wealth Services Manager

POSITION SUMMARY :

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; providing periodic reports.

ESSENTIAL FUNCTIONS :

• 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.
• Participate in internal committees as assigned.
• Maintain a book of existing clients and actively solicit new business from current and prospective customers.
• Provide assistance to the Senior Fiduciary Officer as needed.
• Maintain proficient knowledge of the investment policy and procedures and ensure same are followed by direct reports.
• Maintain knowledge of current industry laws and regulations and ensure the same are followed by direct reports.
• Maintain timely and accurate records.
• Represent RCB Bank by being active in the community. Actively participate in service organizations, community activities, etc. to promote a positive bank image and to generate leads for new business efforts.
• Cross sell bank products and services as appropriate.
• Ensure compliance with RCB Bank policy.
• Achieve established personal goals and objectives.
• Meet deadlines to complete all assigned training.
• Complete other duties as assigned.

EDUCATION, CERTIFICATIONS & TRAINING :

JOB-SPECIFIC SKILLS & KNOWLEDGE :

WORKING CONDITIONS :

Individuals in the Wealth Services Manager 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. There is frequent use of the telephone, computer and other office equipment associated with this position, as well as a large amount of face-to-face and phone interaction with trust department employees. Individuals in this position are typically seated at their personal desk for much 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 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.