Wealth Services Manager

RCB Bank•Oklahoma City, OK

3d•Onsite

About The Position

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.

Requirements

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
Strong oral and written communication skills
Strong client service orientation
Ability to think clearly and learn quickly
Ability to maintain a positive and professional work environment
Strong organizational and time management skills
Ability to manage time and stress effectively
Ability to adjust to changing priorities, ensuring no loss of efficiency or accuracy and no negative impact on customer relations
Care about your community and have a desire to be involved
Individuals in this position 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.

Nice To Haves

College degree or equivalent, related education/experience

Responsibilities

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.
Motivating, coaching, and counseling direct reports through frequent individual contact to ensure achievement of established goals.
Playing a central role in recruiting and hiring Wealth Advisors.
Actively participating in establishing strategic direction and annual goals for the department.
Implementing strategies to achieve goals as established in the strategic plan.
Serving as backup to the department’s Wealth Strategist as needed.
Assisting in the development of the annual department budget and adhering to budget parameters.
Maintaining a book of existing clients and actively soliciting new business from current and prospective customers.