Wealth Advisor - Wichita

RCB Bank • Claremore, OK • 5h ago

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/13594692

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 were looking for:Someone to serve as a Relationship Manager and trusted advisor who sells and services a book (usually Investment Management and IRA Accounts) of business. Someone to serve as the primary contact person for a group of clients within the Department and to develop new business by following up on referrals and sourcing new clients. Someone to maintain communications with clients, to have an appropriate knowledge of the clients financial planning and investment objectives, and to assure client objectives are maintained and implemented. Someone to be accountable for the growth and retention of their portfolio of client relationships and the delivery of services to that portfolio of clients.

What would make you a great fit:

You can communicate ideas/knowledge in a convincing way that gets

results.

You can maximize your unique talents and knowledge and demonstrate

engaged performance.

You possess knowledge of trust and the banking industry, technology,

banking products, the sales process, and the business environment.

You care about your community and have a desire to be involved.

What youll do:

Represent the organization and the department. Provide guidance and

expertise to clients in meeting their financial needs and assisting them with clarifying, and then developing a plan to meet their financial planning goals. Manage client portfolios to assure conformity with client risk tolerance and goals.

Develop new business and additions to existing accounts to meet

annual financial goals. Work in collaboration with other Wealth Advisors, Retail Market Managers, Commercial Lenders, and other organization contacts. Develop new business by contacting centers of influence (COIs), prospects, and clients. Cross-sell services including: DDA and savings accounts, cash management/deposit services, commercial loan services, and home mortgage loans.

Manage the client relationship for accounts developed or assigned.

Coordinate client communications and work closely with department employees on administrative, operational and investment issues to ensure the quality of the client experience. Monitor client satisfaction to maximize retention and increase sales opportunities.

Provide technical planning and investment expertise to department

staff, organization employees, clients, and centers of influence. Use expertise to assist other Department officers in resolving client issues and complaints. Foster client goodwill to Department clients and non-Department organization clients by providing guidance and resources on financial planning and investment issues.

Administer investment management, IRA, endowment, and custody

accounts in accordance with all applicable rules and regulations, including without limitation Department and Board charter and directives, FDIC standards, the Prudent Investor Act, and the Uniform Principal and Income Act.

What you must have:

High school diploma or GED

Trust and/or Investment business development capabilities/experience

Ability to understand investments and trust services

Experience in trust administration, trust investment, or financial

advisory services

What might set you apart:

Associate or bachelors degree in finance, business, economics, or

applicable degree area

Professional designation, such as CFA, CFP, etc.

Knowledge of Trust regulations, compliance and other legal matters

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 s

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