Relationship Manager & Wealth Strategy Advisor

RCB Bank; Claremore (OK); On-site; USD 80,000 - 110,000; Full time

Job summary

RCB Bank in Claremore, Oklahoma seeks a Relationship Manager to serve as a trusted advisor for a book of business, focusing on investment management and IRA accounts. You will be the primary contact for a client group, driving growth and retention while coordinating with Wealth Advisors and lenders to enhance the client experience.

You will maintain client communications, align planning with risk tolerance, and help develop tailored financial solutions.

Qualifications

• High school diploma or GED required.
• Finance/banking knowledge and client needs analysis are essential.
• Experience in trust administration, investment, or advisory services is preferred.

Responsibilities

• Represent the organization and the department, guiding clients to meet financial goals.
• Develop new business and expand existing accounts to achieve annual goals.
• Cross-sell services including deposits, cash management, loans, and mortgages.
• Coordinate client communications and ensure high quality client experience.
• Provide investment expertise to staff, clients, and centers of influence.
• Administer investment, IRA, endowment, and custody accounts per applicable rules.

Skills

Communication

Trust and banking knowledge

Community involvement

Sales process understanding

Education

High school diploma or GED

Associate or bachelor degree in finance, business, economics, or applicable degree area

Professional designation (CFA/ CFP)

Job description

RCB Bank in Claremore, Oklahoma seeks a Relationship Manager to serve as a trusted advisor for a book of business, focusing on investment management and IRA accounts. You will be the primary contact for a client group, driving growth and retention while coordinating with Wealth Advisors and lenders to enhance the client experience.

You will maintain client communications, align planning with risk tolerance, and help develop tailored financial solutions.