Relationship Wealth Advisor — Investment & Planning

RCB Bank; Wichita, Northern (KS, KY); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical Plan

Prescription Drug Plan

Vision Plan

Flexible Spending Accounts

Life and AD&D Insurance

Disability Plans

Life Assistance Plan (EAP)

Supplemental Plans

Vacation and PTO

401(k)

ESOP

Job summary

RCB Bank is seeking a Relationship Manager to serve as the primary contact for a portfolio of clients, focusing on investment management and IRA accounts. You will build relationships, develop new business, and ensure client objectives are met through tailored financial planning and guidance.

The role emphasizes community involvement, professional conduct, and delivering exceptional service to banking clients across our Oklahoma and Kansas markets.

Qualifications

• High school diploma or GED required.
• Experience in trust administration, trust investment, or financial advisory services.
• Knowledge of trust regulations and compliance is preferred.

Responsibilities

• Represent the organization; guide clients to meet financial planning goals.
• Develop new business and grow accounts; cross-sell services including deposits and loans.
• Manage client relationships; coordinate communications with department staff.
• Provide investment expertise and assist staff, clients, and centers of influence.
• Administer investment management, IRA, endowment, and custody accounts per rules.

Skills

Investment knowledge

Sales experience

Trust regulations

Community involvement

Education

High school diploma or GED

Bachelor's/associate in finance or related

Job description

RCB Bank is seeking a Relationship Manager to serve as the primary contact for a portfolio of clients, focusing on investment management and IRA accounts. You will build relationships, develop new business, and ensure client objectives are met through tailored financial planning and guidance.

The role emphasizes community involvement, professional conduct, and delivering exceptional service to banking clients across our Oklahoma and Kansas markets.