Retirement Services Relationship Manager (401K)

Are you passionate about helping people plan for their financial future and want to build lasting client relationships in a community-focused bank?
At Security National Bank, we believe everything matters from the guidance we provide to the trust we build with every interaction. As a locally owned bank with over 140 years of history, we’re committed to doing what’s right for our clients, our employees, and our community. If you value integrity, personal connection, and meaningful work, we’d love to talk with you.
What You’ll Do

As a Retirement Services Relationship Manager, you’ll serve as a trusted advisor to clients and plan participants, helping them understand and plan for retirement with confidence. This role blends client relationship management, education, and financial planning support within a collaborative banking environment.
Key Responsibilities Include:

Build and maintain strong, long-term relationships with retirement plan clients and participants
Deliver tailored retirement and financial planning guidance
Provide one-on-one retirement investment consultations and employee education
Support retirement plan compliance and respond promptly to client inquiries
Assist with plan design, administration, and ongoing service needs
Maintain working knowledge of retirement plan services and investment products
Identify opportunities to expand and deepen existing client relationships
Stay current with industry trends and regulatory requirements through training and professional development
What Success Looks Like

Clients feel informed, supported, and confident in their retirement decisions
Strong relationships lead to repeat engagement and referral opportunities
Retirement plans are serviced accurately, compliantly, and on time
You grow your expertise and long-term career within the bank
What We’re Looking For

You don’t need to know everything on day one. We’re looking for the

right foundation and mindset.
Required Skills And Competencies

Strong customer service and relationship-building skills
Clear, confident written and verbal communication
Ability to explain financial concepts in an approachable way
Attention to detail and ability to manage multiple priorities
Team-oriented mindset with the ability to collaborate across departments
Self-motivated with strong organizational skills
Preferred (but Not Required)

Experience with retirement plans (401(k), retirement plan services, wealth management, or financial advising)
Understanding of retirement rules, regulations, and plan features
Experience educating clients or facilitating financial conversations
Education & Experience

Bachelor’s degree in Business, Finance, or a related field
Experience in financial services or retirement plan support preferred
Proficiency in Microsoft Word and Excel
Willingness to obtain applicable industry certifications (support provided)
Schedule & Travel

Monday-Friday, regular business hours
Occasional overnight or day travel
Why Work at Security National Bank?

We offer a supportive, values-driven workplace where employees can grow professionally while making a meaningful impact.
Benefits Include

Medical, dental, and vision insurance
Short- and long-term disability coverage
Life insurance
Paid time off
Wellness program
Employee Assistance Program
401(k) savings plan starting at hire
About Security National Bank

Chartered in 1884 and headquartered in Sioux City, Iowa, Security National Bank is one of the region’s most established and trusted locally owned banks. Built on principles of integrity, respect, and human connection, we’ve weathered economic change while staying true to what matters most—doing right by our customers and community.
Security National Bank is an Equal Opportunity, Aff… Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.
Location

Sioux City, IA
Main Bank
Experience

Preferred
Business development experience.
2 year(s): Customer relationship experience in a professional office setting.
Education

Preferred
Bachelors or better
Skills

Preferred
Problem Solving
Self-motivated
Teamwork
Telephone
Wealth Management
Investments
Finance
Honesty
Financial Planning
Customer Service
Compliance
Communication - written
Communication - verbal
Communication
Business Development
Analytical
Administrative
Accuracy
Account administration
Behaviors

Preferred
Team Player: Works well as a member of a group
Loyal: Shows firm and constant support to a cause
Enthusiastic: Shows intense and eager enjoyment and interest
Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
Dedicated: Devoted to a task or purpose with loyalty or integrity
Motivations

Preferred
Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work
Job Security: Inspired to perform well by the knowledge that your job is safe
Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
Financial: Inspired to perform well by monetary reimbursement
Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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