Retirement Services Relationship Manager (401K)

SNB Career • Sioux City, IA

23h • Onsite

About The Position

As a Retirement Services Relationship Manager at Security National Bank, you will serve as a trusted advisor to clients and plan participants, helping them understand and plan for retirement with confidence. This role combines client relationship management, education, and financial planning support within a collaborative banking environment. Security National Bank is a locally owned bank with over 140 years of history, committed to doing what’s right for its clients, employees, and community. They value integrity, personal connection, and meaningful work.

Requirements

• 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
• Proficiency in Microsoft Word and Excel
• Willingness to obtain applicable industry certifications (support provided)

Nice To Haves

• 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
• Bachelor’s degree in Business, Finance, or a related field
• Experience in financial services or retirement plan support preferred

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level