Retirement Services Relationship Manager (401K)

Security National Bank•Sioux City, IA

4h•Onsite

About The Position

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.

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

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

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