Retirement Services Relationship Manager (401K)

About the role

At Security National Bank, we believe in providing guidance that helps people plan for their financial future and building lasting client relationships in a community-focused environment. We're a locally owned bank with over 140 years of history, dedicated to doing what's right for our clients, employees, and community.

Key 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
• Aid in 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
• Retail plans are serviced accurately, compliantly, and on time
• You grow your expertise and long-term career within the bank

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?

• A supportive, values-driven workplace
• Opportunities for professional growth
• Benefits including 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, Affirmative Action Employer

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.

Learn more and apply:

https://www.snbonline.com/about/employment-opportunities

LOCATION:

Sioux City, IA

Main Bank Experience Preferred

• Business development experience
• Two years of customer relationship experience in a professional office setting

Education Preferred

• Bachelor’s degree or higher

Skills Preferred

• Problem Solving
• Self-motivated
• Teamwork
• Telephone
• Wealth Management
• Investments
• Finance
• Honesty
• Financial Planning
• Customer Service
• Compliance
• Communication - written
• Communication - verbal
• 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.