Retirement Services - Relationship Manager

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 DoAs 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 participantsDeliver tailored retirement and financial planning guidanceProvide one-on-one retirement investment consultations and employee educationSupport retirement plan compliance and respond promptly to client inquiriesAssist with plan design, administration, and ongoing service needsMaintain working knowledge of retirement plan services and investment productsIdentify opportunities to expand and deepen existing client relationshipsStay current with industry trends and regulatory requirements through training and professional developmentWhat Success Looks LikeClients feel informed, supported, and confident in their retirement decisionsStrong relationships lead to repeat engagement and referral opportunitiesRetirement plans are serviced accurately, compliantly, and on timeYou grow your expertise and long-term career within the bankWhat We’re Looking ForYou 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 skillsClear, confident written and verbal communicationAbility to explain financial concepts in an approachable wayAttention to detail and ability to manage multiple prioritiesTeam-oriented mindset with the ability to collaborate across departmentsSelf-motivated with strong organizational skillsPreferred (but not required):Experience with retirement plans (401(k), retirement plan services, wealth management, or financial advising)Understanding of retirement rules, regulations, and plan featuresExperience educating clients or facilitating financial conversationsEducation & ExperienceBachelor’s degree in Business, Finance, or a related fieldExperience in financial services or retirement plan support preferredProficiency in Microsoft Word and ExcelWillingness to obtain applicable industry certifications (support provided)Schedule & TravelMonday–Friday, regular business hoursOccasional overnight or day travelWhy 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 insuranceShort- and long-term disability coverageLife insurancePaid time offWellness programEmployee Assistance Program401(k) savings plan starting at hireAbout Security National BankChartered 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-opportunitiesLOCATION:Sioux City, IAMain BankQualificationsSkillsPreferredProblem SolvingAdvancedSelf-motivatedAdvancedTeamworkAdvancedTelephoneAdvancedWealth ManagementSome KnowledgeInvestmentsSome KnowledgeFinanceSome KnowledgeHonestyExpertFinancial PlanningIntermediateCustomer ServiceExpertComplianceIntermediateCommunication - writtenAdvancedCommunication - verbalAdvancedCommunicationAdvancedBusiness DevelopmentIntermediateAnalyticalAdvancedAdministrativeAdvancedAccuracyExpertAccount administrationAdvancedBehaviorsPreferredTeam Player: Works well as a member of a groupLoyal: Shows firm and constant support to a causeEnthusiastic: Shows intense and eager enjoyment and interestDetail Oriented: Capable of carrying out a given task with all details necessary to get the task done wellDedicated: Devoted to a task or purpose with loyalty or integrityMotivationsPreferredFlexibility: Inspired to perform well when granted the ability to set your own schedule and goalsWork-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of workJob Security: Inspired to perform well by the knowledge that your job is safeGrowth Opportunities: Inspired to perform well by the chance to take on more responsibilityFinancial: Inspired to perform well by monetary reimbursementAbility to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organizationEducationPreferredBachelors or better.ExperiencePreferredBusiness development experience.2 years:Customer relationship experience in a professional office setting.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis 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.