What are the responsibilities and job description for the Retirement Services Relationship Manager (401K) position at Security National Bank?
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, 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.
- 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 (https://www.eeoc.gov/poster) notice from the Department of Labor.