Retirement Services Relationship Manager (401K)

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 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

• MondayFriday, 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 mostdoing 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.