A Client Relationship Manager manages high value client accounts for a company. Develops and maintains communication with company clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.
Retirement Services Relationship Manager (401K) Security National Bank - 4.3 Sioux City, IA Job Details 6 hours ago Benefits Wellness program Disability insurance Health insurance Dental insurance 401(k) Paid time off Employee assistance program Vision insurance Life insurance Qualifications Customer communication Customer relationship building Writing skills Financial concepts Customer relationship management Cross-functional collaboration Full Job Description 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.
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.
