Client Relationship Manager

Company Description

Security National Bank, established in 1884 in Sioux City, Iowa, has built a reputation as the region's most trusted and established financial institution. Guided by values of integrity, respect, and a commitment to human connection, the bank offers comprehensive services, including checking, savings, loans, and investments. With a legacy of resilience through economic challenges, the bank remains dedicated to helping individuals and businesses achieve their financial goals.

As a locally owned bank with over $1 billion in assets, its mission is to prioritize customers and their aspirations, providing personalized financial solutions.

This is a full-time, on-site role for a Client Relationship Manager based in Sioux City, IA. The Client Relationship Manager will be responsible for cultivating and maintaining strong client relationships, acting as a trusted financial advisor, ensuring satisfaction, and addressing client needs.

Day‑to‑day tasks include:

• Providing financial recommendations and tailored product solutions
• Managing client accounts and resolving inquiries
• Collaborating with internal teams to ensure seamless service
• Proactively engaging with clients to understand goals and deliver impactful strategies that foster long-term partnerships and satisfaction

• Strong relationship management skills, including customer service, communication, and interpersonal abilities.
• Expertise in financial products and services, including loans, savings, investments, and account management.
• Experience in problem‑solving, financial advising, and addressing client inquiries effectively.
• Proficiency in organizational skills, multitasking, and attention to detail.
• Strong analytical and decision‑making abilities to customize financial solutions based on client goals.
• Ability to collaborate with internal teams and commitment to achieving client satisfaction.
• Bachelor’s degree in Business, Finance, Marketing, or a related field is preferred.
• Professional experience in banking or customer relationship management is highly desirable.

Entry level

Full-time

Sales and Business Development

Banking