About this role
At Security National Bank, if there is one belief we hold together as a team, it's that everything matters. From the words we say, to the way we dress, to the decisions we make and the actions we take – every single thing we do matters. Why? Because we recognize the inherent value of each individual, and the potential of what each person can become. We realize every one of life's interactions is an opportunity to help someone reach that potential. This is why we treat even the smallest details of life and banking with careful thought and attention. If you aspire to do the same, we'd like you to advance your career with us at SNB.
JOB DESCRIPTION:
SUMMARY
Responsible for developing and executing business development and marketing activities that support the growth of Wealth Management services. Maintains relationships with current and prospective clients, prepares analyses and proposals, coordinates referral activities, participates in leadership initiatives, and works collaboratively to increase assets under management and expand client service offerings.
ESSENTIAL FUNCTIONS
Business Development & Marketing
• Participates in the development of a division-wide wealth management marketing plan, including activities, materials, presentations, and calling programs.
• Initiates contacts to develop and close new wealth management business opportunities.
• Promotes cross-selling by maintaining the wealth management referral incentive program.
• Develops and maintains a pipeline of prospective clients utilizing bank referrals, business partners, MCIF, and other marketing resources.
• Participates in seminars and events for prospective and current clients.
Client Relationship Management
• Maintains ongoing contact with existing clients to strengthen relationships, identify additional business opportunities, and request referrals.
• Assists administrators, as needed, in expanding wealth management services for current clients.
• Receives and reviews reports on client calls, ACT documentation, business closed, and prospect status.
Strategic Leadership & Planning
• Actively participates in Wealth Management Leadership Team meetings, planning activities, and decision-making processes.
• Completes asset allocation, plan design, fee expense, and other analyses required to prepare proposals for prospective clients.
EDUCATION AND EXPERIENCE:
• 4 year college degree or related work experience
• Sales experience in both wealth management and retirement plan services
HOURS:
Regular business hours, Monday through Friday.
BENEFITS:
We offer a comprehensive benefit package to our employees including medical, dental, vision, short and long-term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.
ABOUT SECURITY NATIONAL BANK:
Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis — and emerge as the region's most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing what's right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable.
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:
https://www.snbonline.com/about/employment-opportunities
LOCATION:
Sioux City, IA
Main Bank