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Harrisonburg

    Investments Relationship Specialist II - Harrisonburg, United States - F&M Bank

    F&M Bank
    F&M Bank Harrisonburg, United States

    6 days ago

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    Description

    Job Type

    Full-time

    Description

    This position will work out of the Crossroads Branch in Harrisonburg

    Title: Investments Relationship Specialist I or II

    Department: Financial Services

    Reports to: Senior Investment Advisor

    Pay Status: Non-Exempt

    Summary:

    The Investments Relationship Specialist provides administrative, sales, and marketing support to F&M Financial Services Advisors.

    Essential Duties:

    Investments Relationship Specialist I & II:

    • Onboards new account clients into appropriate systems including creating client profile in Customer Relationship Manager (CRM) system following proper procedures.
    • Follows up with clients on transfers, rollovers, checks, and delivery requirements.
    • Schedules and organizes appointments for clients and prospective clients with Advisors.
    • Assists Advisors in searching for relationship opportunities internally and externally.
    • Meets with clients to accept unsolicited trades or instructions in the absence of Advisors ( move to below) .
    • Creates and maintains marketing materials in conjunction with F & M Bank marketing department. Provides marketing/promotional materials to branches ensuring stock is current.
    • Coordinate seminars, events, and other client appreciation events.
    • Prepares for and coordinates department and other meetings. Prepares meeting agendas and other information needed as well as takes meetings' minutes.
    • Tracks referrals from Bank employees and provides report to Human Resources for referral bonuses.
    • Performs other related administrative, operational, and clerical duties as required.
    • Maintains regular, reliable attendance.
    Investments Relationship Specialist II (Licensed):
    • Assists in providing investment guidance to customers that may require transactions to be processed.
    • Prepares financial plans and executes trades as needed to help clients achieve their goals.
    • Meets with clients to accept unsolicited trades or instructions in the absence of Advisors.
    Supervisory Responsibilities:
    • This position does not have supervisory responsibilities.
    Qualification Requirements:

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The

    requirements listed below are representative of the knowledge, skills, and/or abilities required.

    Knowledge, Skills, and Abilities
    • Excellent organizational skills.
    • Possess effective interpersonal skills to relate to all audiences.
    • Excellent pc skills to include MS Office products and ability to learn and utilize other job-specific software.
    • Ability to communicate effectively orally and/or in writing.
    • Ability to respond to and deal effectively with all types of customers.
    • Ability to add, subtract, multiply, divide in all units of measure using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.
    • Ability to respond to sensitive inquiries and work with and maintain confidential/sensitive information.
    • Ability to concentrate for extended periods of time with attention to detail.
    • Ability to prioritize and meet deadlines.
    • Ability to work independently with limited supervision.
    • Ability to maintain composure under pressure.
    • Ability to work in a flexible environment switching focus on tasks as needed.
    Requirements

    Education and/or Experience (Required and Preferred)

    Preferred:

    Associates Degree and a minimum of one year administrative experience or equivalent combination of education and experience.

    Required:

    High school diploma or equivalent and prior administrative experience.

    Certificates, Licenses, and Registrations:

    Series 7, 66, and Health and Life License preferred or aptitude and willingness to become licensed within 6 months of hire to advance to Investments Relationship Specialist II.

    Physical and Mental Demands:

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    The employee regularly sits and uses hands to finger, handle, or feel objects, tools, or controls.

    The employee frequently is required to talk or hear.

    The employee is occasionally required to stand, walk, reach with hands and arms, stoop, kneel, or crouch.

    The employee must regularly lift and/or move up to 10 pounds and may occasionally lift up to 50 pounds.

    Specific vision abilities required include close vision, color vision, peripheral vision, depth perception, and

    the ability to adjust focus.

    Work Environment:

    Work is primarily performed in an office setting where the noise level is usually moderate.

    This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets,

    and fax machines.

    Position Type/Hours:

    This is a non-exempt position working primarily Monday - Friday, 8:30 a.m. - 5 p.m. with afterhours work and

    overtime as necessary.
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