Investments Relationship Specialist
F&M Bank is hiring for Investments Relationship Specialist in Staunton, VA. Mid level. First seen August 28, 2026; open as of November 8, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- F&M Bank
- Where
- Staunton, VA
- Level
- Mid
- First seen
- August 28, 2026
- Listed via
- Paylocity
What the posting says
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…
Read more and apply on F&M Bank's site
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