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F&M Bank Archbold, OH

60 jobs near Columbus, OH

F&M Bank

Financial Advisor

Urbana, OH · On-site

Cross sell F&M Bank products and services. * Complete continuing education to maintain securities and insurance licenses. * Complete and satisfactorily pass tests for bank policy and regulations that ...

F&M Bank

Mail Clerk/Courier

Lodi, CA · On-site

Various F&M Bank Locations Supervises Others: No Schedule: As needed, up to 6 hours per shift Posting Date: 7/24/25 Salary: $20.00 (Commensurate with experience and qualifications) F&M Bank's Mail ...

F&M Bank

Lead Commercial Loan Processor

Timberville, VA · On-site

$72K - $75K/yr

F&M is looking for a Lead Commercial Loan Processor to support our commercial banking team while managing an assigned portfolio of client relationships. This is a leadership role that combines ...

F & M Bank

Lead Commercial Loan Processor

Timberville, VA · On-site

$72K - $75K/yr

F&M is looking for a Lead Commercial Loan Processor to support our commercial banking team while managing an assigned portfolio of client relationships. This is a leadership role that combines ...

F&M Bank

Lead Commercial Loan Processor

Timberville, VA · On-site

$72K - $75K/yr

F&M is looking for a Lead Commercial Loan Processor to support our commercial banking team while managing an assigned portfolio of client relationships. This is a leadership role that combines ...

AEG

SS&E - Director, Sales & Service

Clarksville, TN · On-site

General Manager, F&M Bank Arena Status: Exempt About the Role: The Director of Sales & Service reports directly to the General Manager, F&M Bank Arena, and is responsible for developing and managing ...

F&M Bank

Credit Analysis Team Specialist 1

Lodi, CA · On-site

$22.90 - $26.33/hr

No F&M Bank's Credit Analysis Team ("CAT") Specialist performs a myriad of administrative and analytical tasks including, but not limited to, tracking branch loan requests, communicating maturing ...

F&M Bank

Financial Advisor

Fort Wayne, IN · On-site

Cross sell F&M Bank products and services. * Complete continuing education to maintain securities and insurance licenses. * Complete and satisfactorily pass tests for bank policy and regulations that ...

F & M Bank

Seasoned Lending Professional

West Point, NE · On-site

This person is expected to actively promote F&M Bank within the community by developing new business relationships, strengthening existing customer relationships, and serving as an ambassador for the ...

F&M Bank

Seasoned Lending Professional

West Point, NE · On-site

This person is expected to actively promote F&M Bank within the community by developing new business relationships, strengthening existing customer relationships, and serving as an ambassador for the ...

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Financial Advisor

Urbana, OH • On-site

F&M Bank
See more jobs at F&M Bankexternal

Full-time

Re-posted 12 days ago

Key responsibilities

  • Provide regular reviews of existing clients' portfolios.

  • Complete GPM Plan for all managed accounts.

  • Attend office meetings to provide training to staff.

Job description

Description

POSITION SUMMARY:

Sell investment products including but not limited to stocks, bonds, mutual funds, fixed, indexed, immediate and variable annuities, life insurance, LTC insurance, UITs, ETFs, and REITs.


OBJECTIVES OF THIS ROLE:

  • Sell investment products and/or services based on customer needs and agreed upon production goals.
  • Utilize sales training skills to provide outstanding customer service. 
  • Generate and maintain a marketing program within designated market area. 

RESPONSIBILITIES:

  • Provide regular reviews of existing clients' portfolios.
  • Complete GPM Plan for all managed accounts.
  • Attend Office meetings in designated market area to provide training to staff.
  • Cross sell F&M Bank products and services.
  • Complete continuing education to maintain securities and insurance licenses. 
  • Complete and satisfactorily pass tests for bank policy and regulations that apply to position.


Requirements

 QUALIFICATIONS: 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, skill, and/or ability required.


EDUCATION and/or EXPERIENCE Bachelor's degree (B. A.) from four-year college or university; and at least four years Investment Management and/or sales experience; or equivalent combination of education and experience. Ability to utilize Microsoft Outlook, Excel, and Word. Ability to utilize software tools provided by broker-dealer. Ability to use internet and websites to provide investment analysis. 


LANGUAGE SKILLS Ability to read, analyze, and interpret general business periodicals, professional journals, prospectus, and investment fact sheets. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.


MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, percentages, area, and rate of return. Ability to apply concepts of basic algebra.


REASONING ABILITY Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.


ADDITIONAL REQUIREMENTS: CERTIFICATES, LICENSES, REGISTRATIONS 

Series 7, Life & Health Insurance License, Either Series 63 and 65, or 66. Valid driver's license


COMPLIANCE:

  • As generally applicable to F&M Bank and commensurate with these job functions, this job role includes accountabilities for following Bank policies and related procedures, as well as regulatory requirements involving federal and state laws, regulations, and related guidance.
  • Compliance with Bank Secrecy Act (BSA), including accurate completion of Currency Transaction Reports (CTR) when applicable, Anti-Money Laundering Act (AML), Office of Foreign Asset Control (OFAC) and the USA PATRIOT Act. Adhere to Customer Identification, Customer Due Diligence and reporting of suspicious activities to the BSA Department.

NON-EXEMPT/HOURLY COMPETENCIES:

  • Job Knowledge: Understands duties and responsibilities, possesses necessary job knowledge and technical skills, maintains job knowledge current.
  • Productivity: Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, and handles information flow.
  • Attendance: Employee is expected to adhere to the attendance and break policy and communicate with your supervisor about anticipated time off or modifications to break times.

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