Investor Relations Representative - Toccoa, GA

1st Franklin Financial Corporation•Toccoa, GA

10d•$18 - $20•Onsite

About The Position

The Investor Relations Representative provides Investors and prospective Investors with services and product information. The role opens accounts and completes new-account setup and activation, maintains records related to investment activities and research services, and processes transactions using relevant systems and procedures. The representative also makes referrals and promotes additional services through upselling and cross-selling. This position is performed onsite at the Investment Center; working from home is not permitted. The representative must be able to work assigned Saturdays. Compensation is $18.00 to $20.00 per hour, with potential for bonuses. 1st Franklin Financial Corporation describes itself as a family-run company operating for over 80 years, with more than 370 offices across the Southeast.

Requirements

High school diploma or equivalent.
Work onsite at the Investment Center; working from home is not permitted.
Ability to comprehend and verbally communicate all Investment services.
Ability to work assigned Saturdays.
Ability to analyze relevant information and apply individual judgment.
Strong interpersonal relationship skills across a variety of levels and social and business settings.
Ability to organize and prioritize.
Team-focused approach.
Ability to maintain confidential information.
Basic understanding of Microsoft Office Suite products, with an emphasis on accurate keyboarding.
Ability to operate standard office equipment.

Responsibilities

Open and close investor accounts of varying complexity.
Provide account information and answer questions about account structures and rates.
Achieve sales targets and objectives.
Follow up on potential investor leads.
Contact investors to meet electronic-statement and ACH metrics.
Upsell and cross-sell products and services.
Participate in community events.
Provide backup support to the switchboard and Drive-Thru as needed.
Handle and balance the cash drawer accurately.
Process mail, telephone, online, walk-in, email, and drive-thru investments.
Perform dual-control functions, including opening the night depository and balancing the vault.
Complete investor purchases, withdrawals, and transfers.
Achieve exception goals to mitigate system and investor-documentation errors.
Respond to customer needs in a timely and efficient manner as established by the department.
Contact potential investors and maintain and build existing relationships.
Protect customer confidentiality and private information.