Investor Relations Representative - Toccoa, GA

1st Franklin Financial Corporation•Toccoa, GA

10d•Onsite

About The Position

The Investor Relations Representative provides product and service information to current and prospective investors. The role opens and sets up accounts, activates new accounts, maintains investment-related records, researches and processes transactions, and refers investors to additional services. The representative works onsite at the Investment Center; working from home is not permitted. The position requires availability to work assigned Saturdays.

Requirements

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

Responsibilities

Open and close investor accounts of varying complexity, and complete new-account setup and activation.
Provide information and answer questions about account structures, rates, products, and services.
Achieve sales targets and objectives, follow up on prospective investor leads, and contact investors to meet electronic-statement and ACH metrics.
Upsell and cross-sell products and services, and make referrals to other services.
Participate in community events.
Provide backup for the switchboard and drive-thru as needed.
Handle and balance the cash drawer accurately and process investments received by mail, telephone, online, walk-in, email, and drive-thru.
Perform dual-control duties for opening the night depository and balancing the vault.
Complete investor purchases, withdrawals, and transfers.
Meet exception goals to reduce errors in systems and investor documentation.
Respond to customer needs in a timely and efficient manner.
Contact prospective investors and maintain and build relationships with existing investors.
Protect customer confidentiality and private information.