Investor Relations Representative - Toccoa, GA

Investor Relations Representative - Toccoa, GA

#26-447

Toccoa, Georgia, United States

Join the 1st Franklin Team

Salary $18.00 to $20.00 per hour

The Investor Relations Representative provides services and product information to Investors and prospective Investors utilizing knowledge of products and services. This position opens a variety of accounts and completes new account set-up and activation. The representative compiles and maintains records pertaining to Investment activities, research services, and processes transactions utilizing knowledge of systems and/or procedures. The Investor Relations Representative makes referrals to upselling and cross-sell a variety of services.

• Open and close accounts for Investors with varying degree of complexity
• Provide account information and answer questions regarding a wide array of simple to complex account structure and rates
• Achieve sales targets and objectives
• Follow-up on potential investor leads
• Contact investors to meet established electronic statements and ACH metrics
• Upsell and cross-sell products and services
• Participate in community events
• Provide back-up to switchboard and Drive-Thru as needed

• Handles and balances cash drawer accurately
• Processes mail, telephone, online, walk-in, email, and drive-thru investments
• Performs dual control functions of opening night depository and balancing vault
• Completes purchases, withdrawals and transfers for investors
• Achieve exception goals to mitigate errors in system and investor documentation

• Respond to customer needs in a timely and efficient manner as established by department
• Actively contact potential investors, as well as maintain and build existing relationships
• Ensure customer confidentiality and private information is maintained

• High School Diploma or equivalent
• Serving our customers by working onsite at the Investment Center is an essential function of this job (working from home is not permitted under any circumstances)
• Comprehend and verbally communicate all Investment services
• Ability to work assigned Saturdays
• Demonstrate the ability to analyze relevant information and apply individual judgement
• Strong interpersonal relationship skills at a variety of levels and social and business settings
• Ability to organize and prioritize
• Team focus
• Ability to maintain confidential information
• Basic understanding with MS Office Suite products with a concentration in accurate keyboarding
• Ability to operate standard office equipment

EEO is the Law