Investor Relations Representative - Toccoa, GA

Franklin County Chamber; Toccoa (GA); Presencial; USD 25 000 - 28 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive pay

401(k)

Paid time off

Paid holidays

Resumo da oferta

1st Franklin Financial Corporation in Toccoa, GA is seeking an Investor Relations Representative to provide information on investment products, open accounts, and support investor relations. The role requires meeting sales targets, handling inquiries about account structures and rates, and participating in community events.

On-site position with opportunities for professional development and benefits. Benefits include competitive pay, 401(k), paid time off, and paid holidays.

Qualificações

• High School Diploma or equivalent.
• Onsite work required; working from home not permitted.
• Ability to communicateInvestment services clearly.
• Strong organizational and prioritization skills.
• Team-oriented and discreet handling of confidential information.

Responsabilidades

• 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.
• Handle and balance cash drawer accurately.
• Process mail, telephone, online, walk-in, email, and drive-thru investments.
• Perform dual control functions of opening night depository and balancing vault.
• Complete 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.

Conhecimentos

Interpersonal skills

Sales aptitude

Customer service

Time management

Formação académica

High School Diploma or equivalent

Ferramentas

MS Office Suite

Descrição da oferta de emprego

Investor Relations Representative - Toccoa, GA

#26-639

Toccoa, Georgia, United States

Job Description

Join the 1st Franklin Team

About Us:

1 st Franklin Financial Corporation has been a family run company for over 80 years. Our goal is to provide financial solutions across our footprint. Today we have over 370 offices across the Southeast and continue to expand into new territory. We offer you the potential to earn an annual salary. To support your growth, we also offer training programs and other developmental opportunities for employees.

Benefits include:

• Competitive pay
• 401(k)
• Paid time off
• Paid holidays

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.

Principle Accountabilities

Performs a Variety of Investor Responsilities

• 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

Maintains Financial and Regulatory Control

• 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

Creates Exceptional Customer Experience

• 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

Education, Qualifications, and Experience

• 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

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