Investor Relations Representative - Toccoa, GA

1st-Franklin-Financial-Corporation; Toccoa (GA); On-site; USD 25,000 - 28,000; Full time

Benefits offered by this job

Competitive pay

401(k)

Paid time off

Paid holidays

Job summary

1st Franklin Financial Corporation in Toccoa, GA is seeking an Investor Relations Representative to provide information to investors and maintain investment records. This on-site role involves opening accounts, processing transactions, and cross-selling services while delivering strong customer service and maintaining confidentiality.

You will balance the cash drawer, handle various deposit and investment tasks, and participate in community outreach to promote the bank's products.

Qualifications

• High School Diploma or equivalent is required.
• On-site work at Investment Center is essential; remote work is not permitted.
• Ability to communicate investment services clearly.
• Willingness to work Saturdays.
• Strong interpersonal relationships across levels and teams.
• Organizational and prioritization skills with confidentiality in mind.
• Proficiency with MS Office and accurate keyboarding.

Responsibilities

• 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.
• 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.

Skills

Interpersonal skills

Customer service

Communication skills

MS Office

Education

High School Diploma or equivalent

Job description

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 judgementStrong 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

In compliance with Transparency in Coverage (TIC) regulations, please see the machine-readable files (MRF's) that contain negotiated rates of the providers.
https://www.anthem.com/machine-readable-file/search These files are updated monthly by Anthem.
Anthem is committed to delivering on meaningful transparency efforts that help consumers make informed healthcare decisions and in supporting the Transparency in Coverage regulations, as outlined by the Tri-Agencies.
For more information, please visit our CAA/Transparency Resource Center .

EEO is the Law ADP Privacy Statement Artificial Intelligence Google Privacy Policy Google Terms of Service