Investor Relations Specialist - Grow Investor Connections

Franklin County Chamber; 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 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.

Qualifications

• 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.

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.
• 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.

Skills

Interpersonal skills

Sales aptitude

Customer service

Time management

Education

High School Diploma or equivalent

Tools

MS Office Suite

Job description

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.