Investor Relations Representative - Toccoa, GA

Join The 1st Franklin Team1st 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, bonus potential, medical, dental, vision, 401(k), paid time off, paid holidays, and paid volunteer time.Salary $18.00 to $20.00 per hourThe 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 AccountabilitiesPerforms a Variety of Investor ResponsibilitiesOpen and close accounts for Investors with varying degree of complexityProvide account information and answer questions regarding a wide array of simple to complex account structure and ratesAchieve sales targets and objectivesFollow-up on potential investor leadsContact investors to meet established electronic statements and ACH metricsUpsell and cross-sell products and servicesParticipate in community eventsProvide back-up to switchboard and Drive-Thru as neededMaintains Financial and Regulatory ControlHandles and balances cash drawer accuratelyProcesses mail, telephone, online, walk-in, email, and drive-thru investmentsPerforms dual control functions of opening night depository and balancing vaultCompletes purchases, withdrawals and transfers for investorsAchieve exception goals to mitigate errors in system and investor documentationCreates Exceptional Customer ExperienceRespond to customer needs in a timely and efficient manner as established by departmentActively contact potential investors, as well as maintain and build existing relationshipsEnsure customer confidentiality and private information is maintainedEducation, Qualifications, and ExperienceHigh School Diploma or equivalentServing 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 servicesAbility to work assigned SaturdaysDemonstrate the ability to analyze relevant information and apply individual judgementStrong interpersonal relationship skills at a variety of levels and social and business settingsAbility to organize and prioritizeTeam focusAbility to maintain confidential informationBasic understanding with MS Office Suite products with a concentration in accurate keyboardingAbility to operate standard office equipment