Investor Relations Representative - Toccoa, GA

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. **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