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
- 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
- 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
- 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
Skills Required
- High School Diploma or equivalent
- Work onsite at the Investment Center (no remote work)
- Comprehend and verbally communicate all investment services
- Ability to work assigned Saturdays
- Ability to analyze relevant information and apply individual judgment
- Strong interpersonal relationship skills in varied social and business settings
- Ability to organize and prioritize
- Team focus
- Ability to maintain confidential customer information
- Basic understanding of MS Office Suite with accurate keyboarding
- Ability to operate standard office equipment
What We Do
Since 1941, 1st Franklin Financial Corporation has had one goal—Serving communities by offering opportunities to individuals and families through financial services. It’s been over 85 years since Founder Ben F. Cheek, Jr. made his first $34 auto loan. While times have changed, our commitment to customers has not. Our customers know us and more importantly, we know them. This commitment is why we’ve been able to help generations of families in times when they have needed us most. With over 325 loan offices in 8 states, 1st Franklin Financial Corporation continues to provide personal loans, supplying our customers with the cash they need. With offices located primarily in rural locations, we understand the struggles in these areas. We offer loans for auto repairs, home improvements, or debt consolidation. We can help with starter loans, wedding loans, medical expense loans, funeral loans, or a small personal loan to help you meet day to day expenses. We also offer Retail Sales Financing to help our local small businesses grow. Whatever the need, we can answer all of your loan questions and help you find a solution.
