The Investor Relations Representative provides services and product information to Investors and prospective Investors utilizing knowledge of products and services. This position compiles and maintains records pertaining to Investment activities, research services, and processes transactions utilizing knowledge of systems and/or procedures.
- Greet and address the needs of Investors and prospective Investors
- Open, close and maintain investment securities
- Promote services and investment opportunities
- Assist in Investment Center initiatives and processing of IRS and Tax reports
- Provide back-up to switchboard and Drive-Thru as needed
- Conduct customer research for investment accounts
- Prepare mailings of investor newsletters and reports
- Counts, handles and balances cash drawer accurately
- Processes mail, telephone, online, walk-in and drive-thru investments
- Performs dual control functions of opening night depository and balancing vault
- Complete Investment verifications
- Respond to customer needs in a timely and efficient manner
- Builds internal and external 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 judgment
- 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
- Must work onsite at the Investment Center; remote work is not permitted
- Ability to 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
- Ability to organize and prioritize
- Team-focused approach
- Ability to maintain confidential information
- Basic understanding of Microsoft Office Suite and 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.
