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Join the 1st Franklin Team
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Salary $18.00 to $20.00 per hour
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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
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