PT Investor Relations Representative - Toccoa, GA
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1st Franklin Financial Corporation
Toccoa, GA, US
Summary
The Investor Relations Representative provides product information to investors, processes investment transactions, and maintains accurate financial records. They are also responsible for greeting clients, managing investment accounts, and ensuring regulatory compliance within the investment center.
Job Description
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.
Performs Investment Center Responsibilities
- 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
Maintains Financial and Regulatory Control
- 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
Creates an Exceptional Customer Experience
- Respond to customer needs in a timely and efficient manner
- Builds internal and external 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 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
Since 1941, 1st Franklin Financial Corporation has remained committed to one mission: serving communities by providing financial opportunities to individuals and families. More than 85 years have passed since Founder Ben F. Cheek, Jr. made his first $34 automobile loan, but our dedication to helping customers achieve their financial goals remains as strong as ever.
While the world has changed significantly over the years, our approach has not. We believe in building lasting relationships with our customers. They know us, and more importantly, we know them. That personal connection has allowed us to serve multiple generations of families, providing support when they need it most.
Today, with more than 350 branch locations across 10 states, 1st Franklin Financial Corporation continues to offer personal loan solutions designed to meet a variety of financial needs. We are not a payday lender, nor do we offer loans secured by a customer's next paycheck. Instead, we provide short- and long-term installment loans of up to $15,000* with flexible terms to fit a wide range of budgets. Our goal is simple: to provide the financial resources our customers need so they can focus on what matters most - living life.
Founded
1941
Company size
1,001-5,000 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Toccoa, GA
