Investor Relations Representative - Toccoa, GA bei 1st Franklin Financial Corporation

Principle Accountabilities

• 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 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