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

• 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