• Financial Services Representative-Phoenix, AZ

    Financial Services Representative-Phoenix, AZ
    This is an apprenticeship opportunity.
    This role is in Phoenix, AZ and an in person opportunity.
    *Candidates must reside within a commutable distance to (Phoenix, AZ)*

    About this Position
    Join a national financial services team where you’ll build a strong foundation in client engagement, relationship management, and financial service excellence. As a Financial Services Representative Apprentice, you will deliver excellent customer service and develop critical skills through training, hands-on practice, and coaching. This role is a heavy phone-based environment supporting clients with their banking and investment needs.

    Job Responsibilities
    • Work in a phone-based environment supporting clients with account servicing and resolution on brokerage accounts.
    • Identify client needs and refer sales opportunities to the appropriate teams and specialists.
    • Provide exceptional client care and help clients achieve financial goals through needs-based solutions.
    • Develop communication techniques to confidently engage with clients by phone and deliver exceptional service.
    • Collaborate with peers and leaders to ensure a high-quality, consistent client experience.

    Job Skills/Requirements
    • Client-focused mindset with a passion for excellence and teamwork.
    • Self-motivated and goal-oriented with the ability to multitask in a performance-based environment.
    • Strong communication skills and aptitude for relationship management and sales support.
    • Ability to identify client needs and provide appropriate solutions or referrals.
    • Proficiency in computer systems and digital tools.

    Program Requirements
    • Completion of an Year Up United Program
    • 6 months–2 years of relevant work, internship, or customer-facing experience.
    • Availability during standard business hours (Monday–Friday) with potential Saturday coverage.
    • Must reside within 30 minutes of the assigned branch.
    • Ability to work on-site and adhere to banking policies (no personal phone usage during work hours).

    Additional Information
    • Comprehensive training and continuous professional development provided.
    • Career advancement opportunities within a national financial institution.
    • Must be comfortable working in a high-volume environment
    • Must refrain from personal phone usage during work hours.
    • No absences for the first 30 days of assignment

    Pay Range
    Pay: $18-20/hr

    YUPRO Placement is the nation’s leading skills-first placement firm placing and promoting historically overlooked talent into permanent hire, apprenticeship, and contract job assignments. We represent clients who support skills-first inclusive hiring practices