Phoenix, AZ Archives - YUPRO Placement

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

November 12, 2025
Associate Banker – PHOENIX, AZ
Associate Banker – Consumer Banking

This is an apprenticeship opportunity.
This role is in Phoenix, AZ *Candidates must reside within a commutable distance to Phoenix, AZ *

About this Position

Join our Consumer & Community Banking team, where you’ll support customers through personal banking, credit cards, and financial solutions. As a Retail Banking Apprentice, you’ll contribute to the success of the branch by creating exceptional customer experiences and learning the fundamentals of retail banking. You’ll help clients manage their money confidently through relationship building, technology education, and teamwork while developing key skills for a long-term career in financial services.

Job Responsibilities
- Create a welcoming environment by greeting clients, managing lobby traffic, and assisting with appointments.
- Support client transactions and new account openings while maintaining compliance with all policies and regulations.
- Educate clients on digital banking tools such as the mobile app, Chase.com, and ATMs.
- Build lasting relationships by listening, understanding needs, and connecting clients to licensed bankers.
- Assist with branch operations including cash handling and ATM management in line with bank procedures.
Job Skills/Requirements
- Strong passion for providing outstanding customer service and exceeding client expectations.
- Excellent communication and interpersonal skills; ability to engage clients and anticipate needs.
- Quick learner with strong attention to detail and problem-solving abilities.
- Team-oriented and reliable, with a focus on consistency and professionalism.
- Prior client service or cash-handling experience preferred.
Additional Information
- Apprenticeship duration: 3 months
- Schedule: Potential Saturday workday as agreed upon by the intern and manager with ample advance notice.
- Opportunity for Permanent Hire: Eligible for a 30-hour-per-week Associate Banker destination role post apprenticeship
- Must refrain from personal phone usage during work hours.
- No absences for the first 30 days of assignment
- Must refrain from personal phone usage during work hours.
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. YUPRO Placement is an equal opportunity employer.
November 12, 2025

Financial Services Representative – PHOENIX, AZ

Associate Banker – PHOENIX, AZ