Financial Services Representative- PLANO, TEXAS
This role is in Plano, Texas and an in person opportunity.
Candidates must reside within a commutable distance to Plano, Texas at the time of applying.
About this Position
Join a fortune 100 financial institution if you’re looking to build a strong foundation in client engagement, relationship management, and financial service excellence.
As a Financial Services Representative, 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
- 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.
Job 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