Financial Services Representative - PHOENIX, AZ

Financial Services Representative - PHOENIX, AZ

Jobs for Humanity is collaborating with YUPRO Placement to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name : YUPRO Placement

Job Description

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 months2 years of relevant work, internship, or customer-facing experience. Availability during standard business hours (MondayFriday) 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