Financial Services Representative- PLANO, TEXAS

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 youre 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 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 nations 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