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 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