Financial Services Representative- PLANO, TEXAS

Company Name: YUPRO Placement

Location:

Plano, Texas - In-person opportunity

Candidates must reside within a commutable distance to Plano, Texas at the time of applying.

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.

• 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.

• 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.

• Completion of a 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).

• 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: $18-20/hr

• Entry level

• Full‑time

• Finance and Sales

• Technology, Information and Internet

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.