Financial Services Representative - PHOENIX, AZ

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