Financial Services Representative- PLANO, TEXAS

Jobs for Humanity•Plano, TX

14h•$18 - $20•Onsite

About The Position

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.

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).
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

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.