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.

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 an Year Up United Program
• 6 months2 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