Ally Financial

Financial Services Representative

Posted on: 7 Mar 2021

Lewisville, TX

Job Description

Ally and Your Career

Ally Financial only succeeds when its people do - and that's more than some cliche people put on job postings. We live this stuff! We see our people as, well, people - with interests, families, friends, dreams and causes that are all important to them. Our focus is on the health and safety of our teammates as well as work-life balance and diversity and inclusion. From generous benefits to a variety of employee resource groups, we strive to build paths that encourage employees to stretch themselves professionally. We want to help you grow, develop, and learn new things. You're constantly evolving, so shouldn't your opportunities be, too?

The Opportunity

The Broker Trainee position is an 8-week paid training program dedicated to obtaining your FINRA SIE, Series 7 & 63 licenses through virtual learning.

What to expect:

* Access to licensing materials through videos, live coaches, and prep exams.
* Ongoing one on one touchpoints to monitor progress and provide support.
* On the job training provided upon completion of the required licenses.

The Work Itself (Once Licensed)

* Provide assistance to customers by answering phone calls and responding to emails and live chats.
* Place and/or facilitate the execution of customer orders, resolve complicated customer trading concerns, respond to customer inquiries on related issues, and troubleshoot basic technical problems.
* Ability to understand and interpret account balances and activity.
* Service internal requests and maintain inventory positions to ensure the firm is not at any undue risk.
* Partner with operations teams to assist in client feedback and development of applications to improve the client experience.
* Understand, comply, maintain, and reinforce regulatory and firm policies and procedures/guidelines.

The Skills You Bring

* 1-2 years of prior customer service, call center, operations, or financial service/trading industry related experience.
* Strong oral and written communication with a passion to provide an exceptional customer experience.
* Able to exercise independent thought and judgment, adapt to new tasks with little notice, and the ability to prioritize tasks in a multi-task environment.
* Proven expertise and in Microsoft Desktop Operations systems (Windows 7, WindowsXP, Apple Mac OS X).
* Bachelor's Degree or equivalent business experience.
* Willing to work flexible schedules, weekends, and overtime as necessary to meet business needs.

IMPORTANT: As part of the recruiting/hiring process, Ally Invest Securities, LLC will conduct an investigation (including your complete employment history, licensing & compliance record as maintained by the central registration depository (CRD)) to ascertain that the information provided is complete and accurate. As part of this investigation, you will be fingerprinted. Your fingerprints will be submitted to FINRA and matched against the records of law enforcement databases. Ally Invest Securities, LLC reserves the right to rescind any job offer made to you or to immediately terminate employment if the information provided is found to be incomplete or inaccurate.

For Remote work (temporary until we re-enter our facilities in 2021)

* Independent worker with strong time-management skills
* Must maintain a quiet workplace so you can focus on delivering excellent service to our customers
* Must live in a location that can use an existing high-speed internet service
* Minimum download speed 10 MB/s, preferred download speed 25 MB/s
* You can test your speeds at speedtest.net

How We'll Have Your Back

Ally's compensation program offers market-competitive base pay and pay-for-performance incentives (bonuses) based on achieving personal and company goals. But Ally's total compensation -- or total rewards -- extends beyond your paycheck and is designed to support and enrich your personal and professional life, including:

* Time Away: competitive holiday and flexible paid-time-off, including time off for volunteering and voting.
* Planning for the Future: plan for the near and long term with an industry-leading 401K retirement savings plan with matching and company contributions, student loan and 529 educational assistance programs, tuition reimbursement, and other financial well-being programs.
* Supporting your Health & Well-being: flexible health and insurance options including dental and vision, pre-tax Health Savings Account with employer contributions and a total well-being program that helps you and your family stay on track physically, socially, emotionally and financially.
* Building a Family: adoption, surrogacy, and fertility support as well as parental and caregiver leave, back-up child and adult/elder day care program and child care discounts.
* Work-Life Integration: other benefits including LifeMatters Employee Assistance Program, subsidized and discounted Weight Watchers program and other employee discount programs.

Who We Are

Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and innovative financial solutions. We are relentlessly focused on "Doing it Right" and being a trusted financial-services provider to our consumer, commercial, and corporate customers. For more information, visit www.ally.com.

Ally is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.

We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. For accommodation requests, email us at work@ally.com. Ally will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.

Ally Financial

Detroit, MI

Ally Financial Inc. provides various financial products and services to consumers, businesses, automotive dealers, and corporate customers primarily in the United States and Canada. It operates through Automotive Finance Operations, Insurance Operations, Mortgage Finance Operations, and Corporate Finance Operations segments. The Automotive Finance Operations segment offers automotive financing services, including providing retail installment sales contracts, loans and operating leases, term loans to dealers, financing dealer floorplans, other lines of credit to dealers, warehouse lines to automotive retailers, and fleet financing. It also offers financing services to companies and municipalities for the purchase or lease of vehicles, and vehicle-remarketing services. The Insurance Operations segment provides consumer finance protection and insurance products through the automotive dealer channel, and commercial insurance products directly to dealers.

The Mortgage Finance Operations segment manages held-for-investment consumer mortgage finance loan portfolio that includes bulk purchases of jumbo and low-to-moderate income mortgage loans originated by third parties, as well as direct-to-consumer mortgage offerings.

The Corporate Finance Operations segment offers senior secured leveraged cash flow and asset-based loans to middle market companies. It primarily focuses on businesses owned by private equity sponsors with loans used for leveraged buyouts, mergers and acquisitions, debt refinancing, restructurings, and working capital.

The company, through its subsidiary, Ally Bank, also provides commercial banking products and services. In addition, it offers digital securities brokerage and investment advisory services. The company was formerly known as GMAC Inc. and changed its name to Ally Financial Inc. in May 2010. Ally Financial Inc. was founded in 1919 and is headquartered in Detroit, Michigan.

  • Industry
    Banking/Financial Services
  • No. of Employees
    8, 200
  • Jobs Posted
    2961