Financial Services Representative

2 weeks ago


Shaker Heights, Ohio, United States Cascade Solutions Full time

Our Commitment to Excellence

Cascade Solutions is dedicated to providing exceptional financial services to our customers. As a key member of our team, you will play a vital role in helping us achieve our goal of delivering outstanding customer experiences.

Your Key Responsibilities

  • Provide expert financial guidance and support to our customers, understanding their unique needs and concerns.
  • Develop and maintain strong relationships with our clients, identifying opportunities to expand their financial capabilities and achieve their goals.
  • Take ownership of customer inquiries and issues, resolving them promptly and professionally.

Your Ideal Profile

  • You have a strong background in finance, with a degree or equivalent experience in a related field.
  • You possess excellent communication and interpersonal skills, with the ability to build trust and rapport with customers.
  • You are a team player, with a collaborative approach to working with colleagues to achieve common goals.

Our Benefits

  • We offer a competitive salary and benefits package, reflecting our commitment to your well-being and success.
  • You will have opportunities for professional growth and development, with training and support to help you achieve your career aspirations.


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