Banking Professional

4 days ago


Shaker Heights, Ohio, United States Cascade Solutions Full time
About the Role

We are seeking a highly skilled Banking Professional to join our team at Cascade Solutions. As a key member of our sales team, you will play a crucial role in supporting our customers in achieving their financial goals.

Key Responsibilities
  • Provide expert financial guidance and consulting services to our customers, understanding their unique needs and concerns.
  • Develop and maintain strong relationships with our customers, expanding our client base through professional consulting skills.
  • Take ownership of retirement planning and credit consulting, offering tailored solutions that meet the evolving needs of our customers.
Requirements
  • Completion of training as a bank clerk or equivalent qualification in the financial services industry.
  • Proven experience in delivering individualized, personal, and equal-level consulting services.
  • Excellent communication and interpersonal skills, with a natural ability to approach people and build strong relationships.
  • Ability to work collaboratively as part of a team, providing support and assistance in challenging tasks.
What We Offer
  • A permanent employment contract with a bank on a steady growth course, offering stability and opportunities for career advancement.


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