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Financial Services Representative

2 months ago

Edgewood, Maryland, United States Cascade Innovations Full time
About Cascade Innovations

We are a forward-thinking company with a rich history and a clear focus on innovation. Our mission is to provide our customers with a wide range of financial services and products tailored to their individual needs.

What We Offer
  • A dynamic and high-performing work environment
  • A collective agreement with attractive conditions as the foundation of our employment relationship
  • A company pension plan (ZVK), contribution to occupational retirement provision, and various additional benefits such as an above-average additional remuneration
  • Diverse tasks and flexible working hours
  • Opportunities for purchasing additional vacation days, job bike, and many other social benefits
Your Role
  • You will support our existing customer base on-site in all financial matters
  • You will provide comprehensive advice to private customers on credit and investment topics as well as in the service business
  • You will actively approach customers, analyze business relationships, and conduct financial checks
Requirements
  • You have a banking apprenticeship and the necessary expertise in the form of an in-house portfolio or bank specialist (m/f/d) (can be obtained if necessary)
  • You enjoy interacting with customers and convince with your strong communication skills