Private customer advisor - Edgewood, United States - Cascade Innovations

Cascade Innovations
Cascade Innovations
Verified Company
Edgewood, United States

2 weeks ago

Savannah Johnson

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Savannah Johnson

beBee Recruiter
Description
About the Company
We are a strong and innovative company with a long tradition and a clear focus on the future. We offer our customers a wide range of financial services and products tailored to their individual needs.

What do we offer?

  • A future-oriented and high-performing employer
  • Collective agreement with attractive conditions as the basis of the employment relationship
  • Company pension plan (ZVK), contribution to occupational retirement provision and many other 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

What can you expect?

  • You will support the 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

What should you bring?

  • 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
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