Join a dynamic banking environment in New York City as a Banking Specialist. As a key player in our financial services team, you will contribute to the growth and success of our organization by providing exceptional service and developing financial solutions for our clients. Our company, a mid-sized financial institution, prides itself on innovation and excellence in service delivery, making a significant impact in the banking industry. Key Responsibilities Provide expert advice to clients on financial products and services to meet their needs. Analyze client accounts and financial situations to recommend personalized banking solutions. Process and manage transactions efficiently while ensuring compliance with banking policies. Identify opportunities for cross-selling and up-selling of additional financial services. Maintain accurate records and documentation for all client interactions and transactions. Collaborate with colleagues to achieve team goals and enhance customer satisfaction. Monitor industry trends and developments to effectively respond to client needs. Required and Preferred Qualifications Bachelor's Degree in Finance or related field. Strong analytical skills with a keen eye for detail. Proficiency in financial software and tools commonly used in the banking environment. Excellent communication and interpersonal skills. 1-3 years of experience in a banking or finance-related role preferred. Our team structure comprises experienced professionals and industry mentors who foster a collaborative and supportive work environment. You will report directly to the Banking Manager, who will guide you in your professional journey and help refine your skills in a fast-paced setting. Collaboration with cross-functional teams is encouraged to drive innovation and enhance service delivery. This position offers growth opportunities within the company, allowing you to advance your career in the financial sector. We take pride in our inclusive and diverse company culture, supporting work-life balance and a modern workplace. Employees enjoy benefits such as flexible working hours and professional development programs tailored to facilitate career advancement.