KeyBank is a national association offering banking services, and they are seeking a Lead Specialist in Account Reconciliations. The role involves managing check disbursement reporting for corporate clients and ensuring accurate operational processes within the ARP team.
Responsibilities
- Primary focus is on moderate execution within defined parameters with some expansion to complex issues based on development. Roles at this level are responsible for moderate operational and/or administrative work
- Administers moderate procedures, analysis, tasks and reporting while receiving limited instructions for filing, recording, processing, servicing, recording, and/or organization of documentation associated with a product or process
- Reviews and ensures proper documentation or procedures are used for moderate activities
- Identifies and resolves moderate issues by following established guidelines. Refers more complex problems to Senior level or supervisor
- Provides service in relation moderate complex billing inquiries, service requests, suggestions and complaints from customers
- Individuals at this level are expected to use some independence of thought but refer more complex problems to supervisors or other experts
- Contributes to workflow or process change and redesign and forms a strong basic understanding of the specific product or process
- Establishes a comfort level and good rapport with corporate clients and other internal lines of business
- Accountable for regular reporting and analysis requests
- Typically covers a broad range of responsibilities rather than focusing on one specific role
- Recommends and implements programs to solve routine issues
- Is fully proficient in duties while working under moderate to limited supervision
- Other duties as assigned
Skills
- High School diploma or equivalent required; College degree preferred
- Digital literacy in MS Office365 – including Intermediate - Advanced skills in Outlook, Excel, & Word required
- Minimum 1 year of relevant experience required
- Demonstrate excellent customer service, verbal/written communication, and interpersonal skills
- Comfortable navigating multiple computer systems and applications
- Excellent time management, prioritization, and organizational skills
- Ability to work under pressure and meet deadlines
- Analytical, research, and problem resolution skills
- Quick learner who is not afraid to ask questions
- Ability to work from home 3 days per week in a quiet, private office setting with little to no distractions
Benefits
- Incentive compensation which may include production, commission, and/or discretionary incentives
Company Overview
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