Lead Specialist- Internal Adjustments

KeyBankAlbany, NY
$19 - $25Hybrid

About The Position

As part of the Client Servicing vertical of Onboarding & Servicing Technology and Operations, Lead Specialists on this team specialize in research and adjustments and account analysis to support our clients across the team’s broad areas of responsibility.

Requirements

  • High School Diploma of GED is required
  • Basic to intermediate PC and MS Office skills
  • Proven problem solving, analytical and communication skills
  • Ability to work independently or as part of the larger fast-paced and ever-changing team; all while maintaining precise attention to detail
  • Comfortable communicating with team members, internal clients and management while maintaining a professional demeanor
  • Demonstrated ability to follow instruction as provided and utilize training to make informed decisions

Nice To Haves

  • College degree is preferred
  • Minimum 1 year of bank operations experience is preferred

Responsibilities

  • Perform basic to complex research using various bank systems
  • Provide deposit, check, statement and report copies
  • Research and resolution of both monetary and non-monetary differences which occur during check, credit card processing or corporate client billing
  • Performing routine research and process transactions as requested by clients utilizing specific Enterprise Commercial Payments product
  • Complete data entry into various bank systems
  • Provides excellent customer service to internal and external clients through the KeyValues concepts
  • Recommends and implements programs to solve routine issues, improve process efficiency, quality and client experience
  • Identifies and resolves moderate issues by following established guidelines. Refers more complex problems to senior level or manager
  • Typically covers a broad range of responsibilities rather than focusing on one specific role
  • Actively participates in self-development to support the team but also one’s own future advancement
  • Proven ability to handle customer service inquiries and diffuse difficult customer situations independently

Benefits

  • This position is eligible to earn a base hourly rate in the range of $18.75 - $25.00 per hour.
  • Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
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