K

KeyBank

Provides banking, loans, and financial services

Lead Specialist - Internal Adjustments

Customer SupportUpdated on Nov 12
Full-time

About the Job

Requirements

  • A high school diploma or GED is required.
  • Basic to intermediate personal computer and Microsoft Office skills are required.
  • The candidate must demonstrate problem-solving, analytical, and communication skills.
  • The candidate must be able to work independently or as part of a team while maintaining precise attention to detail.
  • The candidate must communicate professionally with team members, internal clients, and management.
  • The candidate must follow instructions and use training to make informed decisions.
  • The candidate must be able to handle customer-service inquiries and independently diffuse difficult customer situations.
  • Qualified candidates must be able to report to the Albany, New York, Brooklyn, Ohio, or Amherst, New York office according to the stated onsite schedule.

Responsibilities

  • Perform basic to complex research using various bank systems.
  • Provide deposit, check, statement, and report copies.
  • Research and resolve monetary and non-monetary differences arising during check and credit-card processing or corporate-client billing.
  • Perform routine research and process client-requested transactions using the specified Enterprise Commercial Payments product.
  • Enter data into various bank systems.
  • Provide customer service to internal and external clients using the KeyValues concepts.
  • Recommend and implement programs to solve routine issues and improve process efficiency, quality, and client experience.
  • Identify and resolve moderate issues by following established guidelines, and refer more complex problems to senior-level staff or a manager.
  • Participate in self-development to support the team and the candidate's future advancement.

Desired Qualifications

  • A college degree is preferred.
  • A minimum of one year of bank operations experience is preferred.

About the Company

KeyBank

Provides banking, loans, and financial services

KeyBank provides a full range of banking services for individuals, small businesses, and commercial clients across the United States. It offers checking and savings accounts, credit cards, mortgages, loans, and other financial products. Customers use these products by making deposits, borrowing money, or using credit in everyday life; the bank earns interest on loans, fees for services, and commissions on products. KeyBank differs from many rivals by offering a wide geographic footprint and a focus on tailored financial solutions plus tools to improve financial wellness, such as budgeting resources and planning guidance. Its goal is to help clients reach financial milestones—like buying a home, paying down debt, or saving for the future—through a comprehensive set of services.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Cleveland, OH
Founded
1824

Recently Posted Jobs

Explore more opportunities at KeyBank

See more jobs