Full-Time

Lead Specialist-Bank Operations Lockbox

Posted on 1/29/2025

KeyBank

KeyBank

1,001-5,000 employees

Offers banking products and financial services

Fintech
Financial Services

Compensation Overview

$18.75 - $24.52Hourly

Junior, Mid

Cincinnati, OH, USA

The job is located at 895 Central Avenue, Cincinnati, OH 45202.

Category
Commercial Banking
Finance & Banking
Required Skills
Customer Service

You match the following KeyBank's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Typically 1-3 years of experience in operations role
  • High School Diploma or GED equivalent. College degree preferred
  • Excellent customer service skills
  • Proven excellent verbal/written communication and interpersonal skills
  • Demonstrated leadership skills
  • Ability to work under pressure and meet deadlines
  • Analytical, research and problem resolution skills
  • Proficient in 10-Key, able to perform with a high degree of speed and accuracy
  • Comfortable navigating multiple computer systems and applications
  • Proficient in Microsoft Office applications
  • Intermediate understanding of accounting principles
  • Intermediate understanding of banking policies, procedures, government regulations
  • Intermediate understanding of loan documentation
  • Proven ability to handle all monetary/ processing functions independently
  • Moderate knowledge/experience in multiple payment delivery channels; OLDS, Lockbox, ACH, wires
  • Moderate knowledge of banking policies, procedures and governmental regulations
  • Ability to perform moderate scheduled and non-scheduled maintenance functions
  • Proven ability to handle high transaction volumes accurately
  • Ability to meet production goals
  • Proven ability to handle all customer service inquiries and diffuse difficult customer situations independently
  • Ability to work with minimal supervision in decision making
  • Exceptional attention to detail.
Responsibilities
  • Primary focus is on moderate execution within defined parameters with some expansion to complex issues based on development
  • Administering 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
  • May provide service in relation to moderate complex billing inquiries, service requests, suggestions and complaints from customers
  • 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
Desired Qualifications
  • College degree preferred
  • Works well with others in a fully developed work team environment
  • Open minded and adaptable to new ideas in a changing environment

KeyBank provides a variety of financial services, including personal and business banking, credit cards, mortgages, and loans. The company caters to individual consumers, small businesses, and commercial clients throughout the United States. KeyBank focuses on delivering customized financial solutions to address the unique needs of its clients. It earns revenue primarily through interest from loans, fees for banking services, and commissions on financial products. Additionally, KeyBank prioritizes financial wellness by offering tools and resources that help clients manage their finances effectively. The goal of KeyBank is to assist clients in reaching their financial objectives, whether that involves purchasing a home, consolidating debt, or planning for their financial future.

Company Stage

IPO

Total Funding

$30M

Headquarters

null, Massachusetts

Founded

1824

Simplify Jobs

Simplify's Take

What believers are saying

  • AI integration could boost KeyBank's operational efficiency and customer experience.
  • Scotiabank's investment may lead to expanded market reach and resource sharing.
  • Increased credit facilities support business growth through flexible financial solutions.

What critics are saying

  • AI investments may not yield expected returns, posing financial risks to KeyBank.
  • Scotiabank's investment could lead to strategic shifts misaligned with KeyBank's operations.
  • Higher credit facilities expose KeyBank to increased credit risk if clients default.

What makes KeyBank unique

  • KeyBank's investment in AI-based Zentist enhances its technological edge in financial services.
  • Strategic partnership with Scotiabank strengthens KeyBank's international market reach and resource sharing.
  • KeyBank's focus on financial wellness tools sets it apart in client financial management.

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Benefits

Medical, dental, & vision

Wellness Programs

Fitness Reimbursement

Alternative Work Schedules

PTO

Parental Leave

401(k) Savings Plan

Discounted Stock Purchase Plan

Tuition Reimbursement