Lockbox Lead Specialist

These positions are 1stshift Monday - Friday7:30 am to 4:00 pm

This position is Onsite/In Office ONLY

Office experience or lockbox experience is a plus

There is a Numeric Data Entry Assessment and a Sorting Assessment as part of the onsite interview process. If a reasonable accommodation is needed, please see below on how to submit a request.

Job Summary
Under some supervision, the Lead Specialist is primarily focused on execution of basic to moderate processing work following defined procedures with some expansion to complex issues based on development. The Lead Specialist is also responsible for moderate operational and/or administrative work requiring occasional decision-making and will escalate issues as needed.

Essential Functions

• 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. May provide service in relation moderate complex billing inquiries, service requests, suggestions and complaints from customers.
• Uses some independence of thought to resolve basic issues, and refers more complex problems to supervisors or other experts.
• Recommends and implements programs to solve routine issues, contributes to work flow or process change and redesign, and forms a foundational/basic understanding of the specific product or process.
• Accountable for regular reporting and analysis requests.
• Typically covers a broad range of responsibilities rather that focusing on one specific role.
• Is fully proficient in duties while working under moderate to limited supervision.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education

• High School Diploma or GED (required)
• Bachelor's Degree or equivalent experience (preferred)

Work Experience

• Minimum 1 years in operations or general office role (required)

Skills

• Working knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
• Working knowledge of customer service concepts and techniques; ability to meet or exceed customer needs and expectations and provide excellent service in a direct or indirect manner.
• Working knowledge of back office operations; ability to implement the practices, processes, technologies, and applications associated with banking transaction processing and records management.
• Working knowledge of major production application systems used for delivery of services to internal and external clients; ability to leverage major production application systems in diverse situations.
• Working knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
• Working knowledge of the necessity and value of accuracy; ability to complete tasks with high levels of precision.
• Working knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
• Working knowledge of the concepts and principles of Gemba Kaizen methodology; ability to identify and eliminate manufacturing waste through iterative improvements to processes.
• Working knowledge of the necessity for continuous personal growth and learning; ability to gauge one's strengths, limitations and interests accurately, and use this knowledge for purposes of performance effectiveness self-development.
• Working knowledge of successful approaches and techniques for dealing with change; ability to adapt to a changing environment and be comfortable with change.
• Working knowledge of collaborative techniques; ability to work with a variety of individuals and groups in a constructive and collaborative manner.
• Working knowledge of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
• Basic understanding of processes, tools and techniques for assessing and controlling an organization's exposure to risks of various kinds; ability to apply knowledge of risk management appropriately to diverse situations.

Core Competencies

• All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.