Amherst, NY, USA
16 days ago
Lead Specialist- Tax Reporting & Unclaimed Funds Ops

Location:

4224 Ridge Lea Road - Amherst, New York 14226

Location - This role is Hybrid, requiring a minimum of 2 days in-office each week

Hours: Monday-Friday from 8:00am-5:00pm

Overview:

The Tax Reporting/Unclaimed Funds Operations team is responsible for enterprise-wide Tax Reporting and Unclaimed Funds governance and related operational processes.

Essential Job Functions:

Construct appropriate and professional communications as necessary. Research/respond to email requests and phone inquiries from clients, branches and other internal departmentsAssist with Quest and Sub product changes-client inquiriesAssist with IRA/Health Savings Account transaction discrepancy report review/resolutionAssist Retirement Reporting System daily balancingContribute ideas for process and service improvement opportunities; champion and support improvement initiativesIndependently perform diverse functional tasks with minimal supervision and a high level of adaptabilityActive participant on project teams; complete smaller scope projects independentlyAssist in creating/updating current procedures as changes occur in the processMeet performance objectives for accuracy and timeliness in completing actionsSuccessfully prioritize workload of various types of activities with completion date requirements.

Minimum Requirements:

High School Diploma/equivalent required1-2 years in an operations role with demonstrated compliance and regulations experience requiredProven experience and knowledgeable of deposit products including IRA and Health Savings Accounts (HSA) preferredExcellent oral, written, and interpersonal skills - Listen to others, speaks effectively, uses diplomacy and tact, can quickly find common ground, and solve problemsDemonstrate attention to detail, organizational skills while managing multiple tasksDigital literacy in Office365, including Word and ExcelProven ability to use various computer-based systems, balancing experience, and understanding of compliance risksAbility to learn detailed processes quickly and function independently with limited supervisionProven ability and commitment to high performance by modeling KeyCorp Values and demonstrating the Key Difference Standards in every internal and external interactionKnowledgeable in deposit products and regulationsStrong research skills and proven problem resolution skills

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $21.00 to $23.00 per hour depending on location and job-related factors such as level of experience.

Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date: 12/01/2024

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

 

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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