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Lead Specialist-Consumer Servicing

Lead Specialist-Consumer Servicing

CompanyKeyBank
LocationCheektowaga, NY, USA
Salary$22 – $24
TypeFull-Time
Degrees
Experience LevelJunior, Mid Level

Requirements

  • High School Diploma or GED
  • Proven ability to manage multiple tasks simultaneously
  • Problem solving, analytical and communication skills
  • 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
  • Knowledge of Loan’s, Lines of Credit and Deposit Products

Responsibilities

  • Process Monetary and Non Monetary transactions, which could be a request from a client, another department or part of a project. Using APA (automated posting application) input the appropriate entries to balance (for monetary transactions)
  • Discrepancies related to the posting of monetary transactions – work with accounting to perform detailed research and post balancing entries to correct.
  • Perform basic to complex research using various banking systems and applications
  • Communicate to the requester the results of research and resolution of the problem effectively and timely.
  • Assist other team members with daily workload to ensure timely completion and achievement of work team assignments.
  • Perform careful and timely review of various reports to alleviate potential client impact issues and to ensure system integrity. Take appropriate action to address issues.
  • Actively seek opportunities to improve process efficiency, quality and the client experience. Communicate ideas appropriately to effect real change.
  • Provides world class customer service to internal and external customer, maintaining a professional manner
  • Identify issues/problems and communicate to appropriate management
  • Actively pursue development of self to better support team and future advancement.
  • Review and update team procedures
  • Client Service – Answer Team Phone Line

Preferred Qualifications

    No preferred qualifications provided.