Lead Specialist-Tax Reporting & Unclaimed Funds Ops

High School Diploma/equivalent required
Minimum 1 year in an operations role with demonstrated compliance and regulations experience required
Excellent oral, written, and interpersonal skills – Listen to others, speaks effectively, uses diplomacy and tact, can quickly find common ground, and solve problems
Demonstrate attention to detail, organizational skills while managing multiple tasks
Digital literacy in Office365, including Word and Excel
Proven ability to use various computer-based systems, balancing experience, and understanding of compliance risks
Ability to learn detailed processes quickly and function independently with limited supervision
Proven ability and commitment to high performance by modeling KeyCorp Values and demonstrating the Key Difference Standards in every internal and external interaction
Knowledgeable in deposit products and regulations
Strong research skills and proven problem resolution skills

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

Proven experience and knowledgeable of deposit products including IRA and Health Savings Accounts (HSA) preferred