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KeyBank Lead Specialist (Onboarding and Servicing Reclamations) in Albany, New York

Lead Specialist (Onboarding and Servicing Reclamations)inAlbany, NYatKey Bank- Corporate

Date Posted: 3/24/2020

Job Snapshot

  • Employee Type: Full-Time

  • Location: 555 Patroon Creek Boulevard Albany, NY

  • Job Type: Banking

  • Experience: Not Specified

  • Date Posted: 3/24/2020

About Us

Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation s largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.

Our goal is to be the best regional bank in the U.S. What that means is we put our clients needs first and take a customized approach to meeting those needs. At Key we ve made a promise to our clients that they will always have a champion in us. To deliver on that promise, we re committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day.

Job Description

Please note there are two positions available.


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.

The Lead Specialist would be responsible for various tasks such as setting up adjustment cases, monitoring multiple mailboxes, communicating with internal and external partners, handling a high volume of requests within a short period of time, reaserching and making adjustments to client accounts or GL s, and other duties as assigned.


As part of Onboarding and Servicing, associates specialize in Research and Adjustments in support of the team s broad areas of responsibility. As such, the chosen candidate can expect to be required to perform tasks such as (but not limited to):

  • Perform basic to complex research using various bank systems

  • Evaluate and process incoming notifications of death as received from the US Government

  • Act within established deadlines to limit KeyBank liability for loss

  • Monitor multiple sources for action related to client deaths

  • Research and resolution of reclamation claims from the US Government and private pension companies

  • Performing routine research and respond to a high volume of work with exceptional accuracy

  • Complete data entry into various bank systems

  • Provides superior service to internal/external clients, US Government agencies, Department of Treasury, Social Security Administration and other government agencies through the KeyValues concepts

  • This role covers a combination of staff within the areas of credit cards, retail banking, small business banking, consumer lending, mortgage banking, collections, recovery, origination, or auto finance and cover a broad range of responsibilities and duties

  • 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


  • High School Diploma or GED

  • Basic to intermediate PC and MS Office skills

  • Proven strong verbal/written communication and interpersonal skills

  • Ability to work independently or as part of the larger fast-paced and ever-changing team; all while maintaining a precise attention to detail

  • Good judgement and decision-making skills, basic leadership skills

  • Ability to work with minimal supervision in decision making

  • 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

  • 3+ yrs. branch, bank operations or equivalent work experience is preferred

  • May train or assist in training new staff


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