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KeyBank Lead Specialist (Lockbox Department) in Cincinnati, Ohio

Lead Specialist (Lockbox Department)inCincinnati, OHatKeyBank

Date Posted: 1/25/2021

Job Snapshot

  • Employee Type: Part-Time

  • Location: 895 Central Avenue Cincinnati, OH

  • Date Posted: 1/25/2021

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

This position will be a part-time position. Typical work schedule is Monday and Tuesday 7:30 a.m. - 4:00 p.m. and/or until completion of work and Wednesday 7:00 a.m. - 3:30 p.m. and/or until completion of work.

Job Brief:

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 Job Duties:

Open mail and extract paper invoices/checks (Applicants will be tested to determine extraction skills)

Properly sort non-payment documents for processing

Accurately batch work and communicate issues to Workflow Coordinator or Supervisor

Develop subject matter expertise to identify optimizations and troubleshoot processing issues

Operate high volume extraction and image capture devices to process client payments

Utilize Lockbox software for data entry and reconciliation processes

Assist with end of day activities including client reporting, packaging and exception processing

Backup workflow coordinator when necessary, managing the flow of work throughout the various stages of Lockbox processing

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

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 workflow 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 than focusing on one specific role.

Is fully proficient in duties while working under moderate to limited supervision.

Perform item processing in all different categories

Other duties as assigned

Experience and Education:

1+ years of experience in operations role

High School Diploma or equivalent work experience required. College degree preferred

Works well with others in a fully developed team environment

Open minded and adaptable to new ideas in a changing environment

Exceptional attention to detail.

Ability to work under pressure and meet deadlines

Proficient in Microsoft Office applications

Proficient in 10-Key, able to perform with a high degree of speed and accuracy.

Proven ability to handle monetary/ processing functions independently

Proven ability to handle high transaction volumes accurately and meet production goals

Proven strong verbal/written communication and interpersonal skills

Good judgement and decision-making skills, basic leadership skills

Ability to identify issues and demonstration of basic analytical, research and problem resolution skills

Comfortable navigating multiple computer systems and applications, utilizing resources to solve routine challenges

Moderate knowledge of banking policies, procedures, government regulations

Ability to perform moderate scheduled and non-scheduled maintenance functions

Excellent customer service skills and ability to handle routine/occasional customer service inquiries independently

May train or assist in training new staff

Ability to work with minimal supervision in decision making

Please note that a sorting assessment will be given as part of the on-site interview process.


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.