Job Information
KeyBank Lead Specialist- Tax Reporting & Unclaimed Funds Ops in Amherst, New York
Location:
4224 Ridge Lea Road - Amherst, New York 14226
Location - This role is Hybrid, requiring a minimum of 2 scheduled 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 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.
Minimum Requirements:
High School Diploma/equivalent required
Minimum 1 year in an operations role with demonstrated compliance and regulations experience required
Proven experience and knowledgeable of deposit products including IRA and Health Savings Accounts (HSA) preferred
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
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 (http://www.key.com/kco/images/Key_Benefit_Eligibility_Chart.pdf) for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 07/10/2025
KeyCorp is an Equal Opportunity Employer committed to 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.
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.
KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.