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