Live Chat
Contact
ODJFS Logo in OMJ Seeker Header

in
Embedded Banking Client Service Team Manager Job in Cleveland, Ohio US
Monster
 
 
 
 

Job Summary

Company
KeyBank NA
Location
Cleveland, OH
Industries
Government and Military
Job Type
Full Time
Employee
Years of Experience
Less than 1 Year
Job Reference Code
78977002

Embedded Banking Client Service Team Manager

About the Job

Location:
For Those Who Work At Home - Various, Ohio 44145

Client Service Team Manager is responsible for handling various escalated and complex requests surrounding the day-to-day servicing clients. Client Service Team Manger will lead a group of Client Service Specialists which will handle escalated client requests or concerns to include conversations with the client, document detail in bank complaint tracking system and presenting root cause findings to leadership for improvement of overall experience for the customer. They will assist with client conversions and implementations, updating equipment configurations, financial account updates and be the escalation point for Relationship Managers, as appropriate. They will manage additional business expectations for the client and internal partners as expected to assist with revenue goal and business priorities.

ESSENTIAL JOB FUNCTIONS

Manage employees who handle client service requests to maintain SLA's and accuracy of responses
Validate conversations with clients drive to the root cause issues and assist with escalated issues to determine best next steps for client and resolve client issues. Includes tracking and reporting on root causes to executive leadership.
Document escalated issues in bank complaint tracking system.
Support client acquisition, cross-sell, and/or retention initiatives through providing tracking information as well as insights based on client escalation analysis.
Analyze & Maintain portfolio by creating proactive outreach campaigns for client engagement and implementation driving to business revenue goals
Digital Servicing Platform improvements including pricing, entry enhancements and equipment.
Be point of escalation for Relationship Managers and other internal/external resources.
Partner effectively with internal partners to validate success of third-party relationship and provide process improvement guidance to enhance efficiencies to leadership.
Drives continuous improvement in partnership with Product Management, Operations, and Vendor partners to improve the efficiency and effectiveness of the implementation process
Manage & update procedures with our internal/external partners to enhance the client experience
Direct and manage third party partner to assure client experience and revenue results are as determined
Work across multiple functions providing support, leadership and subject matter expertise to marketing, sales, finance, technology, operations, and compliance in order to accomplish objectives
Maintain subject matter expertise; identify trends, changes or shifts in client and competitor behaviors and regulatory and competitive forces that impact these products.
Initiate and conduct necessary research that may need to be done in conjunction with onboarding projects.
The position may require limited travel to attend industry meetings and conferences as well
to assist Business Development opportunities when required.
Create, distribute, and present monthly and quarterly business reviews to direct manager and executive leadership
Review and analyze and action daily call reporting from vendor to verify procedures are being followed and clients' needs were met, additional outreach to the client, if appropriate.
Assist with training and implementation for clients that have escalated through third party partner or internal partner.
Create and maintain full inventory of policies and procedures for KTIP Servicing business and work with internal audit teams to validate safety and soundness of business
Lead operationalization efforts for all new product launches working with internal and external teams.
Create and deliver ad hoc report as requested and appropriate.
Maintain and up to date forms and agreements library to ensure the correct versions are being utilized

REQUIRED QUALIFICATIONS

Five + years in financial services; acquiring, accounting and client escalation management experience.
Strong analytical skills. Excellent problem solving and quantitative skills.
Strong internal and external communication skills.
Organizational skills, including ability to prioritize work.
Must be able to handle fast paced, ever changing work environment.
Excellent time management skills.
Attention to detail.
A team player with proven ability to build strong collaborative relationships with internal partners.
Dedicated to exceeding the expectations of clients.
Ability to identify inefficient processes, recommend solutions.
An ability to change, influence others, and foster teamwork.
Proficiency with PCs and standard Microsoft Office software.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $87,000.00 to $100,000.00 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please click for a list of benefits for which this position is eligible.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.

Job Posting Expiration Date: 04/26/2024

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

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 .

#LI-Remote

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.
 
Apply

Job Tools

  • Save
  • Share
  • Report this job
Apply