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Account Analysis Specialist 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
2+ to 5 Years
Job Reference Code
78820125

Account Analysis Specialist

About the Job

Location:
4910 Tiedeman Road - Brooklyn, Ohio 44144

ABOUT THE JOB (JOB BRIEF)

This position provides support to Relationship Managers, Payment Advisors, KeyCenter relationship managers, and the Business Banking Contact Center. The primary job functions of this position include retrieving, reviewing, interpreting, and processing monetary/ non-monetary transactions and account maintenance for commercial clients who use treasury management services. All maintenance is performed in accordance with the corporate policies and procedures as well as federal banking laws and regulations.

ESSENTIAL JOB FUNCTIONS

Maintain a comprehensive technical and working knowledge of all systems utilized by the Account Analysis Maintenance team including, but not limited to; Hogan, RPM, CMOD, Lotus Notes, and internal databases.
Utilize excellent time management skills; working with strict deadlines to achieve service level agreements on a daily, weekly, and monthly basis.
Adhere to Corporate and departmental guidelines when working with sensitive client data on internal and external client accounts, as to not compromise the integrity of client information or impact client relationships.
Demonstrate understanding of complex calculations used in reconciling analysis data to ensure accuracy and integrity of relationship service charging.
Respond to e-mail and phone inquiries from; providing education on Account Analysis policies and procedures when needed.
Actively participate on project teams and assist with Line of Business testing as well as work independently on smaller scope projects.
Provide options and solutions to business partners, ensuring clients receive products and services tailored to their needs.
Identify opportunities to improve current processes.
Obtain and grow working relationships with co-workers, Leaders, Business Partners, and other departments. Leverage these contacts to enhance the client experience with Account Analysis.
Consistently demonstrate the use of the Key Values (Teamwork, Respect, Accountability, Integrity, Leadership)
Assist in reviewing and writing procedures

REQUIRED QUALIFICATIONS

High school diploma
Three years bank operations and/or sales and service experience
Excellent problem resolution skills
Quality focused with the ability to work in a team environment
Exceptional time management and organizational skills
Ability to adapt and function productively in a fast-paced, ever-changing working environment
Understanding of basic accounting general ledger practices
Ability to learn new concepts quickly and work independently
Strong written and oral communication skills
Proficient knowledge of Microsoft Office Suite; functioning at an intermediate level or better with Excel and Word

PREFERRED QUALIFICATIONS

Associates degree or higher in Business or bank related field
Working knowledge of Hogan, CE Desktop, and Lotus Notes
Four years or more of banking experience in an operations setting
Three years customer service experience
Leadership experience

COMPETENCIES/SKILLS

Communication: Effective written and verbal communication skills, Listens actively
Interpersonal Skills: Creates positive work climate, Fosters teamwork, Builds relationships
Personal Effectiveness: Takes initiative, Prioritizes work, Meets deadlines, Demonstrates self development, Projects professional image
Leadership: Thinks strategically, Demonstrates accountability, Uses sound judgment, Seeks continuous improvement
Problem Solving/Decision Making: Simplifies and improves work processes, Anticipates and prevents problems, Unfailing follow-up
Functional Knowledge: Understands HR policy and procedures, Understands department policy and procedures, Cross-trains

LOCATION: Mobile from 4910 Tiedeman Road, Brooklyn, OH

This position is eligible to earn a base hourly rate starting at $19.00 per hour depending on job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance.

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 either at a home office or in a Key facility to perform your job duties.

Job Posting Expiration Date: 04/25/2024

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 .

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.
 
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