Unclaimed Funds/Regulatory Tax Report Specialist Position Available In Erie, New York

Unclaimed Funds/Regulatory Tax Report Specialist KeyBank

• 3.5 Buffalo, NY Job Details Full-time $23
• $25 an hour 1 day ago Qualifications Microsoft Word Microsoft Excel Management Research Mid-level Finance Bachelor’s degree Mentoring SharePoint Computer skills

Business Leadership Full Job Description Location:

4224 Ridge Lea Road

• Amherst, New York 14226

Hours:

Monday

• Friday from 8:00am
• 5:00pm Hybrid
• this will require 2 days in office.

Overview:

The Tax Reporting/Unclaimed Funds Operations team is responsible for enterprise-wide Tax Reporting and Regulatory Unclaimed Funds due diligence and reporting processes. The Senior Operations Specialist must meet daily challenges of work demands/deadlines, adhere to Corporate Compliance and Risk Management Standards and interact with various lines of business, the law group and management regarding complex processing to mitigate bank risk.

Required skills:

Four-year degree in Business or Finance preferred or equivalent work experience. 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 and organizational skills while managing multiple tasks. In depth knowledge of Microsoft Word, Excel, SharePoint. Strong peer leadership skills, willing to assist others as needed to ensure team deadlines and quality standards are met. Ability to maintain a flexible work schedule to meet deadlines. Proven ability to use various computer-based systems, balancing experience, and solid understanding of compliance risks. Strong research skills and proven problem resolution skills. Proven ability and commitment to High Performance Management by modeling KeyCorp Values and demonstrating the Key Difference Standards in every internal and external interaction. Ability to maintain a flexible work schedule to meet deadlines. Knowledgeable in deposit products and regulations.

Preferred Skills:

Proven experience and knowledge of deposit products including Unclaimed Funds Regulations. Prior operational experience. Proven experience and success in a team environment.

Essential Job Functions:

Supporting/processing deposit account, official check and safe deposit unclaimed funds research, due diligence, responses, check stop payment/reissue, publication, fee assessment and remittance to 50 states. Coordinate the Safe Deposit Survey communication and file distribution to branches Construct appropriate and professional communications as necessary. Research/respond to email requests and phone inquiries from clients, branches and other internal departments. Contribute ideas for process and service improvement opportunities 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. Other duties as required.

About KeyBank:

Working at Key is an opportunity to join a company committed to your success and the success of the clients and communities we serve. We offer our teammates the skills, mentoring and training needed to meet their career goals and better serve our clients.