• Tax Reporting and Regulatory Unclaimed Funds…

    KeyBank (Amherst, NY)


    Location:

    4224 Ridge Lea Road - Amherst, New York 14226

    **Hours:** Monday- Friday from 8:00am-5:00pm

    **Location:** 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.

    **Train Training:** On the job

    COMPENSATION AND BENEFITS

    This position is eligible to earn a base hourly rate in the range of $23.00 to $25.00 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: 09/07/2025

    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 [email protected].

     

    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.