Lead Specialist in Brooklyn, OH at Key Bank- Corporate

Date Posted: 12/24/2019

Job Snapshot

  • Employee Type:
  • Location:
    4900 Tiedeman Road
    Brooklyn, OH
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description


The Unique Assets team supports Key Private Bank, Wealth Management, and Institutional Asset Services in the processing of non-marketable assets on the trust accounting system. The team works with Line of Business to ensure proper documentation is received for all requests. The team is responsible for daily processing of annuity contracts, certificate of deposits, liabilities, life insurance, loans, mortgages, promissory notes, real estate, liabilities, trust real estate, rentals, savings bonds, and tangible assets such as artwork, coins, jewelry, stamps, etc.  The Unique Assets team handles re-registering and deposit of closely held and DTC Physical certificates.  The specialists are responsible for working with the transfer agents and closely held companies. The team processes adjustments, free movement, payments, and trading.


  • Analyze and interpret documentation received to ascertain how an asset should be setup, priced, and processed
  • Work with line of business to ensure proper documentation is received for all requests
  • Monitor Global Office Workflow for Incoming wires , Asset Collections, Distributions, and Departmental Requests
  • Process the transactions for unique asset adjustments, free movement, payments, and trading
  • Handle re-registering and deposit of closely held and DTC physical certificates along with processing of physical certificate sales.
  • Responsible for the daily balancing of all cash transactions for the department
  • Participate in audit research
  • Research and resolve any transaction rejects or outages
  • Create and/or update current procedures as changes occur in the process
  • Construct appropriate and professional communications to business partners and external firms
  • Provide excellent service to trust administrators / associates while completing all requests timely and accurately
  • Contribute ideas  and actively participate in projects to increase efficiency and improve service
  • Foster teamwork and peer leadership
  • Cross-train on each desk within the department
  • Assist in covering open desks due to absence or high volumes


  • Strong verbal and written communication skills
  • Detail orientated
  • Proven problem resolution skills
  • Excellent organizational, customer service, and interpersonal skills
  • Ability to prioritize workflow and adapt as needed
  • Strong peer leadership skills
  • Participate in Continuous improvement Initiatives


  • B.S. in Business or Finance or equivalent work experience
  • Knowledge of current systems: Global Plus, TRMS, APA, SharePoint, MS Office, Outlook


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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