Account Analysis Platform Manager

6 days ago

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Logo of KeyBank

KeyBank

KeyBank is a full-service bank offering a wide range of financial services for individuals, small businesses, and large institutions. Services include personal and business banking, wealth management, loans, credit lines, mortgages, credit cards, and investment services. KeyBank also provides online and mobile banking tools to help customers manage their finances efficiently. With a focus on financial wellness, KeyBank offers resources to help customers understand banking basics, manage debts, and achieve their financial goals.

Retail Banking • Commercial Banking • Equipment Leasing • Finance • Investments

10,000+ employees

Founded 1994

🏦 Banking

💸 Finance

💳 Fintech

📋 Description

• Responsible for managing and improving the way KeyBank assesses service charges within the Commercial Bank. • Take a leadership role in the evolution and potential replacement of KeyBank’s account analysis system. • Enhance the billing experience to minimize fee leakage. • Partner with technology and product development to enhance revenue capture for current products. • Ensure customer billing remains in compliance with new regulatory requirements. • Support Ad-hoc research and resolution of daily issues, data requests, reporting requirements. • Partner with Key’s Pricing and Portfolio Management to develop fee assessment strategies. • Lead cross functional teams to ensure timely delivery of product management projects. • Enhance systematic reconciliation, better data for better control and efficiency. • Keep abreast of industry trends, regulatory changes and buying behavior patterns. • Deliver training internally and externally to convey an understanding of the products.

🎯 Requirements

• Bachelor’s degree required in Business (Accounting, Finance, Economics); MBA preferred. • 3-5 years of operations, client resolution and or complaint management • Strong analytical skills. • Excellent problem solving and quantitative skills. • A drive to create, dig into, and use data and insights to identify opportunities to improve speed, quality, efficiency, and customer experience. • Proficient in Excel; VLOOKUP’s, Pivot Tables, and ability to summarize large data sets into tables and digested, etc. • Strong internal and external communication skills. • Must be able to create and conduct executive level presentations, present at industry venues, and interface with clients. • Ability to work with all levels of Third Party provider stakeholders and contacts. • Dedicated to meeting the expectations of clients. • Ability to identify inefficient processes, recommend solutions, and manage implementation. • An ability to champion change, influence others, and foster teamwork. • Proficiency with PCs and standard Microsoft Office software.

🏖️ Benefits

• Short-term incentive compensation eligibility • Deferred incentive compensation eligibility

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