Participates in operational, system, and user/customer acceptance planning and testing, supporting full end-to-end deployment of the overall system solution.
December 23, 2022
Provides support to Loan Syndications by assisting in the fostering of customer relationships through the processing of transactions, renewing loans, scheduling closings, resolving account/customer issues and providing various other administrative support.
February 06, 2023
Creates and updates documentation of troubleshooting & issue resolution along with strategic planning, scheduling, and tracking of software distributions.
March 18, 2023
Develop and recommend administrative service action plans for each client in order to retain and grow assigned book of business to improve profitability margins and to assist in cross selling KeyBank products and services.
March 20, 2023
Supports team in the preparation of carrier or client deliverables which includes scheduling meetings, obtaining carrier open enrollment information, and the proofing, printing, binding and distribution of presentations.
March 24, 2023
Prepare required folders as needed based on Client Status Reports (CSR) and services being provided for each Client assigned.
April 02, 2023
Respond/acknowledge and resolve service ticket within established timeframes from receipt of the incident/call for touch labor support.
April 02, 2023
Monitors high profile, client service activities and /or oversees task with other Client Service Associates to ensure work is completed timely and with superior client service.
April 19, 2023
Demonstrated ability to appear for work on time, follow directions from a supervisor, interact well with co-workers, understand and follow work rules and procedures, comply with corporate policies, goals and objectives, accept constructive criticism, establish goals and objectives, and exhibit initiative and commitment.
April 25, 2023
Manage client expectations by providing alternative solutions to suggested benefit changes in order to reduce calls in the contact center and disruptions to claims processing.
May 02, 2023