KeyBank
Finance
KPBSrTrustOfficer
“KPB Sr Trust Officer at KeyBank. Skills: trust administration, estate settlement, fiduciary advisory. Administer complex trust accounts. Manage trust and estate settlements”
What You'll Achieve.
attract, retain and grow clients; meet production goals; deliver the KPB fiduciary mandate; ensure consistent advisory delivery; manage fiduciary risk; Retains and deepens profitable client relationships; Actively produces new revenue; expand/right channel the relationship
Industry & Context.
interpersonal skills in problem-solving
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
What They're Looking For.
Must Have
equivalent experience
Nice to Have
Bachelor's Degree in a business-related field, Law Degree (J.D.) or other advanced degree, Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Certified Wealth Strategist (CWS), Licensed Attorney/JD, Certified Public Accountant (CPA)
What You'll Do.
Administer complex trust accounts
Manage trust and estate settlements
Maintain expertise in fiduciary issues
Analyze and interpret legal instruments
Complete discretionary distribution analysis
Make proactive client outreach
Build and maintain effective relationships
Retain and deepen client relationships
Mitigate risk by servicing accounts
Comply with KeyBank policies
How You'll Work.
Team & Collaboration
Works across Key Private Bank (KPB); Collaborates effectively; Builds and maintains effective working relationships with other team members/partners; Leads by example and demonstrates teamwork towards both clients and KeyBank employees; Provides back-up to other team members; Coordinating team activities such as training programs, process training
Communication Scope
communicate effectively with affluent clients; clear communication with clients and stakeholders
Process & Methodology
Manage multiple client relationships, Manage deadlines
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