KPB Trust Officer at KeyBank

Location:66 South Pearl Street Albany New YorkJob SummaryFulfills fiduciary responsibilities of KeyBank as a corporate fiduciary for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients and their beneficiaries. Actively manages trust administration and settlement in accordance with established policies and procedures to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both as a team member and individually to meet production goals.ESSENTIAL JOB FUNCTIONSFiduciary Expertise and Trust AdministrationMaintains deep expertise in fiduciary investment tax and other related wealth issuesDesigns and delivers sophisticated fiduciary solutions using relationship team model (being prepared and participating in pre-call) to high net worth clients with complex financial needs.Administers complex fiduciary and/or agency accounts with a proactive disciplined consistent and comprehensive approach serving as a Fiduciary for Trust administration and post-death activities of fiduciary relationshipsAnalyzes and interprets legal instruments to determine duties and responsibilities of bankFulfills Keys fiduciary responsibilities ensuring retention of business and reputationDemonstrates awareness of state specific estate and tax planning issuesAdvises field teams and other partners on internal fiduciary issuesIdentifies and resolves potential trust and estate tax-related issuesDemonstrates and applies sound fiduciary judgmentClient Servicing and RetentionEngages appropriate centralized support teams for administration or expertise in the delivery of client adviceExecutes through Salesforce or other Comprehensive Practice Management process prioritized pro-active client contacts per service standardsRetains and deepens the relationship with a client including the next generationSalesWorks closely with the Relationship Management Team to identify and prioritize opportunities to deepen relationshipsIdentifies Investment Management and Trust Opportunities as well as any other banking lending or insurance needsFosters close business relationships to develop client loyalty and new business opportunitiesLeads the relationship development and engagement for beneficiariesParticipates in the onboarding process for new clients in partnership with the Relationship TeamSeeks new opportunities and engages proper sales partnersParticipates in relationship reviews as fiduciary expert upon request of field teamsTeam CollaborationProvides backup and support to other OfficersBuilds and maintains effective working relationships with other team members to ensure high quality and timely administration of assigned fiduciary accountsServes as a resource for the team on projects neededComplianceFulfills Keys fiduciary responsibilities with utmost adherence to all internal fiduciary policies and procedures regulatory and legal requirementsAnticipates and mitigates risk on assigned accountsAssumes accountability for all delegated fiduciary administrative work on assigned accountsLeadershipTeamwork Respect Accountability Integrity and Leadership.Supports business objectives through active advocacy and behavioral adoptionDevelops and maintains knowledge of Keys investment process and resultsParticipates in KeyCorps commitment to communityREQUIRED QUALIFICATIONSUndergraduate degree or equivalent experience accounting or finance preferredA minimum of 5 years client advisory experience to ultra-affluent business owners; tax or legal services to clients regarding trust and fiduciary matters and in trust administration or fiduciary advisory services or equivalent work experienceDemonstrated fiduciary experienceExperience working with high-net-worth clients preferably in a private bankDemonstrated agility working with local Private Banking Teams Commercial Bankers and Investment BankersSelf-motivated goal and results drivenDemonstrated ability to be accountable for a process and/or delivery from end to endAbility to plan own workflow to meet deadlinesPREFERRED QUALIFICATIONSDemonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships) communication skills (including verbal phone and written) and problem resolution skills.Demonstrated proficiency and effectiveness in organizational skills including the ability to balance multiple requests and prioritize tasks in an efficient manner or order to support multiple people.Ability to interact effectively and collaboratively in a team environment.Ability to work make decisions and manage client relationships independently while managing competing priorities.Ability to multi-task quickly change direction and have an independent work ethic.Ability to exercise discretion due to accessing and handling highly sensitive information.Demonstrated attention to detail.Ability to learn and use proprietary software databases and systems.Proficient in all Microsoft Office ApplicationsCOMPETENCIES/SKILLSClient Focus - Is dedicated to meeting the expectations and requirements of internal and external clients; gets first-hand clients information and uses it for improvements in products and services; acts with client in mind; establishes and maintains effective relationships gaining and retaining clients trust and respect.Action Oriented -Is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others.Business Acumen- Know how businesses work; knowledgeable in current and possible future policies practices trends and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.Creativity Ability to develop new and unique ideas and tends to be seen as original and value-added in brainstorming settings.Functional / Technical Skills - Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.Intellectual Horsepower - Is bright and intelligent; deals with concepts and complexity comfortably; described as intellectually sharp capable and agile.Problem Solving Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesnt stop at the first answers.Presentation Skills - Is effective in a variety of formal presentation settings; one-on-one small and large groups with peers and superiors clients prospects and centers of influence; is effective both inside and outside the organization on both cool data and hot and controversial topics; will show and project confident caring demeanor in client settings to enhance overall client experience; can change tactics midstream when something isnt working.Strategic Agility Can quickly understand and embrace corporate and line of business initiatives and changes and can confidently represent KPB internally among teammates and externally among clients prospects and centers of influence.EQUIPMENT USED/PHYSICAL REQUIREMENTSTrust Accounting System CE Desktop Salesforce and Microsoft OfficeOffice equipmentTRAINING REQUIREDCannon Level I or II or equivalent preferredCannon Level III or equivalent optional.On the job and as required to maintain licenses and certificationsWork Location CategoryHybrid (3 days)COMPENSATION AND BENEFITSThis position is eligible to earn a base salary in the range of $71000.00 - $122000.00 annually. Placement within the pay range may differ based upon various factors including but not limited to skills experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.Please click here for a list of benefits for which this position is eligible.Key has implemented an approach to employee workspaces which prioritizes in-office presence while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.Job Posting Expiration Date: 02/08/2026

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 age genetic information pregnancy disability veteran status or any other characteristic protected by law.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 #LI-RemoteRequired Experience:Unclear Seniority Key Skills CCTV,Federal Agencies,Customer Service,Clearance,Facility,Suspicious Activity,Property Damage,Public Safety,Daily Operations,Professional Development,Access Control,Communication,General Public,Procedures,Powerpoint Employment Type : Full-Time Experience: years Vacancy: 1 Yearly Salary Salary: 71000 - 122000