KPB Trust Officer

Job description

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary: Fulfills 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 FUNCTIONS: Fiduciary Expertise and Trust Administration: - Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues - Designs 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 r...