KPB Trust Officer
KeyBank(1 month ago)
About this role
A Fiduciary Officer at KeyBank administers trust and estate accounts and provides expert fiduciary counsel to high-net-worth clients and their beneficiaries. The role supports client retention and growth within an assigned revenue base while contributing to new revenue production.
Required Skills
- Fiduciary Expertise
- Trust Administration
- Estate Tax
- Client Servicing
- Relationship Management
- Sales
- Compliance
- Leadership
- Salesforce
- Microsoft Office
Qualifications
- Undergraduate Degree
- Cannon Level I
- Cannon Level II
- Cannon Level III
About KeyBank
key.comEnjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
View more jobs at KeyBank →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at KeyBank
Similar Jobs
Director, Trust Administration
BMO US(1 month ago)
Director, Senior Trust Officer
Fidelity(2 months ago)
PCS Trust Officer I
Fifth Third Bank(1 month ago)
Director, Trust Administration
BMO US(2 months ago)
Trust Officer
MANUFACTURERS AND TRADERS TRUST COMPANY(1 month ago)
Fiduciary Officer II
First Financial Bank Texas(1 month ago)