KPB Trust Officer
KeyBank(1 month ago)
About this role
A Fiduciary/Trust Officer at KeyBank serving as the bank’s corporate fiduciary for high-net-worth clients and their beneficiaries. The role centers on trust and estate administration and counsel while supporting relationship retention, growth, and revenue objectives within an assigned client base.
Required Skills
- Fiduciary Expertise
- Trust Administration
- Estate Planning
- Client Servicing
- Relationship Management
- Sales
- Compliance
- Risk Management
- Salesforce
- Microsoft Office
+1 more
Qualifications
- Undergraduate Degree
- Accounting/Finance Preferred
- Cannon Level I
- Cannon Level II
- Cannon Level III (Optional)
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!
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