KPB Trust Officer

Location:

4900 Tiedeman Road, Brooklyn Ohio

The Trust Officer fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and advisory services to High Net Worth clients and their beneficiaries. While serving on the KPB Wealth Services or Specialty Teams and within the relationship management team, collaborates effectively and provides insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in accordance with established policies and procedures, to a high professional standard – entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue as a team member to the field to meet production goals. 

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
• Analyzes and interprets legal instruments to determine duties and responsibilities of bank
• Fulfills Key’s fiduciary responsibilities, ensuring retention of business and reputation
• Demonstrates awareness of state specific estate and tax planning issues
• Advises field teams and other partners on internal fiduciary issues
• Identifies and resolves potential trust and estate tax-related issues
• Demonstrates and applies sound fiduciary judgment

Client Servicing and Retention

• Engages appropriate centralized support teams for administration or expertise in the delivery of client advice
• Executes, through Salesforce or other Comprehensive Practice Management process, prioritized pro-active client contacts, per service standards
• Reviews client estate planning and trust documents and advises RMs, CEMs, ARMs, attorneys, etc. on recommended changes
• Anticipates and advises clients on evolving financial goals and objectives as well as contributing to the development of the annual client plan and actively participates in the execution.
• Retains and deepens the relationship with a client including the next generation

Sales

• Works closely with the Relationship Management Team to identify and prioritize opportunities to deepen relationships 
• Identifies Investment Management and Trust Opportunities as well as any other banking, lending or insurance needs
• Fosters close business relationships to develop client loyalty and new business opportunities

• Assesses client revenue opportunity based on complexity and service required. Actively participates in pricing conversations for new KPB opportunities and proactively seeks opportunities to reduce discounts on existing client pricing to move revenue closer to the national schedule.

• Leads the relationship development and engagement for beneficiaries
• Participates in the onboarding process for new clients in partnership with the Relationship Team
• Demonstrates community leadership through active participation on boards and professional organizations 
• Seeks new opportunities and engages proper sales partners

• Participates in relationship reviews as fiduciary expert upon request of field teams

Team Collaboration

• Provides backup and support to other Officers
• Builds and maintains effective working relationships with other team members to ensure high quality and timely administration of assigned fiduciary accounts
• Serves as a resource for the team on projects needed

Compliance

• Fulfills Key’s fiduciary responsibilities with utmost adherence to all internal fiduciary policies and procedures, regulatory and legal requirements
• Anticipates and mitigates risk on assigned accounts 
• Assumes accountability for all delegated fiduciary administrative work on assigned accounts

Leadership

• Teamwork, Respect, Accountability, Integrity and Leadership.
• Supports business objectives through active advocacy and behavioral adoption
• Develops and maintains knowledge of Key’s investment process and results
• Partic