Trust Officer-Trust & Estate Settlement

KeyBank NA • Cleveland, OH • 22h ago

Location:
4900 Tiedeman Road - Brooklyn, Ohio 44144-2302
Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary post-death of clients by providing expert trust and estate settlement administration and counsel to High-Net-Worth clients and their beneficiaries. Actively manages trust and estate settlement administrations, 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:
Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues
Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high-net-worth clients with complex financial needs
Fulfills Key's fiduciary responsibilities, ensuring retention of business and reputation
Trust and Estate Settlement post-death
Trust and Estate Administration-Post-death:
Serve as Fiduciary for Trust and Probate Estates post-death of a client
Administers complex fiduciary and estate administrations
Analyzes and interprets legal instruments to determine duties and responsibilities of bank as Corporate Fiduciary
Identifies and resolves potential trust and estate legal and tax related issues
Applies sound fiduciary judgment to trust and estate settlement matters
Client Management:
High level customer service and communications
Works with Field Sales Team to retain and expand existing client relationships
Reviews client Trust and/or Will and advises Sales Team on possible issues/delays in administration and/or distribution
Anticipates and advises clients on death administration process, sets timing expectations for death administration, tax issues, legal issues, distribution, etc.
Pro-active client contacts, per service standards
Compliance
Maintains compliance with all internal policies and procedures, as well as, with regulatory and legal requirements
Meets or exceeds all deadlines and SLAs
Mitigates risk on individual book of business
Assume accountability for all delegated work on assigned accounts
Sales
Meets or exceeds individual sales goals and contributes significantly to attaining team sales goals
Identifies and prioritizes trust and estate settlement assignments
In collaboration with Field Sales Team members, presents ideas and solutions to clients and prospects
Participates with other team members or leads in the closing of new business.
Participates in professional associations to demonstrate professional credibility and expand COI relationships
Reputation
Meets and engages with clients, prospective clients, attorneys, accountants, consultants, and co- fiduciaries
Fosters close business relationships to develop client loyalty and new business opportunities
Creates and executes on opportunities to showcase as subject matter expert
Enhance Key's reputation with high-net-worth individuals and their influencers
Leadership
Supports business objectives through active advocacy and behavioral adoption
Promotes professional team atmosphere that encourages open expression of ideas and opinions leading to successful sales environment
Develops and maintains knowledge of Key's investment process and results
Participates in KeyCorp's commitment to community
REQUIRED QUALIFICATIONS:
J.D. preferred with specialty in trust and probate estate administration, or five to seven plus years of personal trust administration and probate administration experience, or equivalent work experience with progress towards completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training or equivalent experience in personal trust administration and probate

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