KPB Trust Analyst

KeyBank • Toledo, OH • 20h ago

Location:

4900 Tiedeman Road, Brooklyn Ohio

Job Summary

The Trust and Estate Analyst provides trust administration support and fulfils fiduciary responsibilities by providing basic trust administration for Key Private Bank (KPB) clients and their beneficiaries. While serving on the KPB Specialty Teams and within the relationship management team, collaborates effectively and provides insight and solutions to attract, retain and grow clients. Actively manages trust and agency accounts, in accordance with established policies and procedures to a high professional standard while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Where appropriate, may focus on an area of specialty trust expertise. Successfully identifies opportunities to enhance client relationships while using proper channel management.

Essential Functions

Works in partnership with a Trust and Estate Settlement Officer on assigned fiduciary and agency accounts to administer settlements. May serve as primary contact for some account relationships.

Reviews and maintains client information on trust accounting system and all applicable vendor systems.

Applies sound fiduciary judgement to trust matters

Discovers, analyzes and researches client transactions and recommend solutions as needed.

Analyzes and interprets legal instruments to determine duties and responsibilities of bank as Trustee.

Develops relationships with clients/beneficiaries and their service providers, such as attorneys and accountants, etc., to grow/maintain relationships. May involve proactive client outreach.

Builds and maintains effective working relationships with other team members/partners to ensure high quality and timely administration of assigned accounts.

Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees. Provides back-up to other team members.

Mitigates risk by servicing accounts in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements.

Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice

Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education

Bachelor's Degree in business-related field (preferred)

General knowledge and understanding of fiduciary, financial and/or investment products and services

OR equivalent experience (required)

Work Experience

A minimum of 3 years experience working within the financial industry or other client service roles. (required)

Licenses and Certifications

Progress towards, or completion of, Cannon Trust Schools I, II and III or equivalent knowledge from other industry training, or equivalent knowledge from fiduciary training or equivalent experience (preferred)

Skills

Managing and recording financial transactions related to trust assets in compliance with legal and fiduciary standards.

Understanding and applying laws and regulations related to taxation for individuals, trusts, and organizations.

Overseeing the management and distribution of trust assets according to legal documents and fiduciary responsibilities.

Executing duties with integrity and loyalty in managing assets or interests on behalf of another party.

Understanding the legal framework governing the creation, administration, and termination of trusts.

Leading, motivating, and developing teams to achieve organizational objectives effectively.

Taking responsibility for decisions, actions, and outcomes in professional and fiduciary roles.

Core Competencies

All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

Physical Demands

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Work Location Category

Hybrid (3+ days)

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $52,000.00 - $80,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here (https://www.key.com/about/careers/working-with-us/benefits.html) for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 09/10/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

LI-Hybrid

KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You'll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.

KeyBank

Go to Apply

Share this job

Similar Jobs

New Account Installer

Cintas • Perrysburg, OH • 10min ago

Requisition Number: 232693 Job Description Cintas is seeking a New Account Installer to successfully ensure that new customers are highly satisfied with Cintas's products and services. Responsibilities include interactin...

10min ago

Go to Apply

Physical Therapist - Per Diem

Select Medical • Oregon, OH • 1h ago

Hospital & Medical

Overview Position: Physical Therapist (PT) Location: Regency Hospital - Oregon Schedule: Per Diem/Coverage As Needed Compensation: $52.00 per hour *This position requires the ability to pick up shifts at both our Sylvani...

1h ago

Go to Apply

AI & Distributed Systems Fullstack Engineer - Senior - Consulting - Location OPEN

EY • Toledo, OH • 2h ago

IT & Engineering

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY...

2h ago

Go to Apply

Entry-level Lube Tech/Technician

Valvoline • Toledo, OH • 12h ago

Retail & Hospitality

ALL ROADS LEAD TO THIS OPPORTUNITY The journey to Valvoline Instant Oil Change (VIOC) is different for everyone. Our employees are students, recent grads, parents, veterans, career changers-who have all found their way t...

12h ago

Go to Apply

Entry-level Lube Tech/Technician

Valvoline • Toledo, OH • 12h ago

Retail & Hospitality

12h ago

Go to Apply

Part Sales Manager - Full Time

AutoZone, Inc. • Swanton, OH • 16h ago

Management & Administrative

Job Description AutoZone's Store Management team drives store performance, fosters a productive team, and ensures exceptional customer service. Managers and MITs play a key leadership role, expected to Live The Pledge an...

16h ago

Go to Apply

Part Sales Manager - Full Time

AutoZone, Inc. • Oregon, OH • 16h ago

Management & Administrative

16h ago

Go to Apply

Wireless Retail Sales Associate - W3445

OSL Retail Services • Holland, OH • 17h ago

Retail & Hospitality

Overview Ready to unlock unlimited earning potential? You will have unlimited earning potential with $14/hour base pay and uncapped commission! Employees earn $17/hour just hitting minimum expectations and top performers...

17h ago

Go to Apply

CHS Women's Services Clinical Manager

ProMedica Health System • Toledo, OH • 17h ago

Hospital & Medical

Location: Center For Health Services Department: Obstetrics Gynecology Weekly Hours: 40 Status: Full time Shift: Days (United States of America) Job Summary: As the Clinical Practice Manager, you will be responsible for...

17h ago

Go to Apply

LPN- Bay Park- OBGYN

ProMedica Health System • Oregon, OH • 17h ago

Hospital & Medical

Location: Bay Park Hospital Department: Obstetrics Gynecology Weekly Hours: 40 Status: Full time Shift: Days (United States of America) Job Summary: As a License Practical Nurse (LPN) in a ProMedica Physician office sett...

17h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)