Job Description

Location: 66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration Knowledge of and demonstrates capability to meet with clients of high net worth Administers complex trust accounts with a proactive, disciplined, consistent and comprehensive approach Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues and employs sound fiduciary judgement Proactively analyzes and interprets legal instruments and account activities to determine duties and responsibilities of Bank as Trustee Performs discretionary distribution analysis and documentation of decision making Interprets investment decisions made by portfolio manager Displays above-average understanding of income taxation of grantor, simple, and complex trusts Provides estate planning ideas appropriate to situation Understands estate taxation of assets held in trust, estate valuation rules, and Generation skipping planning Understands Uniform Principal and Income Act, including analysis of total return distributions Client Servicing and Retention Executes prioritized pro-active client contacts and/or participates in pre/post call activities as a SME for assigned trust accounts Builds and maintains effective working relationships with other team members/partners to ensure high quality and timely administration of assigned accounts Retains and deepens the relationship with a client and/or outside counsel, including the next generation, and identifies new opportunities to expand/right channel the relationship Engages appropriate centralized support teams for administration or expertise in the delivery of client advice 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 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 Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees Mitigates risk by servicing accounts in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements Serves as mentor by disseminating information and coordinating team activities 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 Participates in KeyCorp’s commitment to community REQUIRED QUALIFICATIONS: Minimum of 5 years of personal trust administration experience or equivalent work experience Undergraduate degree in business related field or equivalent experience Excellent interpersonal and communications skills Strong customer focus Ability to work as part of sales and client servicing team Working knowledge of investments/securities Progress towards completion of Cannon Trust Schools I, II and III or equivalent knowledge COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000 to $104,000 annually 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, disability or veteran status 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 #J-18808-Ljbffr KeyBank

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