About KeyBank

KeyBank is a leading national bank committed to helping clients achieve their financial goals through innovative wealth management and fiduciary services. With a strong presence in Albany, NY, KeyBank's Private Bank division serves high-net-worth individuals, families, and business owners with personalized trust and estate solutions. Join our team at 66 South Pearl Street and contribute to building lasting client relationships while advancing your career in fiduciary expertise.

Position Summary

The KPB Trust Officer plays a pivotal role in KeyBank's fiduciary services, managing the administration and post-death settlement of complex trust accounts for ultra-affluent clients. This position demands deep expertise in trust administration, client servicing, and sales to retain existing relationships and drive new revenue. As a trusted advisor, you'll collaborate with relationship teams to deliver sophisticated fiduciary solutions, ensuring compliance and high professional standards in a dynamic wealth management environment.

Key Responsibilities

Fiduciary Expertise and Trust Administration

• Maintain expertise in fiduciary, investment, tax, and wealth management issues.
• Administer complex fiduciary accounts proactively and comprehensively.
• Analyze legal instruments, resolve tax issues, and apply sound fiduciary judgment.

Client Servicing, Retention, and Sales

• Execute proactive client contacts via Salesforce to deepen relationships, including next-generation beneficiaries.
• Identify opportunities in investments, trusts, banking, lending, and insurance.
• Lead relationship development and participate in onboarding new clients.

Team Collaboration and Compliance

• Provide backup support, serve as a team resource, and ensure adherence to policies and regulations.
• Mitigate risks and maintain accountability for assigned accounts.

Required Qualifications

• Undergraduate degree or equivalent, preferably in accounting or finance.
• 5+ years of experience in client advisory for ultra-affluent clients, trust administration, or fiduciary services.
• Demonstrated fiduciary experience and work with high-net-worth clients in private banking.
• Agility collaborating with private banking, commercial, and investment banking teams.
• Self-motivated, goal-oriented with proven end-to-end process management.

Why Join Us

At KeyBank, you'll thrive in a supportive culture emphasizing teamwork, integrity, and leadership. Enjoy opportunities for professional growth, community engagement, and contributing to KeyCorp's business objectives. This mid-level role offers a platform to showcase your fiduciary expertise while building a rewarding career in Albany's vibrant financial sector. Apply now for Trust Officer jobs at KeyBank and elevate your impact in wealth management.