KPB Trust Officer
KeyBankOhio, United States
Posted May 6, 2026
71000 - 125000 USD
Full Time
About the Company
At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day. Headquartered in Cleveland, Ohio, KeyCorp is one of the nation’s largest financial services companies. Key Companies provide investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally. Follow along for business and industry insights, expert advice and more resources to help you achieve your financial goals. 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. KeyBank is Member FDIC. Equal Housing Lender. Credit applications are subject to credit approval.
Job Description
Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients and their beneficiaries.
Requirements
- Undergraduate degree or equivalent experience, accounting or finance preferred
- A minimum of 5 years client advisory experience to ultra-affluent, business owners; tax or legal services to clients regarding trust and fiduciary matters, and in trust administration or fiduciary advisory services or equivalent work experience
- Demonstrated fiduciary experience
- Experience working with high-net-worth clients, preferably in a private bank
- Demonstrated agility working with local Private Banking Teams, Commercial Bankers and Investment Bankers
- Self-motivated, goal and results driven
- Demonstrated ability to be accountable for a process and/or delivery from end to end
- Ability to plan own workflow to meet deadlines
- Proficient in all Microsoft Office Applications
Benefits
- Paid Time Off
- 401k Matching
- Retirement Plan
- Health Insurance
- Life Insurance
- Disability Insurance
- Dental Insurance
- Vision Insurance