Wealth Trust Associate - Hybrid, Client Impact

KeyBank; Denver (CO); Híbrido; USD 38 000 - 58 000; Tempo integral

Resumo da oferta

KeyBank is seeking a Senior Trust Associate to provide trust administration support to enable Trust Officers to manage fiduciary accounts and maintain exceptional client service. The role may lead a team of Associates and Assistants and requires collaboration across trust, operations and sales to identify client needs and revenue opportunities.

The position blends in-office presence with flexible options for mobile work, and emphasizes strong collaboration, attention to detail, and proficiency

Qualificações

• Two years of college or equivalent work experience.
• Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills.
• Ability to interact effectively in a team environment.
• Demonstrated attention to detail.
• Proficient in all Microsoft Office Applications.
• Prior experience in a Trust department.

Responsabilidades

• Performs day-to-day functions on assigned accounts accurately and by necessary deadlines; interfaces with fiduciary control and operations teams.
• Reads and understands Trust Agreements and related documents for administrative purposes.
• Ensures fees are set up correctly as directed by Trust Officer.
• Monitors accounts daily for overdrafts and un-invested cash; informs Trust Officer.
• Uses cash forecasting to determine amounts needed based on account needs and trends.
• Provides front-line service to clients in a telephone delivery channel environment.
• Discovers, analyzes and researches account problems and recommends solutions.
• Establishes and maintains orderly record keeping and confidential files.
• Prepares reports, correspondence and special projects as requested.
• Builds and maintains strong client contact and provides sales support to team.
• Identifies client needs and revenue enhancement opportunities.
• Follows-up on client issues and relays information through correspondence and calls.
• Resolves client requests and refers complex inquiries to Trust Officer.
• May serve as primary contact for some account relationships.
• Assists Trust Officer with planning client meetings and presentations.
• Manages business pipeline activity through Salesforce.
• Assists with training of Trust Associates and provides backup for others.
• Builds effective working relationships to ensure timely administration of fiduciary accounts.
• Represents issues to management and may lead associates for training initiatives.

Conhecimentos

Customer service

Communication

Problem solving

Organizational skills

Formação académica

Two years of college or equivalent work experience

Experience in a Trust department

Proficient in Microsoft Office Applications

Ferramentas

Microsoft Office

Descrição da oferta de emprego

KeyBank is seeking a Senior Trust Associate to provide trust administration support to enable Trust Officers to manage fiduciary accounts and maintain exceptional client service. The role may lead a team of Associates and Assistants and requires collaboration across trust, operations and sales to identify client needs and revenue opportunities.

The position blends in-office presence with flexible options for mobile work, and emphasizes strong collaboration, attention to detail, and proficiency