Senior Trust Associate

Other jobs >> General

Negotiable

Permanent

Description

Employee Type:



Full-Time



Location:



1301 5th Avenue Seattle, WA



Job Type:



Banking



Experience:



Not Specified



Date Posted:



8/29/2019



About Us



Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nations largest financial services companies. Key provides 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.



Our goal is to be the best regional bank in the U.S. What that means is we put our clients needs first and take a customized approach to meeting those needs. At Key weve made a promise to our clients that they will always have a champion in us. To deliver on that promise, were committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day.



Job Description



ABOUT THE JOB (JOB BRIEF):

Provide trust administration support to enable Trust Officer(s) to effectively manage the administration of fiduciary accounts while maintaining an optimal level of client service. Provide sales support to the Trust Officer.



ESSENTIAL JOB FUNCTIONS:

Provide support to assigned Trust Officer(s):

- Perform day- to- day functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.); interface with centralized support areas such as Trust Operations, Trust Tax, Trust Revenue and Real Estate to ensure completion.

- Monitor accounts on a daily basis for overdrafts and un- invested cash and keep Trust Officer informed.

- Use cash forecasting to determine approximate amount needed in accounts over a period of time based on the accounts needs and trends, working closely with the Investment Officer.

- Provide front- line service to clients in a telephone delivery channel environment. Handle inbound client calls on an ACD line.

- Discover, analyze and research account problems and recommend solutions as appropriate.

- Establish and maintain orderly record keeping system ensuring maintenance of confidential account files and special reports.

- Read and understand Trust Agreements and related documents for administrative purposes.

- Ensure fees are set up correctly as directed by Trust Officer.

- Prepare various reports, correspondence, technical documents and special projects as requested.

- Assist in preparing client presentations as needed.

- Build and maintain effective working relationships with other team members to ensure high quality and timely administration of assigned fiduciary accounts.

- Keep current on the latest developments in trust law, tax law and other issues related to the trust business.

- Maintain compliance with all internal policies and procedures as well as with regulatory requirements.

- Provide backup for other Associates/Assistants.



Build and maintain strong client contact and provide sales support:

- Identify client needs and revenue enhancement opportunities.

- May serve as primary contact for some account relationships.

- Follow- up on client issues and relay information to clients through correspondence, telephone communications and conferences.

- Assist Trust Officer with planning client meetings (in person and telephonically), and record activity in CE Desktop; assist in managing business pipeline activity through CE Desktop.

- Resolve client requests and refer complex inquiries to Trust Officer.



Actively participate on the Trust Administration team:

- Assist with training of Trust Associates.

- Provide backup and support for other Associates.

- Serve as a resource for the team on identified processing situations or other projects as needed.

- May serve as lead associate by disseminating information and coordinating team activities such as training programs, process training, etc.

- Represent other Associate issues to management.



REQUIRED QUALIFICATIONS:

- High school diploma or equivalent.

- A minimum of three to five years related work experience or equivalent combination of work/educational background.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.



FLSA STATUS:Non-Exempt



KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and 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.



35711BR
  • 1
  • Negotiable
  • None
  • None
  • Re-144307
  • Permanent
  • 0

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