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Summary
About the Role
About You
- Minimum of seven years of trust administration or equivalent work experience.
- Undergraduate degree in business related field or equivalent experience.
- Excellent interpersonal and communications skills (both written and verbal).
- Strong advisory focus in client work.
- Ability to work as part of sales and client servicing team.
- Experience managing high net worth book of business.
- Progress towards MBA, JD, CTFA or other professional certification.
- Working knowledge of investments/securities.
- Completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training or equivalent experience.
- Prior experience as professional subject-matter-expert presenter.
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.