Key Private Bank Real Estate Trust Officer

KeyBank•Brooklyn, OH

15d•$71,000 - $125,000•Hybrid

About The Position

The Key Private Bank Trust Officer delivers expert trust administration and fiduciary counsel to high-net-worth clients and their beneficiaries. As part of the relationship management team, the officer provides strategic insights and solutions to help clients protect, grow, and transition their wealth. The role manages complex trust and agency accounts, fulfills fiduciary responsibilities, and contributes to client retention and revenue growth through proactive relationship management and business development. The position requires advanced knowledge of fiduciary, investment, tax, and estate-planning matters; sound judgment in administering accounts and addressing trust and estate tax issues; and close collaboration with Relationship Managers and Investment Specialists. The officer also serves as a fiduciary subject matter expert in client meetings, builds relationships with clients and professional referral sources, and represents the bank in professional associations and community initiatives. The role is hybrid, with an in-office presence of three or more days. Other duties and responsibilities may be assigned, and the employee must comply with KeyBank policies and its Code of Conduct.

Requirements

At least 5 years of experience in personal trust administration or a related fiduciary role.
Progress toward or completion of Cannon Trust Schools I, II, and III or equivalent industry training.
Ability to uphold legal and ethical responsibilities in managing client assets in accordance with fiduciary standards and regulatory requirements.
Expertise in structuring wills, trusts, and other legal instruments to help clients manage and transfer wealth.
Ability to manage trust and agency account operations, interpret legal documents, distribute assets, and maintain accurate records.
Understanding of tax regulations and ability to identify and mitigate fiduciary risks.
Knowledge of financial markets and investment vehicles to support client goals and prudent trust asset management.
Ability to interpret financial data and reports and provide strategic advice.
Ability to build and maintain long-term client relationships and provide personalized financial and estate-planning guidance.
Strong verbal and written communication skills with clients, colleagues, and external partners.
Ability to stay informed about laws, regulations, and industry standards affecting trust and estate administration.
Ability to identify opportunities to expand client relationships and generate business through strategic outreach and consultative selling.
Ability to oversee client portfolios and coordinate service delivery with internal teams.
Ability to use specialized software to manage trust accounts, track transactions, and generate reports.
Ability to improve operational workflows and reduce legal, financial, or reputational risks.
Ability to occasionally operate a motor vehicle with a valid driver's license.
For applicants who need it, reasonable accommodations are available for individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on the site.

Nice To Haves

Bachelor's degree in Business, Finance, or Accounting, or equivalent experience (degree preferred; equivalent experience required).
Experience working with high-net-worth clients and complex estate-planning strategies.
Certified Trust and Fiduciary Advisor (CTFA).

Responsibilities

Maintain advanced knowledge of fiduciary, investment, tax, and estate-planning issues.
Design and implement sophisticated fiduciary strategies for clients with complex financial needs.
Advise internal partners on fiduciary matters and ensure the bank's fiduciary responsibilities are fulfilled.
Administer complex fiduciary and agency accounts in accordance with legal documents and internal policies.
Interpret legal instruments to determine the bank's responsibilities.
Identify and resolve trust and estate tax-related issues using sound fiduciary judgment.
Collaborate with Relationship Managers and Investment Specialists to retain and expand client relationships.
Review estate-planning documents and provide strategic recommendations.
Anticipate client needs and provide proactive financial guidance aligned with evolving goals.
Ensure compliance with internal policies, regulatory standards, and legal requirements.
Mitigate risk across assigned accounts and remain accountable for delegated tasks.
Meet or exceed individual and team sales goals.
Identify opportunities to deepen client relationships and generate new revenue.
Participate in client meetings and presentations as a fiduciary subject matter expert.
Represent the bank in professional associations to build credibility and expand referral networks.
Build and maintain relationships with clients, attorneys, accountants, and other key influencers.
Promote a collaborative, professional team environment and support business objectives.
Participate in community engagement initiatives to enhance the bank's reputation.
Perform other duties as assigned; duties, responsibilities, and activities may change or be newly assigned.
Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of Key's clients and Key.