July 9, 2014
KeyBank is hiring a Trust/Wealth Associate
Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,576 ATMs; telephone banking centers 800-KEY2YOU® (800-539-2968); and a website, Key.com®, that provides account access and financial products 24 hours a day.
Wealth Associate duties (75%):
Assist with the development and presentation of all comprehensive planning for prospects and clients. Work with other internal specialists to craft the comprehensive plan (Insurance, Wealth Advisory Services, Investment Management and Trust Fiduciary Services). Work closely with the in-field planner to gather information, prepare customized reports and templates to support the planning needs of clients and prospects. For each planning engagement, ensure all disclosure documents and confidentiality agreements are readily available for the planner to give to each prospect and/or client to sign and keep the documents on file. Organize and work with highly confidential information. Support the Trust Officer, Financial Planner and Investment Solutions Specialist in their overall revenue goals and foster trust and communication. May serve as primary contact for some account relationships. Send all relevant client data and documents to the Central Planning Team to begin financial planning process.
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 a limited number of 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 account's 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. Read and understand Trust Agreements and related documents for administrative purposes. Ensure fees are set up correctly as directed by Trust Officer. Keep current on the latest developments in trust law, tax law and other issues related to the trust business. Resolve client requests and refer complex inquiries to Trust Officer.
-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.
Interested applicants can apply online at www.key.com/careers.
Reference Job Opening ID 100000003.