22 senior trust officer jobs found

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Senior Trust Officer fulfills fiduciary responsibilities of KeyBank by providing expert trust and estate administration and advisory services to high-net-worth clients and their beneficiaries. The Senior Trust Officer works across Key Private Bank (KPB), collaborates effectively and provides insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and estate settlement accounts, in accordance with established policies and procedures, to a high professional standard – entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue as a team member to the field to meet production goals. The role may have...

Location: 555 Patroon Creek Boulevard, Albany New York Job Summary The Lockbox Manager provides full leadership oversight for a lockbox operations shift performing critical payment processing activities, including mail extraction, exception handling, data transmission, item processing, reconcilement, and packaging. This role leads a team supporting Loan, Payment, and Operational Services (LPOS) and is accountable for delivering accurate, timely, and compliant execution of a core bank product offering. Given the direct impact to client relationships and revenue, the Lockbox Manager ensures all service level agreements (SLAs), internal controls, and performance standards are consistently met or exceeded while actively mitigating operational risk. This leader drives operational excellence through effective people management, performance monitoring, workflow optimization, and continuous improvement. The Lockbox Manager builds and develops a high‑performing team through...

Location: 4224 Ridge Lea Road, Amherst New York Job Summary The Mortgage Senior Loan Processor is responsible for ensuring loans are processed accurately and in a timely manner, while maintaining compliance with federal, state, local, and investor guidelines. This role requires proactive communication with clients, Loan Officers, Underwriters, and other stakeholders. A strong understanding of residential lending regulations and documentation is essential. The position also involves identifying incomplete or inaccurate information and influencing others with diplomacy and trust. Essential Functions Review all loan applications for accuracy, completeness, and compliance Monitor and maintain an application pipeline Receive and review client documentation related to income, assets, and credit Submit completed files via the loan origination system to underwriting Communicate with Loan Officers, clients, service providers, and partners to gather and clear underwriting...

Location: For Those Who Work At Home, New Jersey Job Summary The Senior Relationship Manager, Commercial serves as the primary contact and Financial Advisor for commercial clients. This position is accountable for leading all aspects of business development and relationship management in a targeted geographic area. This role collaborates with other bankers and product partners on the development and delivery of solutions to meet client needs and is accountable for directing the implementation of the proposed plans. Senior Relationship Managers drive financial performance through profitable cash management/deposit growth, quality credit, and strategic advisory services. Essential Functions Serve as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and the primary contact for most client-related matters. Drive a focused growth strategy and business development efforts by creating and maintaining a...

Location: 127 Public Square, Cleveland Ohio Job Summary: The Regional Consultant, Special Services manages a book of business for institutional clients focused on custodial services, including management of benefit payments. This role partners with Institutional Advisors (IAs) and Philanthropic Consultants to deliver special servicing advice and solutions, supporting client expansion and acquisition across corporate, ERISA, government, and nonprofit markets. The Regional Consultant is responsible for complex custody relationships ensuring exceptional service delivery and proactive client management. Essential Job Functions Manage a portfolio of clients for custodial services, including benefit payments. Partner with Institutional Advisors on new special servicing opportunities in the markets (corporate, ERISA, government, and nonprofit).  Serve as regional sales support and client advisory support with travel required as needed. Support client expansion...

Location: 4900 Tiedeman Road, Brooklyn Ohio JOB DESCRIPTION SUMMARY: Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS: Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Mortgage Senior Loan Processor is responsible for ensuring loans are processed accurately and in a timely manner, while maintaining compliance with federal, state, local, and investor guidelines. This role requires proactive communication with clients, Loan Officers, Underwriters, and other stakeholders. A strong understanding of residential lending regulations and documentation is essential. The position also involves identifying incomplete or inaccurate information and influencing others with diplomacy and trust. Essential Functions Review all loan applications for accuracy, completeness, and compliance inclusive of FHA/VA/SONYMA and additional affordable loan products Monitor and maintain an application pipeline Receive and review client documentation related to income, assets, and credit Submit completed files via the loan origination system to underwriting Communicate with Loan Officers, clients,...

Location: 726 Exchange Street, Buffalo New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Location: 127 Public Square, Cleveland Ohio JOB BRIEF (PURPOSE) • Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM • Serves as the primary point of contact for internal and external referrals for FW prospects • Has a command of the Family Wealth value proposition and family office capabilities • Responsible for revenue growth on the relationship • Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen • Responsible for the implementation of the targeted Family Wealth onboarding plan • Responsible for engaging senior leadership on the relationship • Leads the internal team and works closely with the Family Office Director to implement the client strategy • Is an astute and savvy competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition.     ESSENTIAL JOB FUNCTIONS Advisory • Senior level...

Location: 301 East Fourth Street, Cincinnati Ohio JOB BRIEF (PURPOSE) • Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM • Serves as the primary point of contact for internal and external referrals for FW prospects • Has a command of the Family Wealth value proposition and family office capabilities • Responsible for revenue growth on the relationship • Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen • Responsible for the implementation of the targeted Family Wealth onboarding plan • Responsible for engaging senior leadership on the relationship • Leads the internal team and works closely with the Family Office Director to implement the client strategy • Is an astute and savvy competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition.     ESSENTIAL JOB FUNCTIONS Advisory • Senior...

Location: 36 South State Street, Salt Lake City Utah Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and...

Location: 127 Public Square, Cleveland Ohio Job Description ABOUT THE JOB (JOB BRIEF):  Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS:  Manages investment accounts of a large and complex nature with...

Location: 219 South Main Street, Akron Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Location: 4735 SW Hall Boulevard, Beaverton Oregon JOB BRIEF (PURPOSE) The Business Banking Mission is to be our client's trusted advisor by providing financial solutions that help our clients grow profitably. Partners with Business Banking Relationship Managers to acquire new clients and expand share of wallet of existing client portfolio of businesses with annual sales from $3 to $10 million, with loan sizes between $500,001 and $5 million.  Works with the Business Banking Sales Leader to develop the business plan for the SBA line for their district.  Implements the training and internal business development strategies outlined by district.  Utilizes a robust network of local centers of influence in the market that can be leveraged into profitable relationships.  Builds and maintains strategic relationships with all Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience.  Working as the trust...

Location: 100 Public Square, Cleveland Ohio Job Summary: The Regional Philanthropic Consultant manages a nonprofit book of business focused on larger clients, delivering specialized philanthropic advice and solutions across regional markets. This role partners with Institutional Advisors (IAs) on new nonprofit acquisition and client expansion, and collaborates with Special Service Consultant to provide custodial, reporting, and other specialized services. The Consultant is responsible for administering and advising on complex gifting strategies while also managing less complex nonprofit relationships in partnership with Institutional Advisors. Essential Job Functions Manage and retain a portfolio of large nonprofit clients, providing tailored philanthropic advice and solutions. Expand client relationships through consultative engagement and proactive solutions. Oversee existing complex nonprofit servicing relationships, coordinating with Institutional Advisors...

Location: 127 Public Square, Cleveland Ohio Job Description The Trust Analyst provides trust administration support and fulfills fiduciary responsibilities by providing basic trust administration for Key's Institutional clients and their beneficiaries. While serving on the Institutional Advisors team, collaborates effectively and provides insights and solutions to attract, retain and grow clients. Actively manages institutional accounts, in accordance with established policies and procedures, to a high professional standard while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Where appropriate, may focus on an area of specialty trust expertise. Successfully identifies opportunities to enhance client relationships while using proper channel management. ESSENTIAL JOB FUNCTIONS Trust Administration & Support Administers assigned accounts with a proactive and disciplined approach Familiar with...

Location: 30100 Chagrin Blvd, Pepper Pike Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Location: 200 Middle Street, Suite 301, Portland Maine Job Summary ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. Responsibilities Reviews, monitors and modifies investment portfolio construction in accordance with client...

Location: For Those Who Work At Home, California Job Summary The Senior Relationship Manager, Agribusiness serves as the primary contact and Financial Advisor for commercial agribusiness clients. This position is accountable for leading all aspects of business development and relationship management in a targeted geographic area. This role collaborates with other bankers and product partners on the development and delivery of solutions to meet client needs and is accountable for directing the implementation of the proposed plans. Senior Relationship Managers drive financial performance through profitable cash management/deposit growth, quality credit, and strategic advisory services. **Ideal location is northern California, preferably in Fresno or Bakersfield. Locations close to this would also be acceptable.** Essential Functions Serve as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and...

Location: 1301 Avenue of the Americas, New York New York Job Summary KeyBanc Capital Markets is a leading middle-market investment bank providing strategic advisory and capital markets solutions to clients across a range of industries. The Vice President will be responsible for leading the execution of M&A and capital raising transactions, managing client relationships, and supporting business development efforts. This role requires strong leadership, technical expertise, and a commitment to developing junior talent while delivering high-quality advisory services to middle-market clients. Essential Functions Responsible for revenue generation through the origination, execution, and closing of M&A and capital markets transactions. Serve as a trusted advisor to corporate and private equity clients, delivering strategic insights and tailored financial solutions. Lead transaction execution across a variety of deal types including sell-side and buy-side M&A,...

Location: 200 Middle Street, Suite 301, Portland Maine Job Summary ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. Responsibilities Reviews, monitors and modifies investment portfolio construction in accordance with client...

Location: 1000 South McCaslin Boulevard, Superior Colorado The position will be responsible for managing a portfolio of loan facilities associated with the Specialty Finance Lending (“SFL”) portfolio, as assigned by the SVP Head of Originations, and will include facilitating a range of operational activities relating to the on-going management; risk monitoring;  loan administration; account maintenance; and customer service.  Job responsibilities will involve taking a lead role on variety of operational activities (based on prior experience and skill level) and a supportive role on some business development activities in collaboration with the SFL business development team.  The operational activities will include facilitating and managing due diligence, transaction documentation, loan closing & booking,  advances/paydowns, interest and fee accruals and settlments; loan convenant and borrowing base compliance; performance monitoring; monthly servicer report reviews,...