4 senior trust officer jobs found

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: 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: 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,...