Total 2 job vacancies by 0100 KeyBank National Association

Location:

The KPB Associate provides trust administration support to enable Trust Officer(s) to effectively manage the administration of fiduciary accounts while maintaining an optimal level of client service. Provide sales support to the assigned Trust Officer(s).

ESSENTIAL JOB FUNCTIONS

Trust Administration Support

• Performs 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.); interfaces with centralized support areas such as Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion.
• Provides front-line service to clients in a telephone delivery channel environment. Handles inbound client calls on an ACD line.
• Reads and understands Trust Agreements and related documents for administrative purposes.
• Manages fee maintenance as directed by Trust Officer.
• Monitors accounts on a daily basis for overdrafts and un-invested cash and keeps Trust Officer informed.
• Uses 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.
• Discovers, analyzes and researches account problems and recommends solutions as appropriate.
• Establishes and maintains orderly record keeping system, ensuring maintenance of confidential account files and proper workflow.
• Prepares various reports, correspondence, technical documents and special projects as requested.

Client Management

• Builds and maintains strong client contact and provides sales support to team

• Identifies client needs and revenue enhancement opportunities.
• Follows-up on client issues and relays information to clients through correspondence, telephone communications and conferences.
• Resolves client requests and refers complex inquiries to Trust Officer.
• May serve as primary contact for some account relationships.

Team Collaboration

• Assists Trust Officer with planning client meetings and preparing client presentations, as needed
• Assists Trust Officer in managing business pipeline activity through Salesforce.
• Provides backup for other Associates. Including but not limited to processing mail and depositing checks and other support functions.
• Builds and maintains effective working relationships with other team members to ensure high quality and timely administration of assigned fiduciary accounts.

Compliance

• Maintains compliance with all internal policies and procedures as well as with regulatory requirements.
• Assumes accountability for all work on assigned accounts
• Keeps current on the latest developments in trust law, tax law and other issues related to the trust business.
• Participates in professional training opportunities including seminars and self –learning opportunities 

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Location:

About the Job 
Credit Associates are experienced commercial underwriters who are responsible for reviewing and analyzing all types of credit information on existing and prospective customers with total commitments up to $10 million. This position will primarily support clients originating from the Business Banking and Middle Market Lines of Business. This underwriting role assists in structuring new requests, as well as completing renewals, while independently managing workflow and communication with partners. Credit Associates are required to decision loans within an assigned lending authority, and make educated, well-thought recommendations when decisioning requires a higher-level approval authority. This position reports to an Underwriting Team Lead.
 
Essential Job Functions 

• Review financial statements and all other relevant financial analysis as well as non-financial data to develop a concise focused analytical foundation for a credit decision.

• Collaborate with bankers and credit partners to drive the efficiency and effectiveness of the credit process to meet client expectations.

• Responsible for the development of quality credit memos and adherence to KeyBank’s credit policy.

• Decision loans within delegated authority or recommend decision to appropriate credit partner.

• Monitor and identify risks within the existing portfolio.

• Identify and escalate material issues or trends in a timely manner.

• Serves as mentor, coach and trainer for the analyst and junior underwriting staff.

• Periodic projects related to strategic initiatives and evolving risk management environment. 

Required Qualifications 

• At least two years of commercial underwriting experience ($1MM - $10MM in commitments)

• Bachelor's degree with a preferred focus on business course work, or equivalent work experience

• Firm understanding of commercial credit underwriting/approval methodologies.

• Satisfactory understanding and knowledge of commercial credit policies, procedures, and loan systems

• Commitment to core values; Teamwork, Respect, Accountability, Integrity, Leadership

• Ability to work well individually as well as part of a team

• Demonstrated business writing and communications/presentation skills

• Satisfactory knowledge and proficiency in working with personal computers and business software (e.g. Microsoft Office - Word, Excel)

• Eligibility to work permanently in the U.S.

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.