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KeyBank
KeyBank
H1B वीज़ा प्रायोजकपरामर्शबीमाबैंकिंग
KeyBank एक पूर्ण-सेवा बैंकिंग और वित्तीय सेवा कंपनी है, जो व्यक्तियों, छोटे व्यवसायों और बड़े संस्थानों को सेवाएँ प्रदान करती है। इसकी सेवाओं में व्यक्तिगत और व्यावसायिक बैंकिंग, ऋण, मॉर्गेज, क्रेडिट कार्ड, संपत्ति प्रबंधन, निवेश सेवाएँ और क्रेडिट लाइन शामिल हैं, जिन्हें ऑनलाइन और मोबाइल बैंकिंग टूल्स का समर्थन प्राप्त है। KeyBank वित्तीय कल्याण से जुड़े संसाधन भी उपलब्ध कराता है, जो ग्राहकों को व्यावहारिक धन-प्रबंधन कौशल विकसित करने, कर्ज से निपटने और अपने वित्तीय लक्ष्यों की दिशा में आगे बढ़ने में मदद करने के लिए बनाए गए हैं।
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कंपनी की नौकरियाँ

KeyBank Trust Analyst

Administer fiduciary and agency accounts for Key Private Bank clients, supporting settlements, interpreting trust documents, and managing fiduciary risk. Build relationships with beneficiaries and other service providers while helping ensure compliant account administration.

USसंयुक्त राज्यOHओहायो
$52,000 – $80,000 / वर्ष
हाइब्रिडपूर्णकालिकमध्य स्तरवरिष्ठआवश्यक भाषा: अंग्रेज़ीविश्लेषक

विवरण

  • Support trust administration and fiduciary duties for Key Private Bank clients and beneficiaries.
  • Partner with specialty and relationship management teams to attract, retain, and grow client relationships.
  • Manage trust and agency accounts under established policies and procedures, with attention to fiduciary risk.
  • Work with a Trust and Estate Settlement Officer on assigned fiduciary and agency account settlements.
  • Act as the primary contact for selected account relationships.
  • Review and maintain client records in trust accounting and vendor systems.
  • Use fiduciary judgment when handling trust matters.
  • Research and assess client transactions, then recommend solutions.
  • Interpret legal instruments to establish the bank’s trustee duties and responsibilities.
  • Build relationships with clients, beneficiaries, attorneys, accountants, and other service providers.
  • Work with teammates and partners to deliver timely, high-quality account administration.
  • Provide coverage for other team members as needed.
  • Service accounts in line with KeyBank policies and applicable regulatory and legal requirements to reduce risk.
  • Complete other duties as assigned.

आवश्यकताएँ

  • A bachelor’s degree in a business-related field is preferred; equivalent experience is required.
  • General knowledge of fiduciary, financial, and/or investment products and services.
  • At least three years of experience in the financial industry or in another client service role.
  • Progress toward or completion of Cannon Trust Schools I, II, and III, equivalent training in the industry or fiduciary field, or equivalent experience is preferred.
  • Knowledge of managing and recording financial transactions involving trust assets in accordance with legal and fiduciary standards.
  • Understanding of tax laws and regulations for individuals, trusts, and organizations, and how to apply them.
  • Understanding of trust asset management and distribution under legal documents and fiduciary responsibilities.
  • Understanding of the integrity and loyalty duties involved in managing assets or interests for another party.
  • Understanding of the legal framework for creating, administering, and terminating trusts.
  • Ability to lead, motivate, and develop teams.
  • Accountability for professional and fiduciary decisions, actions, and outcomes.
  • Ability to follow KeyBank policies and procedures and meet regulatory and legal requirements.
  • benefits

लाभ

  • May qualify for incentive compensation, including production, commission, and/or discretionary incentives.
  • Flexible workspace options may be available when the role can be performed effectively in a mobile environment.
  • Inclusive culture and equal opportunity employment.
  • Reasonable accommodations are available for qualified individuals with disabilities or disabled veterans.

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