- KeyBank (Albany, NY)
- …JOB (JOB BRIEF): Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and counsel to High Net Worth clients and their ... to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in accordance with established policies and procedures, to… more
- KeyBank (Albany, NY)
- …maintaining an optimal level of client service. Provide sales support to the assigned Trust Officer (s). The role may have leadership responsibility for a team of ... (such as but not limited to Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust...daily basis for overdrafts and un-invested cash and keeps Officer informed. * May use cash forecasting to determine… more