To manage assigned account portfolios in accordance with stated objectives, Trust Policy and State/Federal fiduciary regulations. This includes; 1. Work with the division's more significant and/or complex account relationships 2. Work with account administrators and clients to develop investment policy statements (IPS) 3. Select and monitor both individual investments and

Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at Vacancies will be filled in the following specialty areas Large Business and International Director Pass Thru Entities, any team in PTE The following are the duties of this position at the full working level. Provides in depth expertise and analysis on

Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at Vacancies will be filled in the following specialty areas Large Business and International Director Enterprise Activities The following are the duties of this position at the full working level. Provides in depth expertise and analysis on international

Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly Conduct customer transactions with accuracy and prepar

Under the direction of the Associate Director, the Financial Aid Operations Specialist is primarily responsible for the financial aid records management, system data integration, and communication production. Primary administration of outside scholarships. Provides customer service to current and incoming students and families. Primary for verification of student records.

General All Areas Analyzes complex financial data, extracts, and defines relevant information. Exercises accounting control over a group of accounts within an assigned area. Records, classifies, and summarizes financial transactions and events in accordance with generally accepted accounting principles. Initiates and processes journal entries into various accounts. Reconc

The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationsh