• Private Client Advisor

    KeyBank (Sandusky, OH)
    …assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client ... goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received...communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop,… more
    KeyBank (08/13/25)
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  • KPB Trust Team Manager

    KeyBank (Brooklyn, OH)
    …on professional quality administration with emphasis on high technical competence and client service to ensure that needs of High Net Worth clients and beneficiaries ... with Portfolio Management, Legal, Relationship Managers and Operations for effective delivery of client services within the team. **Fiduciary Expertise** + Maintains… more
    KeyBank (08/08/25)
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