KPB Trust Analyst

Location:

The KPB Trust Analyst is responsible for acting as Secretary of several fiduciary committees, such as the National Fiduciary Committee, which is the National sponsoring Committee for subcommittees such as National Trust Administration Committee, the New Account Pre-Acceptance Working Group, Key as Trustee New Account Pre-Acceptance Working Group, National Fiduciary Procedures Committee, KPB National Banking and Credit Procedures Working Group, Closely Held Working Group, and Fiduciary Committee of Delaware; and providing analytics to make sound business decisions by the Trust Managers and Management team.

National Trust Administration Committee (NTAC) is the senior decision-making committee that makes and approves fiduciary decisions and documents them for formal records and for review by the OCC. Several sub-committees of NTAC report decisions and documentation as part of the process. The Secretary of NTAC is an ex-officio member of NTAC and is responsible for impeccable recordkeeping of all actions and maintaining those records for risk review and OCC review. This role includes review of Trust Officer and Trust Manager records and follow up to ensure accurate reporting.

Acts as Secretary of Pre-Acceptance Working Groups. Participates in daily working group committee meetings. Compiles data from Pre-Acceptance meetings and decisioning. Schedule, communicate, compile agenda, and track decisions for the daily New Account Pre-Acceptance and Fee Review Working Group.

Schedule, communicate, compile agenda, and track decisions for the weekly Key as Trustee New Account Pre-Acceptance Working Group.

Manage the NTAC system. Answer questions from TOs and TAs regarding NPTAC system. Create NTAC Account Profiles on a weekly basis. Serve as Secretary for monthly NTAC meeting to include scheduling meetings, preparing agenda, communicating information, and preparing minutes

Demonstrated experience in analyzing and compiling accurate reports using complex data sources

Demonstrated experience in trust administration decision making

Impeccable at maintaining confidential information

Strong organizational skills

Strong written and oral communication skills to impart information to users

In depth Excel and Word experience

Succinct report creation experience

Trust Administration experience

Written Communications - Is able to write clearly and succinctly in a variety of communication setting and styles, can get messages across that have the desired effect.

Decision Quality - Makes good decisions (without considering how much time it takes) based upon a mixture of analysis, wisdom, experience, and judgment; most of his/her solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions.

Timely Decision Making - Makes decisions in a timely manner, sometimes with incomplete information and under tight deadlines and pressure; able to make a quick decision.

Problem Solving- Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.

Organizational Agility - Knowledgeable about how organizations work; knows how to get things done both through formal channels and the informal network; understands the origin and reasoning behind key policies, practices, and procedures.

Functional / Technical Skills - Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.

Integrity and Trust - Is widely trusted; is seen as a direct, truthful individual; can present the unvarnished truth in an appropriate and helpful manner; keeps confidences; admits mistakes; doesn't misrepresent him/herself for personal gain.

Computer and office equipment

TRAINING REQUIRED: On the job as required

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