Summary
Overview
Work History
Education
Skills
Timeline
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Janis Molleur

Scarborough,ME

Summary

Dynamic Senior Trust Officer with over 25 years at KeyCorp, adept at managing complex trust accounts and enhancing client relationships. A Certified Trust and Financial Advisor, I excel in compliance adherence and effective communication, driving business growth while mentoring teams and implementing innovative solutions for estate planning and risk management.

Overview

39
39
years of professional experience

Work History

Senior Trust Officer, Vice President

KeyCorp
Portland, ME
04.1989 - 06.2021
  • Managed trust account administration, ensuring compliance with regulations and internal policies for book of over 250 accounts within Maine Key Private Bank.
  • Developed and maintained client relationships to enhance service delivery, satisfaction and expansion of new business.
  • Evaluated complex estate and financial situations to provide tailored trust solutions for clients.
  • Conducted compliance and risk management strategies to ensure adherence to all OCC requirements.
  • Maintained Certified Trust and Financial Advisor designation through continuing education programs.
  • Served on various committees, including platform conversion planning, discretionary fiduciary oversight and fee implementation.
  • Lead team of trust officers (1995-1997).
  • Provided portfolio management on assigned accounts (1989-1993).
  • Mentored junior staff on best practices in trust administration and client communication.
  • Collaborated with legal teams to navigate estate planning and settlement processes effectively.

Trust Administrative Assistant

KeyCorp
Portland, ME
01.1982 - 04.1989
  • Managed client communications, ensuring timely responses and maintaining positive relationships.
  • Assisted in coordinating trust administration processes, enhancing workflow efficiency.
  • Organized and maintained trust documentation, ensuring compliance with regulations and policies.
  • Served at primary contact for many clients, carrying out requests, developing rapport with all.
  • Reconciled the monthly Common Trust Funds activity for Maine Trust Team.
  • Developed new fiduciary filing system.
  • Trained Trust personnel on new accounting system

Education

Bachelor of Science - Environmental Horticulture/minor in Business Admin

University of Connecticut
Storrs, CT

Skills

  • Certified Trust and Financial Advisor (CTFA) since 1992
  • Exceptional organizational skills
  • Effective communication and client relations
  • Discretion and confidentiality
  • Flexible collaboration
  • Risk/Compliance adherence
  • Effective problem resolution

Timeline

Senior Trust Officer, Vice President

KeyCorp
04.1989 - 06.2021

Trust Administrative Assistant

KeyCorp
01.1982 - 04.1989

Bachelor of Science - Environmental Horticulture/minor in Business Admin

University of Connecticut