Trust Advisor II

About the role

The Trust Advisor II, as part of Huntington’s Private Client Group (PCG), assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities.

Responsibilities

• Responsible for the complete administration of assigned Wealth & Investment accounts of moderate to high complexity including trusts, estates and agencies.
• Provides operating instructions and procedures to Trust support staff to ensure appropriate handling of account relationships.
• Captures administrative functions with internal and external parties with a defined interest in any aspect of the trust relationship.
• Develops new relationships, retains existing customers, and cross-sells to gather additional assets to expand customer relationships.
• Works to maintain strong relationships with centers of influence including attorneys, accountants, insurance agents, and financial planners.
• May be appointed to serve on internal trust committees as assigned by management.
• Key OCR (Optimal Customer Relationship) position: builds strong relationships across all business segments.
• Performs other duties as assigned.

Qualifications

• Bachelor's degree
• Five or more years of moderate to complex Trust Administration experience
• Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation (preferred)
• Demonstrated success working with high net worth banking customers
• Proven ability to build strong relationships with customers
• Financial advisory/sales experience in banking, investment, or insurance products and services (preferred)
• Knowledge of Private Financial Group products is beneficial
• Excellent written and verbal communication skills, including professional grammar and demeanor
• PC and internet proficiency
• Ability to multi-task

Pay

Exempt Status: Yes

Schedule

Office Workplace Type