Trust Advisor II

Description Summary 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. Duties and 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. Coordinates administrative functions with internal and external parties with a defined interest in any aspect of the trust relationship. Responsible for developing new relationships, retaining existing customers, and cross-selling 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. Basic Qualifications Bachelor's degree Five or more years of moderate to complex Trust Administration experience Preferred Qualifications Juris Doctor Certified Trust and Fiduciary Advisor (CFTA) designation 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 Knowledge of Private Financial Group products is beneficial Must have excellent written and verbal communication skills, including professional grammar and demeanor. PC and internet proficiency. Ability to multi-task. Exempt Status (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type Office Our Approach to Office Workplace Type: Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Equal Opportunity Employer Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. About Huntington Welcome to Huntington! At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way people save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter. If that sounds like you, we hope you’ll apply to join our team. Learn more If you’d like to learn more about how Huntington looks out for people, visit Accessibility We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of this site or if you require a reasonable accommodation to apply for a job or to perform the essential functions of the job, please send an email to View email address on click.appcast.io. Reasonable Accommodations Reasonable Accommodations. Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds. #J-18808-Ljbffr Huntington