Senior Trust Advisor II - Private Client Wealth & Cross-Sell

Huntington National Bank; Columbus (OH); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Huntington National Bank seeks a Trust Advisor II within the Private Client Group to assess high net worth clients’ financial needs and connect them with product specialists for cross-sell opportunities.

The role focuses on managing complex trust accounts, guiding support staff, and expanding client relationships through collaboration with attorneys, accountants, and planners. Strong communication and multitasking skills are essential.

Qualifications

• Bachelor's degree is required.
• Five or more years of moderate to complex Trust Administration experience.
• Professional designations (J.D. or CFTA) are preferred.

Responsibilities

• Administer wealth and investment accounts, including trusts, estates and agencies.
• Provide operating instructions to Trust support staff to ensure proper handling of relationships.
• Coordinate administrative functions with internal and external parties in the trust relationship.
• Develop relationships and cross-sell to gather additional assets.
• Maintain relationships with attorneys, accountants, insurance agents, and financial planners.

Skills

Relationship building

Communication skills

Multitasking

PC & Internet proficiency

Education

Bachelor's degree

Juris Doctor

Certified Trust and Fiduciary Advisor (CFTA)

Job description

Huntington National Bank seeks a Trust Advisor II within the Private Client Group to assess high net worth clients’ financial needs and connect them with product specialists for cross-sell opportunities.

The role focuses on managing complex trust accounts, guiding support staff, and expanding client relationships through collaboration with attorneys, accountants, and planners. Strong communication and multitasking skills are essential.