Trust Advisor II

Huntington Bancshares, Inc.; Columbus (OH); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Huntington Bancshares, Inc. seeks a Trust Advisor II within its Private Client Group to assess high net worth customers’ financial needs and coordinate cross-sell opportunities.

You will manage complex trusts, estates, and agency accounts, and lead relationships with attorneys and financial planners to expand assets. The role emphasizes building strong client relationships, providing governance guidance, and collaborating with product specialists for comprehensive wealth solutions.

Qualifications

• Bachelor's degree required.
• 5+ years of moderate to complex Trust Administration experience.

Responsibilities

• Administer wealth and investment accounts including trusts, estates, and agencies.
• Provide operating instructions to Trust support staff and coordinate with parties.
• Develop new relationships, retain clients, and cross-sell assets.
• Maintain relationships with attorneys, accountants, and financial planners.
• May serve on internal trust committees.
• Perform other duties as assigned.

Skills

Relationship building

Trust administration

Communication skills

PC and internet proficiency

Multi-tasking

Education

Bachelor's degree

Job description

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)

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.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.