Trust Advisor II

Huntington National Bank; North Carolina; Hybrid; USD 90,000 - 120,000; Full time

Job summary

Huntington National Bank seeks a Trust Advisor II within its Private Client Group to assess and profile the high-net-worth customer’s total financial needs and to connect product specialists for cross-sell opportunities.

The role oversees administration of complex wealth accounts, coordinates with internal and external parties, and cultivates relationships with centers of influence such as attorneys and financial planners.

Qualifications

• Bachelor's degree required.
• Five or more years of moderate to complex Trust Administration experience.
• JD and CFTA are highly preferred qualifications.
• Demonstrated success with high net worth banking customers.

Responsibilities

• Administer Wealth & Investment accounts of moderate to high complexity, including trusts and estates.
• Provide operating instructions to Trust staff to ensure proper handling of relationships.
• Coordinate administrative functions with internal/external parties involved in the trust relationship.
• Develop new relationships, retain clients, and cross-sell to grow assets.
• Maintain strong relationships with attorneys, accountants, insurers, and financial planners.
• May serve on internal trust committees as assigned by management.
• Build strong relationships across all business segments as a key OCR position.
• Perform other duties as assigned.

Skills

Trust administration experience

Relationship building

Communication skills

Multitasking

Education

Bachelor's degree

Juris Doctor (JD)

Certified Trust and Fiduciary Advisor (CFTA)

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)

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.

Huntington is an Equal Opportunity Employer.

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