Trust Advisor III

0101 The Huntington National Bank; Kentucky; On-site; USD 80,000 - 110,000; Full time

Job summary

0101 The Huntington National Bank is seeking a Trust Advisor III to manage a portfolio of wealth and estate accounts within Huntington Private Bank. You will serve as the primary contact for co-fiduciaries, beneficiaries, and advisors, coordinating with internal teams to deliver comprehensive fiduciary services.

The role emphasizes strong relationship-building with attorneys, accountants, and financial planners, and may involve serving on internal trust committees.

Qualifications

• Excellent written and verbal communication; professional grammar and demeanor.
• Ability to participate effectively in client meetings.
• PC and internet proficiency; comfort with trust administration software.

Responsibilities

• Administers Wealth & Investment trust and estate accounts of moderate to high complexity.
• Provides operating instructions to Trust support staff for proper handling of accounts.
• Coordinates administrative functions with internal and external parties with fiduciary interests.

Skills

Communication skills

PC proficiency

Multi-tasking

Education

Bachelor's degree

Juris Doctor

CFTA designation

Tools

None

Job description

Description Summary

The Trust Advisor III (TA III) is a member of the Huntington Private Bank client relationship team responsible for administration of accounts where the bank serves in a fiduciary capacity. The TA III manages a book of trust relationships and serves as the primary point of contact for co-fiduciaries, beneficiaries and advisors. The TA III partners with other Private Bank team members to provide our full array of services to Private Bank clients.

Duties and Responsibilities

• Responsible for the complete administration of assigned Wealth & Investment trust and estate accounts of moderate to high complexity.
• 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.

Key Skills

• Must have excellent written and verbal communication skills, including professional grammar and demeanor, along with a comfort level with participating in client meetings.
• 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.

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. If you’d like to learn more about how Huntington looks out for people, visit https://www.huntington.com/lookingout 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 to require a reasonable accommodation to apply for a job or to perform the essential functions of the job, please send an email to [e-mail] 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.

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