Trust Advisor III
huntingtonColumbus (OH)
About the role
Trust Advisor IIIThe Trust Advisor 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.
- 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: YesWorkplace Type: Office
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.
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