Huntington National Bank

Trust Advisor II

Huntington National Bank • $80K — $95K *
Columbus, OH 43230In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree
  • 5+ years of experience in Trust Administration
  • Juris Doctor or Certified Trust and Fiduciary Advisor (CFTA) preferred
  • Proven relationship-building skills with high net worth clients
  • Experience in financial advisory/sales in banking, investment, or insurance
  • Strong written and verbal communication skills
  • Proficiency in PC and internet usage

Responsibilities

  • Administer Wealth & Investment accounts of moderate to high complexity
  • Provide operational guidance to Trust support staff
  • Coordinate administrative functions with relevant internal and external stakeholders
  • Develop and retain customer relationships while cross-selling services
  • Maintain strong relationships with attorneys, accountants, insurance agents, and financial planners
  • Serve on internal trust committees as assigned
  • Build strong interdepartmental relationships to enhance customer experience

Benefits

  • Flexible work arrangement options, combining in-office and remote work
  • Strong community-building focus within teams
  • Opportunities for professional development and growth
  • Encouraging work environment with teamwork and collaboration
Full 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.

About Huntington National Bank

Huntington National Bank Careers

Join the dynamic team at Huntington National Bank, a place where your career aspirations align with outstanding job opportunities. Our commitment to innovation, leadership, and professional growth makes Huntington an ideal environment for your ambitions to flourish.

Work You’ll Do

At Huntington, we empower our employees to master their career paths in the banking industry. As a member of our team, you will engage in meaningful work that directly impacts our clients and communities. With a focus on digital transformation and financial solutions, Huntington stands at the forefront of the banking sector.

Lead with Innovation and Leadership

Huntington National Bank is not just a bank; it's a pivotal platform for innovation and leadership in the financial industry. We offer a unique position in the marketplace that intersects financial services with cutting-edge technology and customer-centric solutions.

Explore Job Opportunities and Employment

Whether you're seeking your first job or you're a seasoned professional looking to transition, Huntington offers a range of employment opportunities. From entry-level positions to executive roles, our job openings cater to a diversity of skills and experiences.

Internship Programs

Kickstart your career with Huntington’s internship programs. These opportunities are designed to give you hands-on experience and insights into the banking sector, enhancing your resume and boosting your employability.

Benefits and Culture

At Huntington, we pride ourselves on a culture that supports diversity, inclusion, and professional development. Our benefits package is comprehensive, supporting not only your career growth but also your personal well-being and financial health.

Join Our Team

Be part of a team that values creativity, problem-solving, and collaboration. Huntington encourages a culture where innovation thrives, and diverse ideas are celebrated.

Networking and Professional Growth

Advance your career with unmatched opportunities for professional growth and networking. Huntington is dedicated to providing ongoing training and leadership programs that empower you to take your career to new heights.

Career Development

Invest in your future with Huntington’s career development programs. From diversity training to leadership workshops, we provide the tools necessary for you to succeed in your professional journey.

Stay Connected

Join the Huntington National Bank team today and discover how your career can prosper in an environment committed to your growth and success.

Search Huntington Jobs

Explore the positions that match your skills and interests. We are continuously hiring and looking for individuals who are passionate, driven, and ready to contribute to our success.

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Customize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the exciting and rewarding career opportunities that await at Huntington National Bank. Join us at Huntington National Bank, where your career is our commitment.
Learn more about Huntington National Bank
Size
19,722 employees
Market Cap
$21 billion
Industry
Finance & Insurance
Net Income
$817 million
Founded
1866
5 Year Trend
+11.5%
NASDAQ
HBAN
* Ladders Estimates

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