Logo
JobsFor employers
Get matched

Trust Advisor II

L5

huntingtonDayton, OH8 days ago

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales and Related Workers, All Other

Industries

Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment Advice
Trust Advisor IIThe 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 demeanorPC and internet proficiency
  • Ability to multi-task
Exempt Status: Yes = not eligible for overtime pay
Workplace 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. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Apply now
Apply now

Level

SeniorL5

Location

Dayton, OH

Occupation

Personal Financial Advisors

Industry

Trust, Fiduciary, and Custody Activities

Posted

8 days ago

To get sharper similar jobs, create your profile using the link below.

Create profile