Trust Advisor III

Huntington National Bank • Indianapolis, IN

1d • Onsite

About The Position

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.

Requirements

• Bachelor's degree
• Five or more years of moderate to complex Trust Administration experience

Nice To Haves

• 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

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees