Trust Advisor II

Huntington Bancshares
Columbus
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship-building","Communication","Multi-tasking"]

Assess and administer moderate-to-high complexity trust and wealth accounts for private banking clients, including trusts, estates, and agencies. Coordinate trust administration with internal and external parties and provide operating guidance to trust support staff. Build and retain relationships with high net worth customers and centers of influence while identifying cross-sell opportunities and expanding assets. Serve on internal trust committees as assigned and perform additional duties as required.

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Huntington Bancshares
Huntington Bancshares
4 days ago

Trust Advisor II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Assess and administer moderate-to-high complexity trust and wealth accounts for private banking clients, including trusts, estates, and agencies. Coordinate trust administration with internal and external parties and provide operating guidance to trust support staff. Build and retain relationships with high net worth customers and centers of influence while identifying cross-sell opportunities and expanding assets. Serve on internal trust committees as assigned and perform additional duties as required.
Location: Columbus
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Administer assigned Wealth & Investment accounts of moderate to high complexity, including trusts, estates, and agencies.
  • •Provide operating instructions and procedures to trust support staff for appropriate handling of account relationships.
  • •Coordinate administrative functions with internal and external parties involved in trust relationships.
  • •Develop new relationships, retain existing customers, and cross-sell to gather additional assets.
  • •Maintain strong relationships with centers of influence such as attorneys, accountants, insurance agents, and financial planners.

Key Requirements

  • •Bachelor's degree.
  • •Five or more years of moderate to complex Trust Administration experience.
  • •Strong relationship-building with high net worth banking customers.
  • •Experience in financial advisory/sales within banking, investment, or insurance products and services.
  • •Excellent written and verbal communication skills with professional demeanor.
Experience:5+ yearsHigh net worth bankingTrust administration
Education:Bachelor's
Skills:Relationship-buildingCommunicationMulti-tasking
Certifications:Certified Trust and Fiduciary Advisor (CFTA)

Company Brief

Huntington Bancshares
Regional bank holding company providing commercial and consumer banking, payments, wealth management, and lending services across the Midwestern and select other U.S. markets. It serves individuals, small businesses, and corporate clients through branches and digital channels.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Columbus, United States
Founded: 1866
WebsiteLinkedIn