Trust Advisor II

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...