layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Trust Advisor II
Huntington Bank
HBI Corporate Offices Cols C OH
Source: Huntington Bank careers · View original posting
- Employment
- full time
Employer job description
From Huntington Bank's posting. “We” and “our” refer to the employer.
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.