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Senior Relationship Manager - Trust & Investment in Traverse City at Huntington

Date Posted: 11/1/2018

Job Snapshot

Job Description

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 position: builds strong relationships across all business segments.​
Basic Qualifications:
  • Bachelor's Degree
  • 3 or more years of experience in Trust Administration
EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Huntington does not accept solicitation from Third Party Recruiters for any position.
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