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Trust Relationship Manager in Naples at Huntington

Date Posted: 2/8/2018

Job Snapshot

Job Description

Personal Trust Relationship Manager-Senior

• Responsible for the complete administration of assigned personal trust accounts of moderate to high complexity including trusts, estates and agencies.

• Responsible for retaining existing customers, and cross-selling to gather additional assets to expand customer relationships.

• 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.

• Develops and cultivates new relationships with high net worth customers for Personal Trust.

• 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.
This position will provide coverage in the Naples region

Basic Qualifications:

• Bachelor's Degree

• 3 or more years of Personal Trust Relationship Management/Personal Trust Administration; or Estate Planning/Probate practice; or Financial Services Business Development within Personal Trust or Investment Management,
Other Traits, Characteristics and Experience:

• Juris Doctorate or CPA preferred
• Excellent in customer service, highly motivated, focused, and goal oriented.

• Must have excellent written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor.

• Strong organizational skills with attention to detail, planning and follow-up.

• Strong interpersonal and problem-solving skills

• Strong networking abilities

EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity

Tobacco-Free Hiring Practice: To demonstrate our commitment to health and wellness, Huntington will not hire any candidate who uses tobacco or any nicotine product including, but not limited to, cigarettes, cigars, pipes, smokeless tobacco, chewing tobacco, snuff or snus, nicotine gum, the nicotine patch or any other kind of nicotine replacement product (where permitted by applicable state law). Candidates applying for positions in those states will be notified of this practice during the recruitment process and, if offered a position, will be screened for cotinine (to check for use of tobacco and/or nicotine products and/or nicotine replacement therapy products) before they begin employment. If the position to which you're applying is covered by this practice, the job application will provide greater detail as to what constitutes tobacco use.

Huntington does not accept solicitation from Third Party Recruiters for any position.


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