The National Bank of Indianapolis · 6 days ago
Client Support Manager - Private Banking
Indianapolis, IN, US
Full-time
Onsite
Entry, Mid Level
2+ years expThe National Bank of Indianapolis is the city’s only locally owned national bank, recognized for personalized service, local decision-making, and long-term client relationships. They are seeking a Client Support Manager to support their Private Banking team by delivering high-quality service, managing operations for deposit and loan accounts, and enhancing client experiences.
BankingFinanceFinancial Services
No H1B
Responsibilities
Deliver high-quality, personalized service to Private Banking clients while promoting the Bank’s Culture of Excellence
Serve as a primary point of contact, responding promptly and professionally to client questions, requests, and concerns
Manage day-to-day operations for deposit accounts using the Silverlake Xperience operating system
Coordinate and manage loan account operations
Identify cross-sell opportunities and recommend appropriate products or service enhancements to Bankers
Meet with clients, as requested, to assess account needs and assist with opening appropriate accounts
Support Bankers with required reports and portfolio-related documentation
Perform administrative and client-support tasks related to meetings, client events, presentations, and document delivery
Provide back-up support to other Client Support Managers and departments as needed
Qualification
Required
High school diploma or equivalent required; some college or a college degree preferred
Two or more years of experience in retail banking, wealth management, or a similar banking function
Working knowledge of depository account products and lending processes
Proven ability to partner with bankers to deliver exceptional client service
Outstanding interpersonal and communication skills with a strong emphasis on professionalism and responsiveness
Strong organizational, time management, and analytical skills
High degree of accuracy and attention to detail
Ability to work independently with minimal supervision
Proficiency in Microsoft Word, Excel, and Adobe
Indiana Notary Public certification
Preferred
some college or a college degree preferred
Company
The National Bank of Indianapolis
The National Bank of Indianapolis is a locally-owned national bank.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$29M2019-09-05Debt Financing· $29M
Leadership Team
A
Ann Merkel
Senior Vice President and Chief Market Development Officer
Recent News
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2025-09-12
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