Client Support Manager - Private Banking

The National Bank of Indianapolis • Indianapolis, IN

2d

About The Position

The National Bank of Indianapolis is seeking a Client Support Manager to support its Private Banking team. This highly visible, client-focused role serves as a primary operational contact for Private Banking clients and partners closely with one or more Private Bankers to provide seamless service, operational excellence, and an exceptional client experience.

The position delivers personalized service while supporting deposit and loan account operations, client meetings, portfolio documentation, and related administrative work. The National Bank of Indianapolis describes itself as the city’s only locally owned national bank, emphasizing personalized service, local decision-making, and long-term client relationships. Its Private Banking team provides a white-glove client experience supported by trusted expertise and operational precision.

The Bank is an Equal Opportunity Employer. Employment is contingent on verification of identity and authorization to work in the United States in accordance with federal law; the Bank participates in E-Verify.

Requirements

• High school diploma or equivalent required.
• 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.

Nice To Haves

• Some college or a college degree preferred.

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 and respond promptly and professionally to client questions, requests, and concerns.
• Manage day-to-day deposit account operations 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED