What are the responsibilities and job description for the Client Support Manager - Private Banking position at nbofi?
Are you a client-focused banking professional who thrives in a fast-paced, relationship-driven environment? The National Bank of Indianapolis is seeking a Client Support Manager to support our Private Banking team. In this highly visible role, you’ll serve as the primary operational contact for Private Banking clients—partnering closely with one or more Private Bankers to deliver seamless service, operational excellence, and an exceptional client experience.
What You’ll Do
- 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.
Who We’re Looking For
- 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
Why Join Us
The 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. Our Private Banking team delivers a white-glove experience to clients, supported by trusted expertise and operational precision.
Here, your work will be valued, your partnerships respected, and your attention to detail will directly impact client satisfaction and loyalty.