Client Support Manager - Private Banking

The National Bank of Indianapolis; Indianapolis (IN); On-site; USD 25,000 - 34,000; Full time

Job summary

The National Bank of Indianapolis is seeking a Client Support Manager to join its Private Banking team in Indianapolis. You will serve as the primary operational contact for Private Banking clients, delivering seamless service and operational excellence.

In this highly visible role, you’ll support Bankers, manage deposit and loan operations, identify cross-sell opportunities, and handle client meetings and documentation with accuracy and discretion.

Qualifications

• 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.
• Ability to partner with bankers to deliver exceptional client service.
• Outstanding interpersonal and communication skills with 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.

Responsibilities

• Deliver high-quality, personalized service to Private Banking clients.
• Serve as a primary point of contact for client questions and requests.
• Manage day-to-day operations for deposit accounts using the Silverlake Xperience system.
• Coordinate and manage loan account operations.
• Identify cross-sell opportunities and recommend products or service enhancements to Bankers.
• Meet with clients to assess account needs and assist with openings.
• Support Bankers with required reports and portfolio documentation.
• Provide back-up support to other Client Support Managers and departments.

Skills

Client service

Relationship building

Communication skills

Attention to detail

Time management

Analytical skills

Education

High school diploma or equivalent

Some college or college degree preferred

Tools

Microsoft Word

Microsoft Excel

Adobe

Job description

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
  
  

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.

In Summary

Bring your professionalism. Bring your precision. Bring your best.

We’ll provide the culture, resources, and trust to help you succeed.

Hourly Wage

The National Bank of Indianapolis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis of race, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.

The National Bank of Indianapolis participates in E-Verify, a federal program that verifies the employment eligibility of newly hired employees. Employment is contingent upon verification of identity and authorization to work in the United States in accordance with federal law.