Private Banking Client Experience Lead

National Bank of Indianapolis Corp.; Indianapolis (IN); On-site; USD 65,000 - 90,000; Full time

Job summary

The National Bank of Indianapolis is seeking a Client Support Manager to join its Private Banking team. You’ll serve as the primary operational contact for Private Banking clients, partnering with one or more Private Bankers to deliver seamless service, operational excellence, and an exceptional client experience.

In this role, you’ll manage day-to-day deposit operations, coordinate loan account activities, and identify cross-sell opportunities while supporting bankers with reports and

Qualifications

• High school diploma or equivalent; some college preferred.
• 2+ years in retail banking, wealth management, or similar function.
• Working knowledge of depository account products and lending processes.
• Ability to partner with bankers to deliver exceptional client service.
• Strong interpersonal and communication skills; professionalism and responsiveness.
• Proficiency in Microsoft Word, Excel, and Adobe.

Responsibilities

• Deliver high-quality, personalized service to Private Banking clients.
• Respond promptly and professionally to client questions, requests, and concerns.
• Manage day-to-day deposit operations using Silverlake Xperience.
• Coordinate and manage loan account operations.
• Identify cross-sell opportunities and recommend appropriate products or service enhancements.
• Meet with clients to assess account needs and assist with opening accounts.
• Support Bankers with required reports and portfolio-related documentation.
• Provide back-up support to other Client Support Managers and departments.

Skills

Customer service

Relationship management

Operational coordination

Microsoft Excel

Adobe

Attention to detail

Independent work

Communication

Education

High school diploma

College coursework preferred

Tools

Silverlake Xperience

Job description

The National Bank of Indianapolis is seeking a Client Support Manager to join its Private Banking team. You’ll serve as the primary operational contact for Private Banking clients, partnering with one or more Private Bankers to deliver seamless service, operational excellence, and an exceptional client experience.

In this role, you’ll manage day-to-day deposit operations, coordinate loan account activities, and identify cross-sell opportunities while supporting bankers with reports and