Private Banking Client Support Lead

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

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.