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Client Support Manager, Private Banking

Company: The National Bank of Indianapolis
Location: Indianapolis
Posted on: January 27, 2023

Job Description:

This position serves as the primary operational contact for the Bank's Private Banking clients, partnering with one or more Private Bankers to ensure that clients are well-served. The CSM must be able to deliver exceptional customer service and assist clients with their needs while ensuring compliance with Bank policies and regulations. Independent judgment is required to plan, prioritize and organize a diversified workload.
Essential Functions:
¨ Respond to customer questions, requests and concerns, both written and verbal, in a timely manner
¨ Handle the operations of deposit accounts, including but not limited to: opening/closing accounts, ordering supplies, ATM/debit cards and online banking applications for new and existing accounts, monitoring to ensure supporting documents and signatures are obtained on account opening documents and forwarding them to deposit operations, preparing new documents for signature on changes in existing accounts and any maintenance forms necessary, processing stop payment requests and obtaining signatures on stop payment forms, processing internal fund transfers, having cashiers checks prepared and arranging for pickup or delivery, gathering information and obtaining signatures for domestic and foreign wire transfer requests, notifying clients of incoming foreign wires, ordering foreign currency and foreign drafts for clients, ?monitoring overdrafts and contacting clients for resolution, researching information on client accounts, providing copies of statements, and resolving deposit operation exceptions
¨ Coordinate and manage operations of loan accounts, including but not limited to: managing title searches/insurance and appraisal reports, reviewing documents and marking up for clients to sign, reviewing signed documents and submitting loans for booking and Loan Committee, monitoring and following-up on missing collateral documents, obtaining payoffs and preparing initial funding of loans to be booked, processing loan draws and paydowns, monitoring and following-up on financial statement requirements, contacting clients on past due loan payments, responding to client questions regarding loan information and loan payments, and mailing letters to request financial documents for loan renewals
¨ Identify opportunities for the Banker to cross-sell unused Bank services as identified through conversation and/or activity with clients in the portfolio; recommend to the Banker appropriate changes to deposit products when reviewing client account relationships through day-to-day activity
¨ As requested by Banker, meet with clients to determine the types of accounts needed to address their financial needs and goals, and then proceed with opening accounts as appropriate
¨ Prepare various reports, correspondence and mass mailings for Private Banker
¨ Perform routine administrative functions, including but not limited to: assisting with fine details in anticipation of client entertainment or meetings, maintaining lists or records that are relied upon by the banker(s), facilitating gifts or contributions for client lifecycle events, preparing materials for presentations, and arranging for pick-up or delivery of documents from/to client offices in the downtown area
¨ Assist and back-up other CSMs and departments when necessary Requirement Qualifications:
¨ High School diploma or equivalent; some college or a college degree preferred
¨ Good working knowledge of depository account products and the lending process, typically gained with two or more years in retail banking, wealth management, or a similar banking function
¨ Proven ability to partner with bankers to manage client relationships with an emphasis on superior levels of service and delivery excellence
¨ Exceptional interpersonal and communication skills (written and verbal), with strong emphasis placed on responsiveness and professionalism
¨ Computer proficiency, especially in Word and Excel
¨ Strong organizational and time management skills
¨ Excellent problem solving and analytical skills, including the ability to gather and summarize data that supports decision-making and problem-solving
¨ High degree of accuracy and attention to detail

Keywords: The National Bank of Indianapolis, Indianapolis , Client Support Manager, Private Banking, Executive , Indianapolis, Indiana

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