Client Support Manager, Private Banking
Company: The National Bank of Indianapolis
Location: Indianapolis
Posted on: January 27, 2023
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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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