Client Support Manager - Commercial Banking

Client Support Manager - Commercial Banking

Primary Duties and Responsibilities :

The teammate serves as primary operational contact for commercial lending clients of the Bank and provides administrative support to Commercial Lender(s).

The teammate recognizes the value of team dynamics to deliver exceptional customer service and assist clients with their needs.

The teammate is responsible for ensuring compliance with Bank policies and regulations. Independent judgment is required to plan, prioritize, and organize a diversified workload.

Essential Functions :

• Respond to all customer questions, requests and concerns, both written and oral, in a timely manner, collaborating and working effectively with colleagues in other departments as appropriate
• Handle all operations of commercial deposit accounts, including but not limited to : opening / closing accounts, processing stop payment requests, processing internal fund transfers and domestic and foreign wire transfers, monitoring overdrafts, performing account maintenance, and resolving deposit operation exceptions
• Coordinate and manage all operations of commercial loan accounts, including but not limited to : reviewing and submitting loans for booking, monitoring and following up on collateral documentation, processing loan draws and pay downs, requesting loan payoff letters, documenting changes in loan structure, monitoring and following up on financial statement requirements and other financial requirements.
• Initiate commercial credit card accounts and changes, and pursue past due loan and credit card payments
• As requested by Banker, meet with clients to open accounts and execute loan documents
• Coordinate business meetings, including ordering food, reserving rooms, and setting up for luncheons
• Schedule appointments / lunches for Banker; reserve meeting rooms and make restaurant reservations as needed
• Assist and back-up other CSMs and departments when necessary

Required Qualifications :

• High School diploma or equivalent
• Minimum of 2 years of experience in an administrative role in banking, supporting client service professionals; good working knowledge of depository account products preferred
• Proven communication skills (written and verbal), with strong emphasis placed on responsiveness and customer service
• Excellent interpersonal skills, exhibiting a high degree of professionalism
• Computer proficiency, especially in Word and Excel
• Strong organizational and time management skills
• Excellent problem-solving skills and ability to make decisions to resolve problems
• High degree of accuracy and attention to detail
• Ability to work with minimal supervision

Regular Employee

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.