What are the responsibilities and job description for the Client Support Manager - Commercial Banking position at The National Bank of Indianapolis?
The teammate serves as primary operational contact for commercial real estate clients of the Bank and provides administrative support to commercial real estate lenders, delivering exceptional customer service and assisting 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.The teammate serves as primary operational contact for commercial real estate clients of the Bank and provides administrative support to commercial real estate lenders, delivering exceptional customer service and assisting 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 client 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 real estate 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, and resolving deposit operation exceptions
- Coordinate and manage all operations of commercial real estate 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, initiating corporate credit card accounts and changes, and pursuing past due loan and credit card payments
- As requested by bankers, 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 bankers; reserve meeting rooms and make restaurant reservations as needed
- May assist and back-up Corporate Banking CSMs when necessary
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 commercial depository account products strongly 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
