Client Support Manager - Business Banking

Location
Indianapolis, Indiana
Salary
$55,000+
Posted
Dec 01, 2023
Closes
May 01, 2024
Type
Full Time
Level
Experienced

Serves as primary operational contact for Commercial Lending clients of the Bank. Provides in-depth secretarial and administrative support to the Manager, as well as other Business Bankers, working with and backing-up fellow Client Support Managers as needed. 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 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, initiating corporate credit card accounts and changes, and pursuing past due loan and credit card payments
  • As requested by Banker, meet with clients to open accounts and execute loan documents
  • Provide general support for the Business Banking group including but not limited to: scheduling meetings and calendar items, making reservations and ordering food, maintaining borrowing base database, coordinating signatures for loan approvals, and preparing memos, letters and meeting agendas
  • Assist and back-up others CSMs and departments when necessary


Qualifications:

  • High School diploma or equivalent
  • Minimum of 2 years 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 skills
  • 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

Similar jobs

Similar jobs