Administrative Assistant/Client Support Manager - Private Banking at BankTalent HQ

The National Bank of Indianapolis is seeking a proactive and detail-oriented Administrative Assistant - Client Support Manager to join our Private Banking team. This role provides vital administrative and client support to the Manager and Senior Private Banker/Group Manager, ensuring smooth daily operations and exceptional client experiences. Acting as the primary operational contact for clients within the Group Manager's portfolio, you'll bring professionalism, sound judgment, and a service mindset to everything you do.

What You'll Do

Administrative Support

• Provide comprehensive support to the Manager and Senior Private Banker/Group Manager, including managing correspondence, scheduling meetings, preparing agendas, and coordinating travel
• Sort and prioritize incoming mail, messages, and requests
• Prepare internal and external correspondence, memos, reports, and presentations
• Manage departmental calendars and coordinate time-off requests to ensure adequate coverage
• Assist with committee, taskforce, and Private Banking meeting coordination, including communication, logistics, and catering arrangements
• Support the planning and execution of client events and receptions
• Serve as a backup for Operations and Product Development Specialist and Client Support Managers

Client Support & Operations

• Serve as a trusted liaison for clients, managing day-to-day account operations and ensuring accuracy and timeliness
• Oversee deposit account activities, including opening and closing accounts, ordering checks, processing wire transfers, and monitoring documentation
• Coordinate loan operations, including reviewing documents, facilitating closings, booking loans, monitoring collateral, and processing loan draws and paydowns
• Track client overdrafts, exceptions, fees, and financial reporting requirements
• Prepare and update monthly Private Banker scorecards and reports
• Support bankers with client communications, event invitations, and special correspondence such as birthday or condolence cards
• Assist clients directly with account openings and documentation as needed

What We're Looking For

• High school diploma or equivalent required; college coursework or degree preferred
• Minimum two years of administrative experience, preferably in banking, finance, or client service
• Familiarity with depository accounts and a foundational understanding of lending preferred
• Strong organizational and time management abilities, with meticulous attention to detail
• Excellent written and verbal communication skills
• Proven ability to manage multiple priorities independently and meet deadlines
• High level of professionalism, discretion, and client service focus
• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook

Why Join Us

The National Bank of Indianapolis is the city's only locally owned national bank, committed to building long-term relationships and delivering tailored financial solutions. We take pride in providing a workplace where your contributions are valued, your growth is supported, and your work makes a meaningful impact.