JOB POSTING Position: Client Support Manager, Personal Trusts Location: Downtown Indianapolis Purpose of Position: Serves as primary operational contact and assists with account administration for Personal Trust clients of the Bank. The Client Support Manager (CSM) must be able to deliver exceptional customer service and assist clients with their needs while ensuring compliance with Bank policies and regulations. Essential Functions include but are not limited to:  Opens and closes accounts, maintains regular client contact, and responds to client questions  Conducts research for clients as appropriate  Coordinates bill pay and makes monthly income disbursements to clients, consistent with account documents  Administers payroll for employees of clients  Prepares quarterly tax estimates and processes real estate tax payments for client accounts  Accurately inputs data for processing or recordkeeping, including but not limited to disbursement requests, deposits, transfers, wire requests and vault data; Also completes authorization forms for checks  Prints and reviews various reports  Generates spreadsheets, forms, follow-up lists and minutes for committees and special projects  May receive, set-up and release client assets  May conduct US Patriot Act verifications  Performs miscellaneous administrative functions, including but not limited to reviewing daily mail, coordinating client correspondence and special mailings, photocopying, filing and updating/printing/ restocking marketing materials  Provides critical back-up for other Client Support Managers within department Requirements:  High School diploma or equivalent  Possesses at least two years of experience in an administrative role supporting client service professionals; a minimum of two years banking experience and/or direct experience supporting personal trusts is preferred  Proven written and verbal communication skills, with strong emphasis placed on responsiveness and customer service skills  Excellent interpersonal skills, exhibiting a high degree of professionalism  Strong team orientation and demonstrated work ethic  High degree of accuracy and attention to detail, as well as strong organizational and time management skills  Excellent problem solving skills and ability to make decisions to resolve problems  Computer proficiency, including proven mastery of Microsoft Word and Excel For more information, please call Human Resources at 317-261-0358. To express interest in this or other positions at the Bank, you may e-mail your resume to [email protected], fax it to 317-261-9678, or mail it to Human Resources, 107 N. Pennsylvania Street, Suite 302, Indianapolis, IN 46204. The National Bank of Indianapolis is an Equal Opportunity Employer (Minority/Female/Disability/Veteran)