Relationship Support Specialist - Private Banking
The National Bank of Indianapolis
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- Location
- Indianapolis, United States
- Job type
- Full time
- Posted
- Oct 13
- 7 days ago
Career path
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About the company
The National Bank of Indianapolis
Banking · 201 to 500 employees
What you'll do
- Support Private Banking leadership with client relationship management and daily operational workflows
- Respond to client inquiries and coordinate account servicing requests
- Open and maintain deposit accounts and process account transactions and service requests
- Assist clients with online banking access, debit and credit card requests, and account maintenance
- Collect, review, and track documentation for loan renewals, reviews, and servicing activities
- Monitor reports, resolve account exceptions, and follow up on outstanding items
- Prepare departmental reports, maintain tracking logs, and support internal documentation
- Coordinate meetings, schedules, departmental communications, client correspondence, and special events
What you need
- High school diploma or equivalent
- Experience supporting Private Banking, Commercial Banking, or client service operations (preferred)
Key skills
Microsoft OutlookWordExcelcustomer servicetask managementattention to detailsound judgment
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Read the full posting here
Do you enjoy supporting client relationships, coordinating important details, and helping deliver exceptional service behind the scenes? The National Bank of Indianapolis is seeking a Relationship Support Specialist to join our Private Banking team.
In this role, you'll provide administrative and operational support to Private Banking leadership while assisting with client account servicing, loan support, and daily operational activities.
How You'll Contribute
Support Private Banking leadership with client relationship management and daily operational workflowsRespond to client inquiries and coordinate account servicing requests in a timely and professional mannerOpen and maintain deposit accounts while ensuring all required documentation is completeProcess account transactions, wire transfers, stop payments, cashier's checks, and related service requestsAssist clients with online banking access, debit and credit card requests, and account maintenanceCollect, review, and track documentation for loan renewals, reviews, and servicing activitiesMonitor reports, resolve account exceptions, and follow up on outstanding items.Prepare departmental reports, maintain tracking logs, and support internal documentationCoordinate meetings, schedules, and departmental communications for Private Banking leadershipAssist with client correspondence, special events, and other departmental projects as assigned What We're Looking For
High school diploma or equivalent requiredThree or more years of banking, financial services, or related administrative operations experience preferredExperience supporting Private Banking, Commercial Banking, or client service operations preferredStrong organizational, communication, and customer service skillsProficiency with Microsoft Outlook, Word, and Excel, with the ability to learn banking systemsHigh attention to detail, strong follow-through, and excellent task management skillsAbility to maintain confidentiality and exercise sound judgment in daily responsibilities