Relationship Support Specialist - Private Banking

The National Bank of Indianapolis • Indianapolis, IN

2d

About The Position

The National Bank of Indianapolis is seeking a Relationship Support Specialist to join its Private Banking team. The role provides administrative and operational support to Private Banking leadership and assists with client account servicing, loan support, and daily operational activities. The specialist helps deliver personalized service and supports strong, long-term client relationships while maintaining accurate documentation and effective departmental workflows.

Requirements

• High school diploma or equivalent required.
• Strong organizational, communication, and customer service skills.
• Proficiency with Microsoft Outlook, Word, and Excel, with the ability to learn banking systems.
• High attention to detail, strong follow-through, and excellent task management skills.
• Ability to maintain confidentiality and exercise sound judgment in daily responsibilities.

Nice To Haves

• Three or more years of banking, financial services, or related administrative operations experience preferred.
• Experience supporting Private Banking, Commercial Banking, or client service operations preferred.

Responsibilities

• Support Private Banking leadership with client relationship management and daily operational workflows.
• Respond to client inquiries and coordinate account servicing requests in a timely and professional manner.
• Open and maintain deposit accounts, ensuring required documentation is complete.
• Process account transactions, wire transfers, stop payments, cashier's checks, and related 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, and departmental communications for Private Banking leadership.
• Assist with client correspondence, special events, and other departmental projects as assigned.

Benefits

• Collaborative environment where contributions are valued.
• Opportunities to expand banking and client service knowledge.
• Leadership that supports growth, accountability, and innovation.
• Tools, support, and a culture intended to help employees thrive.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED