Client Relations & Banking Operations Specialist

The National Bank of Indianapolis; Indianapolis (IN); On-site; USD 42,000 - 62,000; Full time

Job summary

The National Bank of Indianapolis is seeking a Relationship Support Specialist to join our Private Banking team. You will provide administrative and operational support to Private Banking leadership while assisting with client account servicing, loan support, and daily operational activities.

This role emphasizes strong organizational and communication skills, confidential handling of client information, and teamwork to ensure accurate processing of deposits, loans, and online banking requests.

Qualifications

• Three or more years of banking, financial services, or related administrative operations experience.
• Experience supporting Private Banking or client service operations.
• Strong organizational, communication, and customer service skills.
• Proficiency with Microsoft Outlook, Word, and Excel; 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.

Responsibilities

• Support Private Banking leadership with client relationship management and daily operational workflows.
• Respond to client inquiries and coordinate account servicing requests promptly.
• Open and maintain deposit accounts while ensuring all 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.

Skills

Organizational skills

Communication skills

Customer service

Confidentiality

Attention to detail

Task management

Education

High school diploma or equivalent

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

The National Bank of Indianapolis is seeking a Relationship Support Specialist to join our Private Banking team. You will provide administrative and operational support to Private Banking leadership while assisting with client account servicing, loan support, and daily operational activities.

This role emphasizes strong organizational and communication skills, confidential handling of client information, and teamwork to ensure accurate processing of deposits, loans, and online banking requests.