Private Banking Relationship & Operations Specialist

The National Bank Of Indianapolis; Indianapolis (IN); On-site; USD 21,000 - 30,000; 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, assist with client account servicing, loan support, and daily activities to ensure smooth client relations.

You will coordinate with Private Banking leadership, respond to client inquiries, and handle deposit accounts, wire transfers, and online banking support. Strong organizational and communication skills are essential.

Qualifications

• High school diploma or equivalent required.
• 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.
• 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.

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 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

Attention to detail

Confidentiality

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, assist with client account servicing, loan support, and daily activities to ensure smooth client relations.

You will coordinate with Private Banking leadership, respond to client inquiries, and handle deposit accounts, wire transfers, and online banking support. Strong organizational and communication skills are essential.