Private Banking Relationship Support Specialist

National Bank of Indianapolis Corp.; Indianapolis (IN); Sur place; USD 45 000 - 65 000; Plein temps

Résumé du poste

The National Bank of Indianapolis is seeking a dedicated Relationship Support Specialist to join the Private Banking team in Indianapolis. You will assist leadership with client relationship management and handle daily operational workflows to ensure smooth service delivery.

You will respond to client inquiries, coordinate account servicing, and help open and maintain deposit accounts while ensuring documentation is complete.

Qualifications

• 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

Responsabilités

• 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

Connaissances

Organizational skills

Communication skills

Customer service

Attention to detail

Confidentiality

Task management

Banking systems familiarity

Formation

High school diploma or equivalent

Outils

Microsoft Outlook

Microsoft Word

Microsoft Excel

Description du poste

The National Bank of Indianapolis is seeking a dedicated Relationship Support Specialist to join the Private Banking team in Indianapolis. You will assist leadership with client relationship management and handle daily operational workflows to ensure smooth service delivery.

You will respond to client inquiries, coordinate account servicing, and help open and maintain deposit accounts while ensuring documentation is complete.