Relationship Support Specialist - Private Banking (Opens in a new Window)

National Bank of Indianapolis Corp.; Indianapolis (IN); On-site; USD 45,000 - 65,000; Full time

Job summary

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

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

Banking systems familiarity

Education

High school diploma or equivalent

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Relationship Support Specialist - Private Banking

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.

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

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, 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

Why Join Us

The National Bank of Indianapolis is the city's only locally owned national bank built on strong relationships, operational excellence, and a commitment to doing things the right way. Our Private Banking team delivers personalized service and tailored financial solutions while building long-term relationships with our clients.

You Can Expect

• A collaborative environment where your contributions are valued
• Opportunities to expand your banking and client service knowledge
• Leadership that supports growth, accountability, and innovation
• Work that directly impacts client relationships and operational success

In Summary

Bring your organizational skills.

Bring your commitment to service.

We'll provide the tools, support, and culture to help you thrive.

The National Bank of Indianapolis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law. The National Bank of Indianapolis participates in E-Verify, a federal program that verifies the employment eligibility of newly hired employees. Employment is contingent upon verification of identity and authorization to work in the United States in accordance with federal law.