Relationship Analyst at Santander

Miami, Florida, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

Strong organizational and communication skills
Strong knowledge of the banking industry
Demonstrated experience in servicing high-net-worth clients, specifically for LATAM
Ability to operate independently in providing day-to-day client service
Complete understanding of bankers and clients' needs
Ability to respond to complex questions or requests, demonstrating initiative in researching, analyzing, and problem solving
Ability to exercise judgment regarding proper handling of customer requests

Responsibilities

Check balance positions, loans, transfers, and other
Guide clients with the application process and any inquiry related to American Express cards
Address requests for bill payment
Process cashier checks and checkbooks through Operations department as per client's request
Attend clients' visits and accompany them to deposit/withdraw funds from their account(s)
Resolve clients' inquiries such as loan requests, investment orders, statement reviews, and others, and resolve any complaints
Respond to all phone calls for the team
Prepare documentation for Bankers' business trips including product presentations and new opening documentation
Provide assistance with BRWG formats in Appian Onboarding
Read and answer emails on a daily basis
Follow up with Banker on corporate actions
Contact clients with account information and receive instructions
Review and properly complete all documentation regarding Alternative Investments subscriptions and send all completed documentation to Alternative Investments Department
Keep 360 updated
Process investment proposals, prepare activity reports, upload documents to secure inbox, verify clients' E-banking status and information, download reports to review missing documentation, and other
Verify that account opening documentation is properly completed
For any account opening and updates, collect customer information, review and follow-up in DocuSign
For any account closing, collect customer information, review and follow-up in Appian
Review dormant accounts in Globus
Verify client information for FX transactions
Initial input transaction in Globus for FX
Verify exchange rate and inform client for FX
Execute FX transactions
Address requests for wire transfers
Follow up with 360 EWF workflow and send confirmation as needed for wires
Coordinate meeting with Credit Risk Department for new loan or renewal requests
Review with banker any new loan or renewal documentation prepared by Credit Risk and send to client for signature
Once documentation from client is received, verify signature and return to Credit Risk Department
Assist with credit operations tasks

Skills

Customer Service

Client Relationship Management

Banking

High-Net-Worth Clients

LATAM Clients

Balance Inquiries

Loans

Fund Transfers

Bill Payments

American Express

Santander

Provides banking, investment, and insurance services

About Santander

Santander Bank provides a variety of financial services to individuals, small businesses, and large corporations in the United States. Its offerings include savings and checking accounts, loans, credit cards, and investment products. The bank also has specialized services through Santander Investment Services and insurance products via Santander Securities LLC. Santander stands out from its competitors by focusing on community growth, committing $13.6 billion to support initiatives like the 'Cultivate Small Business' program, which aids early-stage entrepreneurs, especially from underrepresented groups. The bank generates revenue through interest on loans, service fees, and commissions, while promoting responsible banking practices and financial education. Santander's goal is to empower individuals and businesses, enhance community prosperity, and provide comprehensive financial solutions.

Boston, MassachusettsHeadquarters

1902Year Founded

$75MTotal Funding

POST_IPO_DEBTCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health, dental, & vision

401k

Flexible PTO

Parental & sick leave

Discounts: technology, travel, auto, fitness, & tuition

Risks

ISO 20022 transition may challenge smaller business partners.

'Quishing' attacks pose a growing threat to consumer security.

Openbank faces competition in the U.S. high-yield savings market.

Differentiation

Santander's Openbank offers a 5.00% APY high-yield savings account nationwide.

The bank's Inclusive Communities Plan pledges $13.6 billion for community initiatives.

Santander's ISO 20022 adoption enhances operational efficiency and data management.

Upsides

Openbank's high-yield savings account attracts more U.S. customers.

Santander's renewable energy financing highlights commitment to sustainable investments.

Proactive cybersecurity measures enhance customer trust and protect digital assets.

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