Senior Relationship Analyst at Santander

Miami, Florida, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, BankingIndustries

Requirements

Complete understanding of bankers and clients' needs
Ability to operate independently in providing day-to-day client service
Strong organizational and communication skills
Strong knowledge of the banking industry
Demonstrated experience in servicing high-net-worth clients, specifically for LATAM
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
Participation in special projects and mentoring upcoming talent
Ability to act as backup for RAC, as needed

Responsibilities

Check balance positions, loans, transfers, and other (Customer Service)
Guide clients with the application process and any inquiry related to American Express cards (Customer Service)
Address requests for bill payment (Customer Service)
Process cashier checks and checkbooks through Operations department as per client's request (Customer Service)
Attend clients' visits and accompany them to deposit/withdraw funds from their account(s) (Customer Service)
Resolve clients' inquiries such as loan requests, investment orders, statement reviews, and others, and resolve any complaints (Customer Service)
Respond to all phone calls for the team (Customer Service)
Act as RAC backup, as needed (Customer Service)
Prepare documentation for Bankers' business trips including product presentations and new opening documentation (Administrative)
Provide assistance with BRWG formats in Appian Onboarding (Administrative)
Read and answer emails on a daily basis (Administrative)
Follow up with Banker on corporate actions (Administrative)
Contact clients with account information and receiving instructions (Administrative)
Review and properly complete all documentation regarding Alternative Investments subscriptions and send all completed documentation to Alternative Investments Department (Administrative)
Keep 360 updated (Operations)
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 (Operations - New Accounts & Updates)
Verify that account opening documentation is properly completed (Operations - New Accounts & Updates)
For any account opening and updates, collect customer information, review and follow-up in DocuSign (Operations - New Accounts & Updates)
For any account closing, collect customer information, review and follow-up in Appian (Operations - New Accounts & Updates)
Review dormant accounts in Globus (Operations - New Accounts & Updates)
Verify client information (Operations - FX Transactions)
Initial input transaction in Globus (Operations - FX Transactions)
Verify exchange rate and inform client (Operations - FX Transactions)
Execute transaction (Operations - FX Transactions)
Address requests for wire transfers (Operations - Wire Transfers)
Follow up with 360 EWF workflow and send confirmation as needed (Operations - Wire Transfers)
Coordinate meeting with Credit Risk Department for new loan or renewal requests (Operations - Credit Operations)
Review with banker (Operations - Credit Operations)

Skills

Key technologies and capabilities for this role

client servicerelationship managementbanking industry knowledgehigh-net-worth client servicingLATAM clientscustomer retentionproblem solvingresearch and analysisorganizational skillscommunication skillsmentoring

Questions & Answers

Common questions about this position

What are the key responsibilities of the Senior Relationship Analyst?

The role involves performing client service tasks like checking balances, processing transfers, guiding clients on applications, resolving inquiries, attending client visits, and acting as backup for RAC. Administrative duties include preparing documentation, handling emails, following up on corporate actions, and reviewing investment documentation.

What experience is required for this position?

Candidates need strong knowledge of the banking industry and demonstrated experience in servicing high-net-worth clients, specifically for LATAM.

Is this a remote position or does it require office presence?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

What does Santander's company culture emphasize?

Santander fosters an enriching journey with a focus on continuous learning, personal growth, collaboration with global colleagues, engagement, and commitment to employee success.

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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