Sr. 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
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
Act as RAC backup, as needed
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 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 account openings and updates, collect customer information, review, and follow-up in DocuSign
For account closings, 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 meetings with Credit Risk Department for new loan or renewal requests
Review with bankers (incomplete in description)

Skills

Key technologies and capabilities for this role

Client ServiceCustomer RetentionProblem SolvingBanking Industry KnowledgeHigh-Net-Worth Client ServicingLATAM ClientsOrganizational SkillsCommunication SkillsProject ParticipationMentoring

Questions & Answers

Common questions about this position

What are the main responsibilities of the Sr. Relationship Analyst?

The role involves performing client service tasks like checking balances, processing transfers, guiding clients on applications, resolving inquiries, attending client visits, and handling administrative duties such as preparing documentation and following up on corporate actions.

What skills and experience are required for this position?

Candidates need strong organizational and communication skills, knowledge of the banking industry, and demonstrated experience servicing high-net-worth clients, specifically for LATAM, along with the ability to handle complex client requests independently.

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 the Sr. Relationship Analyst role?

This information is not specified in the job description.

What does the company culture at Santander look like?

Santander fosters an enriching environment focused 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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