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Relationship Analyst
Relationship AnalystSantander • Miami, FL, US
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Relationship Analyst

Relationship Analyst

Santander • Miami, FL, US
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  • [job_card.full_time]
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Relationship Analyst

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.

An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!

The Relationship Analyst is responsible to perform client service tasks in a well-organized and timely manner, having a complete understanding of bankers and the clients' needs. The Relationship Analyst operates independently in providing day-to-day client service. The Relationship Analyst plays a key role in client's retention and responds to more complex questions or requests, demonstrating initiative in researching, analyzing and problem solving, while exercising judgment regarding proper handling of customer request. The individual possesses strong organizational and communication skills, strong knowledge of the banking industry, and demonstrated experience in servicing high-net worth clients, specifically for LATAM.

The Relationship Analyst reports to the Sr. Relationship Analyst Coordinator. Essential Functions / Responsibilities :

  • Customer Service
  • Administrative
  • Operations
  • New Accounts & Updates
  • FX Transactions
  • Wire Transfers
  • Credit Operations
  • Overdrafts
  • Investments
  • Back Office
  • Digital Transformation

Education : Bachelor's degree required or equivalent experience

Business Experience : 3 - 5 years of relevant experience or demonstrated required level of proficiency

Specialized and / or Technical Knowledge :

  • Strong knowledge of the Private Banking industry.
  • Demonstrated experience in servicing high-net worth clients, specifically for LATAM.
  • Excellent interpersonal and leadership skills.
  • Microsoft Office, T-24, 360.
  • Organizational and time management skills.
  • Excellent customer service skills.
  • Strong judgment and ability to use discretion and make decision within guidelines
  • Multitask & flexible.
  • Independent problem solving skill.
  • Written & oral communication skills.
  • Influential skills.
  • Proactive, with an ability to suggest improvements.
  • Knowledgeable of DocuSign and Appian.
  • Languages : English, and Spanish. Portuguese is required only if servicing clients from Brazil.

    The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

    Minimum : $52,500.00 USD Maximum : $90,000.00 USD

    We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

    At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and / or furniture may be required.

    This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

    If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

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