CIB Client Lifecycle Management, Analyst - Miami

Santander•Miami, FL

4d•$60,000 - $95,000

About The Position

CIB Client Lifecycle Management, Analyst - Miami Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The USA CIB - Client Lifecycle Management, IC6 contributes to the overall success of the Onboarding team ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. They ensure all activities conducted are in compliance with governing regulations, internal policies and procedures. Masters the product through formal onboarding program and continued learning. Gathers, analyzes and processes client data during data migrations. Completes assigned tasks in an organized manner to ensure project deadlines. Conducts proactive outreach to ensure customer success during their first month post-live. Works in a team environment and partners with Onboarding Manager. Provides timely response to customer inquiries via phone and email. Enhances customer satisfaction by providing distinctive service in all interactions. Establishes a trusted advisor relationship to ensure customer satisfaction. Partners with Sales and Services teams to define ongoing best practices for onboarding tasks. Assists the department manager to create and drive solutions. Identifies and escalates issues with the processes. Communicates status to internal and external parties on a regular basis. Perform outreach / refresh to collect required KYC documentation and regulatory classification forms from third party stakeholders. Service client on-boarding needs and liaise with Front Office to determine appropriate of support for clients. Deliver consistent client management (e.g. client feedback and complaints are captured and formally managed). Act as primary daily point of contact for inquiries of other stakeholders (Front Office and Compliance). Responsible of the preparation of various reports and metrics. Review standardized procedures and processes done by the team to improve efficiency; recommend and implement improvements to processes and procedures. within the team. Control the delegated functions in third, advising any improvement and follow and solve any breach in third party service. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

Bachelor's Degree or equivalent work experience: - Required.
3+ Years Experience in financial services preferably in a client facing operations role. - Required.
Exceptional customer relationship building skills.
Excellent written and oral communication skills.
Strong analytical capabilities for advanced problem-solving.
Demonstrable leadership skills.
Ability to influence decision-making and change.
Highly organized and strong ability to multi-task.
Ability to display good judgment.
Ability to work cross-functionally in a fast-paced environment.
Ability to follow through on tasks until completed.
Ability to develop trusted relationships and find creative solutions.
High degree of flexibility.
Experience with Microsoft Excel.

Nice To Haves

Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.

Responsibilities

Masters the product through formal onboarding program and continued learning.
Gathers, analyzes and processes client data during data migrations.
Completes assigned tasks in an organized manner to ensure project deadlines.
Conducts proactive outreach to ensure customer success during their first month post-live.
Works in a team environment and partners with Onboarding Manager.
Provides timely response to customer inquiries via phone and email.
Enhances customer satisfaction by providing distinctive service in all interactions.
Establishes a trusted advisor relationship to ensure customer satisfaction.
Partners with Sales and Services teams to define ongoing best practices for onboarding tasks.
Assists the department manager to create and drive solutions.
Identifies and escalates issues with the processes.
Communicates status to internal and external parties on a regular basis.
Perform outreach / refresh to collect required KYC documentation and regulatory classification forms from third party stakeholders.
Service client on-boarding needs and liaise with Front Office to determine appropriate of support for clients.
Deliver consistent client management (e.g. client feedback and complaints are captured and formally managed).
Act as primary daily point of contact for inquiries of other stakeholders (Front Office and Compliance).
Responsible of the preparation of various reports and metrics.
Review standardized procedures and processes done by the team to improve efficiency; recommend and implement improvements to processes and procedures. within the team.
Control the delegated functions in third, advising any improvement and follow and solve any breach in third party service.