Relationship Analyst

Santander•Miami, FL

5d•$54,375 - $92,500

About The Position

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 Relationship Analyst manages client requests and operational processes independently, ensuring accuracy, timeliness, and compliance. This role requires solid technical knowledge, strong organizational skills, and the ability to resolve most client issues without escalation. The Relationship Analyst reports to the Senior Relationship Analyst Coordinator.

Requirements

Bachelor's Degree or equivalent work experience: - Required.
3+ Years Experience in customer service, preferably in private banking or related industry - Required.
3+ Years Experience in Microsoft Office (Outlook, Excel, and Word) - Required.
Excellent customer service skills.
Proactive, with an ability to suggest improvements.
Well organized, detail oriented and exceptional problem solving and follow-through skills.
Must be able to work independently, prioritize projects, and follow through on deadlines.
Exceptional communication skills (verbal, written, presentation, and interpersonal).
Bilingual: English, and Spanish.
Portuguse is required only if servicing clients from Brazil.

Nice To Haves

3+ Years Experience in T-24 software - Preferred.
3+ Years Experience using DocuSign and Appian system - Preferred.
3+ Years Demonstrated experience in servicing high-net worth clients, specifically for LATAM. - Preferred.
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.

Responsibilities

Serve as a primary point of contact for client inquiries, service requests, and issue resolution.
Handle and resolve most complaints independently, escalating high-risk or sensitive cases when necessary.
Provide full support during in-person client interactions, ensuring exceptional client experience.
Deliver services aligned with Service Level Agreements (SLAs) and compliance standards.
Prepare comprehensive onboarding packages and maintain all documentation in 360/E-banking systems.
Manage client instructions, correspondence, and updates with accuracy and confidentiality.
Responsible for account openings, modifications, and closures end-to-end, ensuring regulatory compliance.
Process and track wire transfers; approve internal and same-client transfers within authorized limits.
Coordinate loan documentation, prepare credit proposals, and resolve overdrafts in collaboration with Credit Risk.
Maintain client investment profiles, prepare proposals, and execute FX and purchase orders with precision.
Execute FX transactions and purchase orders following established verification protocols.
Confirm transactions with clients, bankers, and the trading desk to ensure accuracy and compliance.
Responsible for completion of operations workflows, including portfolio maintenance, fees, concessions, and securities transfers.
Review transaction and overdraft reports, monitor credit and loan activities, and manage dormant accounts, fees, and regulatory compliance tasks such as FATCA, RFIs, and RFDs.
Identify potential compliance risks and escalate where appropriate.
Promote adoption of digital banking tools and assist clients in using online and mobile solutions.
Suggest improvements to digital processes and participate in testing new tools when applicable.
Other duties as assigned or requested by immediate supervisor.