Senior Relationship Analyst Coordinator RAC

Santander Bank • Miami, FL

303d • $93,750 - $160,000

About The Position

The Sr. Relationship Analyst Coordinator is responsible for providing effective guidance to a team of 3 -10 Relationship Analysts. The Sr. Relationship Analyst Coordinator acts as the point of contact for the entire team and works directly with the Regional Director for a specific area/region. In addition, the Sr. Relationship Analyst Coordinator is responsible for performing client service tasks in a well-organized and timely manner, having a complete understanding of bankers and the clients' needs. Operates independently in providing day-to-day client service. The Sr. Relationship Analyst Coordinator plays a key role in client 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 requests. 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 Sr. Relationship Analyst Coordinator reports to the Client Services Director.

Requirements

• Bachelor's degree required or equivalent experience.
• 6 - 8 years of relevant experience or demonstrated required level of proficiency.
• Strong knowledge of the Private Banking industry.
• Demonstrated experience in servicing high-net worth clients, specifically for LATAM.
• Excellent interpersonal and leadership skills.
• Proficient in Microsoft Office, T-24, 360.
• Strong organizational and time management skills.
• Excellent customer service skills.
• Strong judgment and ability to use discretion and make decisions within guidelines.
• Ability to multitask and be flexible.
• Independent problem-solving skills.
• Strong written and oral communication skills.
• Influential skills.
• Proactive, with an ability to suggest improvements.
• Knowledgeable of DocuSign and Appian.
• Fluency in English and Spanish; Portuguese is required only if servicing clients from Brazil.

Responsibilities

• Report and work closely with the CSU Director to ensure goals and objectives are met.
• Ensure policies and procedures are understood and followed.
• Responsible for time keeping functions of the team.
• Coordinate training schedules.
• Training on-the-job of new personnel.
• Coordinate projects and report status to CSU Director and Regional Director.
• Support identity Theft prevention activities.
• Approve BRWG forms in Appian Onboarding along with Regional Director.
• Report Operational Risk Events and assist with investigations.
• Oversee day-to-day operations.
• Monitor team performance and report on metrics.
• Discover training needs and provide coaching.
• Coordinate error reports and input them in Sharepoint.
• Perform quality controls for Appian Onboarding and Alternative Investments.
• Provide support to all events related to Commercial area for their region in collaboration with the Marketing Department.
• Coordinate meetings for Regional Director.
• Read and answer emails on a daily basis.
• Contact clients with account information and receiving instructions as needed for backup.
• Review all documentation regarding Alternative Investments subscriptions before Relationship Analyst sends them to Alternative Investments Department.
• Process investment proposals, prepare activity reports, upload documents to secure inbox, verify clients E-banking status and information, download reports to review missing documentation.
• Verify that account opening documentation is properly completed.
• Collect customer information, review and follow-up in DocuSign for account opening and updates.
• Collect customer information, review and follow-up in Appian for account closing.
• Review dormant accounts in Globus.
• Verify client information for FX Transactions.
• Initial input transaction in Globus and verify exchange rate.
• Address requests for wire transfers and follow up with 360 EWF workflow.
• Coordinate meeting with Credit Risk Department for new loan or renewal requests.
• Review with banker any new loan or renewal documentation prepared by Credit Risk and send to client for signature.
• Verify signature and return documentation to Credit Risk Department.
• Assist with the preparation of credit reports and forms required.
• Check daily account movement reports and identify and cover overdrafts.
• Update client's investment profile as needed for backup.
• Coordinate and follow up with POs pendings for the Team to avoid 0 Tolerance.
• Assist in the preparation and execution of investment proposals as requested by banker or advisor when necessary.
• Follow up and verify that all transactions requested have been completed and processed by Operations Department.
• Open or close accounts and portfolios in Appian.
• Process fee reversal and exception by preparing marketing concession reports, as requested by Banker.
• Transfer securities (incoming/outgoing) in Appian.
• Follow up with clients Capital calls and cover designated portfolios for Back Office Team to process.
• Review the team's 'Morning Movement Report' sent by Operations to verify account movements of previous days.
• Review and approve daily overdrafts in Globus as needed for backup.
• Prepare activity reports as needed.
• Run credit reports for the team in Globus for expired and future maturity for loans, lines of credits, and interest payments due.
• Review any pending W-8 forms and ensure they are properly completed.
• Run fee reports for the team and ensure client has sufficient funds to cover fee.
• Provide support to team on special projects (FATCA, W8, E-banking, Milenio and Paperless).
• Use and support all digital tools including DocuSign, Veridas, Wire transfers Online, Mobile Apps, Digital POs, and any other digital tool as per bank's request.

Benefits

• Salary: $93,750 - $160,000/year

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree