Santander Bank, N.A. · 18 hours ago
CIB Client Lifecycle Management, Analyst - Miami
Miami, FL
Full-time
Onsite
Mid Level
$51K/yr - $82K/yr
3+ years expSantander Bank, N.A. is a global leader in the financial services industry, committed to fostering employee growth and innovation. The CIB Client Lifecycle Management Analyst will contribute to the Onboarding team's success by ensuring compliance with regulations and enhancing customer satisfaction through effective client management and support.
BankingFinanceFinancial Services
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
Qualification
Required
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
Preferred
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education
Experience in Microsoft Office products
Company
Santander Bank, N.A.
At Santander Bank, it’s our mission to help people and businesses prosper.
5001-10000 employees
H1B Sponsorship
Santander Bank, N.A. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (44)
2024 (36)
2023 (61)
2022 (66)
2021 (78)
2020 (69)
Funding
Current Stage
Late StageTotal Funding
$75MKey Investors
Wind Turbine & Energy Cables
2020-01-22Debt Financing· $75M
Leadership Team
Pierre Habis
Chief Consumer & Digital Transformation Officer
Recent News
CEE Legal Matters
2025-12-22
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2025-11-18
Company data provided by crunchbase