Santander · 5 hours ago
Relationship Analyst
Miami
Full-time
Onsite
Mid Level
$54K/yr - $92K/yr
3+ years expSantander is a global leader and innovator in the financial services industry, evolving into a technology-driven organization. The Relationship Analyst manages client requests and operational processes independently, ensuring accuracy, timeliness, and compliance.
BankingCommercial LendingFinanceFinancial ServicesPersonal Finance
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
Qualification
Required
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
Preferred
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
Benefits
Fair and competitive rewards package that reflects the impact you create and the value you deliver
Benefits are designed to support you, your family and your well-being, now and into the future
Company
Santander
Banco Santander is a banking firm that specializes in various banking services including retail, commercial, digital, & investment banking.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2013-05-30Post Ipo Equity
1987-08-07IPO
Leadership Team
Hector Grisi
Consejero Delegado de Banco Santander
Recent News
2026-01-22
Computer Weekly
2026-01-16
Company data provided by crunchbase