CIB Client Lifecycle Management, Analyst - Miami

CIB Client Lifecycle Management, Analyst - Miami page is loaded## CIB Client Lifecycle Management, Analyst - Miami locations:
Miamitime type:
Full time posted on:
Posted Todayjob requisition :
Req
1518074

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.
* 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.  
*
* Certifications:

*** No Certifications listed for this job.  
** It Would Be Nice For You To Have:
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