Senior Relationship Analyst

## Senior Relationship Analyst Bewerbenlocations:
Miamitime type:
Vollzeitposted on:
Heute ausgeschriebenjob requisition :
Req
1589913

Senior Relationship Analyst Country:
Vereinigte Staaten
** 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 Sr. Relationship Analyst is a seasoned professional providing expert client service, operational oversight, and team guidance. This role resolves complex and high-sensitivity client issues, ensures process excellence, mentors junior staff, and contributes to continuous improvement and strategic initiatives.  The Sr. Relationship Analyst reports to the Senior Relationship Analyst Coordinator.
* Manage client relationships and address complex or escalated issues with professionalism.
* Provide tailored client support and proactive solutions for clients.
* Guide Analysts and Jr. Analysts in applying best practices for service quality and issue resolution.
* Mentor and train Analysts and Junior Analysts, promoting a culture of accuracy, collaboration, and accountability.
* Serve as acting lead or provide coverage for the Relationship Analyst Coordinator when required.
* Review and approve complex onboarding packages, ensuring complete compliance with bank and regulatory standards.
* Oversee data quality across client files, account documentation, and internal systems.
* Monitor workflow efficiency and recommend process improvements.
* Process and approve same-client wire transfers at higher authorization levels.
* Identify and escalate irregular transaction patterns or risk indicators.
* Partner with Credit Risk on sophisticated credit proposals, loan structures, and overdraft reports.
* Lead the preparation of investment proposals and collaborate with bankers to meet client objectives.
* Execute FX trades and investment transactions requiring elevated precision and oversight.
* 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.
* Follow up on corporate actions using Appian workflows and manage capital calls.
* Champion digital adoption and actively engage in technology or process-improvement initiatives.
* Provide structured feedback and participate in system testing, business projects, and optimization efforts.
* Other duties as assigned or requested by immediate supervisor.
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* 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.
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* Education:

*** Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required
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* Qualifications:

*** 5+ Years Experience in customer service, preferably in private banking or related industry - Required.
* 5+ Years Experience in Microsoft Office (Outlook, Excel, and Word) - Required.
* 5+ Years Experience in T-24 software - Preferred.
* 5+ Years Experience using Docu Sign and Appian system - Preferred.
* 5+ Years Demonstrated experience in servicing high-net worth clients, specifically for LATAM.

- Preferred.
* Excellent customer service skills.
* Proactive, with an ability to suggest improvements.
* Well organized, detail oriented and exceptional problem solving and follow-through skills.
*…