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Senior Relationship Analyst

Job in Miami, Miami-Dade County, Florida, 33126, USA
Listing for: Santander US
Full Time position
Listed on 2026-07-21
Job specializations:
  • Finance & Banking
    Banking Operations, Financial Compliance, Banking & Finance
Job Description & How to Apply Below
** 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.

*
* 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.

*
* 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:

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* + 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.

+ Must be able to work independently, prioritize projects, and follow through on deadlines.

+ Exceptional communication skills (verbal, written, presentation, and interpersonal).

+ Bilingual:
English, and Spanish. Portuguse is required only if servicing clients from Brazil.

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* Certifications:

*
* + No Certifications listed for this job.

** It Would Be Nice For You To Have:*
* + Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

** Work Authorization & Sponsorship:*
* Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

** What Else You Need To Know:*
* The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and…
Position Requirements
10+ Years work experience
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