Sr. Relationship Analyst

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.

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.

• 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 elevate 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.

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: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required

• 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.
  
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