Relationship Analyst

Your Journey Starts Here:

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized enabling you to thrive both professionally and personally. Here you will find ample opportunities to connect and collaborate with talented colleagues from around the world sharing insights and driving innovation together. Join us at Santander where you are supported by a culture of engagement and a commitment to your success.

An exciting journey awaits if you are interested in exploring the possibilities We Want to Talk to You!

Position Summary:

The Relationship Analyst is responsible to perform client service tasks in a well-organized and timely manner having a complete understanding of bankers and the clients needs. The Relationship Analyst operates independently in providing day-to-day client service. The Relationship Analyst plays a key role in clients retention and responds to more complex questions or requests demonstrating initiative in researching analyzing and problem solving while exercising judgment regarding proper handling of customer request.
The individual possesses strong organizational and communication skills strong knowlege of the banking industry and demonstrated experience in servicing high-net worth clients specifically for LATAM.

The Relationship Analyst reports to the Sr. Relationship Analyst Coordinator.

Customer Service

• Assist clients with account inquiries including balances loans transfers bill payments and credit/debit card processes.
• Guide clients through application processes checkbook/cashier check requests and any other client inquiries.
• Accompany clients during in-person transactions and handle complaint resolution with the assistance of his/her manager.

Administrative Support

• Prepare documentation and presentations for Bankers business trips and onboarding processes (Appian/DocuSign).
• Manage daily email correspondence calls and liaise with clients on account updates and instructions.

• Maintain updated client records and reports in 360 and ensure E-banking status and documentation compliance.
• Handle new account openings updates and closures via DocuSign and Appian.

Wire Transfers & Credit Operations

• Process and follow up on wire transfer requests using 360 systems.
• Coordinate loan documentation with Credit Risk Appian Credit Proposals assist with reports and manage overdraft monitoring and resolution.

Investments

• Update client investment profiles and assist with proposals online POs and manual POs in Globus.
• Initiate and execute FX transactions: verify client info confirm exchange rates and process in Globus.

Back Office

• Ensure completion of client transactions with Operations handle account and portfolio maintenance process fees and concessions and manage securities transfers.
• Follow up on corporate actions make sure to use Appian workflows. Manage capital calls.

Controls & Compliance

• Daily: Review Morning Movement and overdraft reports; prepare activity reports.
• Weekly: Monitor credit reports expired/maturing loans Time Deposits and client documentation.
• Monthly/Quarterly: Manage dormant account activation fee assessments and support special compliance projects (e.g. FATCA RFIs RFDs).

Digital Transformation

• Promote and utilize digital tools such as DocuSign Veridas Mobile Apps Online Transfers and Digital POs in line with bank initiatives.

Education:

Bachelors degree required or equivalent experience

Business Experience:

3 - 5 years of relevant experience or demonstrated required level of proficiency

Specialized and/or Technical Knowledge

Strong knowledge of the Private Banking industry.
Demonstrated experience in servicing high-net worth clients specifically for LATAM.
Excellent interpersonal and leadership skills.
Microsoft Office T-24 360.
Organizational and time management skills.
Excellent customer service skills.
Strong judgment and ability to use discretion and make decision within guidelines
Multitask & flexible.
Independent problem solving skill.
Written & oral communication skills.
Influential skills.
Proactive with an ability to suggest improvements.
Knowledgeable of DocuSign and Appian.

Languages: English and Spanish. Portuguese is required only if servicing clients from Brazil.

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 location.

Link to Santander Benefits:

Santander Benefits - 2025 Santander OnGoing/NH eGuide ()

Risk Culture:

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement:

At Santander we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin genetics disability age veteran status or any other characteristic protected by law.

Working Conditions:

Frequent minimal physical effort such as sitting standingand walking is required for this role. Depending on location occasional moving and lifting light equipment and/or furniture may be required.

Employer Rights:

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

What To Do Next:

If this sounds like a role you are interested in then please apply.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason please contact us at to discuss your needs.