Santander USA
Overview
Relationship Analyst – United States of America 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 for performing client service tasks in a well-organized and timely manner, with a complete understanding of bankers and the clients\' needs. The Relationship Analyst operates independently in providing day-to-day client service and plays a key role in client retention. The analyst responds to more complex questions or requests, researching, analyzing and problem solving, and exercising judgment regarding the proper handling of customer requests. The individual possesses strong organizational and communication skills, a solid knowledge of the banking industry, and demonstrated experience servicing high-net-worth clients, specifically for LATAM. The Relationship Analyst reports to the Senior Relationship Analyst Coordinator.
Responsibilities
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 other client inquiries. Accompany clients during in-person transactions and handle complaint resolution with the assistance of a manager.
Administrative Support
Prepare documentation and presentations for bankers' business trips and onboarding processes (Appian/DocuSign). Manage daily email correspondence, calls, and liaison 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 and Appian Credit Proposals; assist with reports and 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; use Appian workflows and 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 & Experience
Bachelor’s degree required or equivalent experience 3 - 5 years of relevant experience or demonstrated required level of proficiency
Specialized Knowledge & Skills
• 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 decisions 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. Base Pay Range Minimum: $52,500.00 USD Maximum: $90,000.00 USD
Benefits : Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture
We embrace a strong risk culture and all professionals 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, standing and 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. You may be asked to perform other duties. You may be evaluated in part based upon your performance of the listed tasks. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either party may terminate employment at any time for any reason.
Next Steps
If this sounds like a role you are interested in, please apply. We are committed to providing an inclusive and accessible application process. If you require any assistance or accommodation due to a disability or any other reason, please contact us at T AOps@santander.us to discuss your needs.
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Relationship Analyst – United States of America 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 for performing client service tasks in a well-organized and timely manner, with a complete understanding of bankers and the clients\' needs. The Relationship Analyst operates independently in providing day-to-day client service and plays a key role in client retention. The analyst responds to more complex questions or requests, researching, analyzing and problem solving, and exercising judgment regarding the proper handling of customer requests. The individual possesses strong organizational and communication skills, a solid knowledge of the banking industry, and demonstrated experience servicing high-net-worth clients, specifically for LATAM. The Relationship Analyst reports to the Senior Relationship Analyst Coordinator.
Responsibilities
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 other client inquiries. Accompany clients during in-person transactions and handle complaint resolution with the assistance of a manager.
Administrative Support
Prepare documentation and presentations for bankers' business trips and onboarding processes (Appian/DocuSign). Manage daily email correspondence, calls, and liaison 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 and Appian Credit Proposals; assist with reports and 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; use Appian workflows and 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 & Experience
Bachelor’s degree required or equivalent experience 3 - 5 years of relevant experience or demonstrated required level of proficiency
Specialized Knowledge & Skills
• 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 decisions 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. Base Pay Range Minimum: $52,500.00 USD Maximum: $90,000.00 USD
Benefits : Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture
We embrace a strong risk culture and all professionals 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, standing and 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. You may be asked to perform other duties. You may be evaluated in part based upon your performance of the listed tasks. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either party may terminate employment at any time for any reason.
Next Steps
If this sounds like a role you are interested in, please apply. We are committed to providing an inclusive and accessible application process. If you require any assistance or accommodation due to a disability or any other reason, please contact us at T AOps@santander.us to discuss your needs.
#J-18808-Ljbffr