Relationship Analyst

Relationship Analyst

Country: United States of America

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 Relationship Analyst manages client requests and operational processes independently, ensuring accuracy, timeliness, and compliance. This role requires solid technical knowledge, strong organizational skills, and the ability to resolve most client issues without escalation. The Relationship Analyst reports to the Senior Relationship Analyst Coordinator.

• Serve as a primary point of contact for client inquiries, service requests, and issue resolution.
• Handle and resolve most complaints independently, escalating high-risk or sensitive cases when necessary.
• Provide full support during in-person client interactions, ensuring exceptional client experience.
• Deliver services aligned with Service Level Agreements (SLAs) and compliance standards.
• Prepare comprehensive onboarding packages and maintain all documentation in 360/E-banking systems.
• Manage client instructions, correspondence, and updates with accuracy and confidentiality.
• Responsible for account openings, modifications, and closures end-to-end, ensuring regulatory compliance.
• Process and track wire transfers; approve internal and same-client transfers within authorized limits.
• Coordinate loan documentation, prepare credit proposals, and resolve overdrafts in collaboration with Credit Risk.
• Maintain client investment profiles, prepare proposals, and execute FX and purchase orders with precision.
• Execute FX transactions and purchase orders following established verification protocols.
• Confirm transactions with clients, bankers, and the trading desk to ensure accuracy and compliance.
• 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.
• Identify potential compliance risks and escalate where appropriate.
• Promote adoption of digital banking tools and assist clients in using online and mobile solutions.
• Suggest improvements to digital processes and participate in testing new tools when applicable.
• 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.

• Bachelor's Degree or equivalent work experience: - Required.

• 3+ Years Experience in customer service, preferably in private banking or related industry - Required.
• 3+ Years Experience in Microsoft Office (Outlook, Excel, and Word) - Required.
• 3+ Years Experience in T-24 software - Preferred.
• 3+ Years Experience using DocuSign and Appian system - Preferred.
• 3+ 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.

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.
• Experience in Microsoft Office products.

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:

$54,375.00 USD$92,500.00 USD

 

We Value Your Impact:

Your contribution matters and it’s recognized.  You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers.  Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) 

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, 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 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 TAOps@santander.us to discuss your needs.