Overview
Senior Relationship Analyst – United States of America Santander is a global leader in financial services, evolving into a technology‑driven organization. The Senior Relationship Analyst performs client service tasks in a well‑organized and timely manner, with a complete understanding of bankers and clients’ needs. The role operates independently in providing day‑to‑day client service, supports client retention, and handles complex questions or requests by researching, analyzing, and problem solving while exercising judgment in handling customer requests. Strong organizational and communication skills, knowledge of the banking industry, and experience servicing high‑net‑worth clients (LATAM focus) are required. The Senior Relationship Analyst participates in special projects, mentors talent, and may backup RAC as needed. Reports to the Senior Relationship Analyst Coordinator. Position Duties / Responsibilities
Customer Service Check balance positions, loans, transfers, and other items. Guide clients with the application process and inquiries related to American Express cards. Address requests for bill payment. Process cashier checks and checkbooks through Operations department as per client requests. Attend clients' visits and accompany them to deposit/withdraw funds. Resolve client inquiries (loan requests, investment orders, statement reviews) and address complaints; respond to all team phone calls. Act as RAC backup as needed. Administrative Prepare documentation for bankers' business trips including product presentations and new opening documentation. Assist with BRWG formats in Appian Onboarding. Read and answer emails daily; follow up with bankers on corporate actions. Contact clients with account information and receiving instructions. Review and complete documentation for Alternative Investments subscriptions and forward to the Alternative Investments Department. Operations Keep 360 updated; process investment proposals, prepare activity reports, upload documents to secure inbox, verify E‑banking status, download reports to review missing documentation. New Accounts & Updates: verify account opening documentation, collect customer information, review and follow up in DocuSign; for account closings, review and follow up in Appian; review dormant accounts in Globus. FX Transactions: verify client information, input initial transaction in Globus, verify exchange rate and inform client, execute transaction. Wire Transfers: address transfer requests and follow up with 360 EWF workflow; send confirmations as needed. Credit Operations Coordinate meetings with Credit Risk for new loans or renewals; review documentation prepared by Credit Risk and send to client for signature; verify signed documentation and return to Credit Risk; assist with preparation of credit reports and forms. Back Office Follow up and verify that all transactions have been completed by Operations; open/close accounts and portfolios in Appian; process fee reversals and concessions; manage time deposits, checkbooks, and cashier’s temporary checks; transfer securities; follow up with clients on capital calls. Controls Daily: review Morning Movement Report, approve daily overdrafts in Globus, prepare activity reports. Weekly: run credit reports in Globus for expiring/future maturities, send W‑8 forms to clients and ensure completion. Monthly: review and activate dormant accounts. Quarterly: run quarterly fee report for bankers, support special projects (FATCA, W8, E‑banking, Milenio, Paperless). Digital Transformation Use and support all digital tools including DocuSign, Veridas, Wire Transfers Online, Mobile Apps, Digital POs, and other digital tools as requested. Special Projects and Other Participate in special projects within the Commercial Area; mentor upcoming talent; perform other duties as assigned by supervisor. Education
Bachelor’s degree required or equivalent experience Business Experience
5 - 6 years of relevant experience or demonstrated required level of proficiency Specialized and/or Technical Knowledge
Strong knowledge of the Private Banking industry. Experience servicing high‑net‑worth clients, specifically for LATAM. Excellent interpersonal and leadership skills; proficiency with Microsoft Office, T‑24, 360; strong organizational and time management skills; excellent customer service skills. Strong judgment and discretion; ability to multitask and be flexible; independent problem solving; strong written and verbal communication; influential and proactive with improvement suggestions. 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 is posted below and represents the annualized salary range. For hourly positions, the annual range is based on a 40‑hour work week. Exact compensation varies based on skills, experience, training, licensure and location. Base Pay Range
Minimum: 67,500.00 USD Maximum: 115,000.00 USD We Value Your Impact
Your contribution matters and is recognized. We offer a fair and competitive rewards package that reflects impact and value delivered; benefits support you and your family now and in the future. Note: Santander Benefits information is provided for reference. Risk Culture
We embrace a strong risk culture and expect proactive risk management at all levels. EEO Statement
Santander is an equal opportunity employer. All qualified applicants will receive consideration 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. Depending on location, occasional moving and lifting of light equipment or furniture may be required. Employer Rights
This job description does not list all duties. You may be asked to perform other duties. The employer reserves the right to revise this job description at any time; this document is not a contract of employment and either party may terminate employment at any time for any reason. What To Do Next
If this role interests you, please apply. We are committed to an inclusive and accessible application process. If you require 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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Senior Relationship Analyst – United States of America Santander is a global leader in financial services, evolving into a technology‑driven organization. The Senior Relationship Analyst performs client service tasks in a well‑organized and timely manner, with a complete understanding of bankers and clients’ needs. The role operates independently in providing day‑to‑day client service, supports client retention, and handles complex questions or requests by researching, analyzing, and problem solving while exercising judgment in handling customer requests. Strong organizational and communication skills, knowledge of the banking industry, and experience servicing high‑net‑worth clients (LATAM focus) are required. The Senior Relationship Analyst participates in special projects, mentors talent, and may backup RAC as needed. Reports to the Senior Relationship Analyst Coordinator. Position Duties / Responsibilities
Customer Service Check balance positions, loans, transfers, and other items. Guide clients with the application process and inquiries related to American Express cards. Address requests for bill payment. Process cashier checks and checkbooks through Operations department as per client requests. Attend clients' visits and accompany them to deposit/withdraw funds. Resolve client inquiries (loan requests, investment orders, statement reviews) and address complaints; respond to all team phone calls. Act as RAC backup as needed. Administrative Prepare documentation for bankers' business trips including product presentations and new opening documentation. Assist with BRWG formats in Appian Onboarding. Read and answer emails daily; follow up with bankers on corporate actions. Contact clients with account information and receiving instructions. Review and complete documentation for Alternative Investments subscriptions and forward to the Alternative Investments Department. Operations Keep 360 updated; process investment proposals, prepare activity reports, upload documents to secure inbox, verify E‑banking status, download reports to review missing documentation. New Accounts & Updates: verify account opening documentation, collect customer information, review and follow up in DocuSign; for account closings, review and follow up in Appian; review dormant accounts in Globus. FX Transactions: verify client information, input initial transaction in Globus, verify exchange rate and inform client, execute transaction. Wire Transfers: address transfer requests and follow up with 360 EWF workflow; send confirmations as needed. Credit Operations Coordinate meetings with Credit Risk for new loans or renewals; review documentation prepared by Credit Risk and send to client for signature; verify signed documentation and return to Credit Risk; assist with preparation of credit reports and forms. Back Office Follow up and verify that all transactions have been completed by Operations; open/close accounts and portfolios in Appian; process fee reversals and concessions; manage time deposits, checkbooks, and cashier’s temporary checks; transfer securities; follow up with clients on capital calls. Controls Daily: review Morning Movement Report, approve daily overdrafts in Globus, prepare activity reports. Weekly: run credit reports in Globus for expiring/future maturities, send W‑8 forms to clients and ensure completion. Monthly: review and activate dormant accounts. Quarterly: run quarterly fee report for bankers, support special projects (FATCA, W8, E‑banking, Milenio, Paperless). Digital Transformation Use and support all digital tools including DocuSign, Veridas, Wire Transfers Online, Mobile Apps, Digital POs, and other digital tools as requested. Special Projects and Other Participate in special projects within the Commercial Area; mentor upcoming talent; perform other duties as assigned by supervisor. Education
Bachelor’s degree required or equivalent experience Business Experience
5 - 6 years of relevant experience or demonstrated required level of proficiency Specialized and/or Technical Knowledge
Strong knowledge of the Private Banking industry. Experience servicing high‑net‑worth clients, specifically for LATAM. Excellent interpersonal and leadership skills; proficiency with Microsoft Office, T‑24, 360; strong organizational and time management skills; excellent customer service skills. Strong judgment and discretion; ability to multitask and be flexible; independent problem solving; strong written and verbal communication; influential and proactive with improvement suggestions. 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 is posted below and represents the annualized salary range. For hourly positions, the annual range is based on a 40‑hour work week. Exact compensation varies based on skills, experience, training, licensure and location. Base Pay Range
Minimum: 67,500.00 USD Maximum: 115,000.00 USD We Value Your Impact
Your contribution matters and is recognized. We offer a fair and competitive rewards package that reflects impact and value delivered; benefits support you and your family now and in the future. Note: Santander Benefits information is provided for reference. Risk Culture
We embrace a strong risk culture and expect proactive risk management at all levels. EEO Statement
Santander is an equal opportunity employer. All qualified applicants will receive consideration 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. Depending on location, occasional moving and lifting of light equipment or furniture may be required. Employer Rights
This job description does not list all duties. You may be asked to perform other duties. The employer reserves the right to revise this job description at any time; this document is not a contract of employment and either party may terminate employment at any time for any reason. What To Do Next
If this role interests you, please apply. We are committed to an inclusive and accessible application process. If you require 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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