Senior Relationship Analyst — Private Banking & Client Solutions

Santander; Miami (FL); On-site; USD 68,000 - 115,000; Full time

Job summary

Santander in the United States is seeking a Sr. Relationship Analyst to deliver expert client service, oversee operations, and guide junior staff.

This role handles complex client issues, ensures compliance, mentors teams, and supports strategic initiatives, reporting to the Senior Relationship Analyst Coordinator. Strong communication, bilingual English/Spanish, and private banking tech experience are valued, with the role based in Miami.

Qualifications

• 5+ Years experience in customer service, preferably in private banking or related industry.
• 5+ Years experience in Microsoft Office (Outlook, Excel, Word).
• 5+ Years experience in T-24 software (preferred).
• 5+ Years experience using DocuSign and Appian system (preferred).
• 5+ Years demonstrated experience servicing high-net-worth clients, specifically LATAM (preferred).
• Excellent customer service skills and proactive problem-solving abilities.
• Strong organizational, detail-oriented, and communication skills.

Responsibilities

• Manage client relationships and address complex or escalated issues with professionalism.
• Provide tailored client support and proactive solutions for clients.
• Guide Analysts and Junior Analysts in applying best practices for service quality and issue resolution.
• Mentor and train Analysts and Junior Analysts to promote accuracy and collaboration.
• Act as lead or provide coverage for the Relationship Analyst Coordinator when required.
• Review onboarding packages for compliance with bank and regulatory standards.
• Oversee data quality across client files, account documentation, and internal systems.
• Monitor workflow efficiency and recommend process improvements.
• Identify and escalate irregular transaction patterns or risk indicators.
• Partner with Credit Risk on sophisticated credit proposals and loan structures.
• Lead preparation of investment proposals and collaborate with bankers to meet client objectives.
• Execute FX trades and investment transactions requiring precision.
• Complete operations workflows including portfolio maintenance, fees, concessions, and securities transfers.
• Review reports for credit activity, overdrafts, and regulatory tasks (FATCA, RFIs, RFDs).
• Support system testing and process-improvement initiatives.
• Perform other duties as assigned by supervisor.

Skills

Customer service

MS Office

T-24

DocuSign

Appian

HNWI LATAM

Bilingual English/Spanish

Communication skills

Education

Bachelor's Degree

Job description

Santander in the United States is seeking a Sr. Relationship Analyst to deliver expert client service, oversee operations, and guide junior staff.

This role handles complex client issues, ensures compliance, mentors teams, and supports strategic initiatives, reporting to the Senior Relationship Analyst Coordinator. Strong communication, bilingual English/Spanish, and private banking tech experience are valued, with the role based in Miami.