Relationship Analyst

Santander

United States of America
Base: $54,375.00 - $92,500.00 usd annually; bonus/...
Bachelor's degree or equivalent experience
3+ years customer service in private banking
3+ years microsoft office proficiency
The Relationship Analyst serves as a primary point of contact for client inquiries, ensuring accuracy, timeliness, and compliance while resolving most issues independently

Job Summary

  • The Relationship Analyst serves as a primary point of contact for client inquiries, ensuring accuracy, timeliness, and compliance while resolving most issues independently.
  • This role involves managing end-to-end account operations including openings, modifications, closures, wire transfers, and loan documentation for high-net-worth clients.
  • Santander offers a competitive rewards package and benefits designed to support employee well-being, emphasizing a strong risk culture and inclusive work environment.

Matching Summary

The Relationship Analyst serves as a primary point of contact for client inquiries, ensuring accuracy, timeliness, and compliance while resolving most issues independently.

Salary

Base: $54,375.00 - $92,500.00 USD annually; Bonus/Equity: Not specified; Benefits: Comprehensive rewards package including health and family support

Skills & Requirements

Must-have

  • Bachelor's Degree or equivalent experience
  • 3+ years customer service in private banking
  • 3+ years Microsoft Office proficiency
  • Bilingual English and Spanish required
  • End-to-end account opening and closure
  • Wire transfer processing and approval

Nice-to-have

  • Experience with T-24 software preferred
  • Familiarity with DocuSign and Appian systems
  • Servicing LATAM high-net-worth clients
  • Portuguese language skills for Brazil clients
  • Proactive digital banking tool adoption
  • Strong risk culture awareness

Key Requirements

  • Bachelor's Degree required
  • 3+ years private banking experience
  • English and Spanish bilingualism mandatory
  • US work authorization implied by location

Work Rights

Not specified

Tailored Resume

Cover Letter