CIB Client Lifecycle Management, Analyst - Miami

CIB Client Lifecycle Management, Analyst - Miami

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 USA CIB - Client Lifecycle Management, IC6 contributes to the overall success of the Onboarding team ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. They ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.

• Masters the product through formal onboarding program and continued learning.
• Gathers, analyzes and processes client data during data migrations.
• Completes assigned tasks in an organized manner to ensure project deadlines.
• Conducts proactive outreach to ensure customer success during their first month post-live.
• Works in a team environment and partners with Onboarding Manager.
• Provides timely response to customer inquiries via phone and email.
• Enhances customer satisfaction by providing distinctive service in all interactions.
• Establishes a trusted advisor relationship to ensure customer satisfaction.
• Partners with Sales and Services teams to define ongoing best practices for onboarding tasks.
• Assists the department manager to create and drive solutions.
• Identifies and escalates issues with the processes.
• Communicates status to internal and external parties on a regular basis.
• Perform outreach / refresh to collect required KYC documentation and regulatory classification forms from third party stakeholders.
• Service client on-boarding needs and liaise with Front Office to determine appropriate of support for clients.
• Deliver consistent client management (e.g. client feedback and complaints are captured and formally managed).
• Act as primary daily point of contact for inquiries of other stakeholders (Front Office and Compliance).
• Responsible of the preparation of various reports and metrics.
• Review standardized procedures and processes done by the team to improve efficiency; recommend and implement improvements to processes and procedures. within the team.
• Control the delegated functions in third, advising any improvement and follow and solve any breach in third party service.

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 financial services preferably in a client facing operations role. - Required.

• Exceptional customer relationship building skills.
• Excellent written and oral communication skills.
• Strong analytical capabilities for advanced problem-solving.
• Demonstrable leadership skills.
• Ability to influence decision-making and change.
• Highly organized and strong ability to multi-task.
• Ability to display good judgment.
• Ability to work cross-functionally in a fast-paced environment.
• Ability to follow through on tasks until completed.
• Ability to develop trusted relationships and find creative solutions.
• High degree of flexibility.
• Experience with Microsoft Excel.

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:

$60,000.00 USD<