Jr. Relationship Analyst

About the role

The Jr. Relationship Analyst supports client service and operational processes under close supervision. This entry-level role focuses on developing foundational knowledge in banking operations, client service, and compliance standards while ensuring timely and accurate support for client needs.

Responsibilities

• Assist clients with basic inquiries on balances, transfers, loans, and card services.
• Guide clients through standard applications and accompany them during in-person transactions.
• Resolve simple issues with supervision and escalate complex or sensitive cases appropriately.
• Provide consistent, high-quality service aligned with the bank’s standards.
• Prepare standard onboarding documentation and client forms using Appian and DocuSign.
• Handle routine client communications, ensuring timely follow-up and accurate recordkeeping.
• Maintain up-to-date client files, ensuring compliance with documentation and E-banking standards.
• Support the processing of straightforward account openings, updates, and closures.
• Enter and track wire transfer requests, escalating irregular or complex cases to higher levels.
• Aid in preparing loan documentation and monitoring overdrafts under guidance.
• Affirm client investment profiles and assist with the preparation of proposals.
• Execute FX transactions and purchase orders following established verification protocols.
• Support account and portfolio maintenance, corporate actions, and reconciliation tasks.
• 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.
• Promote the use of DocuSign, Veridas, Mobile Apps, and other digital tools.
• Encourage clients to adopt digital channels and provide feedback on system improvements.

Qualifications

• Bachelor’s Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required
• 0+ Years Experience in customer service, preferably in private banking or related industry - Preferred
• 0+ Years Experience in Microsoft Office (Outlook, Excel, and Word) - Required
• 0+ Years Experience in T-24 software - Preferred
• 0+ Years Experience using DocuSign and Appian system - Preferred
• Excellent customer service skills.
• Proactive, with an ability to suggest improvements.
• Well organized, detail oriented and exceptional problem solving and follow-through skills.
• Exceptional communication skills (verbal, written, presentation, and interpersonal).
• Bilingual: English, and Spanish. Portuguse is required only if servicing clients from Brazil.

Skills

• No specific certifications listed for this job.

Benefits

We offer a fair and competitive rewards package that reflects the impact you create and the value you deliver. Our benefits are designed to support you, your family and your well-being, now and into the future.

Pay

The base pay range for this position is $45,000.00 USD to $80,000.00 USD annually.

Schedule

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.