Senior Relationship Analyst

About the role

The Sr. Relationship Analyst is a seasoned professional providing expert client service, operational oversight, and team guidance. This role resolves complex and high-sensitivity client issues, ensures process excellence, mentors junior staff, and contributes to continuous improvement and strategic initiatives.

Responsibilities

• Manage client relationships and address complex or escalated issues with professionalism.
• Provide tailored client support and proactive solutions for clients.
• Guide Analysts and Jr. Analysts in applying best practices for service quality and issue resolution.
• Mentor and train Analysts and Junior Analysts, promoting a culture of accuracy, collaboration, and accountability.
• Serve as acting lead or provide coverage for the Relationship Analyst Coordinator when required.
• Review and approve complex onboarding packages, ensuring complete compliance with bank and regulatory standards.
• Oversee data quality across client files, account documentation, and internal systems.
• Monitor workflow efficiency and recommend process improvements.
• Process and approve same-client wire transfers at higher authorization levels.
• Identify and escalate irregular transaction patterns or risk indicators.
• Partner with Credit Risk on sophisticated credit proposals, loan structures, and overdraft reports.
• Lead the preparation of investment proposals and collaborate with bankers to meet client objectives.
• Execute FX trades and investment transactions requiring elevated precision and oversight.
• 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.
• Follow up on corporate actions using Appian workflows and manage capital calls.
• Champion digital adoption and actively engage in technology or process-improvement initiatives.
• Provide structured feedback and participate in system testing, business projects, and optimization efforts.
• Other duties as assigned or requested by immediate supervisor.

Qualifications

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

What You Bring

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Education: Bachelor’s Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education.
• Experience: 5+ Years Experience in customer service, preferably in private banking or related industry.
• Experience: 5+ Years Experience in Microsoft Office (Outlook, Excel, and Word).
• Experience: 5+ Years Experience in T-24 software.
• Experience: 5+ Years Experience using DocuSign and Appian system.
• Experience: 5+ Years Demonstrated experience in servicing high-net worth clients, specifically for LATAM.
• Skills: Excellent customer service skills, Proactive, with an ability to suggest improvements, Well organized, detail oriented and exceptional problem solving and follow-through skills, Must be able to work independently, prioritize projects, and follow through on deadlines, Exceptional communication skills (verbal, written, presentation, and interpersonal).
• Language: Bilingual: English, and Spanish. Portuguse is required only if servicing clients from Brazil.