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Client Relationship Associate (CRA)

Glendale, California

Job Description:

The CRA will be expected to:

Initiates all KYC (Know Your Client) customer due diligence activities for new client on-boarding

Review business profile for accuracy and upload to Navigator

Client team contact template – email to client and upload in Navigator for newly on boarded clients

Addressing KYC Issues escalated by Business Controls

Post booking: Collect documents for Legal Entity Onboarding (LEO) Defect/Enrichment

Account Analysis: Set up or conversion to support complex treasury management requests (or vice versa). Includes GFO Account opening and closing activities

Assist client with Treasury implementation and servicing issues (may require contact with Treasury Solutions Analyst (TSA)/ Treasury Sales Officer (TSO)

Providing support to call centers/middle office for escalated issues (pilot Standard Authority Limits apply)

Wire issue: works with client to get wire questions answered and submitted to the wire team

ACH/Check Fraud: coordinate with client and teams on fraud issues

Portfolio and Data Management: GCI (Global Customer Identifier) Assignment and Maintenance

Navigator: Data Integrity / System Maintenance

Required Skills:

- PC Proficient in Office Suite: Excel, PowerPoint and Word - Ability to operate in a phone based sales environment

- Excellent written and verbal communication skills. - Familiarity with bank products, services operations, systems, policies, procedures for       business/corporate clients. - Strong client focus/direct client contact experience, excellent interpersonal, communication, presentation, organization and PC skills. - Ability to multi-task and support various priorities are required.

Desired Skills:

Possess a combination of Financial Center leadership or Small Business or Business Banking relationship management or support experience, as well as Credit and/or Treasury sales servicing, or operations management experience.

4 year degree preferred


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
611 N Brand Blvd, CA, Glendale, 91203