Client Relationship Associate

Job Description:The CRA will be expected to: Initiate 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; Act as the primary coverage officer working with existing portfolio to retain business and address post-booking modification & KYC Issues escalated by Business Controls; 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) or Practice Banking Group); 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 skillsPreferred 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 preferredJob Band:H6Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 --> Job Description:The CRA will be expected to: Initiate 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; Act as the primary coverage officer working with existing portfolio to retain business and address post-booking modification & KYC Issues escalated by Business Controls; 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) or Practice Banking Group); 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 skillsPreferred 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 preferredJob Band:H6Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 Job Description:The CRA will be expected to: Initiate 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; Act as the primary coverage officer working with existing portfolio to retain business and address post-booking modification & KYC Issues escalated by Business Controls; 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) or Practice Banking Group); 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 skillsPreferred 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 preferredShift:1st shift (United States of America)Hours Per Week: 40

Created: 2021-11-29