Blocked Account Contract Team Lead

Lead a team of five (5) to ten (10) BACA Documentation professionals who own the new and existing client documentation process for all lines of business across the bank.

As a BACA Documentation Team Manager within the Commercial & Investment Bankyou will be responsible for leading and managing an experienced documentation team that is responsible for the research and preparation of all documents Treasury Service products and services required in relation to the BACA product for our commercial customers. This role educates clients as well as internal partners on various aspects and requirements of the authorization and Treasury Services product documentation. You will serve as a point of escalation for the team ensure timely resolution of client documentation issues and be responsible for the overall success of the team by coaching and mentoring.

Job Responsibilities

• Lead a team responsible for BACA documentation management negotiation oversight execution and administration of client documentation
• Establish structure to ensure continual learning and alliance with Legal partners and other internal business partners
• Manage internal partner and client expectations and understanding and exhibit ownership of onboarding experience and ensure client satisfaction
• Maintain a client-first culture among the team through open dialogue encouragement of feedback and attracting and/or retaining superior talent
• Build and maintain strong relationships with key internal business partners in Relationship Management Sales Service Operations and Product Management
• Work with partners in Operations and Product Management to streamline processes
• Foster a culture of teamwork and respect with partners and within CBCO
• Develop scope and execute on internal initiatives as assigned
• Utilize management reports and metrics to ensure success in meeting team objectives
• Oversee team employee adherence to policies and procedures and manage team capacity and proactively manage expenses
• Maintain awareness of business risk and ownership of issues when they arise

Required qualifications capabilities and skills:

• Minimum 3 years of relevant experience or knowledge of legal documentation and complex account products entity organizational documents tax documentation and other documentation types
• Experience in coaching or mentoring employees and proven ability to successfully manage conflict
• Excellent attention to detail
• Experience in risk awareness and skills to develop and ensure quality program set-ups
• Excellent verbal written interpersonal and organizational skills
• High level risk awareness and judgement and reasoning skills
• Strategic thinking with the ability to adapt to and drive change
• MS Office Suite experience and comfort in using technology such as WebEx Zoom and other collaboration tools for enhanced client discussions
• Strong presentation and negotiating skills
• Demonstrated team building skills and ability to work in a team environment
• Ability to recruit retain and develop talented team members across their career journey

Preferred qualifications capabilities and skills

• Paralegal or Juris Doctor certificate
• Understanding and previous experience working with Blocked Account Contract Agreements
• Experience in financial services with a preference in Corporate/Commercial Banking
• Knowledge of the Risk and Control Self-Assessment framework and testing
• Ability to provide quantifiable management reporting

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

• Become a part of our many Business Resource Groups employees who come together on topics such as ethnicity gender age accessibility special interests and more
• Help the community through expansive volunteer opportunities
• Join one of our focus groups aimed at Innovation and Transformation creating the future experience for our clients and employees

Final job grade and offer title will be determined at time of offer and may differ from this posting

Some travel may be required (10%) to visit clients and internal partners

Please note this role is not eligible for employer immigration sponsorship