Client Documentation Associate
Client Documentation Associate
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Job Description
Are you detail orientedEnjoy working directly with clientsPut your skills to work in the Commercial Bank Client Implementations Team.
As a Blocked Account Contract Specialist within the Commercial Bank you will work with external clients and lenders internal partners and the Blocked Accounts Team to ensure all required documentation is on hand for new or updated client accounts. You will be responsible forthe research and preparation of all documents required for account opening products and services 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.
Job Responsibilities
- Own & manage a pipeline of active negotiations with clients and lenders.
- Manage client and internal partner expectations with a continued drive to exceed expectations.
- Use of workflow tools to engage various partners across the business to deliver both technical and operational pieces of the solution.
- Build and maintain strong relationships with internal business partners across our Sales Legal Product and Middle Office organizations.
- Contribute to a culture of teamwork and partnership across all Firm interactions.
- Escalate risk events appropriately and in a timely fashion.
Required Qualifications skills and capabilities
- Bachelor of Arts/Bachelor of Science degree.
- Keen attention to detail with excellent verbal/written communication skills.
- Relevant experience or knowledge of legal documentation and account products.
- Proven ability to independently identify issues analyze problems and provide viable solutions with the ability to review and analyze information from multiple sources and determine relevancy.
- Ability to multi-task effectively and exhibit time management skills.
- Leverage internal resources with strong client focus and ability to partner.
- Independent self-motivated with an ability to adapt and be flexible in a team environment with experience in financial services.
Preferred qualifications skills and capabilities
- Paralegal or Juris Doctor certificate
- Corporate or Commercial Banking experience
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 officer title will be determined at time of offer and may differ from this posting.
Please note this role is not eligible for employer immigration sponsorship.
Required Experience:
IC
Employment Type
Full-Time
