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Legal Assistant General Counsel – U.S. Private Bank - Vice President
Responsibilities: Will support and advise the U.S. Private Bank business with respect to consumer and commercial lending transactions, including negotiating and drafting modifications to the business’s standard loan documents and advising lenders, client-facing teams, underwriters and risk officers. Partner with other Private Bank lawyers, as well as colleagues in other lines of business, to support a... read more
The candidate will handle reviewing and negotiating bank contracts, for example, vendor agreements and confidentiality agreements. Serve as a strategic legal partner to the bank’s business teams. Respond to retail legal support requests, including customer signature authority, powers of attorney, trust documents, garnishments, citations to discover assets and other day-to-day client-related banking inquiries. Advise management on both federal and Illinois ba...
Asset Management - Private Bank - Banker – ED
Duties: Leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Responsible for the client experience and engaging our resources to deliver a complete wealth management solution. Responsible for sale and implementation of investment, banking and trust/estate products to core clients. Leverage and coordinate specialists (Investor, Capital Advisor, Tru...
Asset Management, Private Bank Incident and Client Advisory Group Case Manager, Vice President
The candidate will work independently within a team environment and demonstrate capability to review risky prospects, clients, accounts and transactions. Must be skilled at identifying significant issues and driving resolution through the proper forum, minimizing losses and reputational damage resulting from high risk clients and transactions. Effective communication and document...
Commercial Banking - Documentation Team Manager
The candidate will manage a team that is responsible for the 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. Serve as a point of escalation for the team, ensure timely resolution of client docume...
Legal - CIB Legal - Documentation Specialist III - Assistant Vice President
The candidate will be responsible for management and administration of client contracts within a product family. Will manage the documentation negotiation process with clients as well as internal partners in legal, sales, implementation, technology, product management, credit, risk, compliance and client services in order to ensure agreement on feasibility of product delivery by all functions of th...
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PW Market Manager Fiduciary
Responsibilities: Provide senior leadership from a fiduciary perspective to the Head of Asset Management and Trust Advisors. Define growth strategy for the fiduciary business. Oversee and manage fiduciary administration, estate settlement and guardianship business. Opine on the acceptance of new fiduciary opportunities. Manage, mentor and coach Trust Advisors and Associates to promote sound fiduciary practices while growing the business. Focus o...
Senior Managing Director - Personal Trust, Estate Settlement & Guardianship Services
The candidate will be responsible for creating strategy and leading delivery of personal trust, estate settlement and guardianship administration services for the Bank. Oversee the department’s policies and procedures and meeting budgeted financial goals and objectives. Act as member of the Bank’s Wealth Management Team reporting to the Senior Managing Director of Wealth Management rep...
Senior Counsel Consumer Regulatory / Mortgage Matter
The candidate will provide advice, guidance and insight to Executive Leadership, management and others on existing and emerging consumer regulatory issues. Follow and report on emerging trends of federal and state regulatory and enforcement agencies, including the Consumer Financial Protection Bureau, U.S Department of Justice, State Attorneys General and others. Will support the General Counsel and Chief Compliance Offi...
Fiduciary Risk Officer, Investments
Duties: Managing fiduciary risk in the First Line of Defense for either Personal Trust OR Investment Management disciplines within the U.S. Personal Wealth business. Provides national consistency in the application of fiduciary risk management of the respective discipline pursuant to policies and procedures established by the First Line of Defense, to achieve and sustain its risk-based compliance with applicable laws and regulatory requi...
Sr Trust Administrator – Post Death Administration & Terminations
The candidate will administer a full account load of terminating trusts assigned by the Manager of the Post-Death Administration & Terminations (PDAT) group. Ability to learn and apply laws of numerous states (with an emphasis on Illinois, Wisconsin, Indiana, Florida and Arizona) required. Review and interpret governing instruments (e.g. wills, trusts, marital property agreements, probate documents, etc.)....