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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Finance - Banking
Min 3 yrs required
Counsel, NAM Private Bank The candidate will manage ongoing and special documentation projects, such as reviewing, maintaining and improving account opening and other account related agreements and forms, such as applications, terms and conditions, account maintenance forms, as well as developing same for new product initiatives. Review and negotiate contracts, such as non-disclosure agreements, account control agreements, escrow agreements and third party vendor agreements. Provide direct legal support to Private Bankers, Account Opening and Client Service units with respect to all manner of client issues, including transactional guidance, legal review of bank resolutions, client trust agreements, powers of attorney. Review corporate formation documents to confirm authority and due execution of transaction documents. Research new and pending regulations and provide guidance regarding same. Review and advise on marketing materials and other client communications. Assist team members with legal analysis for data breaches. JD degree required, with Florida, New York or another state of US qualification. 3+ years of experience as an attorney working in a law firm or the financial services industry. Experience with consumer banking and/or broker dealer businesses and regulations a plus.
Ref: 18070301
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