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In-House
Legal Staff
Finance - Banking
Min 5 yrs required
Commercial Banking -Documentation Team Manager Duties: Leads a team responsible for account openings, negotiation oversight, execution and administration of client documentation. Establish structure to ensure continual learning and alliance with Legal partners and other internal business partners. Review mandated deal structures and resolve conflict by partnering with internal business partners. Manage internal partner expectations and understanding. Exhibit ownership of on-boarding 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 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 employee team adherence to policy and procedures. Awareness of business risk and ownership of issues when they arise. Manage team capacity and proactively manage expenses. Some Travel required (5%) to visit clients and internal partners.
Qualification and Experience
Qualifications: BA/BS degree. Paralegal or Juris Doctor Certificate. Experience in financial services, if possible Corporate/Commercial Banking. Knowledge of the Risk and Control Self Assessment framework and testing. Ability to provide quantifiable management reporting. Excellent attention to detail. 5 years of relevant experience or knowledge of legal documentation and complex account products, entity organizational documents, tax documentation and other documentation types. 2 years of management experience. Experience in coaching or mentoring employees and proven ability to successfully manage conflict. 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. Judgment and reasoning skills. Strong presentation and negotiating skills. Demonstrated team building skills and ability to work in a team environment.
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