Client Documentation Associate

Are you detail oriented? Enjoy working directly with clients? Put your skills to work in the Commercial Bank Client Onboarding team.

As a Client Documentation Associate within the Commercial & Investment Bank, you will work with external clients, internal implementation managers and other partners to ensure all required documentation is on hand for new or updated client accounts.

You will be 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.

Job Responsibilities


* Manage the account opening and client documentation workflow for external clients and internal business partners from creation, collection, negotiation oversight and execution - this will require heavy phone work and communication of status


* Performs required research for a product set-up and account opening to assess documentation requirements on internal systems as applicable


* Ensure documentation conforms to the Bank's legal guidelines and policies and standards, including risk mitigation through adherence to the control framework


* Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution


* Demonstrate creative problem solving and solid judgment/decision making


* Diligent awareness of risks in processes in a timely manner; exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements


* Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements; exhibit ownership, escalation and resolution of risk issues when they occur in a timely manner

Required qualifications, capabilities, and skills


* Minimum 3 years of relevant experience or knowledge of legal documentation and account products, entity organizational documents, tax documentation and other documentation types


* Proven ability to independently identify issues, analyze problems and provide viable account and documentation solutions with the ability to review and analyze information from multiple sources and determine relevancy


* Excellent time management, organizational conflict resolution, verbal and written communication skills


* Bachelor of Arts/Bachelor of Science degree with excellent attention to detail


* Working knowledge of risk factors that may impact specific products and industries


* Ability to multi-task effectively and 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, capabilities, and skills


* Paralegal or Juris Doctor certificate

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