Lead a team of five (5) to ten (10) BACA Documentation professionals who own the new and existing client documentation process for all lines of business across the bank. 

 

As a BACA Documentation Team Manager within the Commercial & Investment Bank, you will be responsible for leading and managing an experienced documentation team that is responsible for the research and preparation of all documents, Treasury Service products, and services required in relation to the BACA product 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.  You will serve as a point of escalation for the team, ensure timely resolution of client documentation issues and be responsible for the overall success of the team by coaching and mentoring.  

Job Responsibilities

Lead a team responsible for BACA documentation management, negotiation oversight, execution and administration of client documentationEstablish structure to ensure continual learning and alliance with Legal partners and other internal business partnersManage internal partner and client expectations and understanding and exhibit ownership of onboarding experience and ensure client satisfactionMaintain a client-first culture among the team through open dialogue, encouragement of feedback, and attracting and/or retaining superior talentBuild and maintain strong relationships with key internal business partners in Relationship Management, Sales, Service, Operations and Product ManagementWork with partners in Operations and Product Management to streamline processesFoster a culture of teamwork and respect with partners and within CBCODevelop, scope, and execute on internal initiatives as assignedUtilize management reports and metrics to ensure success in meeting team objectivesOversee team employee adherence to policies and procedures and manage team capacity and proactively manage expensesMaintain awareness of business risk and ownership of issues when they arise

Required qualifications, capabilities, and skills:

Minimum 3 years of relevant experience or knowledge of legal documentation and complex account products, entity organizational documents, tax documentation and other documentation typesExperience in coaching or mentoring employees and proven ability to successfully manage conflictExcellent attention to detailExperience in risk awareness and skills to develop and ensure quality program set-upsExcellent verbal, written, interpersonal, and organizational skillsHigh level risk awareness and judgement and reasoning skillsStrategic thinking with the ability to adapt to and drive changeMS Office Suite experience and comfort in using technology such as WebEx, Zoom, and other collaboration tools for enhanced client discussionsStrong presentation and negotiating skillsDemonstrated team building skills and ability to work in a team environmentAbility to recruit, retain, and develop talented team members across their career journey

Preferred qualifications, capabilities and skills

Paralegal or Juris Doctor certificateUnderstanding and previous experience working with Blocked Account Contract AgreementsExperience in financial services, with a preference in Corporate/Commercial BankingKnowledge of the Risk and Control Self-Assessment framework and testingAbility to  provide quantifiable management reporting

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 moreHelp the community through expansive volunteer opportunitiesJoin one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

 

Final job grade and offer title will be determined at time of offer and may differ from this posting

Some travel may be required (10%) to visit clients and internal partners

Please note this role is not eligible for employer immigration sponsorship