Business Banking Legal Agreements Associate

Aumni

Aumni

Legal
Ohio, USA
Posted on Oct 7, 2024

Job Description

Join the Business Banking Governance team responsible for overseeing key functions to ensure the Line of Business meets regulatory expectations and internal policies and standards in support of our 2.5 million + clients across the US, 2500 Business Relationship Managers and 10,000 Small Business Specialists.

Business Banking is dedicated to helping our Small Business Owners as they start, thrive and grow their businesses. Our goal is to provide the right banking products, services and advice across all segments of Small Businesses.

As a Business Banking Legal Agreements Associate on our Business Banking Governance Team you will be supporting centralized oversight for business functions including, but not limited to, legal agreements and disclosures. Oversight supports line of business adherence to firmwide policies and standards. This role will oversee inventory for completeness and accuracy, perform reconciliation(s), work closely with template owners, and special projects. In this role, you will develop expertise in firmwide topics, educate and assist business partners, influence process improvements, and make recommendations.

If you are passionate about enabling the business to grow, partnering across all products and services, and have a controls mindset, you may be a perfect fit.

Job Responsibilities

  • Serve as a subject matter expert (SME) on the end to end process
  • Advise stakeholders and template owners on roles / responsibilities
  • Follow Firmwide and Line of Business policies, standards, and procedures
  • Maintain a complete and accurate inventory of templates in scope and storage in approved repositories to support required periodic reviews
  • Confirm appropriate business ownership for templates
  • Foster consistency across the business owners for making sure the appropriate controls are established and reflected in CORE
  • Perform research and analysis on items subject to deeper review
  • Recognize and convey to leadership themes and observations, issues either systematic or behavioral that need to be addressed.
  • Partner with Business Banking Business Units, Controls, Compliance, Audit and Legal to satisfy audit requests, control testing, compliance questions, etc.
  • Lead and/or execute process improvement initiatives and make recommendations to enhance process, procedures, job aids where appropriate
  • Protect the firm by applying sound risk management protocols and adhering to regulatory requirement

Required qualifications, capabilities, and skills

  • Minimum of 2 years of relevant experience (governance functions, Control Management, legal document handling, disclosure management, change management)
  • Requires some knowledge of business operations processes and control requirements
  • Good working knowledge of governance / oversight / controls in a business
  • Experience with successfully executing process improvements
  • Experience identifying issues and resolving the root cause
  • Ability to adapt and actively looks for ways to mitigate risk to our clients and the bank
  • Appreciation for operational complexities and how they may translate to risk
  • Produces clear and succinct written and verbal communications and knows how to think through and frame messages for different audiences
  • Proficiency in Word, PowerPoint and Excel

Preferred qualifications, capabilities, and skills

  • Bachelor’s degree
  • Technical understanding of internal controls, operational risks, and infrastructure (such as CORE)
  • Knowledge of Business Banking processes, procedures and business applications
  • Experience in written and/or digital client facing communications, specifically terms and conditions for products or services

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.