Transactional Attorney

Full Time




  • Provide legal advice and support across all business and operations units, including, but not limited to, preparing, negotiating and advising on a wide range of commercial agreements and legal documents, such as purchase and sale agreements, confidentiality and non-disclosure agreements, marketing agreements, sponsorship agreements, referral agreements, third party service provider agreements, license agreements, software agreements, commercial leases, term sheets, consumer and commercial loan documentation, product disclosures and standard terms and conditions, and commercial and retail banking forms and templates
  • Engage with stakeholders to support product development, support product campaigns, review marketing and advertising materials, and advise on customer communications
  • Field inquiries, perform investigations and provide appropriate guidance on all matters pertaining to the institution’s retail banking network of branches
  • Proactively manage and coordinate with outside counsel on various litigation, transactional, and regulatory engagements, among other things, and enforce outside counsel engagement and case management policies and procedures
  • Perform tasks relative to the planning, structuring, and development of corporate transactions, in-house legal matters, contracting and vendor management issues, and internal operations
  • Investigate and handle disputes and conduct internal investigations
  • Conduct and coordinate day-to-day management, review, intake, and handling of incoming pre-litigation demands, lawsuits, and various types of discovery requests, in addition to conducting research and analyzing matters in support of internal and external counsel
  • Monitor legal and regulatory compliance developments impacting the financial services industry and the institution and ensure legal compliance in all areas of the institution’s operations

Required Experience:

  • 7-9+ years of legal experience at a large/top-tier law firm or financial institution with emphasis on financial services
  • Demonstrated knowledge, expertise, and skills in project and transaction management
  • Effective and highly proficient advocacy, research, drafting/writing, and oral communication skills
  • Ability to effectively supervise, coordinate and manage, as necessary, multiple priorities, projects, and deadlines simultaneously
  • Ability to consistently deliver work product of the highest quality with a significant focus on attention to detail
  • Ability to perform complex legal analyses, distill sophisticated issues and convey clear, concise, practical, and readily understandable guidance to various audiences
  • Willingness to travel as necessary from time to time

Preferred Experience:

  • Comprehensive knowledge of banking regulations applicable to loan and deposit products (e.g. UCC, NACHA, data privacy, Regulation B, Regulation E, Regulation X) and general knowledge of bank operations
  • Demonstrated competencies in: (i) working independently and as part of a team; (ii) engendering trust, respect, credibility, and the development of strong working relationships with legal division colleagues, business clients, and outside counsel; (iii) working well in cross-cultural, cross-functional team settings; (iv) organizing, maintaining, and tracking matters, filings, and documents as appropriate; and (v) motivating others

Professional Licenses:

  • Juris Doctorate degree required
  • New York Bar Admission in good standing

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