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Assistant Banking Attorney Jobs in Texas (NOW HIRING)

Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports * Assist the Banker in profiling, qualifying and ...

Coordinate with title company, Relationship Assistant, Bank Officer, and Commercial Attorney to ensure they are ready for closing. * Finalize Pre-Funding checklist to confirm terms match loan ...

Associate Attorney - LITIGATION Law firm is looking to bring on an experienced (2 to 5 year) associate attorney , lateral hire to assist in litigation. Real estate, banking, collection, construction ...

... Best Bank/Credit Union by the readers of the Temple Daily Telegram, Best Credit Union by the ... Coordinate with and manage outside counsel on specialized or high-exposure matters * Assist in ...

Timely coordination with appraisal services, attorneys, environmental service providers, title ... Bank OZK is an equal opportunity employer and gives consideration for employment to qualified ...

Interface with clients, attorneys, accountants, and other transaction stakeholders. * Review and ... * Assist in training and mentoring Analysts. Qualifications * Bachelor's degree in finance ...

Interface with clients, attorneys, accountants, and other transaction stakeholders. * Review and ... * Assist in training and mentoring Analysts. Qualifications * Bachelor's degree in finance ...

Loan Assistant

Whitewright, TX · On-site

$34K - $43K/yr

Communicates with attorney, if necessary, on document preparation and title work. * Orders loan ... Ensures compliance with banking policies, lending practices and regulatory process statutes, such ...

Loan Assistant

Whitewright, TX · On-site

$34K - $43K/yr

Communicates with attorney, if necessary, on document preparation and title work. * Orders loan ... Ensures compliance with banking policies, lending practices and regulatory process statutes, such ...

Loan Assistant

Whitewright, TX · On-site

$34K - $43K/yr

Communicates with attorney, if necessary, on document preparation and title work. * Orders loan ... Ensures compliance with banking policies, lending practices and regulatory process statutes, such ...

Review closing documents upon receipt from the bank attorney to ensure conformance with the ... Knowledge of commercial lending and SBA lending processes is required to assist in the preparation ...

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Assistant Banking Attorney information

What is the difference between Assistant Banking Attorney vs Banking Associate?

AspectAssistant Banking AttorneyBanking Associate
CredentialsJ.D. degree, bar admission, legal licensingJ.D. degree, bar admission, legal licensing
Work EnvironmentLaw firms, financial institutions, legal departmentsLaw firms, financial institutions, legal departments
ResponsibilitiesLegal research, drafting documents, assisting senior attorneysLegal research, drafting, client interaction, case management

Both roles require legal credentials and involve working in legal or financial environments. An Assistant Banking Attorney typically supports senior attorneys with legal tasks, while a Banking Associate often handles more independent client work and case responsibilities. The main difference lies in experience level and scope of responsibilities within banking law teams.

What are the most commonly searched types of Banking Attorney jobs in Texas?

The most popular types of Banking Attorney jobs in Texas are:

What cities in Texas are hiring for Assistant Banking Attorney jobs?

Cities in Texas with the most Assistant Banking Attorney job openings:

Associate Banker - C13 - DALLAS

Citigroup, Inc.

Dallas, TX • On-site

$125K - $188K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago


Citibank rating

8.4

Company rating: 8.4 out of 10

Based on 179 frontline employees who took The Breakroom Quiz

39th of 174 rated banks


Job description

The Associate Banker is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness.There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits.
Responsibilities:
  • Provide complete service support to client, including solving complex client inquiries
  • Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
  • Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
  • Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
  • Assist the Banker in deepening the existing client relationship through deep-dive analysis
  • Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
  • Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
  • Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
  • Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:
  • 6-10 years of experience
  • Knowledge of investments is required; banking and credit products desirable
  • Ability to manage relationships both internal and external; Ability to multi-task
  • FINRA Securities Licenses: Series 7 and 66 (or 63 & 65) required to obtain within 150 days of assuming the role.

Education:
  • Bachelor's/University degree, Master's degree preferred

Job Family Group:
Private Client Coverage
Job Family:
Private Banker Support
Time Type:
Full time
Primary Location:
Dallas Texas United States
Primary Location Full Time Salary Range:
$125,760.00 - $188,640.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date:
Feb 13, 2025
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting

What Citibank employees say

Pay

Benefits

Hours and flexibility

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Citigroup Inc logo

About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US