SUMMARY

The position of Legal Assistant is responsible for supporting our In-House Counsel. The position helps manage Subpoena requests, notices, and other legal documents along with other routine administrative tasks.

ESSENTIAL DUTIES

Managing responses to Subpoena requests issued to the Bank, including reviewing responsive documents and correspondence with law firms, government entities, and other third parties.

Reviewing and approving various legal documents (Power of Attorney, Court Orders, Trust instruments, etc.) to ensure validity.

Assisting with managing Bankruptcy Court notices and filings.

Assisting In-House Counsel and other Bank personnel with administrative matters, such as preparing letters, managing records, and drafting reports.

Composes, prepares and issues correspondence such as internal memorandums and letters to customers or contractors.

Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. Works collaboratively with Bank leadership and team

You are to conduct yourself professionally as a bank representative while at work and in public.

Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.

Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank’s goals and values; benefits the bank through outside activities.

Performs the position safely, without endangering the health or safety to themselves or others, and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.

SECONDARY DUTIES

The position of Legal Assistant performs duties specific to the position and other functions as assigned.

SUPERVISORY RESPONSIBILITY

The position of Legal Assistant is not responsible for the supervisions of any employee(s).

ENVIRONMENT AND PHYSICAL ACTIVITY

The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The position includes driving a Bank or personal owned vehicle approximately 0-5% of the time which includes exposure to the outside weather elements and moving mechanical parts. It may include some minor annoyances such as noise, odors, drafts, etc.

The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 15 pounds), seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting (90% of the time), pulling, walking, standing, squatting, kneeling and reaching.

The incumbent for this position may operate any or all of the following: telephone, cellular telephone, copy and/or fax machines, adding machine (calculator), check protector, scanner and image systems, scanning equipment, encoder, money counter, credit card terminal, typewriter, computer terminal, laptop computer, personal computer and related printers, or other equipment as directed.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

MENTAL DEMANDS

The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, training, multiple concurrent tasks, and constant interruptions.

MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

Minimum 2 years of banking experience.

Associate’s degree (AA) or equivalent from a two-year college or technical school; or 2 years of related experience and/or training; or the equivalent combination of education and experience.

Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.

Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and graphical software programs.

Effective verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.

Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.

Effective organizational and time management skills.

Ability to work with minimal supervision while performing duties.

Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

Management reserves the right to change this job description at any time according to business needs.

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