BankOnBuffalo, Paralegal

Description

This role is responsible for delivering high-level paraprofessional legal support to the Bank's Senior Management Team and external legal partners. The position involves evaluating and processing a variety of legal documents, including legal correspondence, subpoenas, contracts, and other materials as assigned. The ideal candidate will demonstrate strong analytical skills, attention to detail and the ability to manage sensitive information with discretion and accuracy in a faced paced, compliance-driven environment.

Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.

KEY RESPONSIBILITIES

• Receive, process, and respond to subpoenas, search warrants or other requests from federal agencies or law enforcement in accordance with the Right to Financial Privacy Act (RFPA).
• Manage third party legal partnerships and assist with general legal matters such as contracts, litigation support, regulatory matters, etc.
• Assist with the review of account related paperwork including powers of attorney, trust agreements, guardianship documents, etc. as needed.
• Coordinate with third-party legal firms and vendors to support case management and document review.
• Track and monitor deadlines for legal responses, filings, and compliance-related actions.

ATTITUDES

Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

• Respect: Speak to others with kindness, empathy and fairness
• Inclusion: Encourage diverse viewpoints and contributions in decision-making
• Client Focus: Deliver consistent, high-quality service that builds trust and loyalty

BEHAVIORS

Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

• Leadership: Demonstrate the ability to positively influence others to achieve
• Integrity: Strong business ethics and honest behaviors
• Collaboration: Positively working well with others to produce excellent results
• Volunteerism: A recognized and visible presence in serving our communities

COMPETENCIES

Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

• Accountability: Personal responsibility for assigned areas and actions
• Innovation: Seeking and applying ideas and technologies to improve processes
• Professionalism: Reflecting skill, good judgment and positive conduct

SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES

Demonstrate a proactive approach to personal and professional growth by identifying, pursuing and engaging in learning opportunities that enhance skills, knowledge, and performance. Actively seeks feedback, stays current with industry trends, and applies new insights to improve individual and organizational outcomes.

Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE

To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Associate's degree or higher in Legal Studies, or a related field. Minimum of 3 years' experience in a legal support or paralegal role, preferably within a financial institution or corporate legal department. A background check will be conducted.

• LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Strong understanding of legal terminology, procedures, documentation. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
• TECHNOLOGY SKILLS: Strong skills in Microsoft Office, particularly Work and Excel. Proficiency in document management systems such as SharePoint is essential for organizing, sorting, and retrieving legal and financial records securely. Additionally, knowledge of PDF editing tools like Adobe Acrobat Pro is necessary for redacting and converting legal documents. Lastly candidates should be comfortable using secure communication tools to ensure confidentiality and compliance with privacy laws.
• REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
• PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift X (e.g., 30) pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.

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

DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.

BENEFITS

• Medical, Dental, Vision & Life Insurance
• 401K with company match
• Paid Time Off & Recognized Holidays
• Leave policies
• Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
• Employee Assistance Program
• Employee Health & Wellness Program
• Special Loan and Deposit Rates
• Gradifi Student Loan Paydown Plan
• Rewards & Recognition Programs and much more!

Eligibility requirements apply.

BankOnBuffalo is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.

https://mandatoryview.com/?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG