Career Story: Assistant In A Bank's Legal Department

Assistant In A Bank's Legal Department

Job Title: Legal Assistant

Type of Company: Bank

Education: BA, Business Administration, Barton's College

Previous Experience: I was a bank teller.

Job Tasks: I am a legal assistant in the corporate legal department of a bank. I provide support to our branches and other back room support areas involving lending, deposit and litigation/lawsuit questions. These questions involve verbal as well as written responses and supporting documentation.

I draft transaction-specific documentation to accommodate specific loan, deposit and litigation situations and responses. I assist in updating the bank's shelf documents for lending and deposit related transactions. I assist in the development of new products and services and the development of policies and procedures. I am often asked to review a document, a new or revised policy or procedures for my comments before it is introduced to the backroom or the branches.

I offer support to in-house and outside counsel, backroom and branch personnel with written responses for legal actions such as complaints, garnishments and levies. I offer support to in-house and outside counsel, branch and backroom staff with customer complaints. This support may include verbal and written contact with the customer or the customer's attorney or agent.

I file annual corporate reports for the bank in all of the states in which we do business.

I train new legal assistants when hired in the legal department.

Best and Worst Parts of the Job: The worst part of the job is to have a customer call with a complaint. Most complaints are unjustified and by the time the customer gets to the legal department, they are very upset.

The best part of the job is when you are able to reason with the upset customer and they appreciate the assistance you have given then and understand why we may have not been able to accommodate their request.

Job Tips: As a legal assistant, you must be able to communicate verbally and in writing to your clients accurately and in a cool and collected manner. Go back and check all written correspondence to ensure that your facts are correct and the correspondence makes sense. Have someone else read the correspondence and offer suggestions.

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