Corporate Legal Secretary - Community West Bank; Fresno

Corporate Legal Secretary - Community West Bank (Fresno)

The Corporate Legal Secretary is a key governance officer responsible for supporting the Board of Directors and executive leadership in maintaining strong corporate governance practices. This position ensures the effective administration of board activities, compliance with legal and regulatory requirements, and the accurate maintenance of corporate records. As a trusted advisor, the Corporate Secretary plays a central role in fostering transparent communication among directors, executives, regulators, and shareholders of the bank.

Community West Bank is distinguished from other financial institutions by its people, dedication to client advocacy, exemplary relationship banking, strong community support and its mission to exceed expectations. We are committed to strengthening our communities as demonstrated by the wide range of support for local organizations provided by our employees. We believe our greatest asset is our employees and are committed to inspiring and empowering each person to perform at their highest level.

Essential Functions

With or without reasonable accommodation must be able to perform all essential job functions as described below.

Board, Executive and Committee Support:

• Schedule, coordinate, and attend board and committee meetings.
• Prepare and distribute agendas, minutes, and supporting materials in a timely manner.
• Create and ensure accurate maintenance of Board-related corporate records; act as a primary contact for Board-related corporate information; initiate, contribute to, and file certain Board-related filings with the SEC, NYSE, DFPI and FDIC; manage the production of corporate governance records for regulatory examination, audit purposes or other due diligence initiatives if/as needed
• Prepare and distribute correspondence related to corporate matters on behalf of the Board and executive officers.
• Provide confidential administrative support to the CEO and other executives, as needed. Serve as the primary contact and coordinator for Board member requests and communication.
• Administer the Bank’s board portal for publication, access, and archival of meeting materials, schedules, and related information.

Establish and reinforce communication and monitoring protocols to ensure the prompt and accurate execution of branch operations activities in compliance with established policies, procedures and processes. Conduct routine assessments to identify deficiencies and areas of risk. Implement appropriate solutions.

Governance and Compliance:

• Ensure compliance with applicable federal and California state banking laws, including those from the FDIC, DFPI, and/or Federal Reserve.
• Monitor changes to corporate governance best practices and make recommendations for implementation.
• Assist accounting staff, CEO, CFO and transfer agent in preparations for annual meeting, including critical date determinations, materials requirements, and review of proxy materials. Monitor status of vote results during shareholder voting and supply reports to CFO as requested. Support and assist shareholders who call to request assistance with voting. Perform functions of meeting secretary for the annual shareholders meeting and prepare minutes.
  
  Maintain association with and approve payments to beneficial shareholder meeting materials providers.
• Receive trade confirmations and initiate CWBC share repurchase DWACs under the current 10b5-1 Repurchase Plan, in coordination with the Bank's broker, stock transfer agent, and CWBC accounting department.
• Collaborate with Legal, HR and Finance to ensure compliance with key officer and insider trading regulations including but not limited to pre‑clearing Section 16 filers for transactions in Bank stock and ensure timely reporting of all filings with the SEC.
• Stay abreast of developments in governance trends, regulations, and compliance requirements in the banking sector, providing insights and recommendations to the board and senior management
• Assist with the administration of the Bank’s data governance program.
• Execute, support and coordinate governance-related operations and projects as assigned by the CEO, Finance,…