HR/ Operations Assistant/ Training Coordinator

Job Description

Job Description

HR and Operations Assistant/ Training Coordinator

Job Title: HR and Operations Assistant/ Training Coordinator

Branch/Dept.: Corporate

EEO Job Category: Administrative Support

Reports to: Human Resources Officer

FLSA Status: Non-exempt

Last Revision Date: May 8, 2026

Human Resources Functions

• Assists with communications with benefits consultants, plan vendors, and third-party administrators, including supplemental plans and flex spending accounts.
• Ensures timeliness and accuracy of required reporting related to benefits.
• Assists with coordinating daily benefits processing. Handles enrollments, COBRA, terminations, changes, beneficiaries, disability, accident and death claims, 401k loans, hardships, and compliance testing.
• Communicates and verifies all payroll deductions related to benefits.

• Assists with maintenance of employee benefits files, maintains group benefits database, and updates employee benefits records.
• Gathers employee data and oversees the processing of monthly billings.
• Assists with monitoring administrative costs of benefits programs and assists accounting team in the monitoring, verifying, and reconciling of benefits accounts.
• Provides customer service support to internal and external customers. Assists with the development of communication tools to enhance understanding of the company's benefits package.
• Assists with and administers employee reviews, including 30 and 90-day and annual reviews.
• Assists with the Open Enrollment process annually.
• Monitors and reports on the company's affirmative action plan.

• Assists in talent acquisition and recruitment processes by managing the Applicant Tracking system.
• Assists in onboarding and terminating employees.
• Assists in employee onboarding and helps organize training and development initiatives.
• Creates various reports in Insperity system.
• Provides support to employees in various HR related topics.

• Other duties as assigned.

Training Coordinator Functions – Noncompliance-related

• Order and track all other training.
• Assist compliance officer with annual training event.
• Send quarterly reminders to employees and supervisors reminding them of incomplete training.
• Maintain training websites such as TBA and ABA.
• Coordinate and administer training to branches in coordination with other managers.
• Develop procedures related to training as needed.

Additional Responsibilities: Operations Assistant

• Process Incoming wires.
• Back up Refill postage machine.

• Debit cards: order, hot card, raise/lower limits, unblock cards.
• Assist customers with ATM/debit card issues i.e., unauthorized, and disputed charges.
• Assisting customers with online banking issues.
• Bookkeeping functions – answer phone and take bookkeeping calls.
• Using mailer machine for notices.
• Recognizing and reporting of suspicious activity.
• Performing second review of wire originations.
• New Account Review
• Analyze monthly phone data.
• Assist with Fiserv user updates.

Required Education, Experience, and Skills

• Associate's degree in business or related field or equivalent Banking and Human Resources experience required.
• General computer skills.
• Microsoft Office, specifically Word and Excel.
• Good conversational and written communication skills
• Understanding of responsibilities for the Bank Secrecy Act through training.
• Position requires lifting 20 lbs.