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HR/ Operations Assistant/ Training Coordinator

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.

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