Human Resources Specialist

The primary purpose of this position is to assist TBACU to live out its mission, “To serve our community and build trusted relationships.” A key component of this service is to identify members’ needs and provide appropriate TBACU product solutions which ultimately helps grow the credit union. To adequately and effectively serve members and TBACU’s team members by providing prompt and accurate financial data and maintaining financial security.

This position plays an active role in the day-to-day Human Resources function, including recruiting, onboarding, benefits, accommodations, and team member support. This role partners with leaders and team members to provide a consistent, supportive, and compliant experience across the employee lifecycle while advancing the credit union’s values, service expectations, and commitment to team engagement.

Ensuring outstanding service to internal and external members is delivered in alignment with our Service Standards which state.

1. I will provide an immediate and friendly greeting.
2. I will service you with a smile.
3. I will address you by name.
4. I will give you my full attention.
5. I will make recommendations to improve your financial well-being.
6. I will treat you with courtesy and respect.
7. I will thank you for your business.
8. I will respond to messages before the end of the day.

ESSENTIAL FUNCTIONS

To perform this job successfully, an individual must satisfactorily perform each essential duty.

• Promote and exemplify the credit union’s mission, values, service expectations, and commitment to team member engagement.
• Manage day-to-day recruiting activities, including job postings, applicant communication and screening, interview scheduling, pre-employment screenings, offer letters, and related hiring documentation, in partnership with the HR Director and hiring leaders.
• Administer benefits and insurance processes, including open enrollment, eligibility updates, vendor communication, documentation, reporting, and team member questions.
• Provide team member support related to HR programs, leave, accommodations, benefits, and general HR questions, escalating matters to the HR Director as appropriate.
• Maintain accurate and timely HR records, files, and information in HR systems, including status changes, documentation, and record retention requirements.
• Support the HR Director and department with administrative duties, routine processes, special projects, reporting, communication, and department initiatives.
• Communicate professionally and confidentially with team members, leaders, applicants, vendors, and external partners in person, by phone, and through written or electronic communication.
• Participate in employee relations, coaching, performance, or discipline processes as needed and under the direction of the HR Director.
• Exercise discretion and sound judgment, protect confidentiality, and work accurately and systematically when performing duties and when handling sensitive team member, applicant, and credit union information.
• Perform duties efficiently and accurately, adapt to changing needs, and approach work with enthusiasm.
• Travel between branches and within the community as needed to support HR activities, recruiting, team member support, and credit union events.
• Maintain compliance with applicable employment laws, credit union policies, security expectations, confidentiality requirements, and required regulatory standards.
• Maintain comprehensive knowledge of credit union products and services.
• Meet established position expectations.
• Ability to be bonded.
• Ability to clear credit and criminal history check.
• Compliance with the U.S Patriot Act and the Credit Union’s Bank Secrecy and OFAC Policies and Procedures.
• Compliance with the Gramm-Leach-Bliley Act and the Credit Union’s Information Security program, maintaining the privacy security of information, systems, and locations.

DUTIES & RESPONSIBILITIES

The following statements are intended to describe the general nature and level of work being performed by the position. It is not intended to be exhaustive list of all duties, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.

• Maintain regular communication with applicants to support a timely and positive candidate experience.
• Accurately prepare or organize recruiting materials, interview documents, offer letters, pre-employment paperwork, and related hiring documentation.
• Coordinate pre-employment requirements, including background checks, credit checks, references, and other required screenings.
• Partner with leaders to manage hiring timelines and coordinate interviews throughout the recruiting process.
• Maintain applicant tracking information and ensure recruiting records are accurate, complete, and organized.
• Perform onboarding activities for new team members, including new hire communication, paperwork, system updates, credit union education and introduction training, and first-day preparation in coordination with HR team.
• Coordinate open enrollment communications, materials, deadlines, and enrollment submissions.
• Process benefit enrollments, changes, and terminations, and verify eligibility and effective dates.
• Maintain accurate benefit records and supporting documentation in HR systems.
• Respond to team member questions about benefit options and enrollment procedures, referring complex issues to vendors or the HR Director.
• Coordinate with benefit providers to resolve enrollment discrepancies and coverage questions.
• Prepare benefits reports and reconcile insurance invoices against enrollment records.
• Assist with team member engagement activities, recognition efforts, internal communication, and credit union events as needed.
• Support team members with questions related to benefits, leave, accommodations, policies, and HR programs.
• Maintain appropriate and accurate documentation related to benefits, leave, accommodations, and other HR processes.
• Assist with HR reporting, audits, compliance tracking, surveys, and department metrics.
• Develop clear, written step-by-step HR procedures; review and update them regularly as processes change; and document additional processes as needs are identified.
• Support the development, review, and maintenance of related HR forms, templates, and communication materials.
• Participate in training, educational opportunities, credit union events, and department initiatives as needed.
• Plan and execute TBACU social events and lead the Culture Club team member committee.

REQUIRED QUALIFICATIONS & EXPECTATIONS

The requirements listed below are representative of the expectations of the person performing this job.

• Demonstrate a high level of trust, diplomacy, confidentiality, and discretion when working with team members, leaders, members, and business partners.
• Communicate clearly and professionally through active listening, verbal communication, written communication, and training facilitation.
• Build positive, cooperative working relationships and represent the Human Resources department and TBA Credit Union in a professional, service-focused manner.
• Manage time, priorities, and workload effectively while meeting deadlines, adapting to changing needs, and maintaining accuracy and follow-through.
• Work independently, use sound judgment, and make thoughtful decisions while maintaining attention to detail.
• Demonstrate curiosity, initiative, and willingness to learn new technology, digital tools, systems, and applications that support training and team member development.
• Recommend improvements, share new ideas, and support changes that strengthen TBACU as an employer, operational consistency, and team member experience.
• Think creatively and strategically to support team members, improve HR processes, and contribute to TBACU’s goal of being an employer of choice.

PHYSICAL REQUIREMENTS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to lift up to 25 pounds.
• Able to sit or stand for 2-4 hours at a time.

WORK ENIVORNMENT

• Hybrid work environment is available based on the needs of the department.
• Must maintain a neat and orderly work area.
• Protect the confidentiality of credit union employees and members by locking doors or removing items from desk/workstation when away.
• Travel between branches and in the community as needed.

EDUCATION & EXPERIENCE

• High school graduate or equivalent, required.
• Bachelor’s degree in business, human resources, or a related field is preferred.
• Two or more years of experience in human resources or a related field is required.
• Professional certification such as PHR, SHRM-CP, or a related HR certification preferred.
• Experience coordinating recruiting, benefits administration, HR documentation, or team member support required.
• Experience using an HRIS, applicant tracking system, payroll system, or similar technology preferred.
• Proficiency with Microsoft Office/Microsoft 365 and the ability to learn and use HR systems, digital tools, and related software required.

INTENT AND FUNCTION OF POSITION DESCRIPTIONS

All descriptions have been reviewed to ensure that essential functions and basic duties have been included. Position description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. In no instance should duties outlined be interpreted as all inclusive. Additional functions, duties and requirements may be assigned as deemed appropriate.