Employee Experience Associate

MONTERRA CREDIT UNION•Redwood City, CA

1d•$29 - $35•Onsite

About The Position

Monterra Credit Union is seeking a friendly and outgoing Employee Experience Associate for their Corporate Office in Redwood City, CA. This role supports the Employee Experience Department with administrative and coordination tasks in human resources, training, and employee engagement. The ideal candidate will have experience prioritizing tasks, meeting deadlines, and providing outstanding member service. Monterra Credit Union is a community-centric, growth-oriented financial institution that values diversity, equity, and inclusion, and invests in its employees and the community.

Requirements

2-3 years of administrative, customer service, or related experience preferred
Strong attention to detail and accuracy
Sound judgment and ability to handle confidential information with discretion
Strong organizational and time management skills, with the ability to prioritize multiple tasks
Friendly, professional, and service-oriented communication skills
Ability to work independently while also collaborating well with other.
Proficiency with Microsoft Office applications (Outlook, Word, Excel, and PowerPoint)

Responsibilities

Serves visitors by greeting, welcoming, and directing them appropriately; notifies company personnel of visitor arrival; maintains security and organization of the front lobby.
Manages the calendar and booking process of the corporate office conference rooms.
Assists with coordinating corporate meetings and events, both on-site and off-site, including scheduling, correspondence, site reservations, and arranging travel accommodations and catering.
Generates daily reports for statistical reporting and analysis, completes weekly/monthly/quarterly reports, and any other reports requested by management.
Assists with benefit invoices, monthly expense reports, organization chart changes, and audits as needed.
Assists with recruiting tasks including reference checks, assigning candidate assessments, etc.
Assists with managing the Employee Experience inbox by responding to general inquiries, acknowledging requests, and routing questions to the appropriate team member as needed.
Assists with benefits administration, including monthly wellness communications, Wellable program administration, and benefits audit support as needed.
Administers Credit Union’s employee lunch benefit program, including coordinating menus, communicating with vendors and employees, and accepting deliveries.
Helps maintain Employee Experience platforms including Paycom, HRN, SWN, employee directory, etc., ensuring information is routinely audited and up to date. This includes owning the receiving, routing, and filing of all employee related documents.
Assists with the planning and coordination of employee engagement related tasks including birthday and anniversary celebrations, all-staff meetings, all-staff events, Employee Appreciation Day, etc.
Processes supply orders including business cards, name tags, and employee appreciation items such as movie tickets, logo wear, and anniversary gifts.
Assists Training Team with Past Due Training audits and reminder emails.
Assists with New Employee Orientation (NEO) preparation, including setting up the training room and arranging coffee, snacks, and materials for new hires.
Manages notary and NMLS registrations.
Maintains company intranet and prepares staff communication pieces including weekly newsletters, recognition correspondence, etc.
Provides back up support to Executive Assistant as needed.
Effectively collaborates and coordinates with other departments as needed/assist with overflow work and provide general administrative support.
Assists with mail and package drop-off, sorting, and pick-up.
Independently performs other work-related duties as assigned.
Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control.