Human Resources Generalist Business Partner

Pacific Service Credit Union•Concord, CA

About The Position

The Human Resources Generalist serves as a trusted People Operations Business Partner to assigned Credit Union departments, supporting leaders and employees throughout the employment lifecycle. The role provides hands-on support and guidance across employee relations, recruitment, compliance, employee experience, communications, recognition, events, workers’ compensation, and HR technology. Two HR Generalists share responsibility for these functions, with primary areas and departmental partnerships assigned according to organizational needs, workload, and individual strengths. They collaborate closely, maintain cross-functional knowledge, and provide backup support to ensure consistent service. The position supports day-to-day People Operations activities, completes assigned projects, and contributes to organizational goals and member-service outcomes. It requires an organized, dependable professional who communicates effectively and completes work accurately and on time. The role is eligible for the Credit Union’s telecommute policy, follows a schedule generally Monday through Friday from 8 a.m. to 5 p.m. with some alternate schedules, and requires less than 10% local travel, primarily for training, meetings, or special projects.

Requirements

  • Bachelor’s degree in Human Resources or a related field, or equivalent relevant work experience.
  • Four to six years of progressive human resources experience, including benefits and leave administration, performance management, employee relations, and recruitment.
  • In-depth knowledge of HR laws, principles, and practices related to federal, state, and local compliance.
  • Extensive knowledge of federal and California employment laws, including wage-and-hour regulations.
  • Professionalism, discretion, and emotional intelligence when handling sensitive matters.
  • Clear, concise oral and written communication and project management skills.
  • Ability to work effectively as a self-starter both independently and collaboratively in a fast-paced, dynamic environment.
  • Strong organizational and interpersonal skills.
  • Ability to exercise independent judgment and make sound daily decisions.
  • Strong attention to detail, analytical, problem-solving, and critical-thinking abilities, including the ability to assess complex issues and provide practical, scalable recommendations.
  • Ability to work professionally with all levels of Credit Union staff, including senior executives, while maintaining confidentiality.
  • Ability to identify workflow improvements and recommend process changes that enhance efficiency and effectiveness.
  • Proficiency in HRIS and ATS software; ADP is preferred.
  • Proficiency in computer programs such as Microsoft Office Suite.
  • Ability to hear and comprehend spoken communication in person and by telephone; view computer screens and read documentation clearly and accurately; and speak clearly and effectively.
  • Proficient use of hands and fingers for typing, operating office equipment, and handling documents; ability to sit or stand at a workstation for extended periods and move around the office to attend meetings or assist colleagues.
  • Ability to occasionally lift and carry materials weighing up to 30 pounds.
  • Ability to work the generally Monday-through-Friday schedule of 8 a.m. to 5 p.m., with some alternate schedules, and make less than 10% local travel.

Nice To Haves

  • PHR or SHRM-CP certification.
  • Experience working with mid-to-large employers.
  • Experience with ADP HRIS and ATS software.

Responsibilities

  • Serve as the primary People Operations Business Partner for assigned Credit Union departments and build relationships with department leaders.
  • Advise leaders on employee relations, performance management, goals, staffing, organizational changes, policy interpretation, and other people-related matters.
  • Identify workforce trends, employee concerns, and opportunities to improve team effectiveness and the employee experience.
  • Provide guidance consistent with Credit Union policies, values, business objectives, and applicable employment laws.
  • Support initiatives that improve the employee experience, engagement, communication, retention, and workplace practices.
  • Coordinate employee recognition programs and help ensure employees are acknowledged meaningfully and equitably.
  • Plan and support employee events, engagement activities, celebrations, and culture-building initiatives.
  • Deliver HR-related training, including new-hire orientation, benefits onboarding, workplace conduct, safety, and Credit Union policies.
  • Coordinate People Operations communications, including drafting, reviewing, and distributing communications about policies, programs, benefits, events, organizational updates, and workplace matters.
  • Maintain People Operations communication channels, calendars, resources, and materials.
  • Partner with hiring managers to clarify staffing needs, position requirements, selection criteria, and recruitment timelines.
  • Coordinate recruitment activities with the Credit Union’s external recruiting resource, monitor progress, and help resolve delays or barriers.
  • Guide leaders and employees on workplace concerns, performance issues, policy application, conflict resolution, and corrective action.
  • Conduct or support prompt, thorough, and impartial workplace investigations in collaboration with the HR Manager.
  • Assist leaders with documenting performance concerns, coaching conversations, and corrective actions; identify employee-relations trends and recommend proactive solutions.
  • Escalate complex or high-risk matters to the HR Manager or Chief People Officer and maintain confidentiality when handling sensitive matters.
  • Support compliance with federal, state, and local employment laws and regulations; assist with developing, reviewing, communicating, and applying People Operations policies and procedures.
  • Monitor employment-law developments and recommend updates to practices, processes, and employee communications.
  • Maintain accurate documentation and records for audits, reporting, investigations, and regulatory compliance; assist with audits and required employment-related reporting.
  • Partner with People Operations leadership to identify and mitigate employment-related risk.
  • Coordinate workers’ compensation claims, including initial reporting, documentation, communications, and follow-up; liaise with employees, leaders, claims administrators, medical providers, and insurance partners.
  • Support return-to-work and transitional-duty processes, monitor open claims, maintain confidential records, and help identify workplace safety trends and injury-reduction opportunities.
  • Support HR technology, systems, and digital tools, including access, testing, implementation, upgrades, troubleshooting, and user support.
  • Identify HR technology needs and opportunities to improve processes and the employee experience; maintain data accuracy and support privacy and security controls.
  • Develop instructions, resources, and training for employees and leaders using HR systems; generate reports and analyze workforce data.
  • Contribute to innovation and continuous improvement by adapting to change, optimizing processes, and supporting organizational growth.
  • Take ownership of responsibilities, set goals, meet deadlines, deliver high-quality results, and uphold professional standards and commitments.
  • Support the Credit Union’s mission, values, and positive, high-performing culture; maintain dependable attendance and punctuality.
  • Comply with anti-money laundering laws and related policies and procedures, including the Bank Secrecy Act, OFAC regulations, and the USA PATRIOT Act.
  • Provide backup and support to management as directed and perform special projects and other assigned responsibilities.

Benefits

  • 97% employer-paid medical insurance premium for full-time employees.
  • 100% employer-paid dental, vision, disability, and basic life insurance premiums for full-time employees.
  • Low monthly premium for eligible dependents.
  • Employer contribution of 3% of base salary to the employee’s 401(k), regardless of employee contributions.
  • 401(k) match of 75% of employee contributions up to the first 3% of eligible compensation, beginning after the first day of employment, increasing up to 6% after three years of service.
  • Bonus program tied to annual organizational goals.
  • Tuition reimbursement for eligible employees after six months of service.
  • Employee recognition program.
  • Employee referral bonus.
  • Monthly contributions toward student loans after six months of service.
  • Consumer loan rate discount for employees.
  • For full-time employees, more than two weeks of vacation per year, 11 paid holidays, and 10 days of sick leave.
  • Telecommute policy eligibility.
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