Senior Benefits and Compliance Specialist
American Riviera Bank

Santa Barbara, California

Posted in Banking


This job has expired.

Job Info


Job Purpose:

Administers employee benefit programs such as basic and major medical coverage, dental insurance, group life insurance, pension plans, and other benefits. Counsels and advises employees on eligibility and other issues related to benefit coverage. Maintains benefits records and prepares documents necessary for implementing coverage. Recommends new and/or improved employee benefit plans and cost-saving measures. Ensures compliance with all legal requirements of various employee benefit programs and prepares and files required legal reports.

Duties & Responsibilities:

Benefits & Compliance

  1. Administers the bank’s various benefit programs ensuring they are ERISA compliant and provide the best benefits to our employees in a cost effective manner. Including FSA, Cobra, Medical, Dental, Vision etc. Including Open Enrollment and all other insurance programs.
  2. Ensure all Non-Disclosure Testing and Filings are complete on time for FSA/401k/Medical and POP plan renewed.
  3. Carry out quarterly EDD Multiple work site reporting.
  4. Ensure all monthly invoices are reconciled, processed and paid.
  5. Work closely with Benefits Broker, maintain relationship to ensure fluid communication and continually develop and apply in-depth knowledge of employee benefit plans and coverages.
  6. Affirmative Action Plan administrator: Manage EEO and Affirmative Action tracking; collect confidential EEO information; files annual EEO-1 and other reports.
  7. Manage 401k administration for reports (NDT, 5500), changes, new hires, termination, true-up and employee support.
  8. Manage and administer Benefit Portal for new hires, terminations, changes, and reporting and provide employee support.
  9. Manage and Track all Leaves of Absence (including EDD) with payroll management in compliance with FMLA/CFRA/PFL, etc.
  10. As the Bank’s Health and Safety Officer, administer all Workers Compensation claims. Maintain relationship with Broker. Investigate accidents and prepare reports for Workers’ Compensation. Manage & Coordinate training: Ergonomic assessments, Anti-Harassment, and Health & Safety.
  11. As the Bank’s Board-appointed SAFE Act Officer, manage all NMLS background checks, registrations and renewals.
  12. Maintain HR policies, procedures and employee as appropriate for assigned areas of responsibility.
  13. Track developments in HR and labor law and ensure appropriate action plans are in place.
  14. Responsible for all HR Compliance Postings and Reporting: EEOC, Labor Law, HR Compliance and Posters in all locations etc.
  15. May be responsible for adhoc reporting, special projects; gathering data and preparing reports as assigned for Senior Management, audits and other personnel.
  16. General Employee Support- respond to general inquiries.
  17. Work with HR Specialist to complete all New Employee Onboarding.
  18. Audit all employee records on a quarterly basis to ensure up to date and compliant.
  19. Assist/Back-up semi-monthly payroll when required. Including 401k, bonuses, commissions, notary, referrals, RSA, Garnishments, Deductions, and Restricted Stock.
  20. Prioritize and complete wide range of HR tasks and projects any other duties as assigned by Sr. HR Director.
  21. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.

General
  1. Cooperates with, responds to and remediates findings related to audits, vendor management, compliance with regulatory and compliance issues and updates, and risk management.
  2. Manages varying activities such as troubleshooting issues, drafting documents, interacting with branch and digital banking staff, managing analytics, and working with all department to develop and deliver training as the Subject Matter Expert in products.
  3. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
  4. Completes administrative tasks correctly and on time; supports the Bank’s goals and values; benefits the Bank through outside activities.
  5. Comply with all applicable OSHA safety standards, including:
  • Read the workplace safety and health poster at the jobsite.
  • Report hazardous conditions to your supervisor and/or HR
  • Report any job-related injury or illness to your supervisor and/or HR, and seek treatment promptly.

Compliance
  1. Complies with all bank policies and procedures and all applicable government regulations. Staying current and knowledgeable of all policies, procedures and regulations related to the job functions and completing all assigned training on time, requesting additional training as needed to be proficient in all job responsibilities; cooperating with internal and external auditors and bank examiners by providing full cooperation and timely delivery of requested documentation and information; and reporting concerns about compliance to the Compliance Officer to enable prompt remediation.
  2. Complies with Bank policies and procedures relating to the Bank Secrecy Act (BSA), and Anti Money Laundering (AML) and Office of Foreign Asset Control (OFAC) guidance. Report suspicious activity to the BSA Department through a Suspicious Incident Report (SIR).
  3. Adheres to privacy and information security policies, and ensure all sensitive internal and external customer information is properly secured and safeguarded. Use secure methods delivering client and/or confidential data by email.
  4. Demonstrates knowledge of and adherence to Equal Employment Opportunity (EEO) policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; and maintains a diverse workforce.

Qualifications:

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
  1. Bachelor’s degree from a college or university; or 2-5 years of related experience and/or training; or the equivalent combination of education and experience.
  2. 10 years work-related experience must consist of training and facilitation in a financial institution or corporate environment with a supervisory background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, is required to be applicable to the financial industry. Certified HR Professional (CHRP) Certification from the Association for Financial Professionals is preferred.
  3. Advanced experience, knowledge and training in financial institution activities, operations, terminology, sales, and products and services.
  4. Highly developed interpersonal skills with the ability to effectively and accurately present information, conduct new hire orientation, answer questions and resolve issues to a diverse range of students in a clear, concise, confident and relevant manner.
  5. Advanced skills in performing needs assessment, objective setting, media use, training strategy and project management.
  6. Demonstrated strong classroom management skills with advanced experience in benefits administrations, coaching and motivating others to meet job specific goals, interviewing and recruiting expertise.
  7. Intermediate skills in instructing on systems or technical procedures with the capability of effectively trouble shooting technology issues.
  8. Advanced knowledge of related state and federal banking compliance regulations and Bank policies and procedures.
  9. Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures.
  10. Excellent organizational, time management and analytical skills with an attention to detail.
  11. ADVANCED knowledge of human resource and labor laws and policies.
  12. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.
  13. Intermediate typing skills to meet production needs of the position.
  14. Basic math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
  1. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, speak clearly to customers and employees.
  2. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
  3. Ability to work with no supervision while performing duties.
  4. Travel Required.


This job has expired.

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