Employee Experience Associate

• Do you have a friendly, outgoing demeanor and feel comfortable working at a front desk with a steady flow of visitors?
• Do you have experience prioritizing tasks and producing accurate and timely work within established deadlines?
• Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally?

If so, we’d love to talk with you about Monterra Credit Union’s Employee Experience Associate Position!

Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members’ potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you.

SALARY & BENEFITS

Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package:

• Starting pay of $29.00 - $35.00 per hour depending on experience
• Semi-annual bonuses for meeting key financial and operational goals
• Medical, Dental, Vision, Life, and Long-Term Disability insurances
• 401(k) including generous matching contributions
• Discounts on financial products and services, including mortgage and auto loans
• Paid time off, tuition reimbursement, and much more!

This position is based on-site at our Corporate Office in Redwood City, CA. 

POSITION SUMMARY

Manages front desk and lobby operations and supports Employee Experience Department with a variety of administrative and coordination tasks in areas of human resources, training and all-staff communication and engagement.

PRIMARY 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.

PHYSICAL DEMANDS

The physical demands and work environment characteristics described 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.

• While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. 
• Employee must occasionally lift and/or move up to 10 pounds.
• Employee may occasionally work overtime.
• These activities are not necessarily performed to the same degree and combination every day.

Apply Now for Consideration!

Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status.

• 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)