SBHIS is an insurance agency with highly qualified professionals trained and certified to represent various health care products. We are committed to your satisfaction and will always serve you in a professional and ethical manner.Assist with the direction of all HR functions, with approximately 100 employees and 500 independent agents. Advise and train managers on disciplinary, performance and termination procedures. •Process, verify, and maintain documentation relating to… Show more SBHIS is an insurance agency with highly qualified professionals trained and certified to represent various health care products. We are committed to your satisfaction and will always serve you in a professional and ethical manner.Assist with the direction of all HR functions, with approximately 100 employees and 500 independent agents. Advise and train managers on disciplinary, performance and termination procedures. •Process, verify, and maintain documentation relating to personnel activities such as staffing, recruitment, training, grievances, performance evaluations, and classifications. Show less

SBHIS is an insurance agency with highly qualified professionals trained and certified to represent various health care products. We are committed to your satisfaction and will always serve you in a professional and ethical manner.Assist with the direction of all HR functions, with approximately 100 employees and 500 independent agents. Advise and train managers on disciplinary, performance and termination procedures. •Process, verify, and maintain documentation relating to… Show more SBHIS is an insurance agency with highly qualified professionals trained and certified to represent various health care products. We are committed to your satisfaction and will always serve you in a professional and ethical manner.Assist with the direction of all HR functions, with approximately 100 employees and 500 independent agents. Advise and train managers on disciplinary, performance and termination procedures. •Process, verify, and maintain documentation relating to personnel activities such as staffing, recruitment, training, grievances, performance evaluations, and classifications.•Assist staff with routine HR related questions as the first point of contact for employees. •Play a key role in maintaining and updates a variety of confidential and sensitive electronic and/or hard copy records and/or files•Responsible for observing all laws, regulations, and other applicable obligations wherever and whenever business is conducted on behalf of the Company. Expected to work in a safe manner in accordance with established operating procedures and practices. •Conducts audits of HRIS system to assure accuracy and implements necessary changes. Show less

Support in the administration of the Human Resources department and volunteers’ coordination.•Assist hiring managers and development associate in selecting volunteer candidates by reviewing volunteer applications and resumes based on the applicant’s skills, abilities, and areas of interest.•Schedule and coordinate volunteer interviews via phone and in person. •Organize and review personnel and volunteer files to ensure all required documentation is on file. •Ensure company… Show more Support in the administration of the Human Resources department and volunteers’ coordination.•Assist hiring managers and development associate in selecting volunteer candidates by reviewing volunteer applications and resumes based on the applicant’s skills, abilities, and areas of interest.•Schedule and coordinate volunteer interviews via phone and in person. •Organize and review personnel and volunteer files to ensure all required documentation is on file. •Ensure company and Human Resources policies and procedures are executed with excellence.•Perform orientation to new volunteers providing detail information about the company policies and procedures. •Participate in fundraising events and open houses activities to promote Bayside and attract new volunteers and benefactors.•Processes background and reference checks. •Translate from English to Spanish and vice versa of brochures, flyers and monthly calendar of activities documents. Show less

Liaison between the private bank client and various bank departments (trusts, loans, foreign exchange, and brokerage).•Trained new employees on company equipment and procedures regarding software programs.•Worked closely with Relationship Manager to monitor high net worth clients’ accounts and participate on sales calls to develop strategies that increased and uncovered sales opportunities.•Acted as a Relationship Manager’s role when client Manager was absent from office due to busy… Show more Liaison between the private bank client and various bank departments (trusts, loans, foreign exchange, and brokerage).•Trained new employees on company equipment and procedures regarding software programs.•Worked closely with Relationship Manager to monitor high net worth clients’ accounts and participate on sales calls to develop strategies that increased and uncovered sales opportunities.•Acted as a Relationship Manager’s role when client Manager was absent from office due to busy travel schedule by maintaining and servicing highly complex accounts and meeting clients needs•Reviewed, analyzed, and prepared loan proposal documentation for new and existing accounts that resulted in the team consistently achieving quarterly goals. Show less

Acted as compliance support and subject matter expert for Client Managers, Market Managers and Administrative Assistants.•Conducted site visits and attended Client Manager Meetings to deliver consistent Regional messages about the culture of compliance.•Leveraged site visits to demonstrate and inspire the Bank of America spirit.•Ensured successful completion of all compliance training for employees.•Reviewed assigned portfolios to ensure that all accounts were coded correctly… Show more Acted as compliance support and subject matter expert for Client Managers, Market Managers and Administrative Assistants.•Conducted site visits and attended Client Manager Meetings to deliver consistent Regional messages about the culture of compliance.•Leveraged site visits to demonstrate and inspire the Bank of America spirit.•Ensured successful completion of all compliance training for employees.•Reviewed assigned portfolios to ensure that all accounts were coded correctly, resulting in zero findings during quarterly audits. Show less

Established, retained, and deepened relationships with banking center clients and potential customers.•Sold financial products and services to individual consumers, helping the Banking Center achieve a 100% of their quarterly goals.•Assisted customers with inquiries and resolved complaints effectively.•Supported other sales associates in recognizing cross-selling opportunities that increased sales for the Banking Center.