Patelco Credit Union

  • HR Business Partner

    Job Locations US-CA-Pleasanton
    Req No.
    Human Resources/Training
    Regular Full-Time
  • Overview

    In this role, responsibilities will include aligning business objectives with employees and management in designated business units and serving as a consultant to management on Human Resources related issues.  This position is also responsible for communicating needs within the HR department and business management to develop integrated solutions and deliver value added service to management and employees that reflects the business objectives of the organization.


    Note this position has responsibility for Contact Center in Merced, CA and will require frequent travel to location.


    • Provides day to day performance management guidance to client groups (coaching, counseling, career development, disciplinary actions)
    • Communicate company and HR policies and procedures to employees and managers
    • Manage and resolves employee relations issues; through conducting effective, thorough and objective investigations and recommends appropriate action
    • Maintain in-depth knowledge of legal requirements related to day-to-day management of employees, reducing legal risks and ensuring regulatory compliance
    • Works closely with leadership to evaluate and proactively ensure employee engagement to prevent turnover and promote organizational culture
    • Assist leaders engagement activities to drive high performing teams
    • Acts as a business and employee advocate and change agent
    • Leads HR initiatives within respective business unit (Development Planning, Engagement, etc.)
    • Meets with respective business units to identify and address human capital challenges or needs
    • Assesses and anticipates HR-related needs of organization and/or business units
    • Analyze trends and metrics in partnership with HR group to develop solutions, programs and policies
    • Provide guidance and input on business unit restructures, workforce planning, succession planning
    • Builds relationships and engages workforce at all levels to create open door policy and invite concerns before escalation occurs
    • Identify training needs for business units and individual coaching needs
    • Maintains an effective level of business literacy about the business units operations, financials, mid-range plans, etc.
    • Supports talent acquisition through sourcing, screening, interviewing candidates for a variety of roles.
    • Participates and/or delivers new team member orientation
    • Other duties as assigned



    • Bachelors degree in relevant field or equivalent experience required.
    • Minimum of 5+ years of experience in the HR field, primarily focusing on the resolution of complex employee relations issues, talent acquisition and compensation
    • Working knowledge of multiple human resources disciplines including performance management, federal and state employment laws, and training.
    • Experience within financial industry preferred
    • Proficient in MS Applications, HRIS Systems
    • S/PHR certification preferred


    • Maintains confidentiality
    • Excellent consultation skills
    • Excellent client management and business literacy skills
    • Strong conflict management, interpersonal, and negotiation skills
    • Experienced in delivering impactful and effective presentations to all levels of organization
    • Excellent verbal and written communication skills
    • Ability to develop strong trusting relationships to gain support and achieve results
    • Flexible and available to interact with employees at all levels
    • Manage multiple priorities
    • Self-starter that is motivated and demonstrates initiative to meet business/department needs
    • Keep up to date with HR trends within and outside of industry and adapt changes to current processes

    Patelco Credit Union is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status or disability.


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