Senior HR Case Manager

Description

Summary:

Investigate most complex, highly visible complaints that come to the team via the Ethics Line, Managers, Colleagues, Customer Advocacy Team, or any other group. Conduct investigations into a variety of allegations including harassment, discrimination, policy violations, retaliation, sales practice concerns. After interviews with the appropriate colleagues, work with the legal team, Customer Advocacy, Sales Practice Team, Employee Relations Director to make a recommendation as to next steps.

If disciplinary actions are recommended, work with the management team to ensure completion. Consistently document decisions in the Case Management system to keep with best practices and to minimize risk and litigation. Analyzes trends and recommends solutions to foster a culture of continuous improvement, particularly in developing the skills managers need to help minimize employee relations issues. Participates in establishing Human Resources/Employee Relations strategy and influences segment strategies.

Leads special projects such as the Handbook Committee, liaison to the Ethics Line and Conduct Risk office or act as the liaison to other groups such as ERCs, Business Partners, Security, Fraud, AML.  Is seen as the subject matter expert for the Case Management team by others in HR.

Duties and Responsibilities:

• Investigate complaints of wrongful conduct
• Document investigation and final decisions in the Case Management system
• Analyze trends and partner with appropriate teams in other segments to provide information and make suggestions for possible changes
• Lead special projects
• Other duties as assigned

Basic Qualifications:

Bachelor's Degree Required (preferably in Business, Human Resources, or related field)

Minimum of 5+ years of previous Employee Relations Consultant/Specialist or Human Resources Generalist experience, or similar recent management experience leading/influencing a team of employees/direct reports.

Preferred Qualifications:

• General understanding of state and federal labor and wage and hour laws.
• Demonstrated experience in a fast paced environment experiencing and facilitating frequent change.
• Exceptional written and verbal communication skills, including ability to effectively influence and communicate with managers and colleagues at all levels within the organization.
• Facilitation skills to effectively problem solve and mediate interpersonal differences.
• Detail-oriented specifically with regard to effectively managing and documenting investigations and resolution of employee issues.
• Proficient with Microsoft Office including Microsoft Word, Excel and PowerPoint.
• Proficient in operating company email, calendar, intranet, and Internet technology.
• Current PHR or SPHR certification preferred
• Employee Relations experience in a Retail and/or Financial Services environment a plus.
• Is proactive -- seeks to understand, looks for trends and communicates effectively.
• Has a strong sense of urgency -- is responsive, has excellent service skills and follow through.
• Experience supporting a large client base.
• Exempt Status: (Yes   = not eligible for overtime pay) ( No   = eligible for overtime pay)
• Yes
• Workplace Type: Office
• Our Approach to Office Workplace Type
• Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.