Reassess Your Strengths for Growth

As an executive at a community bank or financial services institution, your core business concerns revolve around safeguarding customer assets and data, improving value for your stakeholders, mitigating risk, and ensuring regulatory compliance. Many other functions, while necessary to running your company, are a distraction from your focus on revenue generating activities. To stay focused, financial services firms are embracing the strategic outsourcing of HR functions including benefits, payroll, and workforce risk management.

A unique shared employer relationship model allows TriNet to assume many of the responsibilities of being an employer on behalf of our clients.

Above all, for financial services and insurance firms, including brokers and lenders who serve both business and consumers, TriNet offers the reliability and stability that comes from nearly a quarter of a century of providing HR solutions that work.

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Featured Clients

Managing HR Challenges for Banks and Financial Services Companies

Managing HR risk and compliance
The risk of compliance and legal liability lawsuits has risen significantly with a business climate that has seen an explosion of new laws and employer regulations. It is critical to manage employer-related risk to minimize exposure to potential lawsuits and regulatory fines.
Accelerate business success
To stay competitive, growing banks and financial services companies need a competitive benefits package to attract and retain the service employees that are essential to success.
Maximizing efficiencies
It is critical for banks and financial services companies to have the adequate processes, systems and infrastructure in place to effectively grow.

Streamline Your HR

TriNet delivers specialized Human Capital services and technology to maximize the productivity of financial institutions by reducing the compliance burden and aligning the activities of service-focused employees.

Manage HR risk and compliance

In an era of rapidly evolving regulatory changes, gain peace of mind knowing that your company is HR compliant and you have the protection you need. To reduce employer risk, TriNet provides a complete ethics solution including employee ethics training, anonymous reporting of violations online or by phone, and a specialized Human Capital Assessment to identify potential sources of compliance or legal risk in workplace or employment practices.

Attract the best employees by offering a top-tier comprehensive benefits package that includes:

Medical
Dental
Vision
Flexible Spending Accounts
Life
Disability
Voluntary benefit options

Streamline your HR solutions for scalability

TriNet eliminates your need to manage any paperwork. Manual, paper-intensive processes are handled via seamless online transactions, with anytime, anywhere web access for managers and employees.

Banking and Financial Services

“We estimate that we save approximately $50,000 per year between the employer and employee cost savings for our health insurance plan. This represents about a 25% savings in total costs.”
Kerry P. Charlet, CFO | Bank of Central Florida
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“Outsourcing to TriNet significantly decreased the amount of time spent processing payroll, preparing payroll reports, paying payroll taxes, and more.”
Craig A. Anderle, CFO | Jacksboro National Bank
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"We rely on TriNet to keep up on the many changing employment rules and policies, so HR compliance is never an issue for us."
Gary Lewis, President | United Community Bank of Highland Village
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Reviews and Ratings of TriNet's HR Services

We encourage open ratings and reviews from clients and their employees, to ensure we focus on
their needs.

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Banking & Financial Services