Banking Specialist

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Construction

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Join to apply for the Banking Specialist role at Payroll4

Construction

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Plenty! We have a fun, casual, yet hard‑working culture that invests in our employees, promotes creativity, and delivers on our reputation. We offer office manicures and pedicures, massages, house cleaning, laundry service, monthly car washes, catered lunches on Wednesdays, and a monthly happy hour. We also provide a top‑notch workout facility, fitness classes, free personal training, a game room with table tennis, foosball, and video game systems, a full kitchen, free coffee and specialty flavors, soft drinks, and snacks.

We are seeking a detail‑oriented and reliable Banking Specialist to provide exceptional customer service and support our payroll operations by managing financial transactions, handling ACH and wire transfers, reconciling accounts, and ensuring the secure and timely movement of funds between clients, employees, and financial institutions.

• Respond to client inquiries received via phone or email, addressing issues, answering questions, or providing assistance with banking transactions.
• Monitor bank accounts for receipt of client funds.
• Communicate with bank associates and clients to ensure timely receipt of outstanding funds.
• Handle bank account error or returned transaction notifications and reconciliations.
• Process client bank account change or update requests.
• Perform end‑of‑day banking processes.
• Collaborate with payroll, tax, and finance teams to ensure timely and accurate processing.
• Maintain expertise in software, business funding rules, and relevant industry factors.
• Adhere to all department and company standard operating procedures.
• Project a professional and positive image as a company representative by providing thorough assistance to associates, clients, and third parties.
• Perform other duties as assigned.

• Proven ability to provide top‑level support to customers and associates.
• Basic math skills; accounting skills are a plus.
• Familiarity with banking industry processes, procedures, and financial transactions including ACH and Wire Transfer.
• Ability to work in a fast‑paced, deadline‑driven industry.
• Superior organizational skills, comfortable multitasking and working both independently and effectively as a team member.
• High degree of accuracy and attention to detail.
• Excellent communication and critical thinking skills.
• Working knowledge of Microsoft Office and Windows‑based applications.
• FOUNDATION®, Master Tax, and Salesforce or other CRM software knowledge is a plus.
• Prior customer service, call center, or related banking industry experience preferred.

• Paid vacation and paid holidays.
• 401(k) with match.
• Tuition reimbursement.
• Medical, eye, and dental coverage.
• Discounts on pet, home, and auto insurance through Liberty Mutual.
• Tickets to Cleveland sporting events, lunch and learns, and various employee‑appreciation events throughout the year.

Foundation Software is an Equal Opportunity Employer.