Banking Specialist

Position Summary

We are seeking a detail-oriented and reliable Banking Specialist to provide exceptional customer service and support 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.

Essential Functions and Responsibilities

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 by providing thorough assistance to associates, clients, and third parties.

Perform other duties as assigned.

Required Skills and Experience

Proven ability to provide top-level support to customers and associates.

Basic math skills; accounting knowledge is a plus.

Familiarity with banking industry processes, procedures, and financial transactions including ACH and wire transfers.

Ability to work in a fast-paced, deadline-driven environment.

Superior organizational skills; comfortable multitasking and working both independently and as part of a team.

High degree of accuracy and attention to detail.

Excellent communication and critical thinking skills.

Working knowledge of Microsoft Office and Windows-based applications.

Experience with CRM or payroll / tax-related software is a plus.

Prior customer service, call center, or related banking industry experience preferred.