Banking Specialist

Strongsville, OH - USA

Monthly Salary: Not Disclosed

Posted on: 26-09-2025

Vacancies: 1 Vacancy

Job Summary

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.

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 betwee...

Position Summary

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.