Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.
While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.
There are jobs and then there are careers. Since 1997, Paylocity has been hiring talented people, giving them big challenges, and providing the right resources to help them succeed. Our award-winning culture ensures all employees feel truly welcome, appreciated, and free to be themselves. While other companies talk about it, we make it happen. Join Paylocity and launch your career!
Position Overview:
The Banking Operations II is responsible for handling all the daily banking tasks, related to wire operations, as well as assist with handling additional banking related needs of our clients and internal partners.
Schedule: General schedule is 9:30am-7:00pm CST with required flexibility to adjust work schedule dependent on business need.
Responsibilities:
The below represents the primary responsibilities of the position. Other duties may be assigned, as needed.
Effectively handle day-to-day wire related banking operations with minimal direct supervision
Provide timely wire instructions to clients under tight timelines and with significant volume
Assist the Tax Treasury Team in identifying prefunding clients who have not funded their tax liabilities to ensure financial risk is minimized
Research and resolve out of balance transactions on various tax and direct deposit reports
Responsible for auditing incoming wire reports to verify all received wires have been recorded and reconciled
Assist internal departments with any questions/inquiries through emails, phones and Salesforce cases.
Assist clients on reverse wire setups with participating banks and responsible for testing that set up is accurate and complete
Perform related ad hoc projects including but not limited to; accumulating data for analysis or creating reports at the request of the Team Lead/Banking Manager
Assist in training and development of Banking Specialist I
Handle additional tasks to support Banking Team
Ability to perform Level I Objectives, as needed
Requirements:
Bachelor’s degree preferred or equivalent banking/reconciliation experience (2-4 years)
High school diploma or GED required.
Back-end operational wire processing experience required
Payroll Service Bureau Experience a plus
Intermediate to advanced level experience with Microsoft Excel, Word, and Outlook
Experience supporting high call & email volume of along with other duties
Ability to work in a fast-paced environment under pressure of high monetary/high risk transactions