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Banking Specialist

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Foundation Software

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Location:
United States , Strongsville

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

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.

Job Responsibility:

  • 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
  • Bank account error or returned transaction notifications and reconciliations
  • Process client bank account change or update requests
  • 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

Requirements:

  • 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 pace and 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®, MasterTax, and Salesforce or other CRM software knowledge is a plus
  • Prior customer service, call center, or related banking industry experience preferred

Nice to have:

  • Accounting skills
  • FOUNDATION®, MasterTax, and Salesforce or other CRM software knowledge
  • Prior customer service, call center, or related banking industry experience
What we offer:
  • Manicures and pedicures in the office
  • Massages
  • House cleaning
  • Laundry service
  • Monthly car washes
  • Catered lunches Wednesdays
  • Monthly happy hour
  • Workout facility
  • Fitness classes
  • Free personal training
  • Game room with table tennis, foosball, and video game systems
  • Full kitchen
  • Free coffee and specialty flavors
  • Soft drinks
  • Snacks
  • Tickets to Cleveland sporting events
  • Lunch and learns
  • Employee-appreciation events
  • Paid vacation
  • Paid holidays
  • 401(k) with match
  • Tuition reimbursement
  • Medical, eye and dental insurance
  • Discounts on pet, home, and auto insurance through Liberty Mutual

Additional Information:

Job Posted:
April 24, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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