Banking Specialist

What is great about working for Foundation? Plenty! We have a fun, casual, yet hard-working culture that invests in our employees, promotes creativity, and delivers on our reputation. Would you like to work for a company that offers manicures and pedicures in the office? We do! How about massages, house cleaning, laundry service, monthly car washes, catered lunches Wednesdays and a monthly happy hour - we offer all this and more!

At Foundation we believe in and promote a work-life balance with a top-notch workout facility, fitness classes and free personal training; and for those competitive types, a game room complete with table tennis, foosball, and video game systems. Also, some comforts of home, there is a full kitchen, free coffee and specialty flavors, soft drinks, and snacks.

Position Summary

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.

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.
• 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.

Required Skills and Experience

• 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.

Other employee rewards include tickets to Cleveland sporting events, a variety of lunch and learns, and various employee-appreciation events throughout the year. Benefits include paid vacation, paid holidays, 401(k) with match, and tuition reimbursement, plus medical, eye and dental. Now offering discounts on pet, home, and auto insurance through Liberty Mutual!

Foundation is constantly recognized as one of Northeast Ohio's top workplaces. We are a 20-time winner of the NorthCoast 99 award, a multi-year winner of The Plain Dealer's Top Workplaces award, and have been recognized multiple years on the Inc. 5000 list of fastest-growing private companies in the U.S.

Let us start your future at Foundation!

Foundation Software is an Equal Opportunity Employer.