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Bankers Financial

New Client Implementation Specialist

Bankers Financial, St. Petersburg, Florida, United States

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Bankers Financial Corporation DecisionHR is a Professional Employer Organization (PEO) located in St Petersburg, FL. Since our inception in 1996, we have empowered our clients with industry-leading human resource solutions they need to drive their business. We assist our clients in the areas of payroll, workers compensation, human resources, and benefits. We remove the administrative burden of running their business and allow our clients to focus on their revenue-producing activities. Our goal is to deliver customizable, practical workforce solutions that increase profits, reduce costs and liability, and attract, develop, and retain long-term employees.

Our Core Values Include

Collaboration : working together is critical to achieving organizational goals.

Innovation : growth happens when we can absorb and implement new ideas that provide unique solutions and superior customer service.

Performance : we believe in providing our employees with the tools and support they need to grow, succeed, and make an impact.

Social Responsibility : we place charity and volunteer work at the core of our organization.

Trust:

we build and maintain trust with our employees and clients by embodying integrity, transparency, and doing the right thing.

Company Value Statements

In the performance of their respective tasks and duties, all employees are expected to demonstrate the following:

Acting with the highest level of honesty, trust, character and transparency. Making a unified effort to achieve the goals of the organization; embracing accountability for exceptional performance every day. Commitment to excellence in reaching our full potential as individuals and as an organization, surpassing the ordinary and the expectations of our stakeholders. Approaching every challenge with creative energy, discovering unique solutions to maximize success; focus on creating and delivering compelling customer value. Belief in the power of a diverse workforce and in creating a positive impact on both the environment and our community.

Summary/Objective

The New Client Implementation Specialist provides timely and accurate set-up of new accounts. They process the initial payroll(s) with the client until it is determined that the payroll has been set up accurately and processed correctly.

Essential Functions

Update and maintain employee and client information to ensure year-end processing of W-2s is accurate. This includes name changes, pay rates, addresses, departmental changes, new hires, re-hires, and terminations. Build and maintain working relationships with clients through excellent customer service. Contact new clients within 24 hours of receiving new contracts to gather all necessary information to onboard. Work internally with all departments to onboard client and their employees timely. Process the first payroll and produce all necessary reports as required by the client.

Required Education And Experience

A High school diploma or GED and a minimum of 3-5 years of payroll processing experience is required. Ability to communicate effectively, verbally and in writing, and to establish a good, cooperative relationship with clients.

Preferred Education And Experience

A Bachelors Degree is preferred along with 5+ of payroll processing experience. Experience with Summit payroll software is preferred, other payroll software experience is a plus.

The preceding position description has been designed to indicate the general nature of the work performed; the level of knowledge and skills typically required; and usual working conditions of this position. It is not designed to contain, or be interpreted as a comprehensive, complete or exclusive list of the duties of the position. Additional and different duties may be assigned from time to time. We are an E-Verify company.

Seniority level

Seniority level

Mid-Senior level Employment type

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Full-time Job function

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