Implementation Specialist I
Bangor Savings Bank
FUNCTION: Responsible for a variety of duties involving the coordination of the setup of new clients for payroll service. Works with Sales Officer and Implementation Analyst while addressing customer needs for application interfacing, payroll reporting, software connectivity, and company/employee data setup. Conducts client training sessions to enhance user understanding of remote PC input software application. Assists in ensuring that Bangor Payroll and its new clients are in compliance with local, state, and federal regulations
ACCOUNTABILITIES:
Operations/Process:
Review sales enrollment submission to ensure required documents are received and communicates with sales on missing documentsEstablishes and enforces a clear timeline of events with Sales Officers and clients for all tasks associated with client setup and trainingCommunicates with and updates client throughout the setup processUtilizes Smartsheets to track setup process and the company will start on timeVerifies the setup of employee information entered by Implementation in payroll software applicationVerifies the setup of client access to software application and provides client with access credentialsIndependently researches client questions and explores technologies in order to provide solutionsEstablishes a timeline for adding time-off accruals, general ledgers, Bangor Time, and custom reports to existing clients.Train and support client through processing the first payrollIdentifies and recommends modifications to processes when efficiencies may be gainedWork on multiple time sensitive projects and follow up on times simultaneouslyPerforms First Payroll Verification AuditTransition client to Client Success TeamCross-trains in other Bangor Payroll departments in order to assist when neededActs as a resource for the Bangor Payroll Sales teamCustomer Experience:
Communicates directly and professionally with internal and external client, providing exemplary customer serviceProactively resolves client payroll issuesTechnical
Level I –Supports and coordinates the setup of new clients with basic earning and deduction codesLevel II –Supports and coordinates setup of new clients with advanced earning and deduction codes (Ex. Pension, 125 deductions, HSA’s)Supports and coordinates the setup of Essential HR OnboardingSupports and coordinates the setup of Essential Time and AttendanceSupports and coordinates setup of time-off accrual policySupports and coordinates the transfer of new clients prior historical wagesLevel III –Supports and coordinates the setup of new clients with complex earning and deduction codes (Ex. Shift Differentials, specially taxed codes)Supports and coordinates the setup of Essential HR OnboardingSupports and coordinates the setup of Essential Time and AttendanceSupports and coordinates the setup of time-off accrual policySupports and coordinates the setup of general ledgersAbility to fill in as Implementation AnalystCompliance and Control:
Stays current on payroll regulations and trendsAssists in ensuring that the Bank is in compliance with local, state and federal regulationsGeneral:
Attentive to detail and accuracy, committed to excellence, looks for improvements continuously, monitors quality levelsPrioritizes tasks and demonstrates excellent time management skillsWorks toward the goal of continued professional and personal development by participating in training and educational opportunities as they become availableInteracts harmoniously and effectively with others, focusing upon the attainment of Bank goals through a commitment to teamworkDemonstrates willingness to accept new projects and strives to become a subject matter expertDemonstrates developmental progression from Level 1 through Level IIIConforms to acceptable punctuality and attendance standards as expressed in the Employee HandbookPerforms additional duties as requestedMaintains strict confidentialityKnowledge/Skills/Experience Requirements:
Four-year college degree in Business, Information Technology, Accounting or related area preferred, or three to five years of progressively responsible payroll experience including a broad exposure to all areas of payrollAttention to detail, emphasis on accuracy, adherence to deadlines, with good organizational, analytical, mathematical and oral and written communication skills requiredAbility to work with little supervisionFPC (Fundamental Payroll Certification) required for Level III, encouraged for Level I and IIGroup facilitation and training experience preferredStrong communications skills, verbal and writtenExcellent customer service skills required Demonstrated relevant computer literacyMicrosoft Word, Excel and Outlook proficiencyPhysical Demands/Conditions Requirements:
General office environmentModerate lifting (to 35 lbs.) requiredModerate reaching, walking, sitting and standing requiredOccasional in-state travel required for client trainingEquipment Used:
General office equipmentExternal and internal applications, as well as position incumbents who become disabled, must be able to perform the essential functions either unaided or with the assistance of a reasonable accommodation to be determined by management on an individual basis.
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