Implementation Specialist I
Bangor Savings Bank
FUNCTION: Responsible for a variety of duties involving the setup of payroll services for new clients. Works with other members of Implementation Team 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 applications. Assists in ensuring that Bangor Payroll and its new clients comply with local, state, and federal regulations.
ACCOUNTABILITIES:
Operations/Process:
Establishes and enforces a clear timeline of events with Sales Officers and clients for all tasks associated with implementation and trainingPerforms client setup within payroll software applicationPerforms employee setups and audits within payroll software applicationEnsures accurate and timely completion of implementation processDesigns solutions for client interfacesPerforms setup of a client’s general ledger, time-off accrual, and custom reportsTransfers prior wages paid to current payroll and performs test payrollsIndependently researches client questions and explores technologies to provide solutionsPerforms training for new clientsEstablishes a timeline for adding time-off accruals, general ledgers, and custom reports to existing clientsIntroduces Payroll Specialist with a warm handoff after successful completion of payrollIdentifies and recommends modifications to processes when efficiencies may be gainedCross-trains in other Bangor Payroll departments to assist when neededCustomer Experience:
Communicates directly and professionally with internal and external client, providing exemplary customer serviceProactively resolves client payroll issuesPeriodically conducts on-site interviews to gather company and employee payroll data for new clientsAnalyzes current client methods of payroll processing and facilitates implementation of solutionsTechnical
Level IPerforms setup of new clients with basic earning and deduction codesPerforms setups of annual or monthly time-off accrual policies.Configures System reports to clients’ needs.Imports employees and scheduled earning and deduction data.Level IIPerforms setup of new clients with advanced earning and deduction codesConfigure Pension Files to integrate with PayKonnect and Pay FusionPerforms setups of general ledger without Division/Branch/Department/Team allocationsPerforms setups of annual, monthly, per pay period, and per hour time-off accrual policiesPerforms Mutli EIN and Partner Holding setups of new clients with shared ownership.Provides mentorship to UKG Lite team assisting with training and guidance.Configures System reports to clients’ needs using Custom ColumnsImports employees, scheduled earning and deduction, time-off accrual, and YTD data.Level IIIPerforms setup of new clients with complex earning and deduction codesAssists UKG Lite Team Lead with company audits when necessaryCreates DetaMoov conversion.Review company submissions from sales, providing feedback when necessary.Configures Data Exports to client needs.Performs setups of general ledgers with Division/Branch/Department/Team allocations and Accounting Software interfacesPerforms setups of annual, monthly, per pay period, per hour, and roll over time-off accrual policiesCompliance 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 Level II.CPP (Certified Payroll Professional) strongly encouraged for Level IIIGroup 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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