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Lead Banking Operations
Lead Banking Operations-March 2024
Remote
Mar 28, 2026
About Lead Banking Operations

  Paylocity is a cloud-based software company that creates customized HR solutions for small to mid-sized organizations. Our workplace enhances communication and enables employees to connect, collaborate, and create from anywhere. Our award-winning culture ensures everyone has a voice and feels truly welcome. Join Paylocity as we shape the future of technology and the workplace!

  We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.

  When you feel like you belong, work is no longer work – it's personal. At Paylocity, we believe better employees lead to better companies. Workplaces and cultures that care will build the future, and at Paylocity, we’re doing just that. Join us as we change the future and transform your career!

  Location: Remote

  Schedule: Flexibility to work during off-hours as needed

  Position Overview

  The Banking Operations Team Lead role is designed with primary responsibilities of overseeing the daily operations of the Wire Team, along with assisting Banking Managers on various projects and tasks.

  Responsibilities

  The below represents the primary responsibilities of the position. Other duties may be assigned, as needed.

  Effectively oversee daily Banking Operations tasks without direct supervision

  Assist in training and development of Level I & II Banking Operations, along with conducting bi-weekly one-on-one meetings

  Manage and prioritize work flow for all team members

  Develop and recommend policy, procedural, and automation enhancements to promote productivity and stronger risk controls

  Assist Banking Managers/Director on special ad hoc projects including, but not limited to, accumulating data for analysis, creating reports, or process improvements

  Continuously analyze Banking Operations processes and procedures to ensure the most efficient and effective methods are being utilized

  Manage escalated issues & exception requests, and be able to facilitate solutions to improve overall client experience

  Interact with Banking partners to assist on inquiries that may arise including quarterly/annual audits

  High level understanding of internal Banking department processes

  Run credit checks on businesses and assist in determining funding based on payroll liabilities/bank verification forms and credit history

  Ability to flex schedule during off hours, on an as needed basis

  Ability to perform Level I, II & III tasks, as needed

  Requirements

  Bachelor’s degree preferred or equivalent experience

  5+ years banking experience required

  Prior leadership experience preferred

  CPP/CTP/AAP certification preferred

  Payroll service bureau experience a plus

  Ability to work in a fast paced environment under pressure of high monetary/high risk transactions

  Strong communication skills and problem-solving ability

  Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.

  We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

  We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact [email protected].

  This role can be performed from any office in the US. The pay range for this position is $58,221 - $75,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. (https://rise.articulate.com/share/NWT-xukAz2nsMapN3L3TSRXfxzBGrFh_#/) This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.

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