Payroll and Benefits Specialist

Payroll and Benefits Specialist Job Description Template

Our company is looking for a Payroll and Benefits Specialist to join our team.


  • Process enrollments related to COBRA, terminations, changes, beneficiaries, disability, accident and death claims, QDRO, QMCSO;
  • Coordinate workers’ compensation and unemployment claims and follow up on claims as necessary;
  • Represent the Bank and Human Resources team in a highly professional manner;
  • Serve as primary contact for benefits and payroll vendors and third-party administrators;
  • Interact with internal and external clients while providing extraordinary service;
  • Provide extraordinary service while responding to all payroll and benefit inquiries;
  • Manage multi-state garnishments and Evidence of Insurability updates;
  • Review and process all year-end filings including W-2s and 1095-Cs;
  • Support other team members on the team as needed;
  • Setup and/or maintain Federal, State and Local tax accounts in multiple states;
  • Develop and maintain strong working knowledge of UltiPro, ensuring all updates are configured, tested and implemented timely;
  • Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations and industry best practices;
  • Develop and maintain trusted, positive relationships with employees, clients and vendors;
  • Complete job assignments in a professional, timely and efficient manner; organize and prioritize work;
  • Reliable and predictable attendance.


  • Demonstrated experience within a fast paced, service-oriented environment;
  • CCP professional designation preferred;
  • Expertise with HRIS and benefits databases; UltiPro experience preferred;
  • Excellent written and verbal communication skills;
  • Computer proficiency and technical aptitude with the ability to use Microsoft products, including Excel, Word and Power Point;
  • Strong organizational skills and ability to prioritize multiple tasks to meet deadlines, while maintaining a keen attention to detail;
  • 3+ years of payroll experience and 1+ year of benefits experience is preferred;
  • Solid knowledge of federal and state payroll and employment laws and practices;
  • Experience partnering with payroll/benefits third party administrators, e.g. ProService, is preferred;
  • Knowledge of HRIS and MS Office; Experience with UltiPro (Ultimate Software) is preferred;
  • Ability to work with and understand financial information/data and basic arithmetic functions;
  • Strong computer skills with an ability to quickly learn new tools;
  • High level of integrity when dealing with sensitive and confidential information;
  • Excellent follow through, judgement, common sense, and positive demeanor (“make it happen” attitude);
  • Bachelor’s degree or equivalent experience.