
Banking and Credit Union Partnerships
Committed to Your Success
We're here to help you, your bankers, and your customers identify and understand best practices and new business trends, so they can more easily manage all aspects of their business.
Nacha™ Certified
Paychex was the first payroll provider to become Nacha Certified in 2018 when the program was implemented, and once again earned its renewal in 2022.

Program Benefits for Banks
Here’s what your institution can expect when working with Paychex.

Valuable Fee Income
Valuable fee income earned simply by referring business owners.

Valued Business Product Expansion
We allow banks to expand their business products to help them compete in their markets.

Industry-Leading Payroll and HR Solutions
Payroll and HR solutions from a leading national brand with an emphasis on simplifying compliance with changing laws and regulations.

Revenue Opportunities
We can create revenue opportunities through simple conversations, by conducting a client needs analysis and providing referrals to the bank.

Time and Money Savings
Use payroll solutions that adapt with the needs of the bank’s business owners, reduce complications during a changeover, and create stability that can help improve retention.
Bankers Bulletin
Read the latest monthly edition of the Banker’s Bulletin – featuring timely, thoughtfully curated topics to help financial institution employees build on their business advisory expertise.
"Paychex believes in our brand and is aligned to our Ameris values to deliver a great customer experience. They strongly believe that reciprocity results in a strong relationship and the Paychex sales representatives provide banking opportunities and introduce us to their centers of influence."
Program Benefits for Bankers
A Simple-to-Implement Referral Program
Identify your prospects and a local Paychex representative closes the sale.
Business Referrals
New business referrals come to you from Paychex.
Relationships that Grow with your Business
Work with CPAs, a broader business owner base through referrals, and the Paychex team.
Become a Paychex Banking Partner
Join over 250 banks and credit unions nationwide that count on us.