A business person working with their bank

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.

Paychex Earns Nacha Certified Status

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.

Man at desk looking through costs for his business

April Bulletin

To manage fixed costs efficiently, small business owners need to think outside the box and consider new ways of leveraging their employees and products.

A business owner finding out if they qualify for an Employee Retention Tax Credit

March Bulletin

Many businesses qualify for the ERTC credit. The ERTC is a refundable credit that businesses can claim on qualified wages, including certain health insurance costs, paid to employees. Read this month's bulletin to learn more on ERTC.

"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."

Debbie D.

Product Manager

Ameris Bank

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.

Add Value with Paychex