8,258 Financial Service jobs in the United States

Financial Service Analyst

94103, California US Tech Solutions

Posted 5 days ago

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Job Description

**Job** **Responsibilities:**
+ Manages daily operation of the Payment Plus virtual pay program.
+ Conduct analysis and reporting to ensure the program is performing at an optimal level and determine areas of improvement.
+ Assist with Payment Plus and Card Programs campaigns.
+ Maintains accurate financial records related to disbursements, including payment receipts, invoices, and other relevant documentation.
+ Provides research on invoices/vouchers to resolve payment issues.
+ Supports and collaborates with internal (various departments, procurement, and payable accounts) and external customers, communicates payment status, resolves issues, and provides guidance on disbursement-related inquiries.
+ General administration for Corporate, Procurement Card programs, including process new card applications, maintenance, and ghost card reconciliation.
+ Reconcile and audit all Corporate and Procurement Card transactions to ensure policy compliance and prevent misuse and abuse of the cards.
+ Work with end users to determine needed system changes and translate the changes into coherent timing solutions.
+ Provide continual training to end users to ensure they understand how to use the Corporate Card and Procurement Card programs and how to utilize the supporting system features to the fullest.
+ Troubleshoot and proved solutions for any problem or bugs that arise in the system.
+ Provides excellent customer service to departmental users and vendors.
+ Ensure work queues are managed within Service Level Agreements (SLA).
+ Creates and runs departmental reports or operational monitoring and ad-hoc reports for analysis.
+ Other AP and Card Programs related duties as assigned.
**Experience:**
+ We are looking for someone at a senior level who comes with knowledge, great communicator (fluent in written & spoken English), self-learner, works well in a remote environment, and has strong Excel and problem-solving skills.
+ Systems proficiency: online Accounts Payable system (e.g, PeopleSoft or other large ERP system)
+ Proficient in Excel; Experience working with large data sets and reports with accuracy.
+ Excellent written and verbal communication
+ Strong attention to detail
+ Strong analytical and reporting skills
+ Good reading comprehension skills
+ Ability to handle sensitive situations with tact
**Skills:**
+ Experience with financial records related to disbursements, including payment receipts, invoices, and other relevant documentation.
+ Payment Plus virtual pay program.
**Education:**
University degree or college degree preferred
**About US Tech Solutions:**
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ( .
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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Financial Service Sales Assistant

80111 Centennial, Colorado Columbia Bank

Posted 4 days ago

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Job Description

Financial Service Sales Assistant
Wealth Management
Tacoma,
Washington
Greenwood Village,
Colorado
Irvine,
California
**Description**
**About Us:**
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of ourassociates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
**About the Role:**
Provide administrative & operational support for one or more Financial Advisor(s) and serve as a liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on client satisfaction.
+ Provide variety of administrative support, which includes answering incoming calls, organizing filing systems, coordinating schedules and prepare correspondence and documents.
+ Relieve Financial Advisor(s) of a significant number of administrative details & duties.
+ Complete forms and process daily business as necessary. Send various forms to clients as requested and required.
+ Assist Financial Advisor with client support and time management.
+ Process confidential information
+ Open, maintain and service client accounts. Follow-up on missing paperwork. Process new accounts and files.
+ Perform daily business processing to include department mail & processing checks and securities.
+ Maintain client and mailing database. Update Financial Advisor's calendar.
+ Service clients through researching and resolving problems.
+ Provide quote information and mutual fund trade entry. Equity trades can be entered by Series 7 licensed employees. Accept unsolicited mutual fund and money market investment direction from clients. Series 7 licensed employees provide limited decision-making investment decisions.
+ Coordinate and assist Financial Advisor(s) with client events by marketing, mailings, follow-up & assistance on day of event.
+ Work with Operation's Department for account maintenance and to initiate and update client instructions.
+ Complete department projects through detailed involvement.
+ Maintain client scanning system so records are accurate and complete.
+ Balance settlement account & review trade blotters.
+ Review and notify Financial Advisor(s) of new referrals.
+ Send wires as requested by Financial Advisor(s) and clients
+ Provide backup support to other Financial Assistants when necessary.
+ Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
+ Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
+ Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
+ May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
+ Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
+ Takes personal initiative and is a positive example for others to emulate.
+ Embraces our vision to become "Business Bank of Choice"
+ May perform other duties as assigned.
**About You:**
+ Bachelor's degree or equivalent experience
+ Minimum securities licensing of Series 7 & 63
+ A minimum of 2 years' experience as an assistant in the financial services industry or related field is required.
+ Must be familiar with investment concepts and terminology, including investment vehicles, transaction types, and securities clearing system.
+ Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
+ Must be a self-starter and work independently with initiative and limited supervision while working closely with clients and Financial Advisors.
+ Must be able to prioritize and effectively manage multiple tasks at once.
Job Location:This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:
Tacoma, WA
Irvine, CA
Denver, CO
**Our Benefits:**
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $20.00 - $30.00 and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
**Our Commitment to Diversity:**
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: (email protected)
**To Staffing and Recruiting Agencies:**
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
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Financial Service Sales Assistant

92604 Woodbridge, California Columbia Bank

Posted 5 days ago

Job Viewed

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Job Description

Financial Service Sales Assistant
Wealth Management
Tacoma,
Washington
Greenwood Village,
Colorado
Irvine,
California
**Description**
**About Us:**
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of ourassociates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
**About the Role:**
Provide administrative & operational support for one or more Financial Advisor(s) and serve as a liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on client satisfaction.
+ Provide variety of administrative support, which includes answering incoming calls, organizing filing systems, coordinating schedules and prepare correspondence and documents.
+ Relieve Financial Advisor(s) of a significant number of administrative details & duties.
+ Complete forms and process daily business as necessary. Send various forms to clients as requested and required.
+ Assist Financial Advisor with client support and time management.
+ Process confidential information
+ Open, maintain and service client accounts. Follow-up on missing paperwork. Process new accounts and files.
+ Perform daily business processing to include department mail & processing checks and securities.
+ Maintain client and mailing database. Update Financial Advisor's calendar.
+ Service clients through researching and resolving problems.
+ Provide quote information and mutual fund trade entry. Equity trades can be entered by Series 7 licensed employees. Accept unsolicited mutual fund and money market investment direction from clients. Series 7 licensed employees provide limited decision-making investment decisions.
+ Coordinate and assist Financial Advisor(s) with client events by marketing, mailings, follow-up & assistance on day of event.
+ Work with Operation's Department for account maintenance and to initiate and update client instructions.
+ Complete department projects through detailed involvement.
+ Maintain client scanning system so records are accurate and complete.
+ Balance settlement account & review trade blotters.
+ Review and notify Financial Advisor(s) of new referrals.
+ Send wires as requested by Financial Advisor(s) and clients
+ Provide backup support to other Financial Assistants when necessary.
+ Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
+ Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
+ Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
+ May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
+ Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
+ Takes personal initiative and is a positive example for others to emulate.
+ Embraces our vision to become "Business Bank of Choice"
+ May perform other duties as assigned.
**About You:**
+ Bachelor's degree or equivalent experience
+ Minimum securities licensing of Series 7 & 63
+ A minimum of 2 years' experience as an assistant in the financial services industry or related field is required.
+ Must be familiar with investment concepts and terminology, including investment vehicles, transaction types, and securities clearing system.
+ Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
+ Must be a self-starter and work independently with initiative and limited supervision while working closely with clients and Financial Advisors.
+ Must be able to prioritize and effectively manage multiple tasks at once.
Job Location:This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:
Tacoma, WA
Irvine, CA
Denver, CO
**Our Benefits:**
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $20.00 - $30.00 and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
**Our Commitment to Diversity:**
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: (email protected)
**To Staffing and Recruiting Agencies:**
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
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Customer Service Representative - Financial Services

28025 Concord, North Carolina TTEC

Posted 12 days ago

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Job Description

Your potential has a place here with TTEC's award-winning employment experience. As a **Customer Service Representative - Financial Services** , **working onsite in Concord, NC** you'll be a part of bringing humanity to business. #experienceTTEC.
You'll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all!
**What You'll be Doing**
Do you have a passion for helping others navigate through their online banking needs? Whether it's getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.
**During a Typical Day, You'll**
+ Answer questions about products via phone while providing website navigation support and assisting with the application process
+ Access multiple electronic systems at once and document steps taken to efficiently and accurately complete the request
+ Meet established goals for all performance metrics including call quality, productivity, and schedule adherence
+ Participate in projects or process improvements to drive operational excellence
**What You Bring to the Role**
+ 1 year of customer service experience
+ High school diploma or equivalent
+ Recognize, apply and explain your product or service knowledge
+ Computer experience
+ Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
**What You Can Expect**
+ Supportive of your career and professional development
+ An inclusive culture and community minded organization where giving back is encouraged
+ A global team of curious lifelong learners guided by our company values
+ Base wage of $19 per hour plus performance bonus opportunities
+ And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives
Visit for more information.
**A Bit More About Your Role**
We're committed to ensuring you have the skills and support to be successful in your role throughout your career. From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you. And we know that you bring with you the one necessary ingredient that can't be taught - a caring and supportive nature that will shine through as you help customers. Our TTEC community is here for you as one dynamic, global family.
You'll report to a Team lead. You'll contribute to the success of the customer experience and the overall success of the team.
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
**Job:** __Customer Care Representative_
**Title:** _Customer Service Representative - Financial Services_
**Location:** _NC-Concord_
**Requisition ID:** _047VN_
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Financial Service Rep - Ortho Administration

19133 Philadelphia, Pennsylvania Penn Medicine

Posted 26 days ago

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Job Description

**Description**
Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, technical and business professionals across all disciplines.
Today at Penn Medicine, someone will make a breakthrough. Someone will heal a heart, deliver hopeful news, and give comfort and reassurance. Our employees shape our future each day. Are you living your life's work?
Job Title: Financial Service Rep
Department: Ortho Administration
Location: Penn Medicine University City- 3737 Market St
Hours: Full Time Mon-Friday 8-430pm
Summary:
+ The position of Financial Services Representative is responsible for a broad range of complex billing activities including data entry, payment posting, reconciliation, depositing checks, completing log sheets, accounts receivable functions, billing procedures and accurate record maintenance. Review and take action upon a variety of system-generated status and exception reports related to billing activity, payments, and collections. Train as back-up coverage for other billing areas within the department.
+ This position will support Orthopedics. Primary duties will include Visco supplementation injection and other ortho related authorizations and scheduling in addition to managing referral reports and preregistration work queues.
Responsibilities:
+ Responsible for rejections, edits, and accounts receivable for specific payer group(s) work queues as assigned.
+ Initiates and coordinates follow-up activity on assigned accounts with the goal of maximizing reimbursement and ensuring timely cash flow.
+ Resolves rejections related to, but not limited to, correction of registration, submission of documentation, acceptable Correct Coding Guidelines, timely filing, appeal reviews, verification of duplication claims, maximum benefits, rejections due to precertification/ authorization/referral, provider eligibility and other miscellaneous rejections.
+ Demonstrates success by achieving acceptable collection rates and days in A/R for each type of insurance payer assigned. - Demonstrates success in completing target level or above averaged number of accounts per week.
+ Demonstrates knowledge and ability to use third party carrier computerized inquiry systems.
+ Possess ability to utilize Health System professional billing and hospital patient accounting computerized systems.
+ Uses worksheets from Microsoft Excel and Word.
+ Initiates communication with patients and third party insurance representatives to resolve account balances and performs appropriate action in response to the inquiry.
+ Calls Insurance Companies to verify details of enrollment, benefits and coverage for in-patient, outpatient and office procedures and visits.
+ Adheres to Health Systems' write-off, discount and adjustment policies.
+ Prepares reports to assess reimbursement performance.
+ Maintains updated knowledge and the use of CPUP EPIC APM billing system including, BAR, Registration, PCS, Scheduling and the SMS hospital systems to view account information.
+ Researches and resolves missing charges.
+ Maintains knowledge and ability to use SMS for entity EPIC APM, Navinet etc.
+ Provides back-up coverage OR Schedules accounting for all anesthesia records for charge entry. Picks up charges from various drop off boxes in different areas of the hospitals.
+ Maintains knowledge of pre-certification to provide back-up coverage.
+ Performs registrations, charge entry and payment posting as assigned.
+ Maintains current knowledge of third party carrier regulations.
+ Non-essential Accountabilities - Maintain systems necessary for proper organization of work.
+ Organizes work so that in the event of absence someone else can easily identify areas to continue and/or complete work in progress.
+ Follows workload priority as assigned by the Manager on a daily basis to maximize efficiency.
+ Adapts to change(s) in workflow to meet the demands of the Department. Demonstrates adaptability by adjusting the workflow to meet current priorities.
+ Provides back-up coverage for co-workers during absences.
+ Ability to access accounts via automated systems and websites, UPHS Registration, Navinet, etc.
+ Reports major insurance practice changes to supervisor as they occur.
+ Performs duties in accordance with Penn Medicine and entity values, policies, and procedures
+ Other duties as assigned to support the unit, department, entity, and health system organization
Credentials:
Education or Equivalent Experience:
+ H.S. Diploma/GED (Required)
+ And 3+ years Experience in Accounts Receivable; 1 year of this experience must be in a healthcare billing environment.
+ Bachelor of Arts or Science (preferred)
We believe that the best care for our patients starts with the best care for our employees. Our employee benefits programs help our employees get healthy and stay healthy. We offer a comprehensive compensation and benefits program that includes one of the finest prepaid tuition assistance programs in the region. Penn Medicine employees are actively engaged and committed to our mission. Together we will continue to make medical advances that help people live longer, healthier lives.
Live Your Life's Work
We are an Equal Opportunity employer. Candidates are considered for employment without regard to race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, familial status, genetic information, domestic or sexual violence victim status, citizenship status, military status, status as a protected veteran or any other status protected by applicable law.
REQNUMBER:
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Supervisor, Patient Financial Services - Patient Financial Services

92108 Mission Valley, California Rady Children's Hospital San Diego

Posted 5 days ago

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Job Description

JOB SUMMARY:
Supervises staff in Patient Financial Services, overseeing daily team operations to ensure timely billing and collections on accounts receivables using the Epic Resolute Hospital Billing system and clearinghouses. Monitors staff productivity for both quantity and quality, ensuring appropriate actions and documentation are completed. Performs training for staff. Administers progressive disciplinary action, as needed, for performance and policy infractions. Monitors work processes to identify and implement process improvement opportunities. Ensures all billing and collection activities are compliant with federal, state, and industry standards and regulations.
MINIMUM QUALIFICATIONS:
Bachelor's Degree
2 years of experience - hospital billing, processing claim edits, denials, appeals and managing accounts receivable.
Experience with Epic Resolute Hospital Billing or similar hospital billing systems.
In lieu of Bachelor's: 5 years of experience in a lead/supervisory role OR 7+ years of progressive experience in revenue cycle accounts receibable for a large hospital or health system
PREFERRED QUALIFICATIONS:
5 years of experience
CHFP (Certified Healthcare Financial Professional)
CPAM (Certified Patient Account Manager)
CPAT (Certified Patient Account Tech)
**The current salary range for this position is $34.14 to $46.94**
Rady Children's Hospital is committed to compensation that is externally competitive and internally equitable. We demonstrate this commitment by conducting regular market reviews to remain competitive with organizations of similar size in the nonprofit, healthcare sector. The range listed above does not represent the full salary range for the position but is the expected hiring range for qualified candidates. Compensation decisions consider a variety of factors including experience, education, licensure, unique skillsets, organizational need, and internal equity. This posting will remain open from the "date posted" until the hiring manager has determined there is a sufficient applicant pool or until the position is filled.
EOE including disability/vet
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Patient Financial Service Representative-Head & Neck Surgery-FT-Days-MPG

33024 Tamarac, Florida Memorial Healthcare System

Posted today

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Job Description

At Memorial, we are dedicated to improving the health, well-being and, most of all, quality of life for the people entrusted to our care. An unwavering commitment to our service vision is what makes the difference. It is the foundation of The Memorial Experience.

Summary

The Patient Financial Services Representative (PFSR) serves as the first point of contact in greeting patients and guarantors in the hospital, ambulatory or medical office setting. The PFSR engages with the patient or guarantor to obtain pertinent information and answer any questions in an effort to ensure that all required demographic, financial, and insurance eligibility information is gathered and verified. Ensures all required notices and consent forms are signed accordingly.

Responsibilities

Verifies insurance benefits including obtaining insurance card(s) and confirms coverage is active. Determines correct insurance filing order, if multiple insurance coverages are effective for that service.Explains polices including all regulatory and financial consent forms; secures all required signatures.May perform patient discharge functions including, but not limited to, review of after visit summary (AVS), future appointment scheduling, and referrals.Interviews patients and guarantors at the workstation or bedside to obtain all necessary information, including a copy of the patient or guarantor identification card.May confirm physician and prescription orders ensuring accuracy.May schedule walk-in appointments for services offered.Collects patient out-of-pocket responsibility per collection guidelines. Provides patient estimates as requested. Prepares and balances a daily deposit of all payment collections.Provides exceptional customer service and ensures all questions and concerns are addressed in a timely and courteous manner. May guide the patient to appropriate destination for services.Obtains pre-certification and authorization.

Competencies

ACCOUNTABILITY, ACCURACY & QUALITY, CUSTOMER SERVICE, EFFECTIVE COMMUNICATION, ORGANIZATION SKILLS, PATIENT AND FAMILY CENTERED CARE, PROBLEM SOLVING, PRODUCTIVITY, RESPONDING TO CHANGE, STANDARDS OF BEHAVIOR, TEAM WORK

Education And Certification Requirements

High School Diploma or Equivalent (Required)

Additional Job Information

Complexity of Work: Requires excellent communication skills, critical thinking skills, decisive judgment, and the ability to work with minimal supervision. Must be able to work in a stressful environment and take appropriate action. Ability to work and build relationships collaboratively. Required Work Experience: No experience required. One (1) year of related hospital, medical office, or customer service experience preferred. Other Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization denial and peer to peer process (3) patient care navigation ex: surgical and procedural coordination and scheduling for patient specific populations (4) handle all incoming calls and physician and hospital back line (5) obtain and confirm referralsIn the Hospital, additional responsibilities include: (1) Upon validation of patient identity, place identification band on patient (2) obtain signatures for hospital specific regulatory forms not required in an ambulatory or office setting (3) obtain authorizations for walk-in appointments (4) determine when financial assistance is needed.In Memorial Primary Care, additional responsibilities include: (1) MIH-MPC program patient referral, payment collection and eligibility scheduling (2) process referral work-ques and same day access requests (3) work with Patient Access Center on real time patient requests (4) address prescription refill requests, patient advice requests through MyChart, and provider scheduling template.

Working Conditions And Physical Requirements

  • Bending and Stooping = 60%
  • Climbing = 0%
  • Keyboard Entry = 100%
  • Kneeling = 0%
  • Lifting/Carrying Patients 35 Pounds or Greater = 60%
  • Lifting or Carrying 0 - 25 lbs Non-Patient = 80%
  • Lifting or Carrying 2501 lbs - 75 lbs Non-Patient = 40%
  • Lifting or Carrying > 75 lbs Non-Patient = 0%
  • Pushing or Pulling 0 - 25 lbs Non-Patient = 80%
  • Pushing or Pulling 26 - 75 lbs Non-Patient = 80%
  • Pushing or Pulling > 75 lbs Non-Patient = 0%
  • Reaching = 80%
  • Repetitive Movement Foot/Leg = 0%
  • Repetitive Movement Hand/Arm = 80%
  • Running = 0%
  • Sitting = 80%
  • Squatting = 80%
  • Standing = 80%
  • Walking = 80%
  • Audible Speech = 80%
  • Hearing Acuity = 80%
  • Smelling Acuity = 0%
  • Taste Discrimination = 0%
  • Depth Perception = 80%
  • Distinguish Color = 0%
  • Seeing - Far = 80%
  • Seeing - Near = 80%
  • Bio hazardous Waste = 60%
  • Biological Hazards - Respiratory = 60%
  • Biological Hazards - Skin or Ingestion = 60%
  • Blood and/or Bodily Fluids = 60%
  • Communicable Diseases and/or Pathogens = 60%
  • Asbestos = 0%
  • Cytotoxic Chemicals = 0%
  • Dust = 0%
  • Gas/Vapors/Fumes = 60%
  • Hazardous Chemicals = 60%
  • Hazardous Medication = 60%
  • Latex = 60%
  • Computer Monitor = 100%
  • Domestic Animals = 0%
  • Extreme Heat/Cold = 0%
  • Fire Risk = 0%
  • Hazardous Noise = 0%
  • Heating Devices = 0%
  • Hypoxia = 0%
  • Laser/High Intensity Lights = 0%
  • Magnetic Fields = 0%
  • Moving Mechanical Parts = 0%
  • Needles/Sharp Objects = 60%
  • Potential Electric Shock = 0%
  • Potential for Physical Assault = 40%
  • Radiation = 0%
  • Sudden Decompression During Flights = 0%
  • Unprotected Heights = 0%
  • Wet or Slippery Surfaces = 40%

Shift

Primarily for office workers - not eligible for shift differential

Disclaimer: This job description is not intended, nor should it be construed to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the job. It is intended to indicate the general nature and level of work performed by employees within this classification.

Wages shown on independent job boards reflect market averages, not specific to any employer. We encourage candidates to talk to their Memorial Healthcare System recruiter to discuss actual pay rates, during the hiring process.

Memorial Healthcare System is proud to be an equal opportunity employer committed to workplace diversity.

Memorial Healthcare System recruits, hires and promotes qualified candidates for employment opportunities without regard to race, color, age, religion, gender, gender identity or expression, sexual orientation, national origin, veteran status, disability, genetic information, or any factor prohibited by law.

We are proud to offer Veteran’s Preference to former military, reservists and military spouses (including widows and widowers). You must indicate your status on your application to take advantage of this program.

Employment is subject to post offer, pre-placement assessment, including drug testing.

If you need reasonable accommodation during the application process, please call (M-F, 8am-5pm) or email
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Principal Solutions Architect, Financial Services , Financial Services Industry

10176 New York, New York Amazon

Posted 26 days ago

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Description
AWS is looking for experienced Solutions Architects to help advise our Financial Services customers on how to best adopt and leverage the value of AWS technologies. This is an ideal role for someone with deep experience in the FS industry, expert knowledge of FS applications and infrastructure, and a solid understanding of how cloud services can help FS customers transform their data centers, and more quickly develop innovative industry solutions.
AWS Sales, Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth from the largest and fastest growing small- and mid-market accounts to enterprise-level customers including public sector.
Key job responsibilities
In this role, you will serve as a core member of the Financial Services industry team, and play a key role in executing our go-to-market strategies and programs at a country or area level. You will identify FS customer needs specific to your area or country; and engage directly with customers and account teams to determine business needs, and help define and develop industry solutions. You will also help coach SAs who are directly supporting FS customers as part of the AWS account teams, and gather and provide feedback to engineering teams on how to help FS customers more easily adopt AWS services.
The ideal candidate will have experience coaching senior engineers or solutions architects; working directly with customers; and helping to define and deploy secure, scalable, and reliable cloud solutions in Financial Services.
As a Principal FSI GTM SA, travel up to 30% could be included and will be discussed at the interview stage.
About the team
About AWS
Diverse Experiences
AWS values diverse experiences. Even if you do not meet all of the qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying.
Why AWS?
Amazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.
Inclusive Team Culture
Here at AWS, it's in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon (gender diversity) conferences, inspire us to never stop embracing our uniqueness.
Mentorship & Career Growth
We're continuously raising our performance bar as we strive to become Earth's Best Employer. That's why you'll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.
Work/Life Balance
We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there's nothing we can't achieve in the cloud.
AWS Sales, Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth from the largest and fastest growing small- and mid-market accounts to enterprise-level customers including public sector. The AWS Global Support team interacts with leading companies and believes that world-class support is critical to customer success. AWS Support also partners with a global list of customers that are building mission-critical applications on top of AWS services.
The AWS Industries team is committed to helping industry customers enable their digital transformation journeys. Our primary goal is to meet customers where they are in their cloud journey and work backwards from their industry specific needs to transform their business and their entire industry. Our team speaks the language of our industry customers, which means that we focus on business outcomes and industry use cases on behalf of our customers, whether that is how we build products and solutions, how we sell, how we deliver, or how we partner.
Basic Qualifications
- 10+ years of specific technology domain areas (e.g. software development, cloud computing, systems engineering, infrastructure, security, networking, data & analytics) experience
- Bachelor's degree in computer science, engineering, mathematics or equivalent
- Experience developing technology solutions and evangelising end-to-end technology roadmaps that guide IT transformations toward cloud computing
- Experience communicating across technical and non-technical audiences and at C-level, including training, workshops, publications
Preferred Qualifications
- Knowledge of distributed systems design and implementation or equivalent
- Knowledge of large scale automation and workflow management or equivalent
- Knowledge of database design and implementation or equivalent
- Knowledge of presentations and whiteboarding skills with a high degree of comfort speaking with internal and external executives, IT management, and developers
- Experience architecting, migrating, transforming or modernizing customer requirements to the cloud
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $164,500/year in our lowest geographic market up to $284,300/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit . This position will remain posted until filled. Applicants should apply via our internal or external career site.
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Financial Services Representative

97201 Portland, Oregon

Posted 6 days ago

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Job Description

permanent

Financial Services Representative

Repost Job Date: 3/6/2025 6:02:52 PM
Location: PORTLAND, OR, 97223
Salary: $55000.0 - $000.0/year
Experience: 1 Year(s)

Benefits:

  • Base Salary plus Commission
  • SIMPLE IRA retirement match up to 3%
  • PTO: 3 weeks every year with unlimited carryover
  • 2k raise to base salary every 4-6 months for meeting a high level of production
  • Valuable experience
  • Health insurance
  • Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals
  • Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
  • Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses
  • - if not, I can help you obtain these)
  • Conduct financial reviews and recommend appropriate products.


QUALIFICATIONS:
  • Bachelor's degree in finance, economics, accounting, or a related field preferred.
  • Must be able to obtain relevant licenses.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication & interpersonal skills.
  • Successful track record of meeting sales goals/quotas preferred.
  • FINRA Series 6, 63 and 65 licenses preferred.


If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.

PM24





PIcbe39e2d

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Financial Services, Collector

30006 Marietta, Georgia Fiserv

Posted 3 days ago

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**Calling all innovators - find your future at Fiserv.**
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
**Job Title**
Financial Services, Collector
**What does a Financial Services Collections Associate do at Fiserv?**
+ You will be responsible for the collection, via inbound and outbound dialing of unpaid consumer debt in a call center environment.
+ Assign consumer debt inventory and be held accountable for collection performance based on departmental assigned targets.
+ Collect accounts in compliance with applicable regulations and internal performance standards so as to achieve a pre-set goal objective.
+ Utilize skip-tracing tools to obtain up-to-date customer information.
+ Provide daily coverage of all accounts until payment arrangements have been made.
+ Detail all discussions and actions in collections system or database.
+ Multitask and navigate quickly through varies systems.
**What you will need to have:**
+ High school graduate/GED
+ Minimum of 1 year collections and/or customer service experience.
+ Prior experience working in a call center
**What would be great to have:**
+ Commercial Collections (B2B) experience
+ Knowledge of applicable regulations
+ Demonstrated skip tracing skills and ability
This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island or Washington.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
_Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate._
Thank you for considering employment with Fiserv. Please:
+ Apply using your legal name
+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
**Our commitment to Equal Opportunity:**
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
**Note to agencies:**
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
**Warning about fake job posts:**
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
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