256 Financial Services jobs in Chicago
Financial Services Representative
60601 Chicago, Illinois
Trilogy Inc
Posted 24 days ago
Job Viewed
Job Description
For more than 50 years, Trilogy has provided people across Chicago and beyond with support to recover from mental illness and move toward stability. We provide our clients with an array of essential services and ongoing support so that they can live independently and thrive in our community. Trilogy’s mission is to enable people in mental health recovery to build meaningful and independent lives through comprehensive and integrated care. We envision a society where everyone impacted by mental illness is valued, embraced, and supported holistically, systematically, and culturally; where the stigma of mental illness is eliminated; and where quality of care is not determined by socioeconomic status.
Pay: $24.38 /Hr.
Schedule: Monday - Friday 8am - 4:30pm
Location: Rogers Park
The Financial Services Representative is responsible for managing and overseeing the financial operations related to Social Security and other client funds for assigned teams and individuals. This role ensures strict compliance with Social Security Administration (SSA) guidelines, trust fund management policies, and applicable regulations. The position acts as a liaison between internal staff and clients to support proper financial planning, fund disbursement, and account monitoring to protect and maximize client resources.
RESPONSIBILITIES
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Trust Fund Oversight: Using the RPM payee system software, Monitor and manage client trust accounts, ensuring all deposits, disbursements, and balances are maintained in compliance with internal policies and SSA regulations.
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Policy Compliance: Enforce financial services policies and procedures regarding fund disbursements, client loan requests, petty cash, and client assistance funds. Ensure all transactions have the required approvals and documentation.
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Account Monitoring & Strategy: Regularly review account balances to prevent clients from exceeding SSA resource limits. Collaborate with staff to develop responsible spending strategies and address overages or underutilization. Accurate account reconciliation completions as needed (Daily/Monthly).
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Disbursement Management: Manage and process client fund disbursements for recurring payments such as rent, utilities, and other essential bills. Ensure timely and accurate payment processing.
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Staff Support & Collaboration: Provide guidance to staff on financial procedures, assist with interpreting policies, and serve as a financial subject matter resource. Work with the supervisor to maintain adequate staffing coverage.
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Audit & Compliance Readiness: Participate in internal and external audits to ensure documentation and procedures meet all regulatory requirements.
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Client-Centered Financial Stewardship: Collaborate with team members to help clients use their funds effectively, maximizing benefits while maintaining eligibility for Social Security or other government aid.
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Other Duties: Perform related projects or tasks as assigned to support the financial services function.
QUALIFICATIONS
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Associate or bachelor’s degree in finance, Accounting, Business or Healthcare management, or a related field preferred. Equivalent experience may be considered.
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2+ years of experience in financial services, cash management, social services, or trust account management preferred.
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Knowledge of Social Security Administration (SSA) guidelines and financial regulatory compliance.
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Strong attention to detail with the ability to manage multiple accounts and ensure accurate reconciliation.
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Excellent communication and collaboration skills; ability to work effectively with diverse teams and individuals.
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Proficiency in Microsoft Office Suite, with emphasis on Excel and financial tracking systems.
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Experience in audit preparation and responding to regulatory reviews is a plus.
BENEFITS
- FREE Virtual Primary Care, Urgent Care, and Mental Health Counseling for ALL Employees
- PAID Maternity/Paternity leave
- Medical Insurance (BCBS of IL)
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long-Term & Short-Term Disability
- Pet Insurance
- FSA (Health, Dependent Care, Transit)
- Telemedicine
- EAP
- 403(b) Retirement Plan with Employer Match
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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0
Client Partner | Financial Services
60290 Chicago, Illinois
Illinois Staffing
Posted 2 days ago
Job Viewed
Job Description
Client Partner | Financial Services
Our Financial Services industry team helps organizations redefine whats possible, give shape to the future-and get there. We focus on high-impact projects, meeting our clients where they are to uncover business needs and deliver results. Our teams go beyond the expected to help clients move confidently through ambiguity and risk and drive more transformative outcomes. Slalom is actively seeking a Client Partner in Chicago to grow the Slalom brand within our Financial Services clients across Insurance, Commercial Banking, Capital Markets and Wealth/Asset Management. This Client Partner will lead the way in solving the industrys most pressing challenges across all our services. This role is targeted at a Director level. Do you thrive on standing beside clients to set strategic direction, deliver solutions, and innovate for the future? Wed love to get to know you!
What Youll Do
- Business Development:
- Identify and lead opportunities within our managed accounts.
- Comfortable selling to and creating new opportunities within the Financial Services portfolio.
- Own and manage, the life cycle of a consulting sales process and all steps in the pre-sales motions for advisory work.
- Maintain an ongoing market presence to establish Slalom as a top-of-mind strategy, business, and technology consulting firm for Financial Services clients.
- Client Service and Delivery Leadership:
- Drive account growth by developing annual account plans and executing the strategy to drive new sales.
- Guide the development teams to ensure strong delivery is aligned with the clients goals.
- Utilize your deep industry knowledge, partner with your client(s) to help influence strategic direction and identify ways Slalom can help them achieve business objectives.
- Lead from the front through billable roles on active engagements such as client service lead, delivery lead, SME, engagement lead, or accountable executive.
- Provide oversight and governance across all sold/managed engagements.
- Operate a fiscally healthy industry sector including levers such as utilization, revenue, gross profit, and pipeline.
- Portfolio Leadership:
- Assist in developing the industry strategy and business plan for the portfolio.
- Collaborate with other practices to bring new solutions to the market.
- Identify opportunities for growth/maturation of Slalom offerings and help set the direction for that growth.
- Provide thought leadership to clients through developing market POVs.
What Youll Bring
- Industry Background / Knowledge:
- Deep understanding in at least one of the following sub-industries: Insurance, Commercial Banking, Capital Markets and/or Wealth/Asset Management.
- Strong knowledge of industry market structure (products, players, technologies, industry dynamics, and relevant regulatory topics).
- Examples:
- Technologies like advanced digital banking platforms, capital market trading solutions, wealth management advisory tools, and trends in digital transformation and automation.
- Regulatory frameworks impacting the financial services industry and evolving standards in risk and compliance.
- Lead and participate in elaborate discussions with professionals and senior executives across banks, investment firms, insurance companies, asset managers, pension funds, regulatory bodies, and market utilities providing key data and analytics solutions to the financial services industry.
- Qualifications, Skills, and Competencies:
- A minimum of 5 years of experience in Financial Services OR a minimum of 5 years experience within a leading consulting firm with a focus on the functions above.
- MBA or equivalent preferred.
- Comfortable working with and selling to Senior Financial Services Executives.
- You must live within a commutable distance of the Chicago or Milwaukee Metropolitan Area.
About Us
Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all.
Compensation and Benefits
Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave.
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1
Financial Services Rep 2
60684 Chicago, Illinois
Rush University Medical Center
Posted 3 days ago
Job Viewed
Job Description
**Job Description**
Location: Chicago, Illinois
Business Unit: Rush Medical Center
Hospital: Rush University Medical Center
Department: HB Govt Billing-Collections
**Work Type:** Full Time (Total FTE between 0.9 and 1.0)
**Shift:** Shift 1
**Work Schedule:** 8 Hr (8:00:00 AM - 1:30:00 PM)
Rush offers exceptional rewards and benefits learn more at our Rush benefits page ( Range:** $18.87 - $29.73 per hour
Rush salaries are determined by many factors including, but not limited to, education, job-related experience and skills, as well as internal equity and industry specific market data. The pay range for each role reflects Rush's anticipated wage or salary reasonably expected to be offered for the position. Offers may vary depending on the circumstances of each case.
**Summary:**
General purpose of the position is to manage the open receivable including, securing reimbursement, guarding the Medical Centers assets, minimizing financial risk, working on behalf of our patient's financial liability. The Financial Services Representative 2 is also responsible for responding to internal audits. The ultimate goal of this position is to decrease receivables and increase quality and productivity. This role includes performing re-bills, Debit & Credits, adjustments, refunds, and claim corrections resulting from the multitude of claims and payer edits as well as notifying denial management of audits. Exemplifies the Rush mission, vision and values and acts in accordance with Rush policies and procedures.
**Other information:**
**Required Job Qualifications:**
- High School Diploma or GED.
- Two years of experience in health care or hospital billing with an understanding of coverage eligibility requirements for governmental payers.
- Previous experience in a hospital setting, familiarity with medical terminology and patient fiscal matters.
- Familiar with Nebo's eCare billing editors such as Classic and CMS. Strong familiarity with medical terminology and patient financial matters.
- Specific knowledge of Microsoft Office in order to design, implements, tracks, and maintain moderately complex statistical information.
- Strong analytical skills including statistical, mathematical, and organization abilities necessary for accurate reporting to payers and management.
- Strong interpersonal skills for communication of finance-related issues to management and ancillary departments.
- Sound understanding of billing and collection processes and eligibility requirements of private and governmental payers.
- Able to work independently.
- Good time management skills and possess the ability to multi-task.
- Good oral and written communication skills in order to work effectively with a diverse number of internal and external contacts.
**Preferred Job Qualifications:**
- Prior experience using Epic for hospital billing.
**Responsibilities:**
1. Actively manage account balances to ensure that we are compliant with Federal and State regulatory requirements and evaluate each account to ensure that each account balance is collected in accordance to contract allowable payment schedule.
2. Follow up on claims with the appropriate payer for reimbursement.
3. Work directly with various departments to insure the charges are properly credited and / or debited.
4. Develop, manage, and maintain various electronic documents used to manage these projects.
5. Develop and report status of the trend issues weekly.
6. Eagerly accept challenging assignments. Collaborate with other departments, physician offices, and other clinical areas to ensure charges and diagnosis are consistent and that the financial information being used is correct during the billing process.
7. Communicate constructively with patients and other Rush departments to achieve mutually positive business and service outcomes.
8. Monitor Illinois Healthcare and Family Services (HFS), website for any updates to ensure that our accounts are compliant with Federal and State requirements.
9. Work within your team to insure the team has all related job work flows and processes.
10. Monitor system enhancements - Develop and communicate constructive feedback/issue solutions for problems as discovered.
11. Collaborate with other departments, physician offices, and other clinical areas to ensure charges and diagnosis are consistent and that the financial information being used is correct during the billing process.
12. Develop, implement, & monitor system enhancements.
13. Develop and communicate constructive feedback/issue solutions for problems as discovered.
Rush is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
**Position** Financial Services Rep 2
**Location** US:IL:Chicago
**Req ID** 17742
Location: Chicago, Illinois
Business Unit: Rush Medical Center
Hospital: Rush University Medical Center
Department: HB Govt Billing-Collections
**Work Type:** Full Time (Total FTE between 0.9 and 1.0)
**Shift:** Shift 1
**Work Schedule:** 8 Hr (8:00:00 AM - 1:30:00 PM)
Rush offers exceptional rewards and benefits learn more at our Rush benefits page ( Range:** $18.87 - $29.73 per hour
Rush salaries are determined by many factors including, but not limited to, education, job-related experience and skills, as well as internal equity and industry specific market data. The pay range for each role reflects Rush's anticipated wage or salary reasonably expected to be offered for the position. Offers may vary depending on the circumstances of each case.
**Summary:**
General purpose of the position is to manage the open receivable including, securing reimbursement, guarding the Medical Centers assets, minimizing financial risk, working on behalf of our patient's financial liability. The Financial Services Representative 2 is also responsible for responding to internal audits. The ultimate goal of this position is to decrease receivables and increase quality and productivity. This role includes performing re-bills, Debit & Credits, adjustments, refunds, and claim corrections resulting from the multitude of claims and payer edits as well as notifying denial management of audits. Exemplifies the Rush mission, vision and values and acts in accordance with Rush policies and procedures.
**Other information:**
**Required Job Qualifications:**
- High School Diploma or GED.
- Two years of experience in health care or hospital billing with an understanding of coverage eligibility requirements for governmental payers.
- Previous experience in a hospital setting, familiarity with medical terminology and patient fiscal matters.
- Familiar with Nebo's eCare billing editors such as Classic and CMS. Strong familiarity with medical terminology and patient financial matters.
- Specific knowledge of Microsoft Office in order to design, implements, tracks, and maintain moderately complex statistical information.
- Strong analytical skills including statistical, mathematical, and organization abilities necessary for accurate reporting to payers and management.
- Strong interpersonal skills for communication of finance-related issues to management and ancillary departments.
- Sound understanding of billing and collection processes and eligibility requirements of private and governmental payers.
- Able to work independently.
- Good time management skills and possess the ability to multi-task.
- Good oral and written communication skills in order to work effectively with a diverse number of internal and external contacts.
**Preferred Job Qualifications:**
- Prior experience using Epic for hospital billing.
**Responsibilities:**
1. Actively manage account balances to ensure that we are compliant with Federal and State regulatory requirements and evaluate each account to ensure that each account balance is collected in accordance to contract allowable payment schedule.
2. Follow up on claims with the appropriate payer for reimbursement.
3. Work directly with various departments to insure the charges are properly credited and / or debited.
4. Develop, manage, and maintain various electronic documents used to manage these projects.
5. Develop and report status of the trend issues weekly.
6. Eagerly accept challenging assignments. Collaborate with other departments, physician offices, and other clinical areas to ensure charges and diagnosis are consistent and that the financial information being used is correct during the billing process.
7. Communicate constructively with patients and other Rush departments to achieve mutually positive business and service outcomes.
8. Monitor Illinois Healthcare and Family Services (HFS), website for any updates to ensure that our accounts are compliant with Federal and State requirements.
9. Work within your team to insure the team has all related job work flows and processes.
10. Monitor system enhancements - Develop and communicate constructive feedback/issue solutions for problems as discovered.
11. Collaborate with other departments, physician offices, and other clinical areas to ensure charges and diagnosis are consistent and that the financial information being used is correct during the billing process.
12. Develop, implement, & monitor system enhancements.
13. Develop and communicate constructive feedback/issue solutions for problems as discovered.
Rush is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
**Position** Financial Services Rep 2
**Location** US:IL:Chicago
**Req ID** 17742
View Now
2
Financial Services Rep 2
60684 Chicago, Illinois
Rush University Medical Center
Posted 12 days ago
Job Viewed
Job Description
**Job Description**
Location: Chicago, Illinois
Business Unit: Rush Medical Center
Hospital: Rush University Medical Center
Department: SBO Enterprise Services
**Work Type:** Full Time (Total FTE between 0.9 and 1.0)
**Shift:** Shift 1
**Work Schedule:** 8 Hr (8:00:00 AM - 4:30:00 PM)
Rush offers exceptional rewards and benefits learn more at our Rush benefits page ( Range:** $18.87 - $29.73 per hour
Rush salaries are determined by many factors including, but not limited to, education, job-related experience and skills, as well as internal equity and industry specific market data. The pay range for each role reflects Rush's anticipated wage or salary reasonably expected to be offered for the position. Offers may vary depending on the circumstances of each case.
**Summary:**
General purpose of the position is to manage the open receivable including, securing reimbursement, guarding the Medical Centers assets, minimizing financial risk, working on behalf of our patient's financial liability. The Financial Services Representative 2 is also responsible for responding to internal audits. The ultimate goal of this position is to decrease receivables and increase quality and productivity. This role includes performing re-bills, Debit & Credits, adjustments, refunds, and claim corrections resulting from the multitude of claims and payer edits as well as notifying denial management of audits. Exemplifies the Rush mission, vision and values and acts in accordance with Rush policies and procedures.
**Other information:**
**Required Job Qualifications:**
- High School Diploma or GED.
- Two years of experience in health care or hospital billing with an understanding of coverage eligibility requirements for governmental payers.
- Previous experience in a hospital setting, familiarity with medical terminology and patient fiscal matters.
- Familiar with Nebo's eCare billing editors such as Classic and CMS. Strong familiarity with medical terminology and patient financial matters.
- Specific knowledge of Microsoft Office in order to design, implements, tracks, and maintain moderately complex statistical information.
- Strong analytical skills including statistical, mathematical, and organization abilities necessary for accurate reporting to payers and management.
- Strong interpersonal skills for communication of finance-related issues to management and ancillary departments.
- Sound understanding of billing and collection processes and eligibility requirements of private and governmental payers.
- Able to work independently.
- Good time management skills and possess the ability to multi-task.
- Good oral and written communication skills in order to work effectively with a diverse number of internal and external contacts.
**Preferred Job Qualifications:**
- Prior experience using Epic for hospital billing.
**Responsibilities:**
1. Actively manage account balances to ensure that we are compliant with Federal and State regulatory requirements and evaluate each account to ensure that each account balance is collected in accordance to contract allowable payment schedule.
2. Follow up on claims with the appropriate payer for reimbursement.
3. Work directly with various departments to insure the charges are properly credited and / or debited.
4. Develop, manage, and maintain various electronic documents used to manage these projects.
5. Develop and report status of the trend issues weekly.
6. Eagerly accept challenging assignments. Collaborate with other departments, physician offices, and other clinical areas to ensure charges and diagnosis are consistent and that the financial information being used is correct during the billing process.
7. Communicate constructively with patients and other Rush departments to achieve mutually positive business and service outcomes.
8. Monitor Illinois Healthcare and Family Services (HFS), website for any updates to ensure that our accounts are compliant with Federal and State requirements.
9. Work within your team to insure the team has all related job work flows and processes.
10. Monitor system enhancements - Develop and communicate constructive feedback/issue solutions for problems as discovered.
11. Collaborate with other departments, physician offices, and other clinical areas to ensure charges and diagnosis are consistent and that the financial information being used is correct during the billing process.
12. Develop, implement, & monitor system enhancements.
13. Develop and communicate constructive feedback/issue solutions for problems as discovered.
Rush is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
**Position** Financial Services Rep 2
**Location** US:IL:Chicago
**Req ID** 19255
Location: Chicago, Illinois
Business Unit: Rush Medical Center
Hospital: Rush University Medical Center
Department: SBO Enterprise Services
**Work Type:** Full Time (Total FTE between 0.9 and 1.0)
**Shift:** Shift 1
**Work Schedule:** 8 Hr (8:00:00 AM - 4:30:00 PM)
Rush offers exceptional rewards and benefits learn more at our Rush benefits page ( Range:** $18.87 - $29.73 per hour
Rush salaries are determined by many factors including, but not limited to, education, job-related experience and skills, as well as internal equity and industry specific market data. The pay range for each role reflects Rush's anticipated wage or salary reasonably expected to be offered for the position. Offers may vary depending on the circumstances of each case.
**Summary:**
General purpose of the position is to manage the open receivable including, securing reimbursement, guarding the Medical Centers assets, minimizing financial risk, working on behalf of our patient's financial liability. The Financial Services Representative 2 is also responsible for responding to internal audits. The ultimate goal of this position is to decrease receivables and increase quality and productivity. This role includes performing re-bills, Debit & Credits, adjustments, refunds, and claim corrections resulting from the multitude of claims and payer edits as well as notifying denial management of audits. Exemplifies the Rush mission, vision and values and acts in accordance with Rush policies and procedures.
**Other information:**
**Required Job Qualifications:**
- High School Diploma or GED.
- Two years of experience in health care or hospital billing with an understanding of coverage eligibility requirements for governmental payers.
- Previous experience in a hospital setting, familiarity with medical terminology and patient fiscal matters.
- Familiar with Nebo's eCare billing editors such as Classic and CMS. Strong familiarity with medical terminology and patient financial matters.
- Specific knowledge of Microsoft Office in order to design, implements, tracks, and maintain moderately complex statistical information.
- Strong analytical skills including statistical, mathematical, and organization abilities necessary for accurate reporting to payers and management.
- Strong interpersonal skills for communication of finance-related issues to management and ancillary departments.
- Sound understanding of billing and collection processes and eligibility requirements of private and governmental payers.
- Able to work independently.
- Good time management skills and possess the ability to multi-task.
- Good oral and written communication skills in order to work effectively with a diverse number of internal and external contacts.
**Preferred Job Qualifications:**
- Prior experience using Epic for hospital billing.
**Responsibilities:**
1. Actively manage account balances to ensure that we are compliant with Federal and State regulatory requirements and evaluate each account to ensure that each account balance is collected in accordance to contract allowable payment schedule.
2. Follow up on claims with the appropriate payer for reimbursement.
3. Work directly with various departments to insure the charges are properly credited and / or debited.
4. Develop, manage, and maintain various electronic documents used to manage these projects.
5. Develop and report status of the trend issues weekly.
6. Eagerly accept challenging assignments. Collaborate with other departments, physician offices, and other clinical areas to ensure charges and diagnosis are consistent and that the financial information being used is correct during the billing process.
7. Communicate constructively with patients and other Rush departments to achieve mutually positive business and service outcomes.
8. Monitor Illinois Healthcare and Family Services (HFS), website for any updates to ensure that our accounts are compliant with Federal and State requirements.
9. Work within your team to insure the team has all related job work flows and processes.
10. Monitor system enhancements - Develop and communicate constructive feedback/issue solutions for problems as discovered.
11. Collaborate with other departments, physician offices, and other clinical areas to ensure charges and diagnosis are consistent and that the financial information being used is correct during the billing process.
12. Develop, implement, & monitor system enhancements.
13. Develop and communicate constructive feedback/issue solutions for problems as discovered.
Rush is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
**Position** Financial Services Rep 2
**Location** US:IL:Chicago
**Req ID** 19255
View Now
3
Financial Services Rep 1
60684 Chicago, Illinois
Rush University Medical Center
Posted 12 days ago
Job Viewed
Job Description
**Job Description**
Location: Chicago, Illinois
Business Unit: Rush Medical Center
Hospital: Rush University Medical Center
Department: Revenue Cycle Enterprise Svcs
**Work Type:** Full Time (Total FTE between 0.9 and 1.0)
**Shift:** Shift 1
**Work Schedule:** 8 Hr (8:00:00 AM - 4:30:00 PM)
Rush offers exceptional rewards and benefits learn more at our Rush benefits page ( Range:** $17.63 - $27.77 per hour
Rush salaries are determined by many factors including, but not limited to, education, job-related experience and skills, as well as internal equity and industry specific market data. The pay range for each role reflects Rush's anticipated wage or salary reasonably expected to be offered for the position. Offers may vary depending on the circumstances of each case.
**Summary:**
The Financial Services Representative 1 manages assigned open receivable accounts for Medicare. The positions responsible for securing reimbursement, and performing actions such as re-bills, debit & credit, adjustments, refunds, and claim corrections resulting from the multitude of claims and payer edits. The Financial Services Representative 1 is also responsible for responding to internal audits. The ultimate goal of this position is to decrease receivables and increase quality and productivity. Exemplifies the Rush mission, vision and values and acts in accordance with Rush policies and procedures.
**Other information:**
**Required Job Qualifications:**
- Bachelor's degree.
- 1 year of experience.
- Two years of experience in health care or hospital billing with an understanding of coverage eligibility requirements for Medicare.
- Able to enter and retrieve data within FSS0/ASF
- Familiar with Nebo's eCare billing editors such as Classic and CMS.
- Strong familiarity with medical terminology and patient financial matters.
- Specific knowledge of Microsoft Office in order to design, implements, tracks, and maintain moderately complex statistical information.
- Strong analytical skills including statistical, mathematical, and organization abilities necessary for accurate reporting to payers and management.
- Strong interpersonal skills are required for communication of finance-related issues to management and ancillary departments.
- Sound understanding of billing processes and eligibility requirements of private and governmental payers.
- Able to work independently.
- Good time management skills and possess the ability to multi-task.
- Good oral and written communication skills in order to work effectively with a diverse number of internal and external contacts.
- Previous experience in a hospital setting, familiarity with medical terminology and patient fiscal matters.
**Preferred Job Qualifications:**
- Prior experience using Epic for Hospital Billing.
**Responsibilities:**
1. Actively manage account balances to ensure that we are compliant with Federal and State regulatory requirements and evaluate each account to ensure that each account balance is processed correctly.
2. Follow up of claims to the appropriate payer for reimbursement: Work directly with various departments to insure the charges are properly credited and / or debited.
3. Develop, manage, and maintain various electronic documents used to manage these projects.
4. Develop and report status of the project weekly.
5. Eagerly accept challenging assignments.
6. Collaborate with other departments, physician offices, and other clinical areas to ensure charges and diagnosis are consistent and that the financial information being used is correct during the billing process.
7. Communicate constructively with patients and other Rush departments to achieve mutually positive business and service outcomes.
8. Monitor the CMS, National Governmental Services (NGS), Illinois Healthcare and Family Services (HFS), website for any updates to ensure that our accounts are compliant with Federal and State requirements.
9. Work within your team to insure the team has all related job responsibilities.
10. Develop, implement, & monitor system enhancements.
11. Develop and communicate constructive feedback / issue solutions for problems as discovered.
Rush is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
**Position** Financial Services Rep 1
**Location** US:IL:Chicago
**Req ID** 18819
Location: Chicago, Illinois
Business Unit: Rush Medical Center
Hospital: Rush University Medical Center
Department: Revenue Cycle Enterprise Svcs
**Work Type:** Full Time (Total FTE between 0.9 and 1.0)
**Shift:** Shift 1
**Work Schedule:** 8 Hr (8:00:00 AM - 4:30:00 PM)
Rush offers exceptional rewards and benefits learn more at our Rush benefits page ( Range:** $17.63 - $27.77 per hour
Rush salaries are determined by many factors including, but not limited to, education, job-related experience and skills, as well as internal equity and industry specific market data. The pay range for each role reflects Rush's anticipated wage or salary reasonably expected to be offered for the position. Offers may vary depending on the circumstances of each case.
**Summary:**
The Financial Services Representative 1 manages assigned open receivable accounts for Medicare. The positions responsible for securing reimbursement, and performing actions such as re-bills, debit & credit, adjustments, refunds, and claim corrections resulting from the multitude of claims and payer edits. The Financial Services Representative 1 is also responsible for responding to internal audits. The ultimate goal of this position is to decrease receivables and increase quality and productivity. Exemplifies the Rush mission, vision and values and acts in accordance with Rush policies and procedures.
**Other information:**
**Required Job Qualifications:**
- Bachelor's degree.
- 1 year of experience.
- Two years of experience in health care or hospital billing with an understanding of coverage eligibility requirements for Medicare.
- Able to enter and retrieve data within FSS0/ASF
- Familiar with Nebo's eCare billing editors such as Classic and CMS.
- Strong familiarity with medical terminology and patient financial matters.
- Specific knowledge of Microsoft Office in order to design, implements, tracks, and maintain moderately complex statistical information.
- Strong analytical skills including statistical, mathematical, and organization abilities necessary for accurate reporting to payers and management.
- Strong interpersonal skills are required for communication of finance-related issues to management and ancillary departments.
- Sound understanding of billing processes and eligibility requirements of private and governmental payers.
- Able to work independently.
- Good time management skills and possess the ability to multi-task.
- Good oral and written communication skills in order to work effectively with a diverse number of internal and external contacts.
- Previous experience in a hospital setting, familiarity with medical terminology and patient fiscal matters.
**Preferred Job Qualifications:**
- Prior experience using Epic for Hospital Billing.
**Responsibilities:**
1. Actively manage account balances to ensure that we are compliant with Federal and State regulatory requirements and evaluate each account to ensure that each account balance is processed correctly.
2. Follow up of claims to the appropriate payer for reimbursement: Work directly with various departments to insure the charges are properly credited and / or debited.
3. Develop, manage, and maintain various electronic documents used to manage these projects.
4. Develop and report status of the project weekly.
5. Eagerly accept challenging assignments.
6. Collaborate with other departments, physician offices, and other clinical areas to ensure charges and diagnosis are consistent and that the financial information being used is correct during the billing process.
7. Communicate constructively with patients and other Rush departments to achieve mutually positive business and service outcomes.
8. Monitor the CMS, National Governmental Services (NGS), Illinois Healthcare and Family Services (HFS), website for any updates to ensure that our accounts are compliant with Federal and State requirements.
9. Work within your team to insure the team has all related job responsibilities.
10. Develop, implement, & monitor system enhancements.
11. Develop and communicate constructive feedback / issue solutions for problems as discovered.
Rush is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
**Position** Financial Services Rep 1
**Location** US:IL:Chicago
**Req ID** 18819
View Now
4
Financial Services Rep 3
60684 Chicago, Illinois
Rush University Medical Center
Posted 12 days ago
Job Viewed
Job Description
**Job Description**
Location: Chicago, Illinois
Business Unit: Rush Medical Center
Hospital: Rush University Medical Center
Department: HB Commercial Billing-Collect
**Work Type:** Full Time (Total FTE between 0.9 and 1.0)
**Shift:** Shift 1
**Work Schedule:** 8 Hr (8:00:00 AM - 4:30:00 PM)
Rush offers exceptional rewards and benefits learn more at our Rush benefits page ( Range:** $20.19 - $31.80 per hour
Rush salaries are determined by many factors including, but not limited to, education, job-related experience and skills, as well as internal equity and industry specific market data. The pay range for each role reflects Rush's anticipated wage or salary reasonably expected to be offered for the position. Offers may vary depending on the circumstances of each case.
**Summary:**
Responsible for assisting the Denial Management team with various duties including understanding the denial, maintaining a filing system from various payers for record management, reviewing denial data from our all payers for accuracy of information and writing appeal letters as needed. Exemplify the Rush mission, vision and values and acts in accordance with Rush policies and procedures.
**Other information:**
**Required Job Qualifications:**
HS Diploma
- 2 years' experience in a healthcare environment.
- General knowledge of the healthcare field.
- Working knowledge of Epic.
- Advanced knowledge of the review process for commercial payers and government review agencies.
- Strong computer, interpersonal and mathematical skills.
- Technical aptitude with the ability to quickly gain proficiency with relevant computer applications.
- Proficiency with Microsoft Office.
- Ability to perform multiple tasks with strong time management skills.
**Responsibilities:**
1. Writes standard appeal letters to Managed Care payers and submit charts when needed with these appeals. Works with Rush University Medical Center and Rush Oak Park Hospital departments as needed to obtain any missing information.
2. Maintains thorough understanding of medical policies and applies them to current denial situations. Attends payer meetings as needed.
3. Contacts physician offices and works with their staff to identify rationale and resolve denials.
4. Manages assigned work queues in Epic. Assigns cases to denial management representatives as needed.
5. Acts as the first point of contact for resolution of escalated issues internally. Escalates issues to manager or payers as needed.
6. Documents activity in all HCF systems with narratives of action taken.
7. Serves key role as mentor and trainer to other denial management representatives and other sections of Healthcare Finance as needed.
8. Denial Avoidance / Payment delay management.
9. Identifies trends and assists with developing process improvements.
10. Collaborates with other Healthcare Finance members when technical issues arise.
11. Creates BDC records in Epic.
12. Demonstrates contributions to financial goals reflected by suggested process improvements.
13. Identifies and prints the needed medical records in Epic.
14. Willingness to engage in continual education and training in the subject field.
15. Participates in educational activities.
16. May lead and direct work of others; assists with training new staff as needed.
17. Maintains strictest confidentiality.
18. Performs special projects as assigned by the Director of Revenue Management.
Rush is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
**Position** Financial Services Rep 3
**Location** US:IL:Chicago
**Req ID** 19075
Location: Chicago, Illinois
Business Unit: Rush Medical Center
Hospital: Rush University Medical Center
Department: HB Commercial Billing-Collect
**Work Type:** Full Time (Total FTE between 0.9 and 1.0)
**Shift:** Shift 1
**Work Schedule:** 8 Hr (8:00:00 AM - 4:30:00 PM)
Rush offers exceptional rewards and benefits learn more at our Rush benefits page ( Range:** $20.19 - $31.80 per hour
Rush salaries are determined by many factors including, but not limited to, education, job-related experience and skills, as well as internal equity and industry specific market data. The pay range for each role reflects Rush's anticipated wage or salary reasonably expected to be offered for the position. Offers may vary depending on the circumstances of each case.
**Summary:**
Responsible for assisting the Denial Management team with various duties including understanding the denial, maintaining a filing system from various payers for record management, reviewing denial data from our all payers for accuracy of information and writing appeal letters as needed. Exemplify the Rush mission, vision and values and acts in accordance with Rush policies and procedures.
**Other information:**
**Required Job Qualifications:**
HS Diploma
- 2 years' experience in a healthcare environment.
- General knowledge of the healthcare field.
- Working knowledge of Epic.
- Advanced knowledge of the review process for commercial payers and government review agencies.
- Strong computer, interpersonal and mathematical skills.
- Technical aptitude with the ability to quickly gain proficiency with relevant computer applications.
- Proficiency with Microsoft Office.
- Ability to perform multiple tasks with strong time management skills.
**Responsibilities:**
1. Writes standard appeal letters to Managed Care payers and submit charts when needed with these appeals. Works with Rush University Medical Center and Rush Oak Park Hospital departments as needed to obtain any missing information.
2. Maintains thorough understanding of medical policies and applies them to current denial situations. Attends payer meetings as needed.
3. Contacts physician offices and works with their staff to identify rationale and resolve denials.
4. Manages assigned work queues in Epic. Assigns cases to denial management representatives as needed.
5. Acts as the first point of contact for resolution of escalated issues internally. Escalates issues to manager or payers as needed.
6. Documents activity in all HCF systems with narratives of action taken.
7. Serves key role as mentor and trainer to other denial management representatives and other sections of Healthcare Finance as needed.
8. Denial Avoidance / Payment delay management.
9. Identifies trends and assists with developing process improvements.
10. Collaborates with other Healthcare Finance members when technical issues arise.
11. Creates BDC records in Epic.
12. Demonstrates contributions to financial goals reflected by suggested process improvements.
13. Identifies and prints the needed medical records in Epic.
14. Willingness to engage in continual education and training in the subject field.
15. Participates in educational activities.
16. May lead and direct work of others; assists with training new staff as needed.
17. Maintains strictest confidentiality.
18. Performs special projects as assigned by the Director of Revenue Management.
Rush is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
**Position** Financial Services Rep 3
**Location** US:IL:Chicago
**Req ID** 19075
View Now
5
Financial Services Associate (Lisle)
60532 Lisle, Illinois
Hunter Hamilton
Posted 3 days ago
Job Viewed
Job Description
We are seeking a detail-driven and customer-focused Financial Services Associate to join our client, a leader in the higher education space in Lisle, IL . This hybrid role is ideal for someone who enjoys working with data, solving problems, and providing outstanding service in a fast-paced, student-focused environment.
Youll play a key role in managing and reconciling student financial transactions, supporting internal teams, and ensuring a smooth financial experience for students and families.
Schedule:
Mon-Fri 8am-5pm
Pay:
Starting pay rate will be $21.63/hr with room for growth
Work Model:
This will be a hybrid role at the corporate office in Lisle IL
Employee Benefits:
We offer weekly pay, medical insurance, dental insurance, vision insurance, life insurance, 401k, short-term disability, employee discounts, career advancement opportunities, and so much more!
Day in the Life:
- Accurately process and review student financial transactions.
- Manage and reconcile financial data using Excel (including pivot tables and VLOOKUP).
- Perform high-volume data entry with precision and attention to detail.
- Identify and resolve discrepancies through critical thinking and investigation.
- Provide professional, timely support to students, families, and internal departments on financial matters.
- Maintain compliance with institutional financial policies and relevant regulations.
- Collaborate with team members to ensure deadlines and accuracy in all financial processes.
Keys to Success:
- Minimum of 1 year of office experience
- Prior experience in financial services, banking, accounting, or billing preferred
- Proficiency in Excel is required including pivot tables and VLOOKUP
- Strong data entry skills and attention to detail
- Analytical mindset with strong critical thinking and problem-solving abilities
- Experience in student financial services or higher education is a plus
- Bachelors degree in business, accounting, finance, or related field preferred (not required)
View Now
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6
Financial Services Associate (Lisle)
Lisle, Illinois
Hunter Hamilton
Posted today
Job Viewed
Job Description
We are seeking a detail-driven and customer-focused Financial Services Associate to join our client, a leader in the higher education space in Lisle, IL . This hybrid role is ideal for someone who enjoys working with data, solving problems, and providing outstanding service in a fast-paced, student-focused environment.
Youll play a key role in managing and reconciling student financial transactions, supporting internal teams, and ensuring a smooth financial experience for students and families.
This will be a hybrid role at the corporate office in Lisle IL
We offer weekly pay, medical insurance, dental insurance, vision insurance, life insurance, 401k, short-term disability, employee discounts, career advancement opportunities, and so much more!
Accurately process and review student financial transactions.
Manage and reconcile financial data using Excel (including pivot tables and VLOOKUP).
Perform high-volume data entry with precision and attention to detail.
Provide professional, timely support to students, families, and internal departments on financial matters.
Maintain compliance with institutional financial policies and relevant regulations.
Collaborate with team members to ensure deadlines and accuracy in all financial processes.
Minimum of 1 year of office experience
Prior experience in financial services, banking, accounting, or billing preferred
Proficiency in Excel is required including pivot tables and VLOOKUP
Strong data entry skills and attention to detail
Experience in student financial services or higher education is a plus
Bachelors degree in business, accounting, finance, or related field preferred (not required)
Youll play a key role in managing and reconciling student financial transactions, supporting internal teams, and ensuring a smooth financial experience for students and families.
This will be a hybrid role at the corporate office in Lisle IL
We offer weekly pay, medical insurance, dental insurance, vision insurance, life insurance, 401k, short-term disability, employee discounts, career advancement opportunities, and so much more!
Accurately process and review student financial transactions.
Manage and reconcile financial data using Excel (including pivot tables and VLOOKUP).
Perform high-volume data entry with precision and attention to detail.
Provide professional, timely support to students, families, and internal departments on financial matters.
Maintain compliance with institutional financial policies and relevant regulations.
Collaborate with team members to ensure deadlines and accuracy in all financial processes.
Minimum of 1 year of office experience
Prior experience in financial services, banking, accounting, or billing preferred
Proficiency in Excel is required including pivot tables and VLOOKUP
Strong data entry skills and attention to detail
Experience in student financial services or higher education is a plus
Bachelors degree in business, accounting, finance, or related field preferred (not required)
View Now
7
Financial Services Manager - Regulatory & Financial Risk
60684 Chicago, Illinois
Deloitte
Posted 12 days ago
Job Viewed
Job Description
Financial Services Manager - Regulatory & Financial Risk
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organizations. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Recruiting for this role ends on November 30, 2025
Work You'll Do
As a Manager, you will have opportunities to:
+ Learn how to identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for our clients
+ Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies
+ Manage the development of client deliverables or for internal business needs
+ Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in discussions on project management and work delivery needs
+ Manage project teams in providing recommendations to improve or transform processes to gain efficiencies or scale or reduce risk for our clients
+ Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals
+ Produce quality work products independently and collectively with team members throughout development lifecycle from initial conception to implementation
+ Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
The Team
Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs, balancing risk and regulatory requirements with enhancing business value and optimizing outcomes. We deliver enhanced value through strategic transformation, end-to-end implementation, and a focus on business-as-usual sustainability across processes, controls, and data & analytic infrastructures.
Qualifications
Candidates will have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and enthusiasm for self-paced development. Candidates will be expected to motivate others, build constructive relationships with clients and colleagues, and work both independently and as part of a team. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.
Required Qualifications
+ Bachelor's degree
+ 7+ years of experience working in the financial services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider
+ Strong relationship management skills, particularly the ability to build constructive and productive working relationships with clients and among Deloitte practitioners
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Strong project / program management skills, particularly possessing a strong work ethic, a commitment to excellence in work product delivery, and the ability to independently manage multiple priorities and deadlines
+ Strong oral and written communication skills, including the ability to lead business proposal development and sales presentations
+ Knowledge of a range of financial services business models, products, and services particular to the applicable industry
+ Experience in banking, digital assets or capital markets
+ Ability to travel up to 50%, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred Qualifications
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Direct working experience related to product management, regulatory compliance, risk management or controls oversight
+ Direct working experience at a financial services regulator (e.g., OCC, FRB)
+ Direct working experience developing bank licensing applications and their related business plans
+ Direct working experience using, implementing, or supporting systems related to any of the following topics: trading, operations, lending, core banking platforms, compliance monitoring, regulatory reporting, risk or case management, or data management
+ Direct working experience related to any of the following topics: process design, mapping, or development; workflow development; user acceptance testing; data mapping, management, migration, or visualization / analytics; system configuration and testing; status monitoring and issue resolution
+ Experience in translating risk requirements to user stories to drive new product and system launches
+ Advanced proficiency with Microsoft Office products, particularly Microsoft PowerPoint, Excel, and Visio
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $144,200-$265,600.
Information for applicants with a need for accommodation: om/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organizations. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Recruiting for this role ends on November 30, 2025
Work You'll Do
As a Manager, you will have opportunities to:
+ Learn how to identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for our clients
+ Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies
+ Manage the development of client deliverables or for internal business needs
+ Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in discussions on project management and work delivery needs
+ Manage project teams in providing recommendations to improve or transform processes to gain efficiencies or scale or reduce risk for our clients
+ Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals
+ Produce quality work products independently and collectively with team members throughout development lifecycle from initial conception to implementation
+ Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
The Team
Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs, balancing risk and regulatory requirements with enhancing business value and optimizing outcomes. We deliver enhanced value through strategic transformation, end-to-end implementation, and a focus on business-as-usual sustainability across processes, controls, and data & analytic infrastructures.
Qualifications
Candidates will have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and enthusiasm for self-paced development. Candidates will be expected to motivate others, build constructive relationships with clients and colleagues, and work both independently and as part of a team. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.
Required Qualifications
+ Bachelor's degree
+ 7+ years of experience working in the financial services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider
+ Strong relationship management skills, particularly the ability to build constructive and productive working relationships with clients and among Deloitte practitioners
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Strong project / program management skills, particularly possessing a strong work ethic, a commitment to excellence in work product delivery, and the ability to independently manage multiple priorities and deadlines
+ Strong oral and written communication skills, including the ability to lead business proposal development and sales presentations
+ Knowledge of a range of financial services business models, products, and services particular to the applicable industry
+ Experience in banking, digital assets or capital markets
+ Ability to travel up to 50%, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred Qualifications
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Direct working experience related to product management, regulatory compliance, risk management or controls oversight
+ Direct working experience at a financial services regulator (e.g., OCC, FRB)
+ Direct working experience developing bank licensing applications and their related business plans
+ Direct working experience using, implementing, or supporting systems related to any of the following topics: trading, operations, lending, core banking platforms, compliance monitoring, regulatory reporting, risk or case management, or data management
+ Direct working experience related to any of the following topics: process design, mapping, or development; workflow development; user acceptance testing; data mapping, management, migration, or visualization / analytics; system configuration and testing; status monitoring and issue resolution
+ Experience in translating risk requirements to user stories to drive new product and system launches
+ Advanced proficiency with Microsoft Office products, particularly Microsoft PowerPoint, Excel, and Visio
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $144,200-$265,600.
Information for applicants with a need for accommodation: om/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
View Now
8
Enterprise Account Executive - Financial Services
60290 Wrigleyville, Illinois
Salesforce, Inc.
Posted today
Job Viewed
Job Description
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.
Job Category
Sales
Job Details
About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
Job Description
Description
Our Enterprise Business team focuses on working with our most strategic customers and organizations of 10,000+ employees. You will have the opportunity to work in a fast paced team with various customers and receive personalized training and career opportunities.
Vertical
This role will be specifically selling into accounts within the Financial Services Industries which includes Banking, Insurance, and Wealth & Asset Management.
Note: By applying to the Enterprise Account Executive posting, recruiters and hiring managers who support multiple cloud offerings across the organization hiring Enterprise Account Executives will review your resume. Our goal is for you to apply once and have your resume reviewed by multiple hiring teams. Please note some of these positions may be office-based, office-flexible or remote depending on the team.
You may be aligned to the following clouds:
Day to Day
Our Enterprise Account Executives engage with existing customers and new leads to sell the entire Salesforce Customer 360 platform. They build positive, trusted relationships with both key team members and c-suite decision makers within their patch, and become naturals at helping customers realize value from their Salesforce investments.
You will use your skills to develop opportunities, through both warm leads and whitespace prospecting.
Preferred Qualifications:
Working at Salesforce
Working at Salesforce isn't all about selling. It's also about learning, and we heavily invest in you with a month-long immersion and onboarding, including: a week-long product bootcamp, mentorship program, weekly coaching and development programs.
Benefits
We are pioneers of the Pledge 1% model, providing product, grants and community service to those in need. We are proud to be#1 in PEOPLE's Top 50 Companies that Care, and are on Fortune's Change the World list.
We provide every employee with 7 paid volunteer days off a year, and donation matching for all approved charitable donations.
We provide other world-leading benefits to all our employees, including;
Unleash Your Potential
When you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.
Accommodations
If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.
Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.
For New York-based roles, the base salary hiring range for this position is $132,650 to $67,250.
For California-based roles, the base salary hiring range for this position is 132,650 to 267,250.
For Illinois based roles, the base salary hiring range for this position is 132,650 to 267,250.
For New Jersey based roles, the base salary hiring range for this position is 132,650 to 267,250.
Job Category
Sales
Job Details
About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
Job Description
Description
Our Enterprise Business team focuses on working with our most strategic customers and organizations of 10,000+ employees. You will have the opportunity to work in a fast paced team with various customers and receive personalized training and career opportunities.
Vertical
This role will be specifically selling into accounts within the Financial Services Industries which includes Banking, Insurance, and Wealth & Asset Management.
Note: By applying to the Enterprise Account Executive posting, recruiters and hiring managers who support multiple cloud offerings across the organization hiring Enterprise Account Executives will review your resume. Our goal is for you to apply once and have your resume reviewed by multiple hiring teams. Please note some of these positions may be office-based, office-flexible or remote depending on the team.
You may be aligned to the following clouds:
- Slack
- NetZero Cloud
- Tableau
- Marketing Cloud
- Specialization Cloud
- Digital
Day to Day
Our Enterprise Account Executives engage with existing customers and new leads to sell the entire Salesforce Customer 360 platform. They build positive, trusted relationships with both key team members and c-suite decision makers within their patch, and become naturals at helping customers realize value from their Salesforce investments.
You will use your skills to develop opportunities, through both warm leads and whitespace prospecting.
- Develop key customer stakeholder relationships and drive customer satisfaction at assigned accounts
- Develop and drive the overall long-term strategy for the account, aligned to customer business objectives
- Coordinate internal Salesforce resources to meet customer business needs
- Perform account planning at assigned accounts, coordinating with Prime and Cloud sales resources to ensure strategic alignment
- Share Salesforce value proposition for existing and/or new customers
- Drive growth within an existing assigned account
Preferred Qualifications:
- 10 years of full cycle sales experience, at least 5 years in Enterprise Sales
- Management of one large key account
- Ability to strategize with a large extended team
- Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
Working at Salesforce
Working at Salesforce isn't all about selling. It's also about learning, and we heavily invest in you with a month-long immersion and onboarding, including: a week-long product bootcamp, mentorship program, weekly coaching and development programs.
Benefits
We are pioneers of the Pledge 1% model, providing product, grants and community service to those in need. We are proud to be#1 in PEOPLE's Top 50 Companies that Care, and are on Fortune's Change the World list.
We provide every employee with 7 paid volunteer days off a year, and donation matching for all approved charitable donations.
We provide other world-leading benefits to all our employees, including;
- Health, life insurance, retirement saving plan
- Monthly wellness allowance
- Flexible time off & leave policies
- Parental benefits
- Perks and discounts
*LI-Y
Unleash Your Potential
When you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.
Accommodations
If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.
Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.
For New York-based roles, the base salary hiring range for this position is $132,650 to $67,250.
For California-based roles, the base salary hiring range for this position is 132,650 to 267,250.
For Illinois based roles, the base salary hiring range for this position is 132,650 to 267,250.
For New Jersey based roles, the base salary hiring range for this position is 132,650 to 267,250.
View Now
9