31 Professional Services jobs in Claremont

Job Summary:

Under direct supervision, is responsible for professional service and ancillary coding for ambulatory/medical office, hospital inpatient and hospital outpatient department records and/or other select records. This will require utilizing various coding classification schemes including ICD-9CM/ ICD-10CM, CPT (including E&M and HCPCS Level II and modifiers). Appropriate codes will be assigned for diagnoses, procedures, evaluation & management services, supplies, materials and injections including modifiers. All work is carried out in accordance with the Uniform Hospital Discharge Data Set (UHDDS) guidelines, coding conventions as established by the American Hospital Association (National Coding Guidelines/Coding Clinic), American Medical Association (CPT), Rules and Regulations of the Center for Medicare and Medicaid Services (CMS), Kaiser Permanente organizational/institutional coding guidelines.

Essential Responsibilities:

• Essential Duties:

• Upholds Kaiser Permanentes Policies and Procedures, Principles of Responsibilities and applicable state, federal and local laws.

• Assigns and sequences codes for diagnoses, procedures, professional services and other services as needed utilizing the applicable coding conventions as stated above per regulatory guidelines.

• Reviews coding claim edits and functions.

• Ensures that all coded data is consistent with federal and state regulations and organizational policy as it relates to corporate compliance policy for accurate coding.

• Interacts with physicians through a query process to clarify documentation to support accurate patient diagnostic and procedural information.

• Enters coded information into a manual or computerized system as required, ensuring the accuracy and integrity of the data.

• Maintains timely coding productivity and 95% quality standards.

• Participates in medical record documentation review.

• Maintains and complies with HIPAA policies and procedures for confidentiality of all patient records.

• Demonstrates knowledge of security of systems by not sharing computer logons.

• Attends and participates in selected national, regional and local documentation and coding education sessions.

• Works collaboratively with others on coding questions and issues.

• Answers the telephone promptly and identifies self and department.

• Maintains courteous and cooperative relations when interacting with others.

• Performs other duties as assigned by supervisor.

• Maintains and complies with HIPAA policies and procedures for confidentiality of all patient records.

• Demonstrates knowledge of security of systems by not sharing computer logons.

• Attends and participates in selected national, regional and local documentation and coding education sessions.

• Works collaboratively with others on coding questions and issues.

• Answers the telephone promptly and identifies self and department.

• Maintains courteous and cooperative relations when interacting with others.

• Performs other duties as assigned by supervisor

• Reviews medical records to identify diagnoses, procedures, professional service level and other services and supplies.

Basic Qualifications:

Experience

• Minimum one (1) year of experience as a certified coder.

• Per the National Agreement, current KP Coalition employees have this experience requirement waived.

Education

• Completion of classes in Medical Terminology, Anatomy/ Physiology, ICD-9/ ICD-10 and CPT coding conventions conforming to standards established by the American Hospital Association (Coding Clinic), American Medical Association, CMS, or successful completion of an AAPC or AHIMA accredited coding certification program.

License, Certification, Registration

• Certified Professional Coder - Hospital Outpatient OR Certified Professional Coder OR Certified Coding Specialist

Additional Requirements:

• Obtain a passing score on a Kaiser Permanente Professional Services Coder I coding assessment.

• Ability to understand the clinical content of a health record.

• Ability to effectively communicate with physicians and other healthcare providers.

• Ability to perform within acceptable established quality standards.

• Keyboarding skills.

Preferred Qualifications:

• Candidates with ICD-10 CM and/or PCS work experience, may have those years of experience considered and counted towards the career ladder program.

COMPANY: KAISER

TITLE: Regional Professional Services Coder I PT20

LOCATION: City of Industry, California

REQNUMBER:

External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.

Job Summary:
Under direct supervision, is responsible for professional service and ancillary coding for ambulatory/medical office, hospital inpatient and hospital outpatient department records and/or other select records. This will require utilizing various coding classification schemes including ICD-9CM/ ICD-10CM, CPT (including E&M and HCPCS Level II and modifiers). Appropriate codes will be assigned for diagnoses, procedures, evaluation & management services, supplies, materials and injections including modifiers. All work is carried out in accordance with the Uniform Hospital Discharge Data Set (UHDDS) guidelines, coding conventions as established by the American Hospital Association (National Coding Guidelines/Coding Clinic), American Medical Association (CPT), Rules and Regulations of the Center for Medicare and Medicaid Services (CMS), Kaiser Permanente organizational/institutional coding guidelines.
Essential Responsibilities:
+ Essential Duties:
+ Upholds Kaiser Permanentes Policies and Procedures, Principles of Responsibilities and applicable state, federal and local laws.
+ Assigns and sequences codes for diagnoses, procedures, professional services and other services as needed utilizing the applicable coding conventions as stated above per regulatory guidelines.
+ Reviews coding claim edits and functions.
+ Ensures that all coded data is consistent with federal and state regulations and organizational policy as it relates to corporate compliance policy for accurate coding.
+ Interacts with physicians through a query process to clarify documentation to support accurate patient diagnostic and procedural information.
+ Enters coded information into a manual or computerized system as required, ensuring the accuracy and integrity of the data.
+ Maintains timely coding productivity and 95% quality standards.
+ Participates in medical record documentation review.
+ Maintains and complies with HIPAA policies and procedures for confidentiality of all patient records.
+ Demonstrates knowledge of security of systems by not sharing computer logons.
+ Attends and participates in selected national, regional and local documentation and coding education sessions.
+ Works collaboratively with others on coding questions and issues.
+ Answers the telephone promptly and identifies self and department.
+ Maintains courteous and cooperative relations when interacting with others.
+ Performs other duties as assigned by supervisor.
+ Maintains and complies with HIPAA policies and procedures for confidentiality of all patient records.
+ Demonstrates knowledge of security of systems by not sharing computer logons.
+ Attends and participates in selected national, regional and local documentation and coding education sessions.
+ Works collaboratively with others on coding questions and issues.
+ Answers the telephone promptly and identifies self and department.
+ Maintains courteous and cooperative relations when interacting with others.
+ Performs other duties as assigned by supervisor
+ Reviews medical records to identify diagnoses, procedures, professional service level and other services and supplies.
Basic Qualifications:
Experience
+ Minimum one (1) year of experience as a certified coder.
+ Per the National Agreement, current KP Coalition employees have this experience requirement waived.
Education
+ Completion of classes in Medical Terminology, Anatomy/ Physiology, ICD-9/ ICD-10 and CPT coding conventions conforming to standards established by the American Hospital Association (Coding Clinic), American Medical Association, CMS, or successful completion of an AAPC or AHIMA accredited coding certification program.
License, Certification, Registration
+ Certified Professional Coder - Hospital Outpatient OR Certified Professional Coder OR Certified Coding Specialist
Additional Requirements:
+ Obtain a passing score on a Kaiser Permanente Professional Services Coder I coding assessment.
+ Ability to understand the clinical content of a health record.
+ Ability to effectively communicate with physicians and other healthcare providers.
+ Ability to perform within acceptable established quality standards.
+ Keyboarding skills.
Preferred Qualifications:
+ Candidates with ICD-10 CM and/or PCS work experience, may have those years of experience considered and counted towards the career ladder program.
COMPANY: KAISER
TITLE: Regional Professional Services Coder I PT20
LOCATION: City of Industry, California
REQNUMBER:
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.

Job Summary:

Under direct supervision, is responsible for professional service and ancillary coding for ambulatory/medical office, hospital inpatient and hospital outpatient department records and/or other select records. This will require utilizing various coding classification schemes including ICD-9CM/ ICD-10CM, CPT (including E&M and HCPCS Level II and modifiers). Appropriate codes will be assigned for diagnoses, procedures, evaluation & management services, supplies, materials and injections including modifiers. All work is carried out in accordance with the Uniform Hospital Discharge Data Set (UHDDS) guidelines, coding conventions as established by the American Hospital Association (National Coding Guidelines/Coding Clinic), American Medical Association (CPT), Rules and Regulations of the Center for Medicare and Medicaid Services (CMS), Kaiser Permanente organizational/institutional coding guidelines.

Essential Responsibilities:

• Essential Duties:



• Upholds Kaiser Permanentes Policies and Procedures, Principles of Responsibilities and applicable state, federal and local laws.



• Assigns and sequences codes for diagnoses, procedures, professional services and other services as needed utilizing the applicable coding conventions as stated above per regulatory guidelines.



• Reviews coding claim edits and functions.



• Ensures that all coded data is consistent with federal and state regulations and organizational policy as it relates to corporate compliance policy for accurate coding .



• Interacts with physicians through a query process to clarify documentation to support accurate patient diagnostic and procedural information.



• Enters coded information into a manual or computerized system as required, ensuring the accuracy and integrity of the data.



• Maintains timely coding productivity and 95% quality standards.



• Participates in medical record documentation review.



• Maintains and complies with HIPAA policies and procedures for confidentiality of all patient records.



• Demonstrates knowledge of security of systems by not sharing computer logons.



• Attends and participates in selected national, regional and local documentation and coding education sessions.



• Works collaboratively with others on coding questions and issues.



• Answers the telephone promptly and identifies self and department.



• Maintains courteous and cooperative relations when interacting with others.



• Performs other duties as assigned by supervisor.



• Maintains and complies with HIPAA policies and procedures for confidentiality of all patient records.



• Demonstrates knowledge of security of systems by not sharing computer logons.



• Attends and participates in selected national, regional and local documentation and coding education sessions.



• Works collaboratively with others on coding questions and issues.



• Answers the telephone promptly and identifies self and department.



• Maintains courteous and cooperative relations when interacting with others.



• Performs other duties as assigned by supervisor



• Reviews medical records to identify diagnoses, procedures, professional service level and other services and supplies.

Basic Qualifications:

Experience

• Minimum one (1) year of experience as a certified coder.



• Per the National Agreement, current KP Coalition employees have this experience requirement waived.

Education

• Completion of classes in Medical Terminology, Anatomy/ Physiology, ICD-9/ ICD-10 and CPT coding conventions conforming to standards established by the American Hospital Association (Coding Clinic), American Medical Association, CMS, or successful completion of an AAPC or AHIMA accredited coding certification program.

License, Certification, Registration

• Certified Professional Coder - Hospital Outpatient OR Certified Professional Coder OR Certified Coding Specialist

Additional Requirements:

• Obtain a passing score on a Kaiser Permanente Professional Services Coder I coding assessment.
• Ability to understand the clinical content of a health record.
• Ability to effectively communicate with physicians and other healthcare providers.
• Ability to perform within acceptable established quality standards.
• Keyboarding skills.

Preferred Qualifications:

• Candidates with ICD-10 CM and/or PCS work experience, may have those years of experience considered and counted towards the career ladder program.

Kaiser Permanente

About the Employer

Here at Chino Valley Unified School District (CVUSD), our administrators, educators, support staff, and athletic coaches are part of an award -winning team. Not only does the CVUSD boast of thriving performing arts and athletic programs, nationally recognized marching bands, and engaging parent-school partnerships, but we are home to campuses that have been honored as California Distinguished Schools, Golden Bell recipients, California Pivotal Practices awardees, National Blue Ribbon beneficiaries, Model-Continuation School, state recognized PBIS schools, and California Schools to Watch honorees. As a member of the CVUSD, you will have the privilege of supporting high achieving future leaders whose success in the classroom has earned the District recognition from state educational leaders as being a trailblazer in operating Professional Learning Communities.

We are looking for talented and committed leaders to be part of our award-winning team at Chino Valley Unified School District!

Requirements / Qualifications

• Letter(s) of Recommendation (Two (2) letters - must be signed and dated within the last 24 months. Only wet signatures and e-signatures will be accepted; names typed out in a stylized font will not be accepted as a signature. Letters from relatives are not acceptable.)
OR Letter(s) of Reference (Two (2) letters - must be signed and dated within the last 24 months. Only wet signatures and e-signatures will be accepted; names typed out in a stylized font will not be accepted as a signature. Letters from relatives are not acceptable.)
• Proof of HS Graduation (Education equivalent to the completion of the 12th grade.)

Comments and Other Information

ADDITIONAL INFORMATION:
All application materials for each applicant will be evaluated by a screening committee. A combination of written, oral, and performance tests may be administered to secure the best qualified applicants. Those who are deemed best qualified will be scheduled for an interview.

All applications (outside and in-house) along with required attachments must be submitted online through EdJoin.org no later than 4:30:00 PM on the closing date. Paper, e-mailed, or faxed applications and required attachments will not be accepted. The two (2) letters of reference or recommendation must be signed and dated within the last 24 months. Only wet signatures and e-signatures will be accepted; names typed out in a stylized font will not be accepted as a signature. Letters from relatives are not acceptable. Applicants must complete all three (3) Professional References within the application; references from relatives are not acceptable.

ALL APPLICANTS MUST HAVE A VALID E-MAIL ADDRESS. Qualified applicants will be notified for testing and interviews via the e-mail address they provide through EDJOIN. After applying for a position, all applicants should check their e-mail daily for testing dates and status of their application. The District is not responsible for e-mails that may be delivered into an applicant's junk/spam mailbox.

For Technical Assistance:
Call the EDJOIN Help Desk at


The Chino Valley Unified School District is committed to equal opportunity for all individuals in education and employment. The District prohibits discrimination, intimidation, harassment (including sexual and discriminatory), or bullying based on a person's actual or perceived race, color, ancestry, national origin, nationality, ethnicity, ethnic group identification, immigration status, age, religion, marital or parental status, physical or mental disability, sex, sexual orientation, gender, gender identity, gender expression, or association with a person or group with one or more of these actual or perceived characteristics in its programs, activities, and provides equal access to the Boy Scouts and other designated youth groups. (CVUSD BP 410, 1312.3, 5131.2, 5145.3, 5145.7, 5145.9).

The following employees have been designated to handle questions and complaints of alleged discrimination:

Grace Park, Ed. D.
Deputy Superintendent
Title II Coordinator (Employees)
Chino Valley USD
13461 Ramona Avenue, Chino, CA 91710


Robert Nelson
Coordinator, Equity, Diversity, & Support Systems
Title IX Coordinator
District Coordinator for Nondiscrimination
Equity Compliance Officer
Chino Valley USD
13461 Ramona Avenue, Chino, CA 91710


Al Bennett
Coordinator, Child Welfare and Attendance
District Section 504 Coordinator
Title II Coordinator (Students)
Chino Valley USD
13461 Ramona Avenue, Chino, CA 91710


Students have the right to a free public education, regardless of immigration status or religious beliefs. More information about these rights is available from the California Attorney General, Know Your Rights Learn more about Title IX, Student Rights Under Title IX. For more information on Title IX, visit

About the Employer

Here at Chino Valley Unified School District (CVUSD), our administrators, educators, support staff, and athletic coaches are part of an award -winning team. Not only does the CVUSD boast of thriving performing arts and athletic programs, nationally recognized marching bands, and engaging parent-school partnerships, but we are home to campuses that have been honored as California Distinguished Schools, Golden Bell recipients, California Pivotal Practices awardees, National Blue Ribbon beneficiaries, Model-Continuation School, state recognized PBIS schools, and California Schools to Watch honorees. As a member of the CVUSD, you will have the privilege of supporting high achieving future leaders whose success in the classroom has earned the District recognition from state educational leaders as being a trailblazer in operating Professional Learning Communities.

We are looking for talented and committed leaders to be part of our award-winning team at Chino Valley Unified School District!

Requirements / Qualifications

• DMV Printout (See requirements listed.)
• Letter(s) of Recommendation (Two (2) letters of recommendation - must be signed and dated within the last 24 months. Only wet signatures and e-signatures will be accepted; names typed out in a stylized font will not be accepted as a signature. Letters from relatives are not acceptable.)
OR Letter(s) of Reference (Two (2) letters of recommendation - must be signed and dated within the last 24 months. Only wet signatures and e-signatures will be accepted; names typed out in a stylized font will not be accepted as a signature. Letters from relatives are not acceptable.)
• Proof of HS Graduation (Proof of education equivalent to the completion of the 12th grade.)

Comments and Other Information

ADDITIONAL INFORMATION:
All application materials for each applicant will be evaluated by a screening committee. A combination of written, oral, and performance tests may be administered to secure the best qualified applicants. Those who are deemed best qualified will be scheduled for an interview.

All applications (outside and in-house) along with required attachments must be submitted online through EdJoin.org no later than 4:30:00 PM on the closing date. Paper, e-mailed, or faxed applications and required attachments will not be accepted. The two (2) letters of reference or recommendation must be signed and dated within the last 24 months. Only wet signatures and e-signatures will be accepted; names typed out in a stylized font will not be accepted as a signature. Letters from relatives are not acceptable. Applicants must complete all three (3) Professional References within the application; references from relatives are not acceptable.

ALL APPLICANTS MUST HAVE A VALID E-MAIL ADDRESS. Qualified applicants will be notified for testing and interviews via the e-mail address they provide through EDJOIN. After applying for a position, all applicants should check their e-mail daily for testing dates and status of their application. The District is not responsible for e-mails that may be delivered into an applicant's junk/spam mailbox.

Testing information will be determined after the position closes. Tests may only be taken at the time a position is applied for. Qualified applicants will be notified via e-mail regarding the date, time, and location of the test. No late arrivals will be admitted. Picture ID is required. Applicants not serving in the position for which they are applying must have passed the applicable test(s) within the last two years.

For Technical Assistance:
Call the EDJOIN Help Desk at


The Chino Valley Unified School District is committed to equal opportunity for all individuals in education and employment. The District prohibits discrimination, intimidation, harassment (including sexual and discriminatory), or bullying based on a person's actual or perceived race, color, ancestry, national origin, nationality, ethnicity, ethnic group identification, immigration status, age, religion, marital or parental status, physical or mental disability, sex, sexual orientation, gender, gender identity, gender expression, or association with a person or group with one or more of these actual or perceived characteristics in its programs, activities, and provides equal access to the Boy Scouts and other designated youth groups. (CVUSD BP 410, 1312.3, 5131.2, 5145.3, 5145.7, 5145.9).

The following employees have been designated to handle questions and complaints of alleged discrimination:

Grace Park, Ed. D.
Deputy Superintendent
Title II Coordinator (Employees)
Chino Valley USD
13461 Ramona Avenue, Chino, CA 91710


Robert Nelson
Coordinator, Equity, Diversity, & Support Systems
Title IX Coordinator
District Coordinator for Nondiscrimination
Equity Compliance Officer
Chino Valley USD
13461 Ramona Avenue, Chino, CA 91710


Al Bennett
Coordinator, Child Welfare and Attendance
District Section 504 Coordinator
Title II Coordinator (Students)
Chino Valley USD
13461 Ramona Avenue, Chino, CA 91710
, Ext. 1756


Students have the right to a free public education, regardless of immigration status or religious beliefs. More information about these rights is available from the California Attorney General, Know Your Rights Learn more about Title IX, Student Rights Under Title IX. For more information on Title IX, visit

Job Summary:
In addition to the responsibilities listed above, this position is also responsible for facilitating meetings with internal and external stakeholders to inform, plan, and problem-solve related to assigned accounts with minimal guidance; making frequent contact with outside stakeholders in service of fulfilling facetime requirements; resolving standard and non-standard customer service issues, and coordinating any necessary changes with appropriate internal functional areas; negotiating moderately complex agreements with personnel in the broader organization related to accounts assigned regarding timelines, deliverables and accountabilities in order to provide exemplary customer service; resolving or escalating customer experience and financial risks and applying moderately complex prevention and/or mitigation strategies; general instructions to lead the resolution of billing and eligibility issues; preparing executive-level case review documents; executing custom performance guarantees, custom contracts, and complex Requests for Proposal (RFPs), including coordinating the necessary internal resources to do so; and delivering full suite of reports in collaboration with Account Manager.
Essential Responsibilities:
+ Pursues effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and members. Listens to, seeks, and addresses performance feedback; provides mentoring to team members. Pursues self-development; creates plans and takes action to capitalize on strengths and develop weaknesses; influences others through technical explanations and examples. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; helps others adapt to new tasks and processes. Supports and responds to the needs of others to support a business outcome.
+ Completes work assignments autonomously by applying up-to-date expertise in subject area to generate creative solutions; ensures all procedures and policies are followed; leverages an understanding of data and resources to support projects or initiatives. Collaborates cross-functionally to solve business problems; escalates issues or risks as appropriate; communicates progress and information. Supports, identifies, and monitors priorities, deadlines, and expectations. Identifies, speaks up, and implements ways to address improvement opportunities for team.
+ Provides a positive customer experience within market turnaround expectations by: building and maintaining strategic relationships with customers, consultants, brokers, and/or channels while acting as the KP representative to ensure contract, benefit/service, and renewal activities; demonstrating comprehensive product knowledge when educating customers, consultants, brokers, and/or channel partners, resolving moderately complex questions or concerns; building a comprehensive understanding of prospect or customer business to ensure that Request for Renewal (RFR) response and engagement strategies are in alignment with customer goals; partnering with engagement team/specialist to monitor engagement programs (e.g., member wellness) with minimal guidance; and providing accurate information including recommendations for new products, benefits/services offerings, and pricing models to address customer, consultant, broker, and/or channel needs with minimal guidance.
+ Demonstrates commitment to KP sales and retention goals by: implementing standard and non-standard strategies to meet or exceed targets for retention and growth for accounts in the Book of Business; holding accountability for Key Performance Indicators (KPIs) and maintaining updated Customer Relationship Management (CRM) platform. and contributing to the sustained growth and competitive position of KP in the market.
+ Contributes to the execution of sales and renewals by: implementing the RFR process end-to-end, following established timelines and best practices; executing standard and non-standard sales and renewals including administration, negotiations, and presentations and rate product and benefit/service validation; ensuring that contracts, pricing, and membership accounting implement the negotiated terms for sales and renewals; and creating cross-sell and upsell opportunities to increase growth and retention.
Minimum Qualifications:
+ Bachelors degree in Marketing, Finance, Business Administration, or related field AND minimum two (2) years of experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or a directly related field OR minimum five (5) years of experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or a directly related field.
+ Accident and Health Insurance License (California) within 3 months of hire
Additional Requirements:
+ Knowledge, Skills, and Abilities (KSAs): Negotiation; Benefits/Services; Benefits/Services Presentations; Sales Opportunity Orchestration; Sales/Partnership Strategy and Techniques; Customer Experience; Goal Setting; Member Service
COMPANY: KAISER
TITLE: Account Manager III, Client Service Management
LOCATION: Pasadena, California
REQNUMBER:
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.

Wealth Management Client Associate - Mandarin Language Required
Pasadena, California
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
**Mandarin Speaker Required**
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Business Solutions Advisor - Cucamonga Financial Center

Rancho Cucamonga, California

To proceed with your application, you must be at least 18 years of age.

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Refer a friend

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Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Responsibilities:

• Recommends financial advice and guidance that align with client financial goals and needs

• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank

• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities

• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs

• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs

• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Required Qualifications :

• Has demonstrated experience and proven success with business-to-business sales, or small business banking.

• Has strong communication skills with the ability to effectively influence clients.

• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.

• Has a proven sales track record.

• Is able to build productive partnerships and working relationships.

• Is experienced with outbound phone sales.

Desired Qualifications: ?

• Experience with financial information, spreadsheets and financial skills.

• Experience with in-person customer service and sales.

• Experience working with small business clients.

• Experience meeting or exceeding goals.

• A working knowledge of small business products and services.

• Bilingual skills.

Skills:

• Client Management

• Client Solutions Advisory

• Customer and Client Focus

• Referral Identification

• Risk Management

• Client Experience Branding

• Credit Documentation Requirements

• Credit and Risk Assessment

• Pipeline Management

• Referral Management

• Attention to Detail

• Collaboration

• Issue Management

• Prospecting

• Relationship Building

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:

FDIC; Safe Act; Loan Originators

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE ( .

View the LA County Fair Chance Ordinance ( .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Business Solutions Advisor - Cucamonga Financial Center
Rancho Cucamonga, California
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
**Responsibilities:**
+ Recommends financial advice and guidance that align with client financial goals and needs
+ Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
+ Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
+ Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
+ Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
+ Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience
**Required Qualifications** :
+ Has demonstrated experience and proven success with business-to-business sales, or small business banking.
+ Has strong communication skills with the ability to effectively influence clients.
+ Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
+ Has a proven sales track record.
+ Is able to build productive partnerships and working relationships.
+ Is experienced with outbound phone sales.
**Desired Qualifications:**
+ Experience with financial information, spreadsheets and financial skills.
+ Experience with in-person customer service and sales.
+ Experience working with small business clients.
+ Experience meeting or exceeding goals.
+ A working knowledge of small business products and services.
+ Bilingual skills.
**Skills:**
+ Client Management
+ Client Solutions Advisory
+ Customer and Client Focus
+ Referral Identification
+ Risk Management
+ Client Experience Branding
+ Credit Documentation Requirements
+ Credit and Risk Assessment
+ Pipeline Management
+ Referral Management
+ Attention to Detail
+ Collaboration
+ Issue Management
+ Prospecting
+ Relationship Building
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:
FDIC; Safe Act; Loan Originators
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.