financial services representative

Kirkwood Bank of Nevada

<p><b>Job Overview</b><br/>We are seeking a detail-oriented and highly skilled Financial Services Representative II to join our team at GenuBank. The role of Financial Services Representative II is responsible for performing routine and intermediate branch and customer services duties by accepting retail and commercial checking and savings deposits, processing loan payments, cashing checks and savings withdrawals, assisting with night depository and vault duties, and promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.</p><p><b>Duties</b></p><ul><li>Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form and issues receipts.</li><li>Knowledge of all bank products.</li><li>Open, close and supersede all types of bank accounts.</li><li>Responsible for the onboarding process of all new bank customers.</li><li>Thorough understanding of all required business documentation.</li><li>Process fraudulent claims.</li><li>Responsible for the set-up of all Treasury Management products, i.e., Positive Pay, Wire Manager, ACH Manager, Remote Capture, and Mobile Deposit Banking.</li><li>Cashes checks, savings withdrawals and makes cash advances, confirms all necessary documents are properly authorized, are in proper form and are within authorized limits, and makes decisions when questionable items are presented for cashing.</li><li>Assists with night depository duties by logging bags, processing deposits, making change orders, issuing receipts, and returning bags to customers.</li><li>May assist in opening and closing the vault daily and assists in balancing vault currency and coin.</li><li>Operates personal computer to process account activity, determine balances, and resolve problems within given authority.</li><li>Issues official checks, cashier&rsquo;s checks, money orders, other negotiable instruments, etc.</li><li>Cross-sells the Bank&rsquo;s other products and services, referring customers to appropriate staff as indicated.</li><li>Performs safe deposit duties by controlling access and assisting customers.</li><li>Receives and processes stop payment and hold orders.</li><li>Accepts loan and installment payments.</li><li>Provides effective customer service and assists in resolving problems within given authority.</li><li>Records, files, scans documents, updates information, prepares wire transfers and sorts mail or reports as required.</li><li>Answers telephones and directs callers to proper Bank personnel.</li><li>May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.)</li><li>Processes address changes, check orders, ATM deposits, credit ratings, certifications, incoming and outgoing wires, incoming and outgoing collections, change orders and deposit slip corrections.</li><li>May prepare and research data for levies and garnishments.</li></ul><p><b>Requirements</b></p><ul><li>Proven experience in loan processing, cash handling, or financial sales is preferred.</li><li>High school diploma or general education degree (GED), and five years of related experience and/or training in the banking industry. Work-related experience should consist of a financial institution cash handling and customer service background.</li><li>Basic experience, knowledge and training in branch operation activities, terminology and products and services.</li><li>Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies.</li><li>Strong understanding of basic math principles to ensure accurate calculations of interest and balance accounts, add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals, locate routine mathematical errors, and count currency, coin and negotiable instruments in a timely manner.</li><li>Effective verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees. Strong phone etiquette required.</li><li>Ability to deal with routine problems involving multiple facets and variables in standardized situations.</li></ul><p>Job Type: Full-time</p><p>Pay: $50,000.00 - $54,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Financial Services Representative II

World Finance

<div>World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek&rsquo;s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We&rsquo;re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you&rsquo;re the face of World Finance &ndash; empathizing, empowering, and engaging with our customers.<p></p><p>
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.</p><p></p><p><b>
Hourly Pay: $15 - $17</b></p><p></p><p><b>
What you&rsquo;ll do:</b></p><ul><li>
Guide customers toward upward credit mobility through good financial choices.</li><li>
Provide top-tier customer service, assisting customers with questions, concerns, and products.</li><li>
Process and prepare loan applications.</li><li>
Take and process payments.</li><li>
Prepare loan documents and execute loan closing on current renewal loans.</li><li>
Balance assigned cash drawer daily.</li><li>
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.</li><li>
Maintain strong customer relationships and build community within your branch.</li><li>
Other duties include but are not limited to:<ul><li>
Call approved and unmade applications to close loans daily.</li><li>
Help build tax clientele and provide tax services.</li><li>
Send complete and accurate credit denial letters within 30 days from the date of application.</li><li>
Pay branch expenses as instructed by Branch Manager.</li></ul></li></ul><p></p><p><b>
Experience (and Requirements) that will WOW us!</b></p><ul><li>
Must be able to demonstrate self-confidence and organizational skills.</li><li>
A history of choosing kindness, showing compassion, and helping others.</li><li>
The willingness to seek quality-driven solutions and embrace new ideas.</li><li>
Absolute team player &ndash; pitching in when needed and accepting help, too.</li><li>
To perform this job successfully, an employee must have basic computer skills.</li><li>
A valid driver&rsquo;s license &amp; access to a dependable vehicle.</li><li><h3 class="jobSectionHeader"><b>
Must possess a valid driver&rsquo;s license &amp; reliable transportation to</b><b> </b><b>independently transport bank deposits and fulfill other required job responsibilities.</b></h3></li></ul><p></p><p><b>
Why World?</b></p><ul><li>
We hire from within: we want to see you grow and climb in this company.<ul><li>
Each year, we promote 80% of Financial Services Reps to management.</li><li>
75% of World&rsquo;s Operations Executives moved up from a similar role.</li></ul></li><li>
We pay you to give back: employees get paid volunteer hours each year.</li><li>
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.</li><li>
Paid holidays, vacation time, and a 401(k) plan (including company match).</li><li>
Be part of a team with clear values, strong community, and a sense of belonging.</li><li>
We&rsquo;ll get you home for dinner: your life outside of work is priority #1</li><li>
You&rsquo;ll make a positive impact on the lives of the customers you serve.</li></ul><p></p><p><b>
Who is World?</b></p><p>
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually &ndash; turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.</p><p></p><p><b>
Physical Demands and Working Conditions:</b></p><ul><li>Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.</li><li>Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).</li><li>Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.</li><li>Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.</li><li>Occasional local travel; may include extended hours, evenings, or weekends.</li><li>Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.</li><li>Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.</li><li>Regular, reliable attendance and punctuality are essential.</li></ul><p></p><p><b><br>
Disclaimers:</b><br>
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.</p><p></p><p><br>
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.</p><p></p><p>
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.</p></div>

Financial Services Representative (Bilingual)

<div>World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek&rsquo;s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We&rsquo;re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you&rsquo;re the face of World Finance &ndash; empathizing, empowering, and engaging with our customers.<p></p><p>
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.</p><p></p><p><b>
Hourly Pay: $15
</b></p><p></p><p><b>What you&rsquo;ll do:</b></p><ul><li>
Guide customers toward upward credit mobility through good financial choices.</li><li>
Provide top-tier customer service, assisting customers with questions, concerns, and products.</li><li>
Process and prepare loan applications.</li><li>
Take and process payments.</li><li>
Prepare loan documents and execute loan closing on current renewal loans.</li><li>
Balance assigned cash drawer daily.</li><li>
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.</li><li>
Maintain strong customer relationships and build community within your branch.</li><li>
Other duties include but are not limited to:<ul><li>
Call approved and unmade applications to close loans daily.</li><li>
Help build tax clientele and provide tax services.</li><li>
Send complete and accurate credit denial letters within 30 days from the date of application.</li><li>
Pay branch expenses as instructed by Branch Manager.</li></ul></li></ul><p></p><p><b>
Experience (and Requirements) that will WOW us!</b></p><ul><li>
Must be able to demonstrate self-confidence and organizational skills.</li><li>
A history of choosing kindness, showing compassion, and helping others.</li><li>
The willingness to seek quality-driven solutions and embrace new ideas.</li><li>
Absolute team player &ndash; pitching in when needed and accepting help, too.</li><li>
To perform this job successfully, an employee must have basic computer skills.</li><li>
A valid driver&rsquo;s license &amp; access to a dependable vehicle.</li><li><h3 class="jobSectionHeader"><b>
Must possess a valid driver&rsquo;s license &amp; reliable transportation to</b><b> </b><b>independently transport bank deposits and fulfill other required job responsibilities.</b></h3></li></ul><p></p><p><b>
Why World?</b></p><ul><li>
We hire from within: we want to see you grow and climb in this company.<ul><li>
Each year, we promote 80% of Financial Services Reps to management.</li><li>
75% of World&rsquo;s Operations Executives moved up from a similar role.</li></ul></li><li>
We pay you to give back: employees get paid volunteer hours each year.</li><li>
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.</li><li>
Paid holidays, vacation time, and a 401(k) plan (including company match).</li><li>
Be part of a team with clear values, strong community, and a sense of belonging.</li><li>
We&rsquo;ll get you home for dinner: your life outside of work is priority #1</li><li>
You&rsquo;ll make a positive impact on the lives of the customers you serve.</li></ul><p></p><p><b>
Who is World?</b></p><p>
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually &ndash; turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.</p><p></p><p><b>
Physical Demands and Working Conditions:</b></p><ul><li>Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.</li><li>Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).</li><li>Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.</li><li>Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.</li><li>Occasional local travel; may include extended hours, evenings, or weekends.</li><li>Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.</li><li>Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.</li><li>Regular, reliable attendance and punctuality are essential.</li></ul><p></p><p><b><br>
Disclaimers:</b><br>
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.</p><p></p><p><br>
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.</p><p></p><p>
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.</p></div>

Opelousas General Health System

<div><p><b><i>Position Summary</i></b></p><p>
The Patient Financial Services Representative serves as a primary point of contact for patients and guarantors regarding billing, account inquiries, and payments. This role is responsible for managing incoming and outgoing calls, providing in-person customer service, facilitating patient payments, and supporting collection efforts in a professional and compassionate manner.</p><p>
The PFS Representative also supports Business Office operations by receiving, sorting, and routing incoming mail for the health system. Strong customer service skills, calm conflict resolution abilities, and exceptional attention to detail are critical to success in this role.</p><p><b><i>
Essential Duties and Responsibilities</i></b></p><p><i>
Customer Service &amp; Patient Communication</i></p><p>
Answer incoming guarantor and patient calls related to account balances, billing statements, insurance questions, and payment options.</p><p>
Provide in-person customer service support to patients who visit the Business Office with account inquiries or to make payments.</p><p>
Explain billing information clearly and professionally, using language appropriate to the patient&rsquo;s level of understanding.</p><p>
Maintain a calm, respectful demeanor when resolving concerns or complaints, including difficult or sensitive financial discussions.</p><p>
Route complex account issues or disputes to appropriate team members or leadership when needed.</p><p><i>
Collections &amp; Payment Processing</i></p><p>
Make outbound collection calls in accordance with organization policies and regulatory requirements.</p><p>
Collect payments via approved payment methods and post transactions accurately.</p><p>
Offer payment plans or financial assistance information as appropriate and within defined guidelines.</p><p>
Document all payment activity, communications, and follow-up actions accurately in the billing system.</p><p><i>
Mail Processing &amp; Office Support</i></p><p>
Receive, open, sort, and distribute incoming mail for the health system in a timely and organized manner.</p><p>
Ensure payments, correspondence, and documentation are routed to the correct department or staff member.</p><p>
Maintain confidentiality and safeguard protected health information during mail handling.</p><p><i>
Documentation &amp; Compliance</i></p><p>
Accurately document all patient interactions, payment activity, and account updates in the EMR or billing system.</p><p>
Follow HIPAA privacy standards and organizational policies at all times.</p><p>
Ensure all work meets department standards for quality, accuracy, and timeliness.</p><p><b><i>
Qualifications</i></b></p><p><b><i>
Education &amp; Experience</i></b></p><p>
High school diploma or equivalent required.</p><p>
Prior experience in customer service, healthcare billing, patient access, or collections preferred.</p><p><b><i>
Knowledge, Skills, &amp; Abilities</i></b></p><p>
Strong customer service skills with a professional, empathetic demeanor.</p><p>
Ability to manage difficult conversations and de-escalate conflict effectively.</p><p>
Excellent attention to detail and accuracy when handling payments and patient information.</p><p>
Clear verbal communication skills and basic written documentation skills.</p><p>
Ability to work independently while contributing to a team-oriented environment.</p><p>
Proficiency with computer systems; experience with billing systems and Microsoft Office preferred.</p><p><b><i>
Supervisory Responsibilities</i></b></p><p>
None.</p><p><b><i>
Physical Demands &amp; Work Environment</i></b></p><p>
Ability to sit, stand, and work at a computer for extended periods.</p><p>
Frequent telephone use.</p><p>
Work in a Business Office environment with routine interaction with patients, staff, and visitors.</p></div>

Patient Financial Services Representative

Global Credit Union

<div>Overview:
<div><b>
Reports to:</b> Varies by location</div><div></div><div><b><br>
Functions Supervised:</b> None</div><div></div><div><b><br>
Primary Functions</b>: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.</div><div><b><br>
Duties and Responsibilities:</b></div><ul><li>
Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.</li><li>
Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.</li><li>
Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.</li><li>
Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.</li><li>
Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.</li><li>
Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.</li><li>
Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.</li><li>
Build meaningful relationships by participating in branch promotions and community events, as assigned.</li><li>
Work effectively in a team environment across all organizational levels.</li><li>
Perform other duties as assigned.</li></ul>
Qualifications:
<div><b>
Education:</b> High school graduate or equivalent</div><div></div><div><b><br>
Creditable Experience in Lieu of Education:</b> Not Applicable</div><div></div><div><b><br>
Experience/Skills:</b> Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds</div><div></div><div><b><br>
Tenure:</b> Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.</div>
Compensation:
<div>
Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range.</div>
<p>Salary Pay Range: 13</p>
: $49,284 - $73,391 annually
<p>Salary Pay Range: 14</p>
: $45,633 - $66,624 annually
<p>Salary Pay Range: 15</p>
: $42,254 - $60,844 annually Benefits:
<ul><li>Short-term and long-term incentives</li><li>
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options</li><li>
401(k) plan with a 5% match</li><li>
Employee Assistance Program (EAP)</li><li>
Life and disability coverage</li><li>
Voluntary cash benefits for accident, hospitalization and critical illness</li><li>
Tuition Reimbursement</li><li>
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays</li><li>
Click here to view Global&rsquo;s comprehensive Benefits Programs</li></ul><div><b>
Equal Opportunity Employer</b></div></div>

Financial Services Representative I, II, Senior

<div>Overview:
<div><b>
Reports to:</b> Varies by location</div><div></div><div><b><br>
Functions Supervised:</b> None</div><div></div><div><b><br>
Primary Functions</b>: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.</div><div><b><br>
Duties and Responsibilities:</b></div><ul><li>
Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.</li><li>
Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.</li><li>
Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.</li><li>
Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.</li><li>
Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.</li><li>
Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.</li><li>
Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.</li><li>
Build meaningful relationships by participating in branch promotions and community events, as assigned.</li><li>
Work effectively in a team environment across all organizational levels.</li><li>
Perform other duties as assigned.</li></ul>
Qualifications:
<div><b>
Education:</b> High school graduate or equivalent</div><div></div><div><b><br>
Creditable Experience in Lieu of Education:</b> Not Applicable</div><div></div><div><b><br>
Experience/Skills:</b> Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds</div><div></div><div><b><br>
Tenure:</b> Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.</div>
Compensation:
<div>
Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range.</div><div></div><div><br>
Category 15: $20.31 - $29.25 Hourly</div><div>
Category 14: $21.94 - $32.03 Hourly</div><div>
Category 13: $23.69 - $35.28 Hourly</div>
Benefits:
<ul><li>Short-term and long-term incentives</li><li>
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options</li><li>
401(k) plan with a 5% match</li><li>
Employee Assistance Program (EAP)</li><li>
Life and disability coverage</li><li>
Voluntary cash benefits for accident, hospitalization and critical illness</li><li>
Click here to view Global&rsquo;s comprehensive Benefits Programs</li></ul><div><b>
Equal Opportunity Employer</b></div></div>

Parkland Health

<div>Location: 8435 Stemmons Bldg.<br>
<br>
<b>PRIMARY PURPOSE
</b><br>
<br>
Performs registration duties to include patient registration, obtaining precertification, obtaining proper authorizations, insurance verification and preliminary financial counseling services to ensure Parkland's financial viability at the most basic level.<br>
<br>
<b>MINIMUM SPECIFICATIONS
</b><br>
<br>
<b>Education</b><br>
<ul><li>
High School diploma/GED</li><li>
Associate's degree preferred</li></ul><br>
<b>
Experience</b><br>
<ul><li>
Minimum of 2 years' experience within a hospital or clinical environment, an insurance company, managed care organization, other financial service setting, registration, financial counseling, financial clearance and/or customer service in a health care environment</li><li>
General knowledge of patient access financial counseling functions in both acute and non-acute settings is a plus</li><li>
Working knowledge of medical terminology and insurance terminology</li><li>
Ability to work multiple computer systems such as patient, registration/accounting system, document imaging, scanning, proprietary payer websites and data quality monitoring, both accurately and efficiently</li><li>
Prior experience in patient access, billing, cash collections, insurance, appointment scheduling preferred. - Knowledge and function and relationships within a hospital environment</li></ul><br>
<b>
Equivalent Education and/or Experience</b><br>
<ul><li>
May have an equivalent combination of education and experience to substitute for both the education and the experience requirements</li></ul><br>
<b>
Certification/Registration/Licensure</b><br>
<ul><li>
Certified Healthcare Access Associate (CHAA) preferred</li><li>
Certified Patient Account Technician (CPAT) preferred</li><li>
Certified Revenue Cycle Representative (CRCR) preferred</li></ul><br>
<b>
Skills or Special Abilities</b><br>
<ul><li>
Must be proficient in the use of personal computers, printers, scanners, etc</li><li>
Must be able to demonstrate working knowledge of computer software, i.e., Word and Excel Knowledge, Hospital Information/Enterprise Systems, i.e., EPIC</li><li>
Customer service skills and experience</li><li>
Ability to work in a fast paced environment</li><li>
Must be able to function in a high-level stressful environment while simultaneously multi-tasking</li><li>
Ability to receive and express detailed information through oral and written communications</li><li>
Professional approach and appearance</li><li>
Detailed oriented with basic mathematical and analytical skills</li><li>
Must be able to resolve registration issues as they relate to multiple groups including third party payors, system, patients and physicians</li><li>
Knowledge of contract reimbursement, third party payors and insurance verification preferred</li><li>
Ability to problem solve within the guidelines of established policies and procedures</li><li>
Medical and insurance terminology</li><li>
Bilingual skills preferred</li></ul><br>
<b>
Responsibilities</b><br>
<ul><li>
Greets patients, family members, peers, and leadership in a professional, friendly, and respectful manner to promote a positive public image of Parkland. Willingness to move about the system to ensure all facets of the job responsibilities are completed accurately and timely to support the needs of the organization. Required to assist the hospital in the event of an internal or external disaster.</li><li>
Obtain, verify, and update accurate demographic, financial, and insurance information in the process of registration. Including the entry of patient/guarantor information in the patient registration/accounting systems. Ensure accounts are billed accurately and timely. Guarantee that medical record numbers are not duplicated or overlays created.</li><li>
Reviews patient accounts for financial status to identify non-funded and/or under-funded patients. Refers appropriate cases to financial counseling for follow-up and consultation and Case Management for clinical justification for pre-authorization as necessary.</li><li>
Educate patients about financial liabilities, employs proper, compliant patient liability collection techniques before, during and after date of service. Performs cash reconciliation and secured payment entry in adherence to financial and cash control policies and procedures.</li><li>
Clearly document actions taken in account notes to ensure information is available and understandable for other departments to review. Tracks productivity/quality and provides cumulative reports daily, weekly and monthly as required. Ensures Patient Rights &amp; Responsibilities as well as other required documents are properly explained and presented to patients.</li></ul><br>
<b>
Job Accountabilities</b><br>
<ul><li>
Identifies ways to improve work processes and improve customer satisfaction. Makes recommendations to supervisor, implements, and monitors results as appropriate in support of the overall goals of the department and Parkland.</li><li>
Stays abreast of the latest developments, advancements, and trends in the field by attending seminars/workshops, reading professional journals, actively participating in professional organizations, and/or maintaining certification or licensure. Integrates knowledge gained into current work practices.</li><li>
Maintains knowledge of applicable rules, regulations, policies, laws and guidelines that impact the area. Develops effective internal controls designed to promote adherence with applicable laws, accreditation agency requirements, and federal, state, and private health plans. Seeks advice and guidance as needed to ensure proper understanding.</li></ul><br>
<b>
Requisition ID:</b> 986745</div>

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