Financial Services Representative Job at EdTech Jobs

Financial Services Representative

We are looking for a dedicated Financial Services Representative to join our tea...

Location

United States , Charlotte

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in customer service within a financial services environment
Proficiency in using Microsoft Excel and other web-based applications
Strong communication skills to effectively interact with clients, advisors, and internal partners
Ability to learn and adhere to company policies, procedures, and systems
Exceptional attention to detail and organizational skills to handle service requests and transactions
Capability to troubleshoot and resolve issues efficiently while providing clear guidance to customers
Commitment to ongoing development through training and licensing programs
Familiarity with financial services products and licensing processes, including Series 7 and Series 63 exams

Job Responsibility

Participate actively in a structured online preparation program for Series 7 and Series 63 licensing exams, ensuring adherence to study schedules and comprehension of course material
Learn and apply company systems and procedures to educate clients and advisors on available services, enabling efficient self-service and resolving usability issues
Utilize available resources effectively to make informed decisions, ensure timely completion of tasks, and escalate concerns when necessary to improve customer satisfaction
Incorporate feedback from peers, coaches, and leaders to enhance processes, meet efficiency targets, and improve caller experiences
Address customer inquiries using various systems, providing accurate information and collaborating with internal partners to resolve outstanding issues
Process routine service requests and transactions accurately while maintaining a clear sense of accountability and ownership
Provide guidance on company policies, troubleshooting issues, and delivering solutions to improve client and advisor interactions
Collaborate with business partners to address customer needs, resolve issues, and enhance service delivery
Support skill development goals, including the attainment of Series 7 and Series 63 licenses, through disciplined study and training efforts
Maintain consistent communication with customers and stakeholders to ensure alignment and satisfaction

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan
free online training
opportunities for skill development through a company-sponsored training program

Financial Services Representative

We are looking for an experienced Financial Services Representative to join our ...

Location

United States , Charleston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in customer-facing roles within the banking or financial services industry
Strong skills in cash handling and transaction processing
Familiarity with credit union or retail banking operations
Ability to open and manage accounts with attention to detail
Excellent communication and interpersonal skills for engaging with members
Knowledge of banking products and services
Proficiency in maintaining accurate records and ensuring compliance
A commitment to delivering exceptional customer service

Job Responsibility

Process customer transactions efficiently, including deposits, withdrawals, and payments
Assist members with opening new accounts and guiding them through available banking products
Deliver high-quality customer service by addressing inquiries and resolving issues promptly
Ensure compliance with banking regulations and policies in all interactions
Handle cash accurately and maintain proper cash drawer balancing
Educate customers on credit union and banking services to help them make informed financial decisions
Collaborate with team members to achieve customer satisfaction goals
Maintain detailed and accurate records of transactions and account activities
Stay informed about updates to banking services and products to provide current information to customers
Support team efforts in meeting organizational objectives and promoting a positive work environment

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Financial Services Representative

About Capital Vacations: Capital Vacations is one of the largest and fastest-gro...

Location

United States , Myrtle Beach

Salary:

Not provided

Capital Vacations

Expiration Date

Until further notice

Requirements

Strong Microsoft Office (especially Excel)
Excellent customer service and communication
Time management and organization
Problem-solving and adaptability
Knowledge of timeshare operations (a plus)
Knowledge of SPI POS system (a plus)

Job Responsibility

Account Management: Processing owner info, owner records, and payments
Billing & Collections: Preparing fee bills, assessing late fees, managing delinquencies
Customer Support: Responding to owner & resort staff questions about maintenance fees and disputes
Reporting: Preparing financial statements and records
Tracking daily transactions and logging accordingly to how the accounting team need for their monthly financials

What we offer

Medical Insurance
Dental Insurance
Vision Insurance
Discounted Resort Stays
Paid Time Off
Life Insurance
Long-Term Disability
Professional Development
Competitive Compensation
Rapid Growth

Patient Financial Representative Senior - Financial Services

The associate is responsible for the duties and services that are of a support n...

Location

United States , Irving

Salary:

Not provided

CHRISTUS Health

Expiration Date

Until further notice

Requirements

HS Diploma or equivalent years of experience required
3-5 years of experience preferred
Experience working within a multi-facility hospital business office environment preferred
Experience working with inpatient and outpatient billing requirements of UB-04 and HCFA 1500 billing forms preferred

Job Responsibility

Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders
Performs Revenue Cycle functions in a manner that meets or exceeds CHRISTUS Health's key performance metrics
Ensures PFS departmental quality and productivity standards are met
Collects and provides patient and payor information to facilitate account resolution
Responds to all types of account inquiries through written, verbal, or electronic correspondence
Maintains payor-specific knowledge of insurance and self-pay billing and follow-up guidelines and regulations for third-party payers
Maintains working knowledge of all functions within the Revenue Cycle
Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution
Meets or exceeds customer expectations and requirements, and gains customer trust and respect
Compliant with all CHRISTUS Health, payer, and government regulations

Fulltime

Patient Financial Representative Senior - Patient Financial Services

The associate is responsible for the duties and services that are of a support n...

Location

United States , Irving

Salary:

Not provided

CHRISTUS Health

Expiration Date

Until further notice

Requirements

HS Diploma or equivalent years of experience required
Experience working within a multi-facility hospital business office environment preferred
College education, previous Insurance Company claims experience and/or health care billing trade school education may be considered in lieu of formal hospital experience
Experience working with inpatient and outpatient billing requirements of UB-04 and HCFA 1500 billing forms preferred.

Job Responsibility

Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders
Performs Revenue Cycle functions in a manner that meets or exceeds CHRISTUS Health's key performance metrics
Ensures PFS departmental quality and productivity standards are met
Collects and provides patient and payor information to facilitate account resolution
Responds to all types of account inquiries through written, verbal, or electronic correspondence
Maintains payor-specific knowledge of insurance and self-pay billing and follow-up guidelines and regulations for third-party payers
Maintains working knowledge of all functions within the Revenue Cycle
Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution
Meets or exceeds customer expectations and requirements, and gains customer trust and respect
Compliant with all CHRISTUS Health, payer, and government regulations

Fulltime

Patient Financial Representative Senior - Patient Financial Services

The associate is responsible for the duties and services that are of a support n...

Location

United States , Irving

Salary:

Not provided

CHRISTUS Health

Expiration Date

Until further notice

Requirements

HS Diploma or equivalent years of experience required
3-5 years of experience preferred
Experience working within a multi-facility hospital business office environment preferred
Experience working with inpatient and outpatient billing requirements of UB-04 and HCFA 1500 billing forms preferred

Job Responsibility

Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders
Performs Revenue Cycle functions in a manner that meets or exceeds CHRISTUS Health's key performance metrics
Ensures PFS departmental quality and productivity standards are met
Collects and provides patient and payor information to facilitate account resolution
Responds to all types of account inquiries through written, verbal, or electronic correspondence
Maintains payor-specific knowledge of insurance and self-pay billing and follow-up guidelines and regulations for third-party payers
Maintains working knowledge of all functions within the Revenue Cycle
Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution
Meets or exceeds customer expectations and requirements, and gains customer trust and respect
Compliant with all CHRISTUS Health, payer, and government regulations

Fulltime

Patient Financial Representative Senior - Patient Financial Services

The associate is responsible for the duties and services that are of a support n...

Location

United States , Irving

Salary:

Not provided

CHRISTUS Health

Expiration Date

Until further notice

Requirements

HS Diploma or equivalent years of experience required
3-5 years of experience preferred
Experience working within a multi-facility hospital business office environment preferred
Experience working with inpatient and outpatient billing requirements of UB-04 and HCFA 1500 billing forms preferred
None required

Job Responsibility

Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders
Performs Revenue Cycle functions in a manner that meets or exceeds CHRISTUS Health's key performance metrics
Ensures PFS departmental quality and productivity standards are met
Collects and provides patient and payor information to facilitate account resolution
Responds to all types of account inquiries through written, verbal, or electronic correspondence
Maintains payor-specific knowledge of insurance and self-pay billing and follow-up guidelines and regulations for third-party payers
Maintains working knowledge of all functions within the Revenue Cycle
Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution
Meets or exceeds customer expectations and requirements, and gains customer trust and respect
Compliant with all CHRISTUS Health, payer, and government regulations

Fulltime

Patient Financial Services Representative I

The Patient Financial Services Representative (PFSR) serves as the first point o...

Location

United States , Aventura

Salary:

Not provided

Memorial Healthcare System

Expiration Date

Until further notice

Requirements

High School Diploma or Equivalent (Required)
No experience required
One (1) year of related hospital, medical office, or customer service experience preferred

Job Responsibility

Explains polices including all regulatory and financial consent forms
secures all required signatures
May perform patient discharge functions including review of after visit summary, future appointment scheduling, and referrals
Interviews patients and guarantors to obtain all necessary information
May confirm physician and prescription orders ensuring accuracy
May schedule walk-in appointments
Collects patient out-of-pocket responsibility per collection guidelines
Provides patient estimates as requested
Prepares and balances a daily deposit
Provides exceptional customer service

Fulltime

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Financial Services Representative

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