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Banking Representative
Russell Tobin 4.1
Banking services clerk job in Columbus, OH
Banking Financial/Operations Analyst - Contract Opportunity. Recent Grads are more than welcome!
Duration: 12-month contract
Pay: $19-$20/hour on W2 Full Time
Are you a recent graduate in Finance, Accounting, Economics, or a related field looking to kick-start your career? We're seeking a Financial/Operations Analyst with 6 months to 2 years of experience (internships count!) to join the team of a leading investment banking firm.
Ideal Candidate:
✔ Recent grad with a Bachelor's in Business (Finance, Accounting, Economics, or related).
✔ Experience or internship in banking or financial services is highly preferred.
✔ Strong analytical, communication, and organizational skills.
What You'll Do:
Support financial and operational processes.
Handle incoming phone calls related to service inquiries on Brokerage accounts
Provide accurate and efficient responses while meeting key performance metrics
Support customers with:
Brokerage Cash Management products and services
Brokerage Online platform (client website)
Mobile app assistance
General account and financial-related questions
Deliver professional, high-quality, and world-class customer service
Work effectively in a fast-paced, team-oriented environment
Multi-task and adapt quickly in a busy financial service center
Why Join Us?
Gain valuable experience with a leading financial institution. Plus, there's a possibility to convert to a permanent position after the contract period!
Apply now to take the first step in your career!
$19-20 hourly 1d ago
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Part Time Associate Banker Columbus Central East (30 Hours)
JPMC
Banking services clerk job in Columbus, OH
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
$39k-83k yearly est. Auto-Apply 60d+ ago
Bank Partnership Associate
Oppfi
Remote banking services clerk job
OppFi is a leading tech-enabled digital finance platform that works with banks to provide financial products and services for everyday Americans. Through a transparent and responsible platform, which includes financial inclusion and excellent customer experience, the Company supports consumers who are turned away by mainstream options to build better financial health.
We are a team of caring, innovative, and inclusive individuals who thrive in being immersed in diverse talents, expertise, perspectives, and backgrounds. Our employees approach every new challenge with an unparalleled ability to see what could be rather than settle for what is. Our business principles guide us and create an open and collaborative culture where we improve 1% every day, and the best ideas always win! We welcome individuals who want to make an impact in the financial system by facilitating credit access, expanding financial inclusion, promoting financial health, and delivering exceptional customer service.
A few other fun facts about us. OppFi is one of the top consumer-rated financial platforms online, maintaining a 4.5/5.0-star rating on Trustpilot. We are a 2025 Crain's Fast 50™ company and were named on Built In's 2025 Best Places to Work in Chicago.
About the job:
The Bank Partnerships Associate will support OppFi in the daily management of 1 or more important bank partners, working with all senior leadership and reporting to the Director of Business Operations.
What you get to do:
Build product knowledge around OppFi's platform and bank-partner specific implementations
Collaborate closely with internal stakeholders, including the Product, Credit, Marketing, Legal, and Compliance teams to manage all bank-related activities, such as technology change requests, vendor approvals, and marketing content review.
Drive and champion continuous improvement in partnership operations by focusing on establishing clear review timing and accountability to deadlines, optimizing reporting approaches, and improving cycle-time efficiencies in collaboration with bank partners and internal teams.
Surface relationship or compliance concerns to management based on feedback from partners
Monitor and track issue resolutions stemming from audits, testing and monitoring and product technical defects
Provide support for ongoing bank partner planning and ensure readiness for audits.
What you will bring to the team:
Solution-Oriented Critical Thinker who can analyze complex problems, synthesize information, and propose thoughtful, viable solutions.
Strong Ownership and Reliability demonstrated by taking full responsibility for partner outcomes and consistently meeting commitments, deadlines, and communication expectations.
Proactive and Process Improvement Minded: able to anticipate partner needs, internal bottlenecks, and potential risks, while constantly seeking opportunities to optimize existing workflows for greater efficiency and compliance.
Outstanding Communicator and Relationship Builder who can articulate complex operational and compliance issues clearly and concisely, and cultivate strong rapport with both internal cross-functional teams and external bank partners at all levels of seniority.
Proven ability to manage team dynamics and interact professionally with individuals across various levels of seniority and working styles.
Experience excelling in a remote work environment
The willingness to take on new tasks and broaden the scope of responsibilities
Knowledge about or experience with JIRA, Smartsheet, Monday.com, Slack and Trello
Bachelor's degree
2+ years of prior work experience in FinTech or financial services with a focus on technology
Reports to: Bank Partnership Lead
Job Level: Associate
Total Rewards and Benefits:
At OppFi, we are committed to fostering a fair and equitable workplace. The compensation range for this role reflects our good faith compensation estimate for this position. Final offers are determined based on a myriad of factors including, but not limited to experience, skills, qualifications, and other relevant business considerations. Candidates are encouraged to discuss compensation expectations during the hiring process. In addition to base pay, the total compensation package includes eligibility and potential for performance-based bonuses and equity grants dependent upon the role and job level.
OppFi offers a flexible, remote environment, 401(k) matching program, and generous paid time off. Other benefits include medical, dental, and vision coverage, and tuition reimbursement. Additional benefits include DoorDash DashPass, Figo pet insurance, Rocket Lawyer, and access to LinkedIn Learning. OppFi also offers Fringe, a lifestyle benefits platform that allows employees to decide how to spend rewards from dozens of vendors like Uber, DoorDash, and UrbanSitter. #LI-Remote
Compensation Range:$59,200-$88,800 USD
EEO Statement:
OppFi is an equal opportunity employer and does not discriminate based on any actual or perceived legally recognized protected bases under local, state, federal law, or regulations. Our goal as a company is to build an equitable workplace that actively works to dismantle systems of oppression in our processes, procedures, and interactions. We aim to help our employees thrive where they work and beyond. Check out our Culture page here.
As part of OppFi's commitment to providing equal opportunity to qualified individuals, OppFi will ensure that persons with disabilities are provided reasonable accommodation as defined by applicable laws and organizational policies. If reasonable accommodation is needed to participate in the job application or interview processes or job requirements, please contact our People Team at ********************.
Pursuant to the requirements of the California Consumer Privacy Act, OppFi is providing the "OppFi California Employee Privacy Policy", which details the categories of personal information collected and your rights under the policy. If you are a California resident, please review the policy here: *******************************
The information in this document is for general informational purposes only. It is not intended to be an all-inclusive list or description of the organization and its requirements for positions and employees. OppFi reserves the right to modify or change the information on this document at its discretion.
$59.2k-88.8k yearly Auto-Apply 31d ago
Partner Success Representative New Jersey
Pax Health LLC
Remote banking services clerk job
Job DescriptionDescription:
PAX Health is a leading mental and behavioral health organization dedicated to providing comprehensive and compassionate care to individuals facing mental health challenges. Our team of professionals strive to create an environment where mental health is prioritized, stigma is eradicated, and individuals can thrive in their journey towards well-being.
The Partner Success Representative is responsible for driving new business and expanding existing partnerships within their assigned territory.
This role combines sales and client relationship management, requiring exceptional communication, organization, and a proactive approach.
Frequent travel within the region is required to build strong face-to-face relationships with partners.
This position is offered in two regional focuses:
New Jersey / Philadelphia Representative:
Covers South Jersey and Pennsylvania markets
Responsible for both new business development and managing existing accounts
Focuses on outpatient services, workers' compensation, and neuropsychology services
Responsibilities:
Prospect and generate new business opportunities through cold calling, research, and networking
Qualify leads from campaigns, conferences, referrals, and digital sources
Build and maintain a robust pipeline in the CRM
Present PAX Health solutions to potential clients and address inquiries
Develop and execute a territory growth plan to achieve sales goals
Track and report performance metrics regularly
Manage relationships with existing partners to drive referrals and expansion
Travel locally and regionally ~3-4 days per week, with occasional overnight travel as needed
Requirements:
Minimum of two years of sales experience required
Bachelor's degree preferred
Healthcare, menta/behavioral health or medical sales experience preferred
Candidates with strong sales experience from other industries will be considered
Experience working with CRM systems required
Strong verbal and written communication skills
Comfortable with cold calling, relationship-building, and consultative selling
Goal-oriented, persuasive, and self-motivated
Strong time management skills with the ability to multitask and prioritize
Valid driver's license and willingness to travel locally and regionally ~3-4 days per week with occasional overnight stays
Compensation & Incentives:
Base salary: $50,000 annually
Incentive plan: Commission tied to total referrals and revenue after conversion
Physical Requirements/Work Environment:
The physical demands described here are representative of those that must be met by an individual to successfully perform the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.
Combination of remote work and in-person travel within the territory
Dynamic, collaborative startup environment
Occasional lifting up to 25 lbs. may be required
Associate Bank Recruiter (1099) - Remote (Rockport, TX) - Job # 3433b
Who We Are
The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!
We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The Position
The Symicor Group (a bank-only recruiting firm comprised of former bankers) is seeking an experienced Recruiter with a demonstrated ability to call back and work with candidates who have applied for a bank position. The incumbent will act as a subject matter expert to gain the trust and respect of candidates and bank clients. You will interview bank candidates and prepare successful candidates for submission to our client banks across the nation.
This individual will work with recruiters, senior management, hiring managers, and local Human Resources staff to develop and execute sourcing plans based on business needs.
Recruiter responsibilities include:
Scan current bank clients' list of job openings and match them to Symicor Group's over 14,000 bankers across the U.S.
Screening and identifying talent through Symicor Group provided passive and active sources including postings, social networking, internet research, etc.
Convey and leverage your banking knowledge to Symicor Group candidates
Effectively promoting The Symicor Group brand across numerous markets and professional communities.
Acting as primary communication point with candidates from initial contact point to interview.
Who Are You?
You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.
You also bring the following skills and experience:
Five or more years of experience in Banking
Recruiting experience in a financial institution.
Proven experience building and maintaining pipelines.
Knowledge of Bullhorn ATS System a plus!
Persuasive interviewer who has practice in various interview techniques.
Creativity and resourcefulness to identify and leverage the resources, information, and assistance needed to solve client problems.
Strong and proven long-term relationship builder with proven sales ability and influencing skills.
Strong knowledge of banking positions and skills required across various job families.
Proficient with MS Office, Outlook, web-based recruiting systems, internet tools, and direct sourcing methods.
General knowledge of recruitment policies and practices.
Knowledge of applicable Employment Laws including Diversity Legislation, FLSA, VEVRAA, etc.
The next step is yours. Email us your current resume along with the position you are considering to:
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$47k-93k yearly est. Auto-Apply 60d+ ago
Inbound Customer Service (Remote)
Jobsultant Solutions
Remote banking services clerk job
Competitive Wage Starting wage of $17.00 per hour with shift differential opportunities to earn up to $23.76 per hour. Full Time Benefits We could say there are too many to list, but its worth it to share the good news! Starting DAY ONE (yes, you heard that correctly NO WAITING PERIOD) , you can take advantage of our amazing benefit package, designed with you and your future in mind! Check out the full list:
Paid time off (at minimum, 20 personal days + 7 holidays per year)
Medical/Dental/Vision/Life Insurance
Education Assistance: fully paid Bachelors and tuition assistance & reimbursement options
401K with company matchand fixed contribution
Employee Stock Purchase Plan
What You Will Do
Working from home, you will need a quiet workspace so you can focus on our customers. Youll also need a minimum of 5 MBPS up/download speed from your internet provider.
Youll spend the majority of your shift talking with our customers, listening to their concerns, and providing the best solutions. Youll be a master problem solver! You might interact with customers on the phone, in a chat session, or responding to emails.
Well provide you with procedures and tools to handle our customers needs and strengthen their relationship with Discover .
Well provide you with all the equipment you need! Monitors, computer, keyboard, mouse, headset, and an amazing new hire training experience . Youll also have the best coaches to help you deliver the best service!
Qualifications You Will Need to Succeed
The Basics :
Be reliab le! We need you here to take care of our customers. Be committed to working your schedule.
Enjoy helping others. You will be busy, taking call after call, assisting our customers.
We are always looking for ways to make things better for our employees and customers- that means you will experience change, sometimes at a fast pace.
Positive energy, strong communication, ability to focus on the issue and not take things personally. Let your personality shine.
We want you to succeed! That means you will receive coaching and feedback. Be open and willing to try new things.
Bonus Points if you have :
1+ years of experience in related field
Benefits you might not have expected
Employee Assistance Program Counselors
Discover Care@Work Family Assistance Program (Discounted childcare at participating centers, free care.com membership, and subsidized Backup Care Services)
Perks at Work (access discounts from over 30,000 merchants, earning WOW Points while you shop)
Opportunities to volunteer in the community
Development groups and training
If you do choose to work onsite, we have a f ull service cafeteria featuring Starbucksand subsidized m indful options , as well as access to our Fitness Center. We also have onsite Health Clinics.
JOIN OUR DYNAMIC TEAM!
Are you an enthusiastic and detail-oriented lending professional with a passion for helping others? Do you enjoy the challenge of processing diverse loans applications? If so, we have an exciting opportunity for you to join our team as a Bilingual Financial Service Rep I.
We need a dynamic, goal oriented, person who likes meeting people and developing relationships, to help grow our branch in Sterling, IL. You will play a crucial role in our lending operations. You will be responsible for providing financial assistance, deposit and consumer loan services in a courteous and professional manner while providing prompt, efficient and accurate member service. Responsible for helping members navigate the loan application, approval and closing process. This will include recommending personal loan options to members and explaining their terms, determining risks for loaning to members based on their credit, and accurately processing paperwork.
THIS IS NOT A REMOTE POSITION.
Essential Functions:
Perform routine member transactions including, but not limited to, account inquiries & updates, transfers; check withdrawals, stop payments, request for check and statement copies, and general information.
Independently complete opening and closing of membership accounts including but not limited to lending and deposit accounts transactions (i.e. Consumer loans, deposit accounts including Money Markets) ensuring every detail is managed with precision..
Reviewing applications for accuracy and determining debt ratio, income, credit checks, any collateral and/or other requirements to assist member in obtaining a loan, and collect all CIPs required.
You will prepare loan applications for underwriters, liaising effectively to ensure smooth approvals.
Actively look for opportunities to cross-sell CCU technology & services (i.e. EARS, CCU website, Debit Card, Mobile capture, CU Branch, CU Bill Pay, GAP, Credit Life & Disability, etc)
Respond to inquiries made by members via telephone, in person or email in a timely, friendly and professional manner in both English and Spanish.
Ability to assist members with loan inquiries, loan applications, loan balance/payoffs, quote NADA values, quote AutoCare premiums.
Redeem US Savings Bonds and direct members to on line purchases of US Savings Bonds.
Engage with your dynamic team and manager to ensure lending goals are met each month, while actively assisting in building our membership base.
Remain aware of, understand and comply with regulatory and compliance issues for consumer loans and deposit accounts.
Maintain professional appearance.
Maintain excellent attendance record, including punctuality and preparation.
Why join us? We believe in fostering a supportive and vibrant work environment. At our company you will have the chance to:
Make a difference in the lives of our members by helping them navigate their financial journeys.
Work alongside passionate professionals who share your enthusiasm for lending and member service.
Enjoy a competitive compensation, benefits, and opportunities for professional growth.
If you are ready to take your career to the next level and make a real impact in the community, and meet the minimum qualifications listed below....we want to hear from you. Apply today!
Note: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.
JOIN OUR DYNAMIC TEAM!
Are you an enthusiastic and detail-oriented lending professional with a passion for helping others? Do you enjoy the challenge of processing diverse loans applications? If so, we have an exciting opportunity for you to join our team as a Bilingual Financial Service Rep I.
We need a dynamic, goal oriented, person who likes meeting people and developing relationships, to help grow our branch in Sterling, IL. You will play a crucial role in our lending operations. You will be responsible for providing financial assistance, deposit and consumer loan services in a courteous and professional manner while providing prompt, efficient and accurate member service. Responsible for helping members navigate the loan application, approval and closing process. This will include recommending personal loan options to members and explaining their terms, determining risks for loaning to members based on their credit, and accurately processing paperwork.
THIS IS NOT A REMOTE POSITION.
Essential Functions:
Perform routine member transactions including, but not limited to, account inquiries & updates, transfers; check withdrawals, stop payments, request for check and statement copies, and general information.
Independently complete opening and closing of membership accounts including but not limited to lending and deposit accounts transactions (i.e. Consumer loans, deposit accounts including Money Markets) ensuring every detail is managed with precision..
Reviewing applications for accuracy and determining debt ratio, income, credit checks, any collateral and/or other requirements to assist member in obtaining a loan, and collect all CIPs required.
You will prepare loan applications for underwriters, liaising effectively to ensure smooth approvals.
Actively look for opportunities to cross-sell CCU technology & services (i.e. EARS, CCU website, Debit Card, Mobile capture, CU Branch, CU Bill Pay, GAP, Credit Life & Disability, etc)
Respond to inquiries made by members via telephone, in person or email in a timely, friendly and professional manner in both English and Spanish.
Ability to assist members with loan inquiries, loan applications, loan balance/payoffs, quote NADA values, quote AutoCare premiums.
Redeem US Savings Bonds and direct members to on line purchases of US Savings Bonds.
Engage with your dynamic team and manager to ensure lending goals are met each month, while actively assisting in building our membership base.
Remain aware of, understand and comply with regulatory and compliance issues for consumer loans and deposit accounts.
Maintain professional appearance.
Maintain excellent attendance record, including punctuality and preparation.
Why join us? We believe in fostering a supportive and vibrant work environment. At our company you will have the chance to:
Make a difference in the lives of our members by helping them navigate their financial journeys.
Work alongside passionate professionals who share your enthusiasm for lending and member service.
Enjoy a competitive compensation, benefits, and opportunities for professional growth.
If you are ready to take your career to the next level and make a real impact in the community, and meet the minimum qualifications listed below....we want to hear from you. Apply today!
Note: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.
Qualifications:
Education
:
· HS Diploma or equivalent required.
Experience
:
· Two years or more in a financial institution with previous consumer lending & deposit account experience is required.
· NMLS registration is a plus
· Sales experience is a plus
Skills Required
:
· Bilingual English/Spanish fluency required.
· Must be service-minded and team oriented.
· Basic PC skills, including proficiency in Microsoft Word, Excel, and Outlook required.
· Requires effective member relation/cross selling skills.
· Ability to manage multiple priorities.
Performance Standards:
Meet new accounts goal monthly.
Meet Credit Disability monthly goal on eligible loans.
Meet Credit Life monthly goal on eligible loans.
Meet goal on Mechanical Repair Coverage Policies sold monthly.
Meet goal on GAP Policies sold monthly.
Meet minimum monthly loan volume goal.
Pay rate $23/hr-$28.00/hr, commensurate with experience.
This position includes a full benefit package which includes the Medical insurance, vision, dental, company paid employee life, short-term/long-term disability coverage, EAP, discounts and many other elections. You also get to enjoy a generous PTO and holiday plan and working with a close knit team.
Consumer Loans, Lender, Loan processor,
Skills & Requirements
Qualifications:
Education
:
· HS Diploma or equivalent required.
Experience
:
· Two years or more in a financial institution with previous consumer lending & deposit account experience is required.
· NMLS registration is a plus
· Sales experience is a plus
Skills Required
:
· Bilingual English/Spanish fluency required.
· Must be service-minded and team oriented.
· Basic PC skills, including proficiency in Microsoft Word, Excel, and Outlook required.
· Requires effective member relation/cross selling skills.
· Ability to manage multiple priorities.
Performance Standards:
Meet new accounts goal monthly.
Meet Credit Disability monthly goal on eligible loans.
Meet Credit Life monthly goal on eligible loans.
Meet goal on Mechanical Repair Coverage Policies sold monthly.
Meet goal on GAP Policies sold monthly.
Meet minimum monthly loan volume goal.
Pay rate $23/hr-$28.00/hr, commensurate with experience.
This position includes a full benefit package which includes the Medical insurance, vision, dental, company paid employee life, short-term/long-term disability coverage, EAP, discounts and many other elections. You also get to enjoy a generous PTO and holiday plan and working with a close knit team.
Consumer Loans, Lender, Loan processor,
$23-28 hourly 29d ago
Supervisor, Bank Teller Operations
USAA 4.7
Remote banking services clerk job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Supervisor, Bank Teller Operations-Sensitive Profile, you will supervise USAA Bank Tellers completing bank transactions with outstanding customer service in a face-to-face environment (bank lobby or drive thru). Ensure Tellers are dedicated to delivering simple, real- time, friction-less member experiences while providing relevant advice and product solutions. Develop employees through regular mentor and feedback that leads to improved results. Maintain compliance with prescribed policies, procedures, regulations and guidelines associated with USAA's banking products.
This job profile is designated as a Sensitive Position. Sensitive Positions are those positions in which individuals have the authority and ability to conduct in-scope activities (movement of USAA or Member funds) as defined within the Enterprise Sensitive Positions Mandatory Time-Away Compliance Policy. Employees in Sensitive Positions are required to fulfill a Mandatory Time-Away (MTA) requirement of 10 consecutive business days each calendar year.
We offer a flexible work environment that requires an individual to be in the office 5 days per week (to include every other Saturday). This position can be based in San Antonio, TX. Relocation assistance is not available for this position.
What you'll do:
Reconciles and maintains the vault, teller cash drawers, the general ledger according to policy, and other bank related items; conducts scheduled and random audits on Teller cash drawers. Monitors cash on hand and cash variance report.
Responsible for forecasting, monitoring, tracking, and balancing cash flow daily to meet financial obligations.
Approves exception or large item transactions within limits of authority involving risk or sensitive customer situations.
Responsible for Operational Audits and Risk Management.
Assists Manager, Teller Operations with supervising traffic and coordinating schedules to ensure appropriate business coverage.
Directs and advises personnel on complex transactions and member issues.
Partners with Agile Product and Business Process Owners to review and certify existing and new member experiences from an operational perspective. Serves as Vital Team member in support of operational programs and projects.
Leads all aspects of teller operations to include operation systems and security requirements. Ensures compliance with all regulatory requirements.
Responsible for scanning, processing, and balancing of the teller proof work in preparation for electronic files for transmitting to data processing and/or correspondent bank.
Responsible for facility management including (but not limited to): security of facility and its occupants, opening and closing activities.
Builds and is responsible for a team of Tellers through ongoing execution of recruiting, development, retention, mentor and support, performance management, and managerial activities.
Ensures risks associated with business activities are effectively identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree: OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
4 years of progressive retail banking or teller experience required.
1 year of direct team lead or supervisory experience required.
Advanced knowledge of applicable banking regulations, guidelines, and procedures, to include PATRIOT Act - Anti-money Laundering, Regulation CC, OFAC, etc.
Outstanding interpersonal, communication, and customer service skills.
Outstanding mathematical and critical thinking skills using logic to identify strengths and weaknesses to improve upon current process and minimize risk.
What sets you apart:
5 or more year of direct team lead or supervisory experience.
5 or more years of current progressive retail banking or teller experience.
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $45,470 - $81,490.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$45.5k-81.5k yearly Auto-Apply 3d ago
Part Time Associate Banker Columbus Central West (30 Hours)
Jpmorgan Chase 4.8
Banking services clerk job in Columbus, OH
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$19k-40k yearly est. 60d+ ago
Full-time Bank Teller- Westerville, Ohio
Middlefield Banc Corp 3.8
Banking services clerk job in Westerville, OH
The Middlefield Banking Company is a full service FDIC-insured commercial bank and LPL Financial brokerage headquartered in Middlefield, Ohio. We have 22 branches serving Beachwood, Chardon, Cortland, Dublin, Garrettsville, Mantua, Middlefield, Newbury, Plain City, Powell, Orwell, Solon, Sunbury, Twinsburg, Westerville, Bellefontaine, Marysville, Ada, and Kenton. The Bank also operates a Loan Production Office in Mentor, Ohio.
Dating back to 1901, The Middlefield Banking Company has been a leader in delivering quality personal financial service to its communities. We are continually recognized as one of the most profitable community banks in the U.S. If you are you seeking an opportunity to learn more or have a desire to start or advance your career in the banking industry, the Middlefield Banking Company is looking for enthusiastic team members to join our team!
Summary of Teller Duties: The Teller provides exceptional customer service to new, potential and existing customers. A Teller is responsible for receiving and processing all transactions for customer related business, but not limited to check cashing, deposits, loan payments, safe deposit rent payments, sales of negotiable instruments and processing wire transfers. Tellers are expected to support and promote all bank products and services while conversing with customers, by referrals generated through IQ Leads, and referrals to the Financial Consultant and/or Licensed Bankers.
To be successful as a Teller at Middlefield Bank:
· Experienced and knowledgeable in cash handling skills
· Outstanding customer service skills
· Proficient with Microsoft Office and data entry skills
· Works with Integrity and Honesty in a team atmosphere
Background Check and Credit Check Notice: As part of our standard hiring process, The Middlefield Banking Company conducts background checks and credit checks on all potential employees. This is done to ensure the safety and security of our workplace, as well as to assess an individual's eligibility for certain roles that require financial responsibility. Any job offer made will be contingent upon the successful completion of these checks.
The Middlefield Banking Company is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, pregnancy, veteran status or any other protected characteristic as outlined by federal, state, or local laws.
$29k-32k yearly est. Auto-Apply 17d ago
Financial Services Representative - State Farm Agent Team Member
Robert Reed-State Farm Agent
Remote banking services clerk job
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Flexible schedule
Paid time off
Training & development
ROLE DESCRIPTION: As a Financial Services Representative with Robert Reed State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
This is a remote position.
$33k-53k yearly est. 18d ago
Virtual Bank Teller
Embark Recruiting Solutions
Banking services clerk job in Columbus, OH
Title: Virtual Bank Teller Duration: Contract to Hire Our client, a leading digital bank, has an immediate need for Virtual Bank Tellers. The Virtual Bank Tellers will demonstrate excellent decision-making abilities, mitigate risk and
ensure contractual Service Level Agreements are adhered to. This role also serves as part of the
Digital Support Team by fielding all incoming customer phone calls and various forms of digital
communication from clients. This position is responsible for solving customer
issues, performing various account maintenance requests and providing additional support as
necessary to create a seamless one touch resolution for each customer. This role also requires a
high level of dedication to providing excellent customer service both over the phone and through
various digital channels. This position requires schedule flexibility in order to meet the
Company's scheduling demands of a 24/7/365 Contact Center. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:
• Efficiently answer inbound calls, secure messages and other communications from digital
bank clients.
• Accurately manage communication for new digital bank customers related to new
account onboarding.
• Solve problems and answer questions; listen to and anticipate clients' needs in order to
completely and accurately resolve their issue on first contact, reporting problems in
systems and identifying client impacting situations proactively
• Utilize numerous programs and systems to investigate, troubleshoot and resolve client
tickets and inquiries.
• Actively participate in testing of bank environments, validation of data and use of
systems to adequately verify new code and enhancements are fully vetted.
• Monitor Digital Bank applications and decision based on structured account onboarding
procedures while adhering to respective regulations and policies.
• Complete all transactions with accuracy and within guidelines, policies or procedures,
exercising discretion and independent judgement.
• Develop oneself professionally by participating in training, engaging in self improvement
initiatives and skill-building activities to enhance product knowledge, systems
knowledge, sales and client relations skills.
• Actively participate in coaching and feedback sessions by setting goals and achieving
results.
• Proactively take advantage of opportunities to become more involved with job training on
processes or procedures through daily job functions.
• Perform all other related duties as required or assigned. QUALIFICATIONS:
• Associate's Degree or equivalent experience in a related field
• Experience working within a Bank or Credit Union in a
customer service role (Bank Teller, etc.)
• Working knowledge of computer hardware and software systems, and diagnostic utilities
• Expert communication and documentation skills, both verbal as well as written
• Strong technical training skills and detail oriented
• Exceptional interpersonal and client engagement skills
• Proven analytical and problem solving abilities
• Ability to prioritize work to meet deadlines
• Maintain flexibility in schedule to allow for occasional travel
$25k-32k yearly est. 60d+ ago
Financial Clearance Rep - Rehab Services
Fairview Health Services 4.2
Remote banking services clerk job
We are seeking a financial clearance rep (FCR) to join our rehab services team! The FCR must be able to effectively articulate payor information in a manner such that therapists, patients and families gain a clear understanding of financial responsibilities.The FCR will be responsible for completing the insurance and benefits verification to determine the patient's benefit level for outpatient therapy services including physical, occupational, speech, cardiac, pulmonary, and hearing aids/audiology. They will obtain benefit levels, screen payor medical policies to determine if the scheduled procedure meets medical necessity guidelines, submit and manage referral and authorization requests/requirements when necessary, and/or ensure that pre-certification notification requirements are met per payor guidelines. They will provide support and process prior authorization appeals and denials, when necessary, in conjunction with revenue cycle and clinical staff. The FCR makes the decision when and how to work with providers, clinical staff, insurance payors and other external sources to assist in obtaining healthcare benefits.
* FTE 1.0, authorized for 80 hours per pay period.
* Schedule: Monday-Friday, 8:30am - 5:00pm.
* Remote position.
* Full benefits such as medical, HSA, dental insurance, vision insurance, 403b, PTO, health & wellbeing resources, Health & Wellness funding, and more!
M Health Fairview Rehabilitation offers a broad range of services that serve patients across 10 acute-care hospitals, 3 post-acute settings and 70 outpatient adult and pediatric therapy clinics. Consisting of Physical, Occupational and Speech Therapy as well as Audiology and Cardiac & Pulmonary Rehab, our therapists collaborate with colleagues in all medical settings and offer dozens of specialty programs.
As an academic health system with residency and fellowship programs and a rehab-focused clinical quality team, we have a collaborative culture that is centered on learning with an emphasis on evidence based, patient-centered care. Rehab's continuing education program offers continuing education courses per year at no cost to employees.
Responsibilities
* Practice excellent telephone etiquette and active listening skills.
* Identify insurances for all new patients that require information/notification from the site for new, continuing, and observation patients.
* Document and track all communication with insurers, clinic staff, and patients.
* Document each step taken in the process of acquiring benefits, prior authorization, or confirmation compensability determination.
* Document pertinent information for therapist use in contacting insurance carrier if further authorization is necessary.
* Enters referrals with all pertinent information into Epic referral entry.
* Initiate process to establish company account for worker's compensation patients and all other insurances as needed.
* Informs patients/clinic/caregiver of denials by insurance companies when pre-authorizing services.
* Contact patients with insurance issues such as termed insurance.
* Develop a list of key contacts at insurance companies and develop positive working relationships to facilitate ability to retro-authorize claims and increase reimbursement.
* Assist in training new insurance staff
* Acquire insurance referrals from PCC, if required by insurance.
* Submit appeals to insurances for prior authorization, if needed.
* Incorporate new changes in insurance verification and adapt to changes in volume of workload.
Required Qualifications
* 1 year experience in insurance verification/eligibility, financial securing, prior authorization, or related areas.
* Experience with electronic health record software.
Preferred Qualifications
* Associate of Science
* Vocational/Technical Training
* Epic experience
* Insurance/benefit verification experience
* Referrals and/or prior authorization experience
* Knowledge of medical terminology and clinical documentation review
* 2 years of experience working insurance/benefit verification, financial securing, or related areas using an EHR in a healthcare organization
* Knowledge of computer system applications, including Microsoft Office 365
Benefit Overview
Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: *****************************************************
Compensation Disclaimer
An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored.
EEO Statement
EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
About Us
We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally.
Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role.
Role Description
Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work
Conduct Financial Needs Analysis to uncover financial goals of the client
Formulate tailored financial plans for them
Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf
Conduct semi annual and annual reviews
Experience
All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more.
Helpful traits and skills include:
Entrepreneurial Mindset
Leadership
Self-Motivation
Organization & Initiative
High Ambition & Positive Energy
Work Schedule & Benefits
Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment.
Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities.
Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience.
Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families.
Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels.
Compensation
Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000
Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals
Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month)
Non-Negotiable Qualifications
Willingness to get licensed in 7-10 days via a state-approved course
Ability to pass a background check
Legally authorized to work in the United States
No Felonies
Find us on:
Instagram | LinkedIn | TikTok | GFI Website
Who We Are:
Our vision is to grant the wish of every eligible child. Through our mission, we are uniting communities to grant life-changing wishes. As the world's largest wish-granting organization, we strive to create a sense of community and an environment where we warmly embrace our wish families, volunteers, and colleagues.
Joining Make-A-Wish means becoming part of a mission that believes in the power of a wish.
Location:
Remote positions are open to applicants based anywhere in the continental U.S. Hybrid positions are open to applicants based in the Phoenix, Arizona area.
Applicants must be authorized to work for ANY employer in the U.S. We do not sponsor employment visas or other immigration processes to attain or maintain employment eligibility.
Position Summary:
Perform accounting functions for chapters who have elected to use Shared Financial Services (SFS) to ensure financials are recorded accurately and timely.
Knowledge and Abilities:
Knowledge of financial accounting including generally accepted accounting principles (GAAP) and financial statement preparation to ensure accurate, efficient, timely financial reporting and related processes.
Effective verbal and written communication skills to network with other departments within the organization, as well as externally, regarding various issues related to the financial reporting process.
Familiarity with audit planning processes and procedures.
Excellent knowledge of accounting and information systems applications, preferably in a non-profit environment.
Ability to handle sensitive information with a high level of trust and confidentiality and possess strong business ethics.
Duties & Responsibilities:
Support chapters using SFS in accounting functions to ensure accurate and timely processing.
Commit donation batches to Salesforce and post to NetSuite (financial system), the general ledger.
Review of check requests for proper coding and approvals.
Prepare bank reconciliations and balance sheet reconciliations for review.
Records journal entries for monthly financial activity.
Prepare financial reporting package including monthly variance report.
Reviews, researches, and analyzes data. Responds to inquiries from chapter staff.
Assist with gathering of information and documents for annual audit process. Helps prepare chapter's audit workbooks.
Assist with running custom reports and queries in NetSuite, and/or Excel, as requested.
Builds and maintains relationships with chapters.
Provides support for Support Team Staff.
Performs other job-related duties, as assigned.
Qualifications:
Bachelor's degree in Accounting, Finance or related field required.
Minimal experience in accounting and/or financial reporting is acceptable with a related educational degree. Experience in excess of one year is helpful.
Strong knowledge of Microsoft Office applications required, including demonstrated expertise in Microsoft Excel.
Experience in Salesforce and NetSuite is helpful.
Working knowledge of nonprofit organizations strongly preferred.
Working Conditions:
Ability to thrive in a remote environment.
Some travel required.
May require work outside a traditional Monday - Friday work week, and outside normal business hours.
This Role's Hiring Range$51,100-$54,800 USD
What We Offer:
Benefits
Comprehensive benefit package, effective day 1: Medical, Vision*, Dental*, Wellness
Competitive compensation with annual incentive potential
Health Savings Account and Flexible Spending Account Options
Health Reimbursement Account fully funded by Make-A-Wish America
Short Term Disability*, Long Term Disability* and Life Insurance
Additional Insurance Plans: Accident, Critical Illness, Hospital Indemnity, Pet Insurance through Figo
401(k) Retirement Savings Plan with 5% match after one year of service
Eligibility for student loan forgiveness through the Public Service Loan Forgiveness Program
The organization will send a laptop, 24” monitor, and a docking station/adaptor to new hires
Time Off
Up to 15 PTO days
10 Sick Days
11 Paid Holidays
2 Volunteer Days after one year of service
2 Personal Days accrued annually
Parental Leave
Also...
Employee Awards and Recognition Programs
Individual and Leadership Development
Discounts and special offers for theme parks, events, hotels, concerts, and movie tickets
*Monthly premiums paid for the employee for vision, dental, and short/long term disability.
$51.1k-54.8k yearly Auto-Apply 7d ago
Entry -Level Financial Services Representative
Munger Agency
Remote banking services clerk job
About Us The Munger Agency is a fast -growing financial services organization focused on helping individuals and families plan for a more secure future. We believe in empowering motivated individuals to take control of their careers while making a meaningful difference in the lives of others. Our team is remote -first, growth -driven, and dedicated to mentorship and professional development.
Job Summary
We are looking for self -motivated, coachable individuals who are ready to launch a long -term career in financial services. In this role, you'll connect with clients, identify their needs, and guide them through personalized financial solutions. No experience is required-we provide complete training and support to help you succeed from day one.
Key Responsibilities
Communicate with prospective clients who have requested information
Understand individual needs and provide tailored recommendations
Manage your schedule, client follow -ups, and personal goals independently
Work within a team -focused environment that values learning and collaboration
Participate in regular training and mentorship to improve performance
What We Offer
Work -from -home flexibility with full -time or part -time options
Complete training and hands -on mentorship
A supportive and growth -oriented team culture
Clear path to advancement and leadership opportunities
Requirements
What You Need
Strong communication skills and a desire to help others
Self -discipline and a high level of personal responsibility
Willingness to learn and adapt in a fast -paced environment
Comfortable working independently and remotely
Must be 18 or older and authorized to work in the U.S.
$27k-41k yearly est. 60d+ ago
Financial Services Specialist
Apprisen 3.3
Remote banking services clerk job
Join Our Team as a Financial Services Specialist!
At Apprisen, we're revolutionizing financial well-being every day! We provide cutting-edge financial education and guidance to help our clients achieve personal money management success in a dynamic, fast-paced environment. Since our inception in 1955, we have helped over a million families and individuals. Our mission is clear: “Helping people improve their financial well-being through counseling, community outreach, and financial education."
Why You'll Love Working with Us
• Industry Leader: Join a team celebrated by Fortune, Investopedia,
and Forbes for excellence in credit counseling services.
• 100% Remote & Flexible: Make a meaningful impact from the
comfort of your home!
• Innovative Work: Leverage the latest technology to help clients achieve financial stability and success.
• Certification Opportunities: Achieve your Certified Consumer Credit Counselor Certification and enhance your expertise.
• Skill Development: Access continuous learning opportunities to expand your knowledge and skills in financial counseling and education.
• Gratifying Impact: Experience the heartfelt gratitude from clients whose lives you've helped transform.
• Voice and Influence: Be a valued voice within the organization, contributing to continuous improvements and innovations.
• Awesome Benefits
401k
Generous Paid Time Off plan
Medical, dental, and vision insurance
Life insurance
Short and long-term disability
Flexible Spending
Public Student Loan Forgiveness Eligible Employer
What You'll Do
Connect with Clients: Engage with clients in person, by phone, and online, building meaningful relationships and trust.
Analyze and Advise: Dive deep into clients' financial information to develop personalized action plans that truly make a difference.
Present Solutions: Offer tailored financial options and solutions, empowering clients to take control of their financial futures.
Community Engagement: Represent Apprisen in local communities, providing invaluable financial education to groups and making a lasting impact.
What We're Looking For
Passion for Helping Others: A genuine desire to make a positive impact in people's lives.
Language Skills: Bilingual proficiency is a plus, but not required.
Flexibility: Ability to adjust to varying schedules and work hours.
Required Skills
Tech-Savvy: Strong computer skills and the ability to quickly adapt to new technologies.
Educational Background: Bachelor's degree or equivalent work experience and education.
Innovative Thinker: An innovative mindset to develop new solutions to complex challenges.
Communication Skills: Excellent listening, verbal, and written communication skills to effectively connect with clients.
Self-Motivated Learner: Strong self-learning skills to acquire new competencies independently.
Organizational Skills: Excellent time management and organizational skills to handle multiple tasks efficiently.
Ready to Make a Difference?
Join us and be part of a transformative journey! At Apprisen, you'll be at the forefront of improving financial well-being through counseling, community outreach, and financial education. Apply now and start making a real difference in people's lives today!
Note: Satisfactory credit, background, and drug pre-employment screens required.
Apprisen is an equal opportunity employer.
$30k-38k yearly est. Auto-Apply 13d ago
Patient Financial Service Representative I
CWI Landholdings 3.0
Remote banking services clerk job
At Children's Wisconsin, we believe kids deserve the best.
Children's Wisconsin is a nationally recognized health system dedicated solely to the health and well-being of children. We provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Our reputation draws patients and families from around the country.
We offer a wide variety of rewarding career opportunities and are seeking individuals dedicated to helping us achieve our vision of the healthiest kids in the country. If you want to work for an organization that makes a difference for children and families, and encourages you to be at your best every day, please apply today.
Please follow this link for a closer look at what it's like to work at Children's Wisconsin:
***********************************
Job Summary:
Responsible for answering a high volume of inbound daily telephone calls within Patient Financial Services department, a cross-functional department supporting all areas of Children's Hospital and Children's Specialty Group (MCW) revenue cycle. As the front line of CHW and MCW/CSG's revenue cycle, must provide exemplary service to our patients and families showing empathy and compassion while still working to meet the goals of resolving account balances. Troubleshoots and problem solves patient family billing, payer, payment posting or system issues for all areas of the organization.
Essential Functions:
Works as part of a cross-functional team that must maintain knowledge of all hospital billing, physician billing, coding, medical records, and financial clearance functions across multiple service areas.
Acts as a patient resource for navigating through the various departments of our health system.
Works in a fast-paced call center environment, promptly and professionally answering inbound telephone calls, meeting department service standards and expectations.
Negotiates payment plan arrangement and screens for financial assistance needs.
Responds to patient's questions in a timely, professional manner
Multi-tasks by working accounts in work queues to resolve self-pay balance issues while answering inbound calls.
Utilizes patient billing software, which includes adding appropriate documentation of steps taken to obtain payment, respond to inquiries or resolve accounts
Educates and supports parents, families, and representatives with questions regarding CHW account balances.
Educates families on insurance and revenue cycle processes.
Determines when rebilling is appropriate and takes necessary steps in billing system to complete.
Legacy Essential Functions:
Reviews in-coming correspondence and respond accordingly. Updates billing information
Reviews and updates return mail with new addresses
Utilizes Forward Health eligibility website to search for coverage for uninsured patients and takes necessary steps in billing system to complete eligibility check
Investigates and resolves straight forward credit balances. Determines appropriate next steps; transferring funds, requesting patient refund
Collaborates with Financial Counseling, Social Services, Patient Relations, Account Resolution Reps or other department members to resolve patient concerns, and patient balances
Works within the Medical College of WI service area in billing system to resolve shared services account balances
Escalates situations to leadership when appropriate for service recovery and timely resolution
Education:
High School graduate or Certificate of General Educational Development (GED) or High School Equivalency Diploma (HSED) Required
Experience:
1+ years related experience in insurance, collections, or customer service experience preferably in a healthcare setting. Required
Knowledge, Skills and Abilities:
Knowledge of claims processing and computerized systems desirable.
Interpersonal skills necessary to efficiently respond to questions from patients and families regarding hospital financial policies, outside agencies' programs and physician offices to help resolve patient financial issues.
Ability to hold composure and poise in escalated situations.
Strong multi-tasking, organizational and time management skills.
Ability to verbally communicate effectively in a professional manner to families, physicians and outside agencies.
Ability to work as part of a team, demonstrating collaboration and flexibility.
Must have knowledge of all revenue cycle operations and processes.
Must be able to read and interpret insurance explanation of benefits to accurately process work and resolve problems
Required for All Jobs:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that may be requested in the performance of this job.
Employment is at-will. This document does not create an employment contract, implied or otherwise.
Full Remote Work Opportunity!
Children's Wisconsin is an equal opportunity / affirmative action employer. We are committed to creating a diverse and inclusive environment for all employees. We treat everyone with dignity, respect, and fairness. We do not discriminate against any person on the basis of race, color, religion, sex, gender, gender identity and/or expression, sexual orientation, national origin, age, disability, veteran status, or any other status or condition protected by the law.
Certifications/Licenses:
$24k-35k yearly est. Auto-Apply 44d ago
Financial Services Representative
CME Federal Credit Union 3.3
Banking services clerk job in Columbus, OH
At CME, we believe in Banking That Has Your Back. As an employer who is ranked as one of the Best Employers in Ohio and is the recipient of several Top Work Places award, we have the backs of our Associates as well! Here are just some of the benefits our Associates receive:
Strong work/life balance
4 weeks of paid time off each year
Paid holidays every year
Pet bereavement leave
Maternity/paternity leave
A strong health and wellness program with health and financial rewards
Annual Mental Health Day
401(k) match of up to 6%
Monthly incentives and annual bonus potential
And so much more!
A financial institution in central Ohio, CME Federal Credit Union was started by the local heroes of our community - City of Columbus Fire and Police Departments. We now offer financial services to everyone in Franklin County and the 7 surrounding counties and remain dedicated to serving those who serve our community! Everything we do has just one mission, to offer strong financial solutions!
CME Federal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Requirements
We are currently looking for a full time Financial Service Representative (FSR) to be a financial hero to our members!
Our hero's mission is to . . .
Assist members with new and existing memberships, deposit accounts, and account maintenance.
Process financial transactions for members and non-members as needed.
Open and close accounts: Savings Accounts, Checking Accounts, Money Market Accounts, HSA/IRA's, Share Certificates, Trusts, Estates, and Business Accounts.
Uncover and suggest financial services to meet the member's needs by informing members of our products and services.
Transition members and prospects for loan needs to our Centralized Lending Team.
Meet individual goals and objectives while contributing towards achieving branch goals and objectives.
Comply with all applicable CME policies, procedures, internal controls, and Federal, State, and Local regulations as applicable.
Build strong relationships with members and co-workers.
Provide outstanding service while taking initiative and finding solutions
To complete this mission, our financial hero needs to be friendly, approachable, empathetic, and patient. Our hero also needs to be an organized self-starter who is a created problem solver that is solution oriented. Being adaptable with great communication skills is a must. At a minimum, our hero needs to have a high school diploma or equivalent along with at least 2 years consistent sales experience. Financial institution and deposit product experience is preferred.
Do you have what it takes to be a financial hero?! If so, click the Apply button!
$26k-29k yearly est. 2d ago
Financial Services Representative
Primerica 4.6
Remote banking services clerk job
Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker