Patient service representative jobs in Ohio - 2,540 jobs
Construction & Commissioning Scheduler
Blackrock Resources LLC 4.4
Patient service representative job in New Albany, OH
You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please.
Schedule: Full-time | On-site presence required
Industry: Industrial/Power/Data Center Construction
We're looking for an experienced Construction & Commissioning Scheduler to support large-scale, complex projects from the ground up. This is a hands-on, on-site role where you'll collaborate with project management, engineering, and field teams to develop and maintain detailed schedules that drive successful project delivery.
What You'll Do:
Build and manage comprehensive Primavera P6 schedules across engineering, procurement, construction, and commissioning phases.
Partner with project managers, superintendents, and subcontractors to keep timelines accurate and achievable.
Track progress, analyze variances, and recommend adjustments to keep projects on target.
Generate look-ahead schedules, performance reports, and updates for leadership and client reviews.
Support forecasting, resource loading, and earned value analysis to ensure clear visibility into project health.
Align construction and commissioning activities for smooth transitions and seamless project closeouts.
What You Bring:
Bachelor's degree in Engineering, Construction Management, or a related field (or equivalent experience).
5+ years of experience scheduling large-scale industrial, data center, or power generation projects.
Strong command of Primavera P6.
Proven track record supporting both construction and commissioning phases.
Excellent communication, organizational, and analytical skills.
Ability to work on-site in New Albany, Ohio.
Preferred Experience:
EPC or large-scale construction background.
Knowledge of commissioning processes and turnover documentation.
Familiarity with cost control, earned value management, and integration with project systems like Excel, Power BI, or CMMS tools.
If you thrive in a fast-paced, collaborative environment and enjoy bringing structure to complex projects, this could be the perfect next step for you.
$65k-91k yearly est. 5d ago
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Memory Care Coordinator (LPN)
Danbury Westerville
Patient service representative job in Gahanna, OH
You walk in the door to a work family who wants to make the day count. We truly believe our employees and residents are a family that comes together to enjoy the good things in life, including one another. When our employees feel special, so do our residents.
We offer a great FULL TIME benefits and perks package!
Short Term Disability (Guardian)-for employee only, benefit percentage 60% of salary!
Long Term Disability (Guardian)-for employee only, benefit percentage 60% of salary!
Health Advocate (Employee Assistance Program)-for Employee, Spouse, Dependents, Parents, and Parents in Law.
Examples that are available for help: Emotional Support-Stress, Relationships, Addictions, Mental Illness, Anger, Loss, Depression, Time Management.
Medical (BCBS)-for Employee, Spouse, and/or Dependents.
HSA (Health Savings Account) is optional if Medical is selected. Great tax benefit!
Dental (Guardian)- for Employee, Spouse, and/or Dependents.
Hospital Indemnity (Guardian)- for Employee, Spouse, and/or Dependents.
MetLife Legal (Legal Shield)- for Employee, Spouse, and/or Dependents.
Assistance with Adoption, Lawyers, Wills and Trusts and much more!
No waiting periods, no claim forms, no deductibles!
Wide range of coverages for your fur babies!
All dog and cat breeds are covered.
~ Tuition Reimbursement
Bonuses :
Resident Referral Bonus Opportunities
Employee Referral Bonus Opportunities
Employees are not mandated to have the COVID-19 vaccine.
As a member of the community leadership team, this person must have business experience to direct and manage the overall administrative activities: reception and secretarial, recordkeeping, and human resources at the community level to assure that proper administrative procedures are maintained. The office manager interacts with residents and their sponsors in financial matters as well.
Plan and coordinate a therapeutic program which meets spiritual, social, emotional, physical, and intellectual needs of the resident
· Asses resident characteristics (i.e., stages, sex, ethnic background, prior lifestyles, cognitive and functional abilities) and, in conjunction with other departments, plans and organizes program content
· Assist in developing, implementing, and conducting in service training and education of care to all staff regarding memory care programs/activities working alongside the Director of Nursing and Life Enrichment Director.
· Market the program through involvement in community organizations and participates in the local Alzheimer's and like associations
· Maintain accurate and timely documentation that complies with state regulations and community policy
· Work with management to develop and maintain written program objectives and procedures for implementation; Serve as a role model for staff regarding care of dementia resident
· In coordination with the nursing department and Director of Life Enrichment, perform a pre-admission assessment for each potential resident
· Assist with the resident's admission to ensure a smooth transition
· Assist with the adjustment of the resident and family to the community; Keep abreast of current research, new programs, and community resources which may benefit residents and families and makes referrals as appropriate to facilitate the resident's use of resources, and to promote the resident's increase level of social functioning
· Assist residents in the maintenance and adequate supply of personal clothing and other personal items
· Refer the resident/resident's sponsor internal and external services that are available to the Director of Life Enrichment
· Agree not to disclose assigned user ID code and password for accessing resident/facility information and promptly report suspected or known violations of such disclosure to the Executive Director
Must be an LPN
·Two years of previous experience in programming: including but not limited to: POC (plan of care programs, scheduling staff, coordinating meeting with POAs and families, planning activities and working with dementia residents in an assisted living environment
· Background in nursing/ proving one on one care for seniors
· Flexible schedule, including availability to work evenings, weekends and holidays as needed
We are an Equal Opportunity Employer and considers all applicants for positions without the regard to race, color, religion, sex, national origin, age, sexual orientation, marital or veteran status, or non-job-related handicap or disability.
$23k-38k yearly est. 2d ago
Call Center Customer Service Representative
Russell Tobin 4.1
Patient service representative job in Columbus, OH
We're Hiring: Call Center Customer ServiceRepresentative
📅 Contract: 6-12 months (Contract-to-Hire)
💲 Pay: $19.00-$19.16/hour
Are you an experienced call center or customer service professional who enjoys helping customers and resolving issues in a fast-paced environment?
This is an opportunity to support clients at a leading financial services organization, delivering high-quality account support and building long-term career stability.
✅ What We're Looking For:
1+ year of call center or customer service experience
Experience handling high-volume inbound calls
Strong communication, active listening, and problem-solving skills
Comfort working with account information and following procedures
Banking, financial services, or regulated industry experience is a plus
Associate's or Bachelor's degree in Business, Finance, or a related field preferred, not required
💼 What You'll Do:
Handle inbound calls to support customers with account-related inquiries
Provide accurate, professional, and timely service
Research, troubleshoot, and resolve customer issues
Document all interactions clearly and accurately
Meet individual and team performance metrics
🌟 Why Join Us?
Work with a well-known financial institution
Structured training and ongoing support
Fast-paced, team-oriented call center environment
Opportunity for contract-to-hire conversion based on performance
Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors.
👉 Apply now to take the next step in your customer service career!
$19-19.2 hourly 1d ago
Insurance Customer Service Representative - Personal Lines
Farmers National Bank of Canfield 4.7
Patient service representative job in Cortland, OH
SUMMARY: This position will assist agency insurance representatives in gathering all necessary documents for new clients and enter information into agency management system. This role will also partner with insurance representatives to manage and maintain existing accounts including account servicing (change requests, renewals, etc.), marketing and account rounding. The IAM will set the standard for high levels of client satisfaction in meeting/exceeding their needs, and assist/lead other team members in providing the same high level of performance.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Address customer needs by confirming appropriate coverage, processing change requests and billing and payment inquiries.
Prepare applications for renewals reviewing for accuracy with correct entry into agency management system.
Process insurance claims by gathering information from client, submitting to insurance company, and following through to the close of the claim with claims adjuster.
Order Motor Vehicle Reports for prospective insured drivers.
Assist Producer in the marketing of new business accounts; process applications; and submit to the insurance company for binding of coverage and completion of Certificates of Insurance.
Provide clients with automobile identification cards.
Compile information for marketing of prospects.
Review expiration lists for confirmation all policies in current period are renewed.
Scan and attach all documents to customer files in agency management system.
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position
EDUCATION and/or EXPERIENCE:
High School or equivalent GED
Must have Property and Casualty License
Preferred minimum of one (1) Year experience working with insurance related.
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Licenses & CertificationsProperty & Casuality Lic (preferred)
Life & Health License (preferred)
Skills
Customer Service (preferred)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$30k-34k yearly est. 2d ago
Customer Service Representative
Vernovis 4.0
Patient service representative job in Cincinnati, OH
Job Title: Business Service Center Advocate
Who We Are:
Vernovis is a Total Talent Solutions company that specializes in Technology, Cybersecurity, Finance & Accounting functions. At Vernovis, we help these professionals achieve their career goals, matching them with innovative projects and dynamic direct hire opportunities in Ohio and across the Midwest.
Come join us:
Vernovis is looking for a Business Service Center Advocate who will serve as a key support resource for our clients treasury management products, acting as a primary point of contact for business clients and internal partners. You will support inbound inquiries, research and resolve issues of varying complexity, and provide guidance on system capabilities and product usage while delivering a high level of customer service. The role requires taking full ownership of issues from start to finish, staying current on products, policies, and compliance requirements, and escalating more complex matters as needed, all while operating effectively in a fast-paced, call-driven environment.
What You'll Do:Respond to inquiries relating to bank products and services.
Inquiries may come from business or Treasury Management clients of the bank or may be internal from Treasury Management Officers, Branch Staff, or other business partners.
Remain current on products, services, policies and procedures for the department.
Resolve issues with varying degrees of complexity through account research and utilization of support materials and resources.
Escalate requests requiring additional knowledge or expertise as defined by department leadership.
Responsible for accepting incoming calls (call volume varies and may be high during peak times) from business clients and internal employees to answer questions, resolve issues, and educate on system capabilities all while delivering exceptional customer service.
Accepts ownership of problem resolution from start to finish for issues presented by clients and internal employees alike.
Performs a variety of additional support functions as assigned by leadership.
What You'll Have:1-3 years of Customer Service experience
Basic knowledge of Word & Excel Basic Computer Skills
1-3 years of Deposit Operations or Cash Management experience or Bachelor's Degree
Prior banking experience preferred but not required
Prior clerical/data entry experience preferred
Must be self-motivated and ability to work independently.
The Vernovis Difference:
Vernovis does not accept inquiries from Corp to Corp recruiting companies. Applicants must be currently authorized to work in the United States on a full-time basis and not violate any immigration or discrimination laws.
Vernovis 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.
$27k-35k yearly est. 3d ago
Customer Service Representative
Randstad USA 4.6
Patient service representative job in Columbus, OH
As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate marketing strategies when communicating with customers.
Key Responsibilities:
Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing.
Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.
Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws.
Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.
Setting goals and expectations to achieve success in the role as well as future opportunities.
May perform other duties as assigned.
Education:
High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
License/Certification/Designation:
ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.
Experience:
One year of experience in customer service, sales related occupations.
Knowledge, Skills and Ability:
Knowledge of various insurance products and the sales process.
Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states.
Understands the consequences of not following the FINRA rules and regulations.
Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software.
Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers.
Other criteria, including leadership skills, competencies and experiences may take precedence.
$28k-35k yearly est. 3d ago
Customer Service Representative - Arlington - Arlington, OH
Wesbanco Bank Inc. 4.3
Patient service representative job in Arlington, OH
Back Customer ServiceRepresentative - Arlington #12-8580 Arlington, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Arlington, OH.
Market Findlay Work Hours per Week 40 Requirements
High school diploma or GED required.
Cash handling and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer ServiceRepresentative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual/line of business to handle sales opportunities and more complex customer services issues.
Essential Functions:
Excellent Customer Service
Perform Customer Transactions
Operational and Security Proficiency
Identify referral opportunities
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Meets established individual referral goals as assigned.
Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met.
Complete outbound customer calls as needed to support the sales and service needs of the Banking Center.
Develops and maintains working knowledge of the Bank's products and services.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Must have strong product knowledge for the level of selling and successfully promoting products expected with position.
Ability to write simple correspondence.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Arlington, Ohio, United States
$30k-34k yearly est. 2d ago
Sr. Patient Financial Advocate
Firstsource 4.0
Patient service representative job in Cincinnati, OH
Hours: Monday - Friday 8:00am-4:30pm
Pay Range: Up to $21 hourly, D.O.E
Join our team and make a difference!
The Patient Financial Advocate is responsible for screening patients on-site at hospitals for eligibility assistance programs either bedside or in the ER. This includes providing information and reports to client contact(s), keeping them current on our progress.
Essential Duties and Responsibilities:
Review the hospital census or utilize established referral method to identify self-pay patients consistently throughout the day.
Screen those patients that are referred to Firstsource for State, County and/or Federal eligibility assistance programs.
Initiate the application process bedside when possible.
Identifies specific patient needs and assist them with an enrollment application to the appropriate agency for assistance.
Introduces the patients to Firstsource services and informs them that we will be contacting them on a regular basis about their progress.
Provides transition, as applicable, for the backend Patient Advocate Specialist to develop a positive relationship with the patient.
Records all patient information on the designated in-house screening sheet.
Document the results of the screening in the onsite tracking tool and hospital computer system.
Identifies out-patient/ER accounts from the census or applicable referral method that are designated as self-pay.
Reviews system for available information for each outpatient account identified as self-pay.
Face to face screen patients on site as able. Attempts to reach patient by telephone if unable to screen face to face.
Document out-patient/ER accounts when accepted in the hospital system and on-site tracking tool.
Outside field work as required to include Patient home visits to screen for eligibility of State, County, and Federal programs.
Other Duties as assigned or required by client contract
Additional Duties and Responsibilities:
Maintain a positive working relationship with the hospital staff of all levels and departments.
Report any important occurrences to management as soon as possible (dramatic change in the number or type of referrals, etc.)
Access information for the Patient Advocate Specialist as needed (discharge dates, balances, itemized statements, medical records, etc.).
Keep an accurate log of accounts referred each day.
Meet specified goals and objectives as assigned by management on a regular basis.
Maintain confidentiality of account information at all times.
Maintain a neat and orderly workstation.
Adhere to prescribed policies and procedures as outlined in the Employee Handbook and the Employee Code of Conduct.
Maintain awareness of and actively participate in the Corporate Compliance Program.
Educational/Vocational/Previous Experience Recommendations:
High School Diploma or equivalent required.
1 - 3 years' experience of medical coding, medical billing, eligibility (hospital or government) or other pertinent medical experience is preferred.
Previous customer service experience preferred.
Must have basic computer skills.
Working Conditions:
Must be able to walk, sit, and stand for extended periods of time.
Dress code and other policies may be different at each healthcare facility.
Working on holidays or odd hours may be required at times.
Benefits including but not limited to: Medical, Vision, Dental, 401K, Paid Time Off
We are an equal opportunity employer that does not discriminate based on age (40 & over), race, color, religion, sex, national origin, protected veteran status, disability, sexual orientation, gender identity or any other protected class in accordance with applicable laws.
Firstsource Solutions USA, LLC
$21 hourly 2d ago
Customer Service Representative 1
Munich Re 4.9
Patient service representative job in Amelia, OH
American Modern Insurance Group, Inc., a Munich Re company, is a widely recognized specialty insurance leader that delivers products and services for residential property - such as manufactured homes and specialty dwellings - and the recreational market, including boats, personal watercraft, classic cars, and more. We provide specialty product solutions that cover what the competition often can't. We write admitted products in all 50 states and have a premium volume of $2.2 billion.
Headquartered in Amelia, Ohio, and with associates located across the United States, we are part of Munich Re's Global Specialty Insurance division. Our employees receive boundless opportunity to grow their careers and make a difference every day - all in a flexible environment that helps them succeed both at work and at home.
Purpose:
The Customer ServiceRepresentative provides quality customer service to policyholders, agents, and lienholders by providing answers to customers inquiries and quotes. Focuses on an excellent experience for customers by displaying a knowledgeable, helpful, and positive attitude.
Roles & Responsibilities:
Answer incoming contacts volume for our policy holders, agents, lenders, and strategic accounts for all lines of business.
Provide written communication when requested such as policy documents, paid receipts, lender verifications, and email follow up etc.
Process transactions in an omni-channel environment (i.e. servicing via phones, chat, emails etc.) for multiple lines of business and products.
Use multiple computer applications; scheduling system, policy management systems, and various tools to assist.
Ensure positive interdepartmental relationships while supporting department initiatives and goals.
Maintain individual metrics in terms of performance and attendance, while demonstrating flexibility when it comes to shifts, upskilling, and skillsets based on business need.
Ensure a distraction-free and professional work environment.
Deliver a personalized customer experience by addressing the specific needs of each caller and developing a thoughtful solution.
Required Qualifications:
Proficient understanding of the company products.
Flexible with skillsets, consisting of but not limited to; Onboarding, Partner Assistance, Click to Chat, and Processing based on training and business need.
Knowledgeable in multiple product lines with the ability to process a variety of transactions.
Ability to multi-task and work independently in a fast-paced environment with a high volume.
Ability to operate in a fast-paced, ever-changing environment while supporting key corporate initiatives
Flexibility with assisting policyholders, agents, and lenders in a multiple channel environment.
Demonstrates a willingness to do things differently and with an open mind.
Proficient in Microsoft Office and computer applications for servicing/quoting all products.
Proficient in utilizing knowledge management tools and resources.
Flexible and versatile in workflow to manage different incoming lines through various platform.
Installation and usage of required equipment, including hardwiring into a router via ethernet cord.
Can meet required internet speeds based on department requirements.
Competencies: customer focus, ensures accountability, nimble learning, interpersonal savvy, situational adaptability, time management
We are proud to offer our employees, their domestic partners, and their children, a wide range of insurance benefits:
Two options for your health insurance plan (PPO or High Deductible)
Prescription drug coverage (included in your health insurance plan)
Vision and dental insurance plans
Short and Long Term Disability coverage
Supplemental Life and AD&D plans that you can purchase for yourself and dependents (includes spouse/domestic partner and children)
Voluntary Benefit plans that supplement your health and life insurance plans (Accident, Critical Illness and Hospital Indemnity)
In addition to the above insurance offerings, our employees also enjoy:
A robust 401k plan with up to a 5% employer match
A retirement savings plan that is 100% company funded
Paid time off that begins with 24 days each year, with more days added when you celebrate milestone service anniversaries
Eligibility to receive a yearly bonus as a Munich Re employee
A variety of health and wellness programs provided at no cost
A hybrid environment that gives you a choice in where and how you get work done
A corporately subsidized on-site cafeteria as well as a We Proudly Serve coffee shop
An on-site complimentary workout facility as well as walking trails on campus grounds
On-site wellness center complete with nurse practitioner
Financial assistance for adoptions and infertility treatment
Paid time off for eligible family care needs
Tuition assistance and educational achievement bonuses
Free parking
A corporate matching gifts program that further enhances your charitable donation
Paid time off to volunteer in your community
At American Modern, a subsidiary of Munich Re, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services.
We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Apply Now Save job
$29k-36k yearly est. 5d ago
Dental Patient Representative
Northeast Ohio Neighborhood 3.8
Patient service representative job in Cleveland, OH
Please Note!!! Although you are submitting an employment application and resume for this job on Indeed or Zip Recruiter, you will still need to put in an employment application and resume at NEON. Please visit our website at ****************************************************
General Duties
Under the supervision of the Dental Health Service Manager, the Dental PatientRepresentative supports the Dentist in registering the dental patients, coordinating appointments, cash collection, charge entry, billing, coordination of benefits, insurance verification, incoming dental calls, discussing treatment plans, screening of emergency walk-ins and day appointment performs a variety of dental assisting duties while promoting quality dental care for outpatients and a safe environment of minimal stress. The Dental PatientRepresentative assists the dentist, teaches the patient how to care of their teeth, communicates effectively with patients( parents if patient is a child), maintains equipment and inventory, and follows universal precautions and all OSHA requirements.
Education
High School Diploma or GED.
Minimum Qualifications
Ability to serve as a mature and competent receptionist.
Ability to display skill and tact in greeting patients.
Ability to plan and organize.
2+ years of experience in a fast paced office environment.
Technical Skills
Computer Skills- Microsoft Office, Keyboard (We utilized electronic dental records and digital x-rays).
$31k-36k yearly est. Auto-Apply 60d+ ago
Referral Scheduling Specialist
Southwoods Health
Patient service representative job in Boardman, OH
Referral Scheduling Specialist - Choose Your Shift! Schedule: Full-Time, Monday-Friday (Flexible Start Times) Work-Life Balance That Works for You At Southwoods Health, we believe that how we treat our staff is just as important as how we treat our patients. We are seeking a Referral Scheduling Specialist who values autonomy and professional growth.
The Best Part? You Choose Your Schedule.
We offer flexible shift options to fit your lifestyle. Pick the start time that works for you:
7:00am - 3:30pm
7:30am - 4:00pm
8:00am - 4:30pm 8:30am - 5:00pm Your Role in the Patient Journey
As a Referral Scheduling Specialist, you are the vital link between patients and the care they need. You will manage the flow of referrals for both internal and external physicians, ensuring every patient is scheduled accurately and efficiently.
Key Responsibilities:
Patient Access: Manage outbound calls to schedule encounters and guide patients through the registration process.
Referral Management: Process, track, and maintain records of physician and facility referrals using ARM and EMR worklists.
Data Integrity: Update patient demographics and utilize insurance verification software to ensure seamless billing and clinical care.
Coordination: Collaborate with initiating physicians to gather necessary clinical information for timely scheduling.
Follow-Up: Proactively monitor referred patients to ensure they have been scheduled appropriately and have the information they need.
Mentorship: Assist in training fellow call center staff on referral protocols and best practices.
What You Bring to the Team:
Experience: 1-2 years of experience handling medical office referrals (preferred).
Skills: Strong knowledge of medical terminology and business office operations.
Communication: Exceptional customer service skills with the ability to handle de-escalation professionally.
Precision: High attention to detail and strong problem-solving abilities.
Values: A professional demeanor rooted in strong ethical and moral principles.
Why Southwoods?
Join a team that prioritizes excellence, compliance, and a patient-focused culture. At Southwoods, you'll find a supportive environment where your contributions are recognized and your schedule is respected.
At Southwoods, it's not just about the treatment, but how you're treated.
#SWH
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$29k-47k yearly est. 4d ago
PATIENT CARE REPRESENTATIVE
Heart of Ohio Family Hea Lth Centers 3.0
Patient service representative job in Columbus, OH
Functions as a liaison between patients and health care providers or agencies in assisting, organizing, coordinating, and providing Outreach and Enrollment Assistance to the uninsured which includes what's available in the Marketplace and Medicaid Expansion.
Interpreting a foreign language into English and English into a foreign language to facilitate the health care service (if applicable).
Reports to : Operations Supervisor
Supervises : No
Dress Requirement : Business casual or scrubs in accordance with Heart of Ohio Family Health Center's dress code policy
Work Schedule : F/T
Monday through Friday during standard business hours but will include some evenings and weekends as well.
Times are subject to change due to business necessity
Non-Exempt
Job Duties : Essentials considered to the successful performance of this position:
Collects and evaluates information about a patient regarding opportunities to assist in achieving patient/family healthcare coverage needs
Conduct public education activities to raise awareness about Ohio's Healthcare Marketplace, health insurance coverage options, and Medicaid Expansion
Contact and secure community presentation locations and recruitment of participants
Provide information in a fair, accurate and impartial manner that is culturally appropriate
Educates patient's regarding what is offered based on the needs of the patient
Researches, and informs and patients about the health care options available
Accurately and ethically interprets spoken foreign languages into English and English into a foreign language (if applicable)
Accurately translates written foreign languages into English and English into a foreign language, as assigned (if applicable)
Accurately, clearly and efficiently documents actions taken and activities performed
Other related duties as assigned
Job Qualifications (Experience, Knowledge, Skills and Abilities)
Willingness to work with all cultural and socioeconomic groups without judgment or bias
Demonstrates ability to cooperatively work/mediate with all age groups and family groups
Compliance with the HIPAA law and regulation; ability to confidentially retain information, passing only necessary information to those needed to perform their duty
Demonstrated ability to accurately and clearly translate, verbal and written, a foreign language into English and English into a foreign language
Ability to work with minimal supervision and exercise sound independent judgment
Strong verbal and written communication skills
Preferred holder of interpreting certificate (if applicable)
Some experience in community relations/education and public presentation preferred
Experience in or with community healthcare a plus
Must be able to work independently as well as with a team
Reliable transportation a must
Demonstrates competency in working sensitively and respectfully with people of various cultures and social status
Knowledge of federal, state and local laws and regulations about health care.
Ability to communicate (orally and in writing) in a professional manner
Ability to maintain an established work schedule to ensure dependability and accuracy of work quality
Equipment Operated :
Telephone & Fax
Computer & Printer
Scanner
Calculator
Other office and medical equipment as assigned
Facility Environment :
Heart of Ohio Family Health operates in multiple locations, in the Columbus, OH area. All facilities have a medical office environment with front-desk reception area, separate patient examination rooms, nursing stations, pharmacy stock room, business offices, hallways and private toilet facilities. All clinical facilities are ADA compliant.
Physical Demands and Requirements : these may be modified to accurately perform the essential functions of the position:
Mobility = ability to easily move without assistance
Bending = occasional bending from the waist and knees
Reaching = occasional reaching no higher than normal arm stretch
Lifting/Carry = ability to lift and carry a normal stack of documents and/or files
Pushing/Pulling = ability to push or pull a normal office environment
Dexterity = ability to handle and/or grasp, use a keyboard, calculator, and other office equipment accurately and quickly
Hearing = ability to accurately hear and react to the normal tone of a person's voice
Visual = ability to safely and accurately see and react to factors and objects in a normal setting
Speaking = ability to pronounce words clearly to be understood by another individual
$32k-37k yearly est. Auto-Apply 60d+ ago
BMS Patient Services Specialist- Bloomington Women's Care
Wooster Community Hospital 3.7
Patient service representative job in Wooster, OH
Job Description
The PatientServices Specialist is responsible for the smooth running of the office. They are the touchstone between patients, clinical staff, and physicians/providers. This role maintains the front office area and represents the practice with professionalism.
Duties & Responsibilities:
Serves patients by greeting them, answering routine questions, scheduling appointments, and maintaining records and accounts.
Welcomes patient and visitors in person or on the telephone and takes detailed messages as need.
Uses practice management software, patient portal and appointment reminder systems to management scheduling, interact with patients and providers, and update files and patient records.
Assists patients in filling out insurance forms and other patient records.
Optimizes patients' satisfaction, provider time, and treatment room utilization by scheduling appoints in person and by telephone.
Keeps patient appointments on schedule by notifying the provider and/or clinical office staff of a patients' arrival, reviewing service delivery compared to schedule, and reminding providers of service delays.
Minimizes Patients' stress by anticipating their anxieties, answering questions, and maintaining a calm and orderly reception area.
Helps patients in distress by responding to emergencies and solving problems.
Collects, sorts, distributes, or prepares mail, messages, and faxes.
Maintains patient accounting by obtaining, recording, and updating personal and financial information.
Obtains revenue by recording and updating financial information, recording, and collecting patient charges, filing, collecting, and expediting third-party claims.
Following an appointment, schedules appointments, lab tests, and/or medical tests as needed.
Obtains prior authorization as required by health insurers related to medication, supplies, medical equipment, etc.
Maintains business office inventory and equipment by checking stock to determined inventory levels, Anticipating needed supplies, placing orders, verifying receipt and delivery of orders.
Protects patients' rights by maintaining confidentiality of medical, personal, and financial information.
Maintains operations by following policies and procedures and reporting needed changes to Practice Manager and/or Director of Operations.
Contributes to the team effort by accomplishing related duties as needed and assigned.
Required Skills/Abilities:
Active listening and communication skills
Patient focus
Courtesy and Customer service
Multi-tasking
Flexibility
Time management
Organization
Attention to detail.
Computer skills and data entry experience
Professionalism
Problem solving
Actie listening
Interpersonal relationship building
Teamwork
Education and Experience:
High School Diploma or GED required.
Associate degree in business administration or similar concentration a plus.
1-2 years Medical Office experience desired.
Effective Date: 7/19/2024
Revision Date(s): Click or tap to enter a date.
$31k-36k yearly est. 13d ago
Patient Access Representative (Casual/As Needed)- Western Ave. Health Center
Adena Health 4.8
Patient service representative job in Chillicothe, OH
The Patient Access Representative assists patients, clinic staff or other clinical staff to schedule, pre-register, register for all services at Adena Health System. Patient Access Representatives use established interviewing techniques to gather information in person, by accessing EPIC or by phone. Information gathered includes demographic information, insurance, financial, ensuring correct precert/authorization and other information from patients or their representatives required for billing and collecting patient accounts. This position uses various electronic tools to ensure the patient's insurance coverage is active. This position will be required to run an estimate on each patient at each visit or over the phone when pre-registering. Required signatures and documents are obtained by this position at the time of registration and scanned into document imaging. This position enters diagnosis, tests and checks orders for completeness and medical necessity. This position interacts with clinicians in the ER, outpatient and clinics to ensure patient care is delivered in a timely manner. The Patient Access Representative must be self-driven and able to multi-task and prioritize their work. They must have strong communication skills and be able to deal effectively with others. This position is team oriented and contributes to achieving department goals. In addition, Patient Access Representatives at AGMC answer all incoming calls on the hospital switchboard and transfer as appropriate. The caregiver in this role will need to be comfortable with collecting at time of service, copay and deductibles, etc.
Required Educational Degree:
Completed 3 years of high school; High School Diploma or GED
Preferred Education:
Business or Healthcare education desired
Required Experience:
0-2 years hospital clerical, general clerical or customer service related position; Must be able to type 40 words per minute
Preferred Experience:
Other healthcare, hospital or physician experience
Benefits for Eligible Caregivers:
Paid Time Off
Retirement Plan
Medical Insurance
Tuition Reimbursement
Work-Life Balance
About Adena Health:
Adena Health is an independent, not-for-profit and locally governed health organization that has been “called to serve our communities” for more than 125 years. With hospitals in Chillicothe, Greenfield, Washington Court House, and Waverly, Adena serves more than 400,000 residents in south central and southern Ohio through its network of more than 40 locations, composed of 4,500 employees - including more than 200 physician partners and 150 advanced practice provider partners - regional health centers, emergency and urgent care, and primary and specialty care practices. A regional economic catalyst, Adena's specialty services include orthopedics and sports medicine, heart and vascular care, pediatric and women's health, oncology services, and various other specialties. Adena Health is made up of 341 beds, including 266-bed Adena Regional Medical Center in Chillicothe and three 25-bed critical access hospitals-Adena Fayette Medical Center in Washington Court House; Adena Greenfield Medical Center in Greenfield; and Adena Pike Medical Center in Waverly.
$29k-33k yearly est. Auto-Apply 7d ago
DENTAL PATIENT REPRESENTATIVE
Neon Health
Patient service representative job in Cleveland, OH
Under the supervision of the Dental Health Service Manager, the Dental PatientRepresentative supports the Dentist in registering the dental patients, coordinating appointments, cash collection, charge entry, billing, coordination of benefits, insurance verification, incoming dental calls, discussing treatment plans, screening of emergency walk-ins and day appointment performs a variety of dental assisting duties while promoting quality dental care for outpatients and a safe environment of minimal stress. The Dental PatientRepresentative assists the dentist, teaches the patient how to care of their teeth, communicates effectively with patients( parents if patient is a child), maintains equipment and inventory, and follows universal precautions and all OSHA requirements.
Education
High School Diploma or GED.
Minimum Qualifications
* Ability to serve as a mature and competent receptionist.
* Ability to display skill and tact in greeting patients.
* Ability to plan and organize.
* 2+ years of experience in a fast paced office environment.
Technical Skills
Computer Skills- Microsoft Office, Keyboard (We utilized electronic dental records and digital x-rays).
SOCIAL SERVICES/SPECIAL PROGRAMS
$28k-35k yearly est. 22d ago
Specialist - Authorization Central Scheduling
Avita Health System 4.1
Patient service representative job in Crestline, OH
Join Our Team at Avita Health System - Avita Health System
Avita Health System is proud to serve the communities of Crawford and Richland counties through three hospitals and numerous clinic locations. Over the past few years, we've tripled in size, now employing over 2,200 team members and more than 160 physicians and advanced practitioners. Our mission is to deliver high-quality, compassionate care to the people who depend on us.
We're currently seeking a dedicated Authorization Specialist to join our Centralized Scheduling Department at our Crestline location.
Position Overview
Contacts payers to request service authorization. Collects financial and/or demographic information from patients and clinical information from patient charts, orders, or providers.
Qualifications
Required:
Previous Authorization experience
At least two years of experience in a healthcare setting performing related tasks
Familiarity with healthcare insurance processes
Preferred:
Associate degree in healthcare or business administration and/or related coursework
Successful completion of courses in medical terminology and human anatomy
Experience with EPIC information systems
Why Join the Avita Health System Team?
At Avita, we're committed to creating a supportive, inclusive, and empowering environment where every team member plays a vital role in delivering exceptional care to our communities. Whether you're on the front lines or behind the scenes, your work matters here.
What You Can Expect at Avita:
A collaborative and engaged workplace culture
Competitive wages and comprehensive benefits
Generous paid time off (PTO) to support work-life balance
Health, dental, and vision insurance options
403(b) retirement plans with up to 4% employer match
Paid parental leave
Pharmacy discounts for employees
Free on-site parking
Opportunities for professional growth and internal advancement
Recognition programs, including the DAISY Nursing Award for excellence
Join a team that values your contributions and supports your career journey every step of the way.
Location: Avita Health System - Crestline - Centralized Scheduling Department
Avita Health System is an Equal Opportunity Employer.
IND2
Monday through Friday 8:00am to 4:30pm
$41k-51k yearly est. Auto-Apply 8d ago
Customer Service Representative - Steubenville - Steubenville, OH
Wesbanco Bank Inc. 4.3
Patient service representative job in Steubenville, OH
Back Customer ServiceRepresentative - Steubenville #51-8660 Steubenville, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Steubenville Banking Center.
Market Wheeling Work Hours per Week 37.5 Requirements
High school diploma or GED required.
Cash handling and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer ServiceRepresentative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual/line of business to handle sales opportunities and more complex customer services issues.
Essential Functions:
Excellent Customer Service
Perform Customer Transactions
Operational and Security Proficiency
Identify referral opportunities
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Meets established individual referral goals as assigned.
Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met.
Complete outbound customer calls as needed to support the sales and service needs of the Banking Center.
Develops and maintains working knowledge of the Bank's products and services.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Must have strong product knowledge for the level of selling and successfully promoting products expected with position.
Ability to write simple correspondence.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Steubenville, Ohio, United States
$30k-34k yearly est. 2d ago
Patient Care Representative
Heart of Ohio Family Hea Lth Centers 3.0
Patient service representative job in Columbus, OH
Functions as a liaison between patients and health care providers or agencies in assisting, organizing, coordinating, and providing Outreach and Enrollment Assistance to the uninsured which includes what's available in the Marketplace and Medicaid Expansion.
Interpreting a foreign language into English and English into a foreign language to facilitate the health care service (if applicable).
Reports to: Operations Supervisor
Supervises: No
Dress Requirement: Business casual or scrubs in accordance with Heart of Ohio Family Health Center's dress code policy
Work Schedule: F/T
Monday through Friday during standard business hours but will include some evenings and weekends as well.
Times are subject to change due to business necessity
Non-Exempt
Job Duties: Essentials considered to the successful performance of this position:
Collects and evaluates information about a patient regarding opportunities to assist in achieving patient/family healthcare coverage needs
Conduct public education activities to raise awareness about Ohio's Healthcare Marketplace, health insurance coverage options, and Medicaid Expansion
Contact and secure community presentation locations and recruitment of participants
Provide information in a fair, accurate and impartial manner that is culturally appropriate
Educates patient's regarding what is offered based on the needs of the patient
Researches, and informs and patients about the health care options available
Accurately and ethically interprets spoken foreign languages into English and English into a foreign language (if applicable)
Accurately translates written foreign languages into English and English into a foreign language, as assigned (if applicable)
Accurately, clearly and efficiently documents actions taken and activities performed
Other related duties as assigned
Job Qualifications (Experience, Knowledge, Skills and Abilities)
Willingness to work with all cultural and socioeconomic groups without judgment or bias
Demonstrates ability to cooperatively work/mediate with all age groups and family groups
Compliance with the HIPAA law and regulation; ability to confidentially retain information, passing only necessary information to those needed to perform their duty
Demonstrated ability to accurately and clearly translate, verbal and written, a foreign language into English and English into a foreign language
Ability to work with minimal supervision and exercise sound independent judgment
Strong verbal and written communication skills
Preferred holder of interpreting certificate (if applicable)
Some experience in community relations/education and public presentation preferred
Experience in or with community healthcare a plus
Must be able to work independently as well as with a team
Reliable transportation a must
Demonstrates competency in working sensitively and respectfully with people of various cultures and social status
Knowledge of federal, state and local laws and regulations about health care.
Ability to communicate (orally and in writing) in a professional manner
Ability to maintain an established work schedule to ensure dependability and accuracy of work quality
Equipment Operated:
Telephone & Fax
Computer & Printer
Scanner
Calculator
Other office and medical equipment as assigned
Facility Environment:
Heart of Ohio Family Health operates in multiple locations, in the Columbus, OH area. All facilities have a medical office environment with front-desk reception area, separate patient examination rooms, nursing stations, pharmacy stock room, business offices, hallways and private toilet facilities. All clinical facilities are ADA compliant.
Physical Demands and Requirements: these may be modified to accurately perform the essential functions of the position:
Mobility = ability to easily move without assistance
Bending = occasional bending from the waist and knees
Reaching = occasional reaching no higher than normal arm stretch
Lifting/Carry = ability to lift and carry a normal stack of documents and/or files
Pushing/Pulling = ability to push or pull a normal office environment
Dexterity = ability to handle and/or grasp, use a keyboard, calculator, and other office equipment accurately and quickly
Hearing = ability to accurately hear and react to the normal tone of a person's voice
Visual = ability to safely and accurately see and react to factors and objects in a normal setting
Speaking = ability to pronounce words clearly to be understood by another individual
$32k-37k yearly est. Auto-Apply 60d+ ago
BMS Patient Services Specialist at The Pain Management Institute
Wooster Community Hospital 3.7
Patient service representative job in Wooster, OH
Job Description
The PatientServices Specialist is responsible for the smooth running of the office. They are the touchstone between patients, clinical staff, and physicians/providers. This role maintains the front office area and represents the practice with professionalism.
Duties & Responsibilities:
Serves patients by greeting them, answering routine questions, scheduling appointments, and maintaining records and accounts.
Welcomes patient and visitors in person or on the telephone and takes detailed messages as need.
Uses practice management software, patient portal and appointment reminder systems to management scheduling, interact with patients and providers, and update files and patient records.
Assists patients in filling out insurance forms and other patient records.
Optimizes patients' satisfaction, provider time, and treatment room utilization by scheduling appoints in person and by telephone.
Keeps patient appointments on schedule by notifying the provider and/or clinical office staff of a patients' arrival, reviewing service delivery compared to schedule, and reminding providers of service delays.
Minimizes Patients' stress by anticipating their anxieties, answering questions, and maintaining a calm and orderly reception area.
Helps patients in distress by responding to emergencies and solving problems.
Collects, sorts, distributes, or prepares mail, messages, and faxes.
Maintains patient accounting by obtaining, recording, and updating personal and financial information.
Obtains revenue by recording and updating financial information, recording, and collecting patient charges, filing, collecting, and expediting third-party claims.
Following an appointment, schedules appointments, lab tests, and/or medical tests as needed.
Obtains prior authorization as required by health insurers related to medication, supplies, medical equipment, etc.
Maintains business office inventory and equipment by checking stock to determined inventory levels, Anticipating needed supplies, placing orders, verifying receipt and delivery of orders.
Protects patients' rights by maintaining confidentiality of medical, personal, and financial information.
Maintains operations by following policies and procedures and reporting needed changes to Practice Manager and/or Director of Operations.
Contributes to the team effort by accomplishing related duties as needed and assigned.
Required Skills/Abilities:
Active listening and communication skills
Patient focus
Courtesy and Customer service
Multi-tasking
Flexibility
Time management
Organization
Attention to detail.
Computer skills and data entry experience
Professionalism
Problem solving
Interpersonal relationship building
Teamwork
Hours: Monday-Thursday 8-6:30p
No Nights, No Weekends or Holidays.
Health, Dental, Vision and more.
Education and Experience:
High School Diploma or GED required.
Associate degree in business administration or similar concentration a plus.
1-2 years Medical Office experience desired.
Effective Date: 7/19/2024
Revision Date(s): Click or tap to enter a date.
Hours: Monday-Thursday 8-6:30p
No Nights, No Weekends or Holidays.
Hours: Monday-Thursday 8-6:30p
No Nights, No Weekends or Holidays.
$31k-36k yearly est. 14d ago
Customer Service Representative - Streetsboro - Part Time - Streetsboro, OH
Wesbanco Bank Inc. 4.3
Patient service representative job in Streetsboro, OH
Back Customer ServiceRepresentative - Streetsboro - Part Time #22-7842 Streetsboro, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Streetsboro, OH Banking Center.
Market Akron Work Hours per Week 27.5 Requirements
High school diploma or GED required.
Cash handling and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer ServiceRepresentative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual/line of business to handle sales opportunities and more complex customer services issues.
Essential Functions:
Excellent Customer Service
Perform Customer Transactions
Operational and Security Proficiency
Identify referral opportunities
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Meets established individual referral goals as assigned.
Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met.
Complete outbound customer calls as needed to support the sales and service needs of the Banking Center.
Develops and maintains working knowledge of the Bank's products and services.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Must have strong product knowledge for the level of selling and successfully promoting products expected with position.
Ability to write simple correspondence.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Part-time Area of Interest Retail Services All Locations Streetsboro, Ohio, United States
$30k-34k yearly est. 2d ago
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