Being a part of Levo means being part of an organization where people matter-not just their money. What we do every day makes a difference in the lives of others and the community we love by offering financial tools and services that fit modern life, providing expert advice, and listening and helping members chart their next step.
As the Commercial Loan Officer/Commercial Banker, you'll proactively build, develop, and manage a commercial loan portfolio. You'll work to increase and maintain its asset quality by developing new and existing business relationships. You're a trusted voice for our members and will identify and align new and existing loan members with additional products and services.
The best thing an employer can do is to give you the support you need to succeed. Our roles at Levo are more than just jobs. We believe in building careers and helping you to develop personally, professionally, and financially in an inviting, friendly, and fun environment. Our benefits include health, vision, dental, paid time off, paid holidays and great day time hours, pension plan, 401(k) option, volunteer hours, and many more!
This is a full-time role. Standard hours are Monday through Friday, 8:00 a.m. until 5:00 p.m. Some business development activities may occur outside standard hours. This is an on-site opportunity. The starting pay range is $60,000.00 to $90,000.00 annually, plus incentive, depending on experience.
After one year in the Commercial Loan Officer role, you'll know you are successful if:
You developed and maintained credible relationships with our members. You may even know their coffee order, pets' names, and kids' sports schedules.
You have been instrumental in developing quality loans for the commercial portfolio and supporting business development efforts.
You can provide feedback on approving or denying loans and demonstrate the ability to explore options for members when loans are denied.
You perform work responsibilities consistent with the Business Loan Policy, Lending Procedures, and compliance requirements of the Credit Union.
Essential Duties of the Commercial Loan/Commercial Banker Officer Include :
Establishes and maintains relationships with new and existing members. Develops, expands, and services commercial loan portfolio. Position requires officer to solicit new business and grow their loan portfolio member base.
Answer questions related to business loans and account activity. Determine s members' business and personal financial services needs and responsible for cross-selling of credit union's services and products.
Will complete underwriting, establish, and negotiate terms under which credit will be extended including costs, repayment terms, and collateral requirements.
Ensure that sound analysis and lending procedures are followed. Act in compliance with Business Lending and Business Account Policies and Guidelines at all times. Ensure Regulatory Compliance is followed in all areas of work. Recommends loan policy changes as necessary
Evaluate the information provided by the business borrower. Assist members, when possible, on business management and financial matters.
Verify the accuracy of business loan amounts and repayment terms on approved loan applications. Process commercial loan files, including reviewing loan documents, obtaining title insurance, appraisals, appraisal reviews, inspections, flood paperwork, filing lien documents, and preparing loan files for closing.
Other duties outlined in full job description
Requirements
Commercial Loan Officer/Commercial Banker Education and Experience: To thrive in this role, you should have at least 3-5 years of experience as a commercial or business loan officer and feel comfortable soliciting new business and maintaining current business relationships. A bachelor's degree or achievement of formal certifications recognized in the industry as equivalent is required, and ongoing education or training may be required.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Salary Description
$63,000 to $90,000 base salary plus commission
$63k-90k yearly 1d ago
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Consumer Investments- Financial Service Representative I
Bank of America 4.7
Personal banker job in Lincoln, NE
At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. Must be flexible Sunday-Friday 8am to 8pm EST
The Financial Services Representative I is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.
We'll help you
Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy
Get training and one-on-one coaching from academy managers who are invested in your success
Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide
Develop techniques to confidently engage with clients by telephone
Continue to learn and grow in a culture where growth and career advancement are a priority
As a Financial Services Representative I, you can look forward to
Providing a world class client experience through point of call account servicing and resolution
Working in a well-compensated, highly collaborative environment
Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America
You're the kind of person that (required skills)
Is client-focused with a passion for excellence and a positive team attitude
Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment
Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
Is an effective communicator with an aptitude for sales and relationship management
Has strong computer skills
Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
Is ambitious, disciplined, hardworking, resilient and willing to learn
Must be flexible to work any schedule: Sunday to Friday 8am to 8pm EST
We're a culture that
Believes in responsible growth and is dedicated to supporting the communities we serve
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience
Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range$24.00 - $25.96 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$24-26 hourly Auto-Apply 60d+ ago
Personal Banker I
Riverstone Bank 4.7
Personal banker job in Syracuse, NE
Riverstone Bank is seeking an individual for a full-time, PersonalBanker. This position is responsible for being a resourceful advocate to our customers, as well as projecting a positive image through exceptional customer service. We are seeking a friendly, outgoing individual that can effectively complete transactions and daily tasks in an engaging and positive manner.
Hours/Location:
7:45am 4:15pm Monday- Friday with a 30-minute lunch. This position is located at the Syracuse Branch:
920 12th Street
Syracuse, Nebraska
Job Responsibilities:
Service: Assist customers with account transactions by providing prompt, accurate service. These transactions may be in person, by telephone, or in writing.
Personal Commitment: Demonstrate commitment, dependability, and respect for the team with regular attendance, punctuality, and agreed-upon schedule of availability. Project a professional image in attire, manner, communication, and focus.
Daily Processing:
Responsible for daily transactions and handling cash.
Frequently balance a cash drawer and run transactions proof through branch capture.
Performs operational duties as required, which may include: vault operations, ordering and shipping cash, ATM settlement, research teller differences, and completing various reports.
Create cashier's checks, money orders and loan disbursement checks.
Responsible for opening and closing individual and commercial deposit accounts. Must obtain appropriate BSA information and business documents for account opening.
Pick-up mail, sort and deliver Monday-Friday.
Responsible for opening and closing duties.
Prepares holds on deposits.
Completes forms such as CTRs, SIRs, and any other BSA reporting as necessary.
Answer phone calls and transfer to appropriate departments.
Referrals: Possess a working knowledge of the banks products and services and provide customers with applicable information and guidance.
Maintain and Organize: Responsible for maintaining customer accounts including deposit accounts, CDs, Health Savings Accounts, IRAs, and other retail banking products.
Training: Expected to attend and participate in ongoing training and Branch meetings.
Administrative: Participate in special projects facilitated by various departments. Maintain and stock the lobby, teller line and vault room.
8. Other duties as assigned.
Core Competencies/Qualifications
High School Diploma or equivalent
Ability to maintain a high level of confidentiality
Retail sales/service experience preferred
Cash handling experience preferred
Basic math skills and proficient computer skills
Proactive and responsive personality with a high level of accuracy, attention to detail and follow through.
Ability to communicate effectively and professionally at all levels of the organizations and community.
Possess a positive attitude with the ability to work independently and exercise good judgment.
Working Conditions/Physical Demands
The environment for this position is an office-type setting that is mostly clean and comfortable. Little discomfort caused by such factors as noise, heat or dust. This position spends time writing, typing, speaking, listening, lifting (up to 20lbs), carrying, seeing (such as close, color and peripheral vision, depth perception, and adjusted focus), sitting, pulling, walking, standing, kneeling and reaching.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Further, they do not establish a contract for employment and are subject to change at the discretion of the employer.
Education:
High school or equivalent (Preferred)
Benefits:
Pay commensurate with experience
401(k) Retirement Savings Plan
Dependent-Care Spending Account
Flexible Spending Account
Profit Sharing
Accidental Death and Dismemberment
Dental Insurance
Dependent Life Insurance
Life Insurance
Long-Term Disability
Medical Insurance
Supplemental Insurance
Vision Insurance
Bereavement Pay
On-the-Job Training
Paid Holidays
Paid Vacations
Paid Sick Leave
Anniversary Day Off
Wellness Program
AirMedCare Discount
$30k-35k yearly est. 30d ago
Financial EMR Informaticist
Syracuse Area Health 4.5
Personal banker job in Syracuse, NE
This position ensures the accuracy, integrity, and efficiency of financial data within the electronic medical records (EMR) system. This role supports billing, coding, reimbursement, and compliance efforts by optimizing EMR workflows and collaborating across departments.
This position is benefited, full-time, 40 hours per week. Hours are Monday-Friday, 8:00am-4:30pm. No weekends, no holidays!
Qualifications
Associates degree (AA) or equivalent from two-year college or technical school; or six months to one-year related experience or training; or equivalent combination of education and experience, Bachelor's degree preferred
Healthcare experience and background required
Strong computer skills which support education and analytics (e.g. Excel, Word, PowerPoint, etc.)
Electronic Health Record and/or clinical professional experience highly desired
Experience and knowledge of electronic clinical quality measure data collection and submission requirements along with understanding, promoting interoperability requirements and payment models highly desired
Demonstrated experience in a software super user role, system coordinator, data analytics, project management, and/or process flow development preferred
Experience in a role with demonstrated system-related problem solving and critical thinking skills
Strong system navigation skills
Excellent customer service focused skills
Excellent verbal and written communication skills with ability to communicate effectively at all levels
Demonstrated initiative, self-starter with ability to handle multiple concurrent tasks
$27k-37k yearly est. 19d ago
Universal Banker
Bankfmb
Personal banker job in Weeping Water, NE
Farmers & Merchants Bank is a family owned, chartered institution with office locations in 12 communities in Nebraska, and about 100 employees. We have everything the bigger banks have - the newest technology, a suite of diverse products and services, and knowledgeable bankers - but with a hometown feel that's open, friendly, and welcoming.
The following is an outline of duties for a Universal Banker
Essential Functions
Provide account services to customers by receiving deposits, loan payments, cashing checks, handling withdrawals, recording night and mail deposits, selling Cashier's Checks, Money Orders, Safe Deposit Boxes and account offerings. Generally meets the customers' needs and expectations with other account services that present themselves.
Accurately opens and closes accounts in accordance to operating controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer assets.
Demonstrates knowledge and understanding of the New Accounts process of Bank deposit and loan products including preparing new account paperwork, applications, and requesting the required identification.
Accurately process transactions in a timely and professional manner.
Tracks and Monitors final documentation by reviewing customer files for completeness and following up to ensure all proper documentation is present.
Complies with Bank operations and procedures by consulting with and working with the appropriate Bank Officers to ensure that all loans are documented completely and accurately and all filings are made timely.
Generally meets the customer's needs and expectations with other account services that present themselves.
Ensures accurate and timely processing of daily items and official Bank check processing.
Ensures accurate and timely processing of year end items and processing.
Maintains customer confidence and protect operations by keeping information confidential
Works well with others and contributes to team efforts.
Complies with Bank operations and procedures, including the Bank Secrecy Act.
Follows attendance policies in compliance with the Employee Handbook.
Completes all other duties or special projects as assigned.
Farmers & Merchants Bank offers competitive wages and benefits, including paid time off, a desirable daytime work schedule, and a comfortable and friendly work environment.
Farmers & Merchants Bank is an Equal Opportunity employer. We give consideration to all applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.
$26k-34k yearly est. Auto-Apply 14d ago
Universal Banker - Lincoln 25-065
Cobalt Credit Union
Personal banker job in Lincoln, NE
Universal Banker Cobalt Credit Union - Lincoln
2801 N 86th St.
Lincoln, NE 68507 Branch Hours: Monday - Friday 9:00 am - 5:00 pm
As our Universal Banker, you will advise our members on how to achieve their financial goals. Every day you will answer member questions, recommend and open Credit Union products and services and make credit decisions on lending for your members. To thrive in this role you must be driven to meet established goals by building long term relationships with your members.
Education and/or Experience Requirements
High School diploma or GED required.
2 years of prior experience in a financial institution is required.
2 years of cash handling, sales and customer service experience is required.
Ability to interview members to determine financial service, lending, business needs.
Ability to perform in a fast paced, team-oriented environment with multiple interruptions.
Self-starter, motivated to be a part of the sales and services team; as well as being able to work independently.
Ability to handle problem solving, accuracy and attention to detail.
Strong motivation to provide quality customer service to members and the public.
Professionalism in attitude and member/team relations.
Cobalt Credit Union, based in Papillion, Nebraska, employs over 250 team members throughout our twenty locations. Cobalt Credit Union was established in 1946 to serve the military and we now offer our services to all community members within the counties that we serve. As a not-for-profit company, our mission is to be our members' trusted financial partner providing tailored solutions to support them throughout their life events. As an organization we believe in developing our employees through ongoing training and individualized coaching. We are a family oriented culture who cares about our employees and we pride ourselves on offering our employees growth opportunities within the organization.
You're the first person our members see when they need exceptional customer service and you create a lasting impression of the organization. You will represent the credit union as you communicate with our members, your teammates and the communities we serve. It's important that you use sound judgement when making decisions and you must lead by example when working with other employees.
Equal Opportunity Employer/Vet/Disabled
$26k-34k yearly est. Auto-Apply 30d ago
Relationship Banker, Hyannis, MA
Banco Santander 4.4
Personal banker job in Hyannis, NE
Relationship Banker, Hyannis, MACountry: United States of America
Your Journey Starts Here:
Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives.
Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers.
Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement.
Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.
Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
Foster customer loyalty by addressing concerns and providing timely resolutions.
Engage customers through digital platforms to enhance customer interactions and educate them on self-service options.
Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
Collaborate with team members and partners to achieve branch goals and drive overall performance.
Responsibilities may extend to supporting nearby branch locations based on business necessity.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High school diploma, GED or equivalent education: : Business Management, Finance, or equivalent field - Required.
Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred.
3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR)
12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR)
12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND)
12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required.
Established relationship-building skills with a focus on customer experience and loyalty.
Excellent customer service skills and a passion for helping others.
Proven track record in sales and cross-selling products and services.
Ability to work collaboratively in a team-oriented environment.
Excellent communication, consultative and influence skills both verbal and written.
Ability to display a credible, trustworthy, and professional image at all times.
Proficient in using digital tools and technology to enhance customer engagement.
Ability to follow directions, policies, and procedures.
Ability to identify and escalate concerns of risk to appropriate channels.
Ability to work in a fast-paced environment and manage multiple priorities.
Computer proficiency and basic math skills.
Ability to work branch hours, which can include weekends and evenings.
Certifications:
No Certifications listed for this job.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$38,250.00 USD
Maximum:
$59,000.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
$38.3k-59k yearly Auto-Apply 51d ago
Universal Banker
Access Bank 4.4
Personal banker job in Omaha, NE
Since opening our doors in 2007, our aim has always been to establish ourselves as Omaha's leading community-focused bank. For ten consecutive years, B2B Magazine has recognized us as the "Best Bank," a distinction complemented by five Excellence Awards from the Omaha Chamber of Commerce. Our commitment extends beyond banking; we have contributed over $1.12 million to support more than 353 local organizations and non-profits.
As a local community bank, we rank as a top ten bank in our market and have been recognized as a '
Best Bank to Work For
'
by American Banker. We are passionate about delivering high-touch experiences to our clients, shareholders, and, most importantly, our employees. Our dedication to exceptional service and approaching everything with integrity and professionalism contributes to our continued growth and overall success.
At ACCESSbank, our employees
are the difference
. We are committed to their success by offering competitive salaries and benefits, providing opportunities for personal and professional growth, and fostering an environment where people want to work.
Why Join ACCESSbank:
Community Focused: We are committed to the communities we serve by organizing volunteer and service opportunities, supporting employee stewardship with paid volunteer hours, and supporting organizations and individuals through donations and sponsorships.
Local Ownership: As a locally owned bank with no majority ownership, we make decisions based on what is right. We are agile, flexible, and deliver customized solutions tailored to our clients.
ACCESSway Experience: Everything we do is aligned with the principles of our 'ACCESSway,' ensuring a consistent commitment to excellence, unwavering client satisfaction, and seamless collaboration within our organization.
Ready to jump into a new opportunity? ACCESSbank is hiring for a Universal Banker
Primary responsibilities will include:
Assist clients with file maintenance such as address changes, providing temporary checks, and creating travel addenda's.
Accept loan, installment, and collection payments.
Answers telephones and directs callers to proper Bank personnel.
Assist in auditing cash drawers.
Assist with night depository duties by logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers.
Assure compliance with all Bank policies, procedures, and processes, and all applicable state and federal banking laws, rules, and regulations, and adheres to Bank Secrecy Act (BSA) responsibilities specific to the position.
Balance cash drawer daily and verifies cash being returned to the vault.
Become proficient within the following bank systems: Access Manager, Elan, and BPM.
Capable of proficiently executing branch capture operations.
Cash checks and savings withdrawals and make cash advances; confirm all necessary documents are properly authorized, are in proper form, and are within authorized limits; and make decisions when questionable items are presented for cashing.
Competent in cashing checks accurately by ensuring correct endorsements and verifying the availability of funds for both On-Us and Transit Checks.
Cross-sell the Bank's other products and services, referring customers to appropriate staff as indicated.
Eagerly support all departments with a variety of transactions and requests.
Efficiently utilize all system programs to help research and assist customers.
Establish proper identification of new customers and determines the need and extent of reference investigation.
Knowledgeable and proficient in completing Currency Transaction Reports (CTRs) and reporting Unusual Activity.
Assist in opening and closing the vault daily and assist in balancing vault currency and coin as needed.
Operates personal computer to process account activity, determine balances, and resolve problems within given authority.
Process transactions with precision and diligence, including deposits, withdrawals, transfers (via Teller & Transaction Management System), currency exchanges, splits, and change orders.
Process various loan transactions: consumer, loan payments, and consumer loan advances."
Assists clients with stop payments, Reg CC holds, transaction research, fee research, and waivers.
Proficient in executing vault procedures, including balancing, proficiently managing vault buy and sell processes and running the TCR (as it applies)
Proficient in utilizing established Know Your Customer (KYC) protocols and strictly adhering to bank's procedures for correctly identifying clients before engaging in account transactions or exchanging information.
Provide effective customer service and assists in resolving problems within given authority.
Required to acquire complete understanding and pledge adherence to the Security and Risk Management Program in line with the guidelines specified in the Risk Management Checklist and Practices section of the Retail Employee Handbook.
Responsible for ATM functions, including balancing and posting transactions.
Responsible for operating Branch capture and Deposit Review as applicable.
Treat people with respect; keeps commitments; Inspires the trust of others; works ethically and with integrity; upholds organizational values; and accepts responsibility for own actions.
Qualifications
High school diploma or equivalent experience.
Six months to one year of banking or related experience in the sales or financial industry.
Demonstrated excellent customer service and communication skills (written, verbal, listening).
Effective selling, cross-selling, and referral skills
Detail-oriented, well-organized, and the ability to work independently as well as part of a team.
Self-motivated/takes initiative.
Proficiency with computers.
Ability to effectively work on multiple projects simultaneously, managing time and resources to ensure that work is completed efficiently and within established timeframes.
Perks & Benefits:
Benefits are a vital component of your overall compensation package. We are delighted to provide a comprehensive array of valuable benefits to safeguard your health, support your family, and enhance your overall well-being. Our benefits include:
Medical, (2 plan options), Dental and Vision Insurance
Company-provided Life and Accidental Insurance with voluntary buy-up option
Company-provided Disability Insurance
Flexible Spending Accounts - Medical and Dependent Care
Health Savings Account
Voluntary benefits - Critical Illness, Accident Insurance and Hospital Indemnity
Employee Assistance Plan
401k plan w/ a generous company match and immediate vesting after each pay period
Paid Time Off
Voluntary Time Off
Lifestyle Spending Account
Continued education and additional career development opportunities
If you are interested in this opportunity, follow this link:
***********************************************************************************************
ACCESSbank is an EEO Employer/Vet/Disabled
$27k-31k yearly est. 19d ago
Financial Services Representative (Loan Officer)
Centris Federal Credit Union 3.3
Personal banker job in Gretna, NE
Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union! Financial Services Representative (PersonalBanker) Starting Pay Rate: $19.38 - $21 per hour + incentives. This isn't just a job, it's a path to a rewarding and successful career in the financial industry!
Your Future, Our Priority:
* Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward!
* Celebrate Success: Enjoy competitive incentives for meeting your goals! Additionally, enjoy annual corporate incentives for all team members!
Discover the Centris Experience:
* Build Relationships: Be a trusted financial partner to our members.
* Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris.
* Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union.
* Live the Centris Way: Embrace our values, vision, and mission.
Perks That Shine Bright:
* Invest in Yourself: Centris offers tuition reimbursement!
* Treat Yourself: Company-paid DoorDash membership.
* Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time.
We're looking for:
* Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members!
* Detail-oriented individual with a positive attitude and a passion for helping others!
* Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives!
Ready to Dive In? Your Journey Starts Here!
Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!
$19.4-21 hourly 15d ago
Part Time (30 Hours) Associate Banker, Aksarben Village Branch, Omaha, NE
Jpmorgan Chase 4.8
Personal banker job in Omaha, NE
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
$25k-30k yearly est. 11d ago
Financial Services Representative (Loan Officer)
Centris FCU
Personal banker job in Gretna, NE
Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union!
Financial Services Representative (PersonalBanker)
Starting Pay Rate: $19.38 - $21 per hour + incentives.
This isn't just a job, it's a path to a rewarding and successful career in the financial industry!
Your Future, Our Priority:
Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward!
Celebrate Success: Enjoy competitive incentives for meeting your goals! Additionally, enjoy annual corporate incentives for all team members!
Discover the Centris Experience:
Build Relationships: Be a trusted financial partner to our members.
Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris.
Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union.
Live the Centris Way: Embrace our values, vision, and mission.
Perks That Shine Bright:
Invest in Yourself: Centris offers tuition reimbursement!
Treat Yourself: Company-paid DoorDash membership.
Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time.
We're looking for:
Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members!
Detail-oriented individual with a positive attitude and a passion for helping others!
Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives!
Ready to Dive In? Your Journey Starts Here!
Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!
$19.4-21 hourly 14d ago
Financial Services Representative
Adams Bank and Trust 4.0
Personal banker job in North Platte, NE
Job Description
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
$32k-36k yearly est. 16d ago
Patient Financial Services Representative
Cherry County Hospital and Clinic
Personal banker job in Valentine, NE
Full-time Description
Job title: Patient Financial Services Representative
Reports to: Controller
Status: Full Time
Benefit Eligible: Yes
The Patient Financial Services Representative performs a variety of routine and non-routine clerical/patient accounting functions in accordance with standard procedures in one or more of the following areas: patient accounting, accounts receivable, or hospital revenue cycle for the Cherry County Hospital and Clinic.
Duties and Responsibilities
Regular responsibilities include but are not limited to the following:
Works daily electronic billing file and submits insurance claims to third-party payers
This position is responsible for posting monies received from all payor types (including Medicare, Medicaid, Managed Care, HMO, PPO, and patient)
Accurate billing of patient accounts, ensuring timely claim submission and reimbursement from various third- party payers and patients, ensuring proper account documentation in the facility's billing system, and pursuing follow-up efforts on aged accounts
Reviews, evaluates, and forwards manual patient account statements to payers that do not accept electronic claims or that require special handling
Documents billing activity on the patient account; ensures compliance with all applicable billing regulations and reports any suspected compliance issues to CFO
Reviews claims for accuracy and coordinates with ancillary departments as needed to provide information for audits and/or record reviews
Based on electronic payers' error reports, makes appropriate corrections to optimize the electronic claims submission process
Ensures payments and adjustments are accurately posted to patient accounts
Reviews claims for accuracy and coordinates with ancillary departments as needed to provide information for audits and/or record reviews
Based on electronic payers' error reports, makes appropriate corrections to optimize the electronic claims submission process
Ensures payments and adjustments are accurately posted to patient accounts
Ensures payments in correct computer log to assure accurate patient statements
Responds to written/oral requests for itemized bill from any customer including patient, insurance company, and attorney
Researches all patient and insurance refunds in accordance to best practice/benchmark for compliance
Calls patients to collect on outstanding balances, collecting insurance information, or providing payment options
Responds to patients inquiries regarding the status of insurance claims or balances due
Visits patients in the Emergency Department or the hospital to obtain information for billing or provider Medicaid application
Review outstanding patient balances prior to patients receiving elective services to secure appropriate payment arrangements and/or compliance with previously established payment arrangements
Ensures timely resolution of credits by accurate and timely refunds to the appropriate entity(s) and patient(s), prepares daily deposit and control sheets
Sorts the mail and is responsible for distribution to the appropriate area/person
Obtains pre-authorizations for services/procedures when required by the patient's payor
Posts charges onto the patient account for supplies and services that were provided to the patient to ensure proper billing and reimbursement
Various other reporting and miscellaneous reports relating to Revenue Cycle functionality, Accounts Payable or Timekeeping could be required
Ensures the confidentiality of patients' medical, personal, and financial records is maintained
Knowledgeable of and committed to practicing Corporate Compliance policies and procedures
Complies with Cherry County Hospital personnel policies
Performs other duties as assigned by the supervisor
Skills and Abilities Required
Ability to type, operate business machines including computers, and complex telephone systems
Verbally interact with a variety of individuals
Read fine print on documents
Access files in order or execute the proper handling of accounts receivable credit and collection
Execute general office duties as necessary in a proper manner
Ability to interact with utmost courtesy and tact
Supremely capable of projecting a demeanor of warmth and welcome to any and all individuals who presents themselves to the business office
Ability to maintain confidentiality of any and all hospital and patient affairs
Ability to read, write, verify, utilize, understand, trace, tender, tabulate, systemize, submit, study, organize, sort, search, scan, process, post, participate, move, locate, investigate, formulate, examine, draft, correspond, decide, classify, and/or assemble business office materials, instruction and equipment
Ability to sit, stand, and walk variable distances
Must be knowledgeable of state and federal confidentiality laws, including but not limited to HIPAA, and be familiar with and follow all policies, procedures and instructions regarding the privacy and security of protected health information applicable to the position
Physical Demands and Working Conditions
Works in a well-lighted and ventilated office
Subject to frequent interruptions
Normal office environment with little exposure to excessive noise, dust, temperature, and the like
Characterized as work requiring exertion of negligible up to 50 pounds of force periodically by moving objects
Requires sitting, talking, repetitive motion, and listening to a significant degree
Requires significant manual dexterity to operate business office machines and equip and to meet job performance standards and criteria
Requires verbal ability to communicate via telephone and typical voice interaction
Requires auditory ability sufficient to hear telephone with typical hearing impaired enhancements and to hear normal conversation typical or an office setting
We would also like to highlight our Comprehensive Benefit Package, which includes:
Health Insurance: Co-pay or HSA plan options with 100% coverage for the Employee
Dental Coverage: 100% coverage for the Employee
Vision Coverage: 100% coverage for the Employee
$50,000 Group Life Insurance with AD&D
Long-Term Disability Coverage: 100% coverage for the Employee
Medical and Dependent Care Flexible Spending Accounts
Health Savings Account with employer contribution
Supplemental Insurances: Short-Term Disability, Supplemental Life and AD&D, Critical Illness, Hospital Indemnity, and Accident
Retirement Plan: 457 plan with Pre-Tax and Roth options
Requirements
Minimum Job Requirements
High School diploma required
1 to 3 years of customer service and/or business office experience, ideally in a medical setting preferred
Prior experience and knowledge in the use of software packages such as Microsoft Excel, Word, and Windows
Knowledge of collection laws, 3rd party reimbursement, and basic hospital accounting
$29k-41k yearly est. 60d+ ago
Life Services Financial Services Representative - Hunt Valley
Bank of America 4.7
Personal banker job in Lincoln, NE
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family, or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you.
The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.
This role will be a part of the Life Services team, which focuses on guiding beneficiaries through the transition of deceased account assets. Your responsibilities will include taking initial notification calls, assisting with required documentation, and helping guide beneficiaries through the logistics of the transition process. This will include both inbound and outbound phone calls with clients, as well as document processing and research.
Job Description:
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.
Responsibilities:
• Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
• Focuses daily on service to sales with existing Merrill clients
• Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals
We'll help you
• Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy
• Get training and one-on-one coaching from academy managers who are invested in your success
• Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide
• Develop techniques to confidently engage with clients by telephone
• Continue to learn and grow in a culture where growth and career advancement are a priority
As a Financial Services Representative I, you can look forward to
• Providing a world class client experience through point of call account servicing and resolution
• Working in a well-compensated, highly collaborative environment
• Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America
Required Qualifications:
• Is client-focused with a passion for excellence and a positive team attitude
• Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment
• Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
• Is an effective communicator with an aptitude for sales and relationship management
• Has strong computer skills
• Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
• Is ambitious, disciplined, hardworking, resilient, and willing to learn
Additional Skills Used:
• Attention to Detail
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Prioritization
• Active Listening
• Decision Making
• Emotional Intelligence
• Result Orientation
• Written Communications
• Account Management
• Adaptability
• Client Experience Branding
• Coaching
• Referral Identification
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range$24.00 - $25.96 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$24-26 hourly Auto-Apply 60d+ ago
Universal Banker - Lincoln 25-065
Cobalt Credit Union
Personal banker job in Lincoln, NE
Universal Banker Cobalt Credit Union - Lincoln
2801 N 86th St.
Lincoln, NE 68507 Branch Hours: Monday - Friday 9:00 am - 5:00 pm
As our Universal Banker, you will advise our members on how to achieve their financial goals. Every day you will answer member questions, recommend and open Credit Union products and services and make credit decisions on lending for your members. To thrive in this role you must be driven to meet established goals by building long term relationships with your members.
Education and/or Experience Requirements
High School diploma or GED required.
2 years of prior experience in a financial institution is required.
2 years of cash handling, sales and customer service experience is required.
Ability to interview members to determine financial service, lending, business needs.
Ability to perform in a fast paced, team-oriented environment with multiple interruptions.
Self-starter, motivated to be a part of the sales and services team; as well as being able to work independently.
Ability to handle problem solving, accuracy and attention to detail.
Strong motivation to provide quality customer service to members and the public.
Professionalism in attitude and member/team relations.
Cobalt Credit Union, based in Papillion, Nebraska, employs over 250 team members throughout our twenty locations. Cobalt Credit Union was established in 1946 to serve the military and we now offer our services to all community members within the counties that we serve. As a not-for-profit company, our mission is to be our members' trusted financial partner providing tailored solutions to support them throughout their life events. As an organization we believe in developing our employees through ongoing training and individualized coaching. We are a family oriented culture who cares about our employees and we pride ourselves on offering our employees growth opportunities within the organization.
You're the first person our members see when they need exceptional customer service and you create a lasting impression of the organization. You will represent the credit union as you communicate with our members, your teammates and the communities we serve. It's important that you use sound judgement when making decisions and you must lead by example when working with other employees.
Equal Opportunity Employer/Vet/Disabled
$26k-34k yearly est. Auto-Apply 29d ago
Part Time (30 Hours) Associate Banker, Aksarben Village Branch, Omaha, NE
Jpmorgan Chase & Co 4.8
Personal banker job in Omaha, NE
JobID: 210702585 JobSchedule: Part time JobShift: Variable : 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.
$25k-30k yearly est. Auto-Apply 13d ago
Financial Services Representative
Adams Bank and Trust 4.0
Personal banker job in North Platte, NE
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
💼 Full-Time Financial Services Representative (Universal Banker)
💡 Why You'll Love Working Here:
Work in a supportive, team-focused environment
Build lasting relationships with customers
Professional growth opportunities
Competitive pay + benefits package
About the Role
We're looking for a positive, customer-focused go-getter to join our team as a Financial Services Representative (combination of Teller and PersonalBanker). In this role, you'll be the friendly face our customers rely on for everyday banking, while also helping them discover products and services that make their financial lives easier.
What You'll Do:
Greet customers and process transactions quickly and accurately
Balance and maintain your cash drawer daily
Open and close accounts (checking, savings, CDs, NOW accounts, etc.)
Provide exceptional customer service and build long-term relationships
Cross-sell banking products and services based on customer needs
Perform basic loan administration as needed
Follow all policies, procedures, and regulations
What We're Looking For:
Cash handling experience
Strong customer service & communication skills
Ability to multitask and pay close attention to detail
Professional appearance and demeanor
Sales experience preferred (but not required)
College degree may be substituted for experience - we'll train the right person
Perks & Benefits:
Competitive pay
Health, dental, and vision insurance
401(k) with employer match after one year
Paid time off & holidays
Ongoing training and career growth opportunities
Ready to Join Our Team?
Apply now with your resume - we can't wait to meet you!
$32k-36k yearly est. 17d ago
Patient Financial Services Representative
Cherry County Hospital and Clinic
Personal banker job in Valentine, NE
Job DescriptionDescription:
Job title: Patient Financial Services Representative
Reports to: Controller
Status: Full Time
Benefit Eligible: Yes
The Patient Financial Services Representative performs a variety of routine and non-routine clerical/patient accounting functions in accordance with standard procedures in one or more of the following areas: patient accounting, accounts receivable, or hospital revenue cycle for the Cherry County Hospital and Clinic.
Duties and Responsibilities
Regular responsibilities include but are not limited to the following:
Works daily electronic billing file and submits insurance claims to third-party payers
This position is responsible for posting monies received from all payor types (including Medicare, Medicaid, Managed Care, HMO, PPO, and patient)
Accurate billing of patient accounts, ensuring timely claim submission and reimbursement from various third- party payers and patients, ensuring proper account documentation in the facility's billing system, and pursuing follow-up efforts on aged accounts
Reviews, evaluates, and forwards manual patient account statements to payers that do not accept electronic claims or that require special handling
Documents billing activity on the patient account; ensures compliance with all applicable billing regulations and reports any suspected compliance issues to CFO
Reviews claims for accuracy and coordinates with ancillary departments as needed to provide information for audits and/or record reviews
Based on electronic payers' error reports, makes appropriate corrections to optimize the electronic claims submission process
Ensures payments and adjustments are accurately posted to patient accounts
Reviews claims for accuracy and coordinates with ancillary departments as needed to provide information for audits and/or record reviews
Based on electronic payers' error reports, makes appropriate corrections to optimize the electronic claims submission process
Ensures payments and adjustments are accurately posted to patient accounts
Ensures payments in correct computer log to assure accurate patient statements
Responds to written/oral requests for itemized bill from any customer including patient, insurance company, and attorney
Researches all patient and insurance refunds in accordance to best practice/benchmark for compliance
Calls patients to collect on outstanding balances, collecting insurance information, or providing payment options
Responds to patients inquiries regarding the status of insurance claims or balances due
Visits patients in the Emergency Department or the hospital to obtain information for billing or provider Medicaid application
Review outstanding patient balances prior to patients receiving elective services to secure appropriate payment arrangements and/or compliance with previously established payment arrangements
Ensures timely resolution of credits by accurate and timely refunds to the appropriate entity(s) and patient(s), prepares daily deposit and control sheets
Sorts the mail and is responsible for distribution to the appropriate area/person
Obtains pre-authorizations for services/procedures when required by the patient's payor
Posts charges onto the patient account for supplies and services that were provided to the patient to ensure proper billing and reimbursement
Various other reporting and miscellaneous reports relating to Revenue Cycle functionality, Accounts Payable or Timekeeping could be required
Ensures the confidentiality of patients' medical, personal, and financial records is maintained
Knowledgeable of and committed to practicing Corporate Compliance policies and procedures
Complies with Cherry County Hospital personnel policies
Performs other duties as assigned by the supervisor
Skills and Abilities Required
Ability to type, operate business machines including computers, and complex telephone systems
Verbally interact with a variety of individuals
Read fine print on documents
Access files in order or execute the proper handling of accounts receivable credit and collection
Execute general office duties as necessary in a proper manner
Ability to interact with utmost courtesy and tact
Supremely capable of projecting a demeanor of warmth and welcome to any and all individuals who presents themselves to the business office
Ability to maintain confidentiality of any and all hospital and patient affairs
Ability to read, write, verify, utilize, understand, trace, tender, tabulate, systemize, submit, study, organize, sort, search, scan, process, post, participate, move, locate, investigate, formulate, examine, draft, correspond, decide, classify, and/or assemble business office materials, instruction and equipment
Ability to sit, stand, and walk variable distances
Must be knowledgeable of state and federal confidentiality laws, including but not limited to HIPAA, and be familiar with and follow all policies, procedures and instructions regarding the privacy and security of protected health information applicable to the position
Physical Demands and Working Conditions
Works in a well-lighted and ventilated office
Subject to frequent interruptions
Normal office environment with little exposure to excessive noise, dust, temperature, and the like
Characterized as work requiring exertion of negligible up to 50 pounds of force periodically by moving objects
Requires sitting, talking, repetitive motion, and listening to a significant degree
Requires significant manual dexterity to operate business office machines and equip and to meet job performance standards and criteria
Requires verbal ability to communicate via telephone and typical voice interaction
Requires auditory ability sufficient to hear telephone with typical hearing impaired enhancements and to hear normal conversation typical or an office setting
We would also like to highlight our Comprehensive Benefit Package, which includes:
Health Insurance: Co-pay or HSA plan options with 100% coverage for the Employee
Dental Coverage: 100% coverage for the Employee
Vision Coverage: 100% coverage for the Employee
$50,000 Group Life Insurance with AD&D
Long-Term Disability Coverage: 100% coverage for the Employee
Medical and Dependent Care Flexible Spending Accounts
Health Savings Account with employer contribution
Supplemental Insurances: Short-Term Disability, Supplemental Life and AD&D, Critical Illness, Hospital Indemnity, and Accident
Retirement Plan: 457 plan with Pre-Tax and Roth options
Requirements:
Minimum Job Requirements
High School diploma required
1 to 3 years of customer service and/or business office experience, ideally in a medical setting preferred
Prior experience and knowledge in the use of software packages such as Microsoft Excel, Word, and Windows
Knowledge of collection laws, 3rd party reimbursement, and basic hospital accounting
$29k-41k yearly est. 24d ago
Universal Banker - 36th & Q Branch 25-035
Cobalt Credit Union
Personal banker job in Omaha, NE
Cobalt Credit Union - 36th & Q Branch
Inside Supermercado Nuestra Familia
3548 Q St.
Omaha, NE 68127
Hours:
Monday through Friday
10:00am to 6:00pm
Saturday
10:00am to 3:00pm
Universal Banker
As our Universal Banker, you will advise our members on how to achieve their financial goals. Every day you will answer member questions, recommend and open Credit Union products and services and make credit decisions on lending for your members. To thrive in this role you must be driven to meet established goals by building long term relationships with your members.
Education and/or Experience Requirements
High School diploma or GED required.
2 years of prior experience in a financial institution is required.
2 years of cash handling, sales and customer service experience is required.
Ability to interview members to determine financial service, lending, business needs.
Ability to perform in a fast paced, team-oriented environment with multiple interruptions.
Self-starter, motivated to be a part of the sales and services team; as well as being able to work independently.
Ability to handle problem solving, accuracy and attention to detail.
Strong motivation to provide quality customer service to members and the public.
Professionalism in attitude and member/team relations.
Cobalt Credit Union, based in Papillion, Nebraska, employs over 250 team members throughout our twenty-three locations. Cobalt Credit Union was established in 1946 to serve the military and we now offer our services to all community members within the counties that we serve. As a not-for-profit company, our mission is to be our members' trusted financial partner providing tailored solutions to support them throughout their life events. As an organization we believe in developing our employees through ongoing training and individualized coaching. We are a family oriented culture who cares about our employees and we pride ourselves on offering our employees growth opportunities within the organization.
You're the first person our members see when they need exceptional customer service and you create a lasting impression of the organization. You will represent the credit union as you communicate with our members, your teammates and the communities we serve. It's important that you use sound judgement when making decisions and you must lead by example when working with other employees.
Equal Opportunity Employer/Vet/Disabled
$26k-34k yearly est. Auto-Apply 60d+ ago
Financial Services Representative
Adams Bank and Trust 4.0
Personal banker job in Chappell, NE
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
Financial Services Representative 💼 Full-Time
💡 Why You'll Love Working Here:
Work in a supportive, team-focused environment
Build lasting relationships with customers
Professional growth opportunities
Competitive pay + benefits package
About the Role
We're looking for a positive, customer-focused go-getter to join our team as a Financial Services Representative (combination of Teller and PersonalBanker). In this role, you'll be the friendly face our customers rely on for everyday banking, while also helping them discover products and services that make their financial lives easier.
What You'll Do:
Greet customers and process transactions quickly and accurately
Balance and maintain your cash drawer daily
Open and close accounts (checking, savings, CDs, NOW accounts, etc.)
Provide exceptional customer service and build long-term relationships
Cross-sell banking products and services based on customer needs
Perform basic loan administration as needed
Follow all policies, procedures, and regulations
What We're Looking For:
Cash handling experience
Strong customer service & communication skills
Ability to multitask and pay close attention to detail
Professional appearance and demeanor
Sales experience preferred (but not required)
College degree may be substituted for experience - we'll train the right person
Perks & Benefits:
Competitive pay
Health, dental, and vision insurance
401(k) with employer match after one year
Paid time off & holidays
Ongoing training and career growth opportunities
Ready to Join Our Team?
Apply now with your resume - we can't wait to meet you!