Financial Counseling Representative
VirtualVocations
Supporting patients through the financial aspects of healthcare, the full-time Financial Counseling Representative will provide exceptional financial counseling, assist with insurance verification, and discuss payment options while working remotely. Key responsibilities Provide financial counseling support by helping patients understand insurance benefits and out-of-pocket costs Verify insurance eligibility and explain benefits clearly to patients Assist patients with Medicaid and financial assistance applications while maintaining accurate documentation Required qualifications High School Diploma or GED Exceptional customer service experience Ability to explain financial and insurance concepts clearly Demonstrates compassion, empathy, and patience in patient interactions Professionalism in handling sensitive financial conversations
$19.23 - $28.37 per hour
...% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role...SuggestedHourly payWork experience placementWork at officeDay shift$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Financial Advisor Careers at First Command Shaping Positive Financial Behaviors since 1958 3 out of 4 of our Financial Advisors are veterans or military spouses. With 165+ offices nationwide, many are located near military installations. First Command Financial Advisors...SuggestedHourly payMinimum wageTemporary workFor contractorsWork at officeLocal areaHome office
- ...service throughout the loan origination process. Interview and counsel loan customers, matching the financing needs of the customer to... ...relations: Actively participate in community organizations and events. Represent the Bank in the community. Other outside activities: Actively...SuggestedWork experience placementBank staffLocal area
$116.4k - $194k
...the firm. Works closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess the client’s current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritizes short‑term and long‑...SuggestedTemporary workWork experience placementLocal area$92.36k - $123.16k
...performance-based incentives – ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We\'ve weathered the market\'s ups...Full timeTemporary workPart timeWork experience placementWork visaFlexible hours$85k - $105k
...involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment...Work at officeLocal areaRemote work2 days per week- ...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Temporary workShift workDay shift
- ...Merrill Advisor Development Program - Financial Advisor: Northern New England Market Manchester, New Hampshire;Hanover, New Hampshire... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client’s financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payWork experience placementDay shift$70k - $80k
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Full timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Job Title Responsible for participating in daily branch activities including growth initiatives and goals, the ability to perform teller activities for customers, operational compliance, superior customer service, and bank directed initiatives. May be involved in community...
$25 - $38.46 per hour
...Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable...Hourly payWork experience placementFlexible hoursDay shift- ...providing customer care, quality service and community support while building lasting customer relationships by providing personalized financial guidance and offering tailored product solutions that help clients achieve their goals. Essential Duties Supports both teller and...
- ...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the bank’s risk...Shift workDay shift
- ...clients as needed. Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to...Shift workWeekend workDay shift
$65k - $78k
...Personal Financial Counselors (PFC) provide personal financial counseling services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military...Full timeContract workWork at officeFlexible hours- ...requests for information and briefs on a timely basis and ensures compliance with all regulatory requirements Gathers and analyzes financial information and operating statistics and their impacts for the development of regulatory strategies Supports the preparation of...Work experience placementWork at officeRemote workWork from home
- ...position will be responsible for assisting with the analysis of financial statements on all commercial and commercial real estate loans;... ...relations Participate in community organizations and events. Represent the Bank in the community. Other outside activities Actively...Work experience placementBank staffLocal area
- ...Customer Service Representative This position provides excellent customer service by greeting customers in a friendly manner, developing... ...the overall sales growth of the Bank by exploring customers' financial needs and goals. Recommends solutions as appropriate or...Work at officeLocal area
$28.85 - $33.65 per hour
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...workplace where your work truly matters, you’ll feel right at home. Why You’ll Love Working Here Purpose-driven work at a not-for-profit financial cooperative A culture built on empowerment, collaboration, and growth Career development opportunities and hands‑on experience...Work at office
- ...team. In this front-line position, you will play a key role in delivering exceptional member service while handling a variety of financial transactions accurately and efficiently. If you enjoy working with people, have strong attention to detail, and thrive in a fast-paced...Hourly payLocal area
$18 - $26.21 per hour
...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Float tellers will frequently travel to different branches within a designated area...Immediate start- To support a large-scale Oracle Cloud ERP Financials implementation, the full-time remote Oracle Cloud Financials Functional Consultant will engage with finance stakeholders, translate business requirements into functional solutions, and lead various implementation phases...Remote work
- ...client service and assist with account transactions; Identify and resolve client servicing issues and escalate as needed; Listen for financial wellness opportunities and refer to Banker; Balance cash drawer within balancing guidelines; Follow banking regulations and...Part time
$18 - $26.21 per hour
...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner.**Primary Responsibilities:**Adhere to the established customer service standards...Hourly payImmediate start$18 - $23.08 per hour
...needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our...Hourly payPart timeWork experience placementFlexible hoursShift workDay shift$185k - $215k
...This role can be HYBRID for those with a good standing with the California Bar Association Job Details Responsibilities Represent clients in court to argue motions during legal proceedings Provide guidance and advice to associate attorneys and paralegals to...Local area- Northern Light Health Department: Patient Safety Position is located: Mercy Fore River Work Type: Full Time Hours Per Week: 40.00 Work Schedule: 8:00 AM to 4:30 PM Summary: The Risk Management Specialist works under the general supervision of the Director...Full timeWork experience placementWork at officeFlexible hoursShift work
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