Financial Counselor I
Midwest Vision Partners
Financial Counselor I
As a Financial Counselor you will provide exceptional care for our patients by offering them professional service and creating a memorable patient experience. The incumbent accurately and professionally explains the physician's diagnosis, the surgical procedure and the expected results to each surgical patient and, as appropriate, to their families through verbal instruction, brochures, pamphlets and video. The Surgical Counselor handles all surgery scheduling process and advise patients on financial obligations which may include the establishment of payment plans. Schedule M-F 32-40 hours a week
What You Will Be Doing
- Prepare medical charts for surgical evaluations (cataract / retinal / glaucoma / cornea / lids, etc.) performed by our physicians at practices throughout the local area
- Travel with the physician to all locations, including referring physician offices
- Educate patients on the newest technologies and advancements in the field of cataract surgery
- Obtain any prior approvals or authorizations needed from insurance companies
- Schedule all patient surgeries and pre-operative and post-operative appointments, including appointments with the patient's primary care physician, optometrist and surgery center
- Prepare and organize surgery charts and mailing any necessary paperwork
- Inform patient of any pre-admission testing (labs, EKG, etc.), what is expected day of surgery, answer any pre-surgical questions, and inform of follow up care
- Answer all telephone inquiries from patients and primary care physicians regarding surgery or other concerns
- Verify medical benefits for surgery and injections
- Discuss benefits and costs of non-covered benefits with patients. Secure any out of pocket financial requirements from patient
- Complete consent and other necessary forms for surgery
- Interface with Billing Department as needed
- Relay all surgical booking forms and charts to the surgery center in a timely manner
- Maintain a professional relationship with referring physicians from neighboring communities
- Perform other duties as assigned
What You Know
- Required
- High school diploma or GED
- Demonstrated customer service skills
- Excellent written and verbal communication skills
- Desired
- Previous ophthalmology or healthcare experience
- Highly motivated, detail-oriented and organized
- Able to multi-task and meet deadlines
- Willing to travel to multiple, local offices
- Typically 0-2 years of experience
What You Will Receive
- Competitive wages
- Robust benefit package including medical, dental, life and disability (short- and long-term) insurance
- Generous paid time off (PTO) program
- Seven (7) company paid holidays
- 401(k) retirement plan with company match
- An organization focused on People, Passion, Purpose and Progress
- Inspirational culture
About Midwest Vision Partners
Midwest Vision Partners was founded in 2019 to build a premier eye care platform in partnership with Alpine Investors, a San Francisco-based private equity firm. Alpine is a strong supporter of MVP, given their PeopleFirst™ philosophy, unparalleled track record, significant financial resources, and a commitment to building a platform that includes physician leadership at the highest levels. Headquartered in Chicago, our mission is to provide world-class support to ophthalmologists and optometrists, enabling them to focus on improving patients' vision to help people live their best lives. Today, MVP's network consists of 16 practices, 125 physicians, and roughly 1500 employees providing medical and surgical eyecare services at over 60 locations throughout the Midwest. We strive to be the premier provider of eyecare in the Midwest through a culture of collaboration and excellence.
- ...Job Summary: The Financial Consultant, as part of the Financial Consulting team, is responsible for identifying process inefficiencies and recommending strategic improvements. This role also includes assessing and addressing inefficiencies within the client's Financial...SuggestedRemote work
- ...As a Financial Counselor you will provide exceptional care for our patients by offering them professional service and creating a memorable patient experience. The incumbent accurately and professionally explains the physician's diagnosis, the surgical procedure and the...SuggestedTemporary workLocal area
- ...how to fix those vulnerabilities. The primary focus of this position is on administrative efficiency, legal compliance, workflow, financial processes, and electronic medical records (EMR) support. Responsibilities: Provide onsite and/or remote services to clients Complete...SuggestedRemote work
- ...Financial Advisor Position Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at 7 17 Credit Union in Streetsboro...SuggestedLocal area
- JPMorganChase in Hudson, Ohio is seeking a Financial Advisor with at least 2 years of experience. The role emphasizes building strong client relationships, delivering personalized investment solutions, and understanding financial markets. Candidates must possess or be eligible...Suggested
- EmergencyMD in Stow, Ohio is seeking a Financial Counselor to provide exceptional patient care by explaining surgical procedures and handling surgery scheduling. The ideal candidate should possess strong customer service skills and excellent communication abilities, along...
$50k - $75k
LPL Financial, in partnership with TruStage, is hiring a Financial Advisor in Streetsboro, Ohio. This position offers the opportunity to grow your business using the credit union's referral system and investment tools. Applicants should have their Series 7 and 66 licenses...Local area- ...monitoring, and reporting risks of all types. Essential Duties And Responsibilities Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in-depth...Work experience placementWork at office
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work$100k - $120k
...Position Type Full Time Education Level 4 Year Degree Description Reporting directly to the CFO, this role will help build the financial modeling, business analytics, and operational insight capabilities required to support executive decision-making across the...Full timeWork at office- ...Full-Time/Part-Time Full-Time Description FINANCIAL AID ADVISOR - CAMPUS SUMMARY The Financial Aid Advisor (FAA) performs administrative work directly related to the administration of financial aid programs. The FAA coordinates and executes state, federal...Full timePart timeWork experience placementCasual workWork at officeLocal areaMonday to FridayAfternoon shift
- A consulting firm in Ohio is seeking a Consultant to enhance administrative efficiency and legal compliance for clients. The role involves providing both onsite and remote services, maintaining client records, and ensuring that regulatory requirements are met. Qualifications...Remote job
- ...branch's customer base through proactive sales and exceptional customer service. They will engage customers face-to-face, identify financial needs, and advocate effective banking solutions. Candidates should possess strong knowledge of banking products, customer...Work at office
- ...Candidates should have a college degree or relevant work experience. The role requires strong sales skills and the ability to conduct Financial Needs Assessments, along with a commitment to customer satisfaction and ethical behavior. Competitive salary and extensive...Work experience placement
$70k - $100k
...an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. As a CSS, you would be responsible for (1) managing our entire back-end client...Work at officeAfternoon shift- Farmers Logo 2022 is seeking a Teller in Twinsburg, OH, responsible for processing customer transactions and recommending bank products. Ideal candidates will possess a high school diploma or GED, cash handling experience, and basic computing skills. Responsibilities also...
- ...Responsibilities: Respond to inbound calls and digital leads from qualified home shoppers Consult with borrowers to understand their financial goals and recommend appropriate loan solutions Guide borrowers through the mortgage application process from pre-qualification...Full timeWork at officeRemote work
- Bank Teller Job Category: Retail Requisition Number: BANKT002263 Posted: April 22, 2026 Full-Time Twinsburg, OH 44087, USA Description SUMMARY: Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends ...Full timeWork at officeFlexible hours
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Hudson, Ohio. You will offer comprehensive financial planning and investment solutions to clients, enhancing their overall experience while fostering strong client relationships. You should possess at least 2 years...
$18 - $22.6 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 payWork experience placementShift workDay shift$18 - $22.6 per hour
A leading financial institution in Hudson, Ohio is seeking a Teller who will provide excellent in-person client service, assist with account transactions, and identify financial needs. The ideal candidate must have a high school diploma, experience in client service, and...Hourly pay$65k - $70k
...The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Wealth Advisor will be based out of a Citizens corporate office location and work...Currently hiringWork at officeLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$37.5k - $62.5k
...Description Coaches, mentors and leads tellers by example to deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workPart timeWork experience placementWork at officeShift work$18 - $21.15 per hour
PNC is seeking a Part Time Teller in Twinsburg, OH, focused on delivering exceptional customer experiences and improving financial well-being. Responsibilities include educating customers on available financial options and identifying banking opportunities. No previous...Hourly payPart time- ...existing and potential borrowers with the goal of meeting customer needs and exceeding their expectations. Analyze customers' financial situations and provide the appropriate solution by advising customers as to the appropriate loan product for them. Excel in a fast...Full timeWork at office
$18 - $21.15 per hour
Position Overview Part Time Teller - Twinsburg, OH. Responsibilities Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Hourly payPart timeWork experience placement- Primary Office Location: 413 Northfield Road. Bedford, Ohio. 44146. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: ...Part timeWork at office
- ...WealthBridge Financial Group is seeking a results-oriented Investment Advisor Representative to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor I. Be the first to apply!

