Financial Counselor - Healthcare jobs in New York
Financial Counselor - Healthcare develops and facilitates payment plans for patients to finance medical expenses by coordinating between insurer, third party payer and patient. Confirms level, terms of coverage, and benefit limits with health insurance providers. Being a Financial Counselor - Healthcare advises patients of any alternative sources of funding or assistance available from social service agencies. Prepares and files any documentation needed to complete payment arrangements. Additionally, Financial Counselor - Healthcare may arrange for referrals or second opinions. Has general knowledge of insurance terms and practices. Requires a high school diploma. Typically reports to a supervisor or manager. The Financial Counselor - Healthcare works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Counselor - Healthcare typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Recently Added Financial Counselor - Healthcare jobs
Financial Development Center Counselor
- Heritage Financial Credit Union
-
Poughkeepsie, NY
FULL_TIME
-
Description
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams.
Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed.
Our values are at the heart of everything we do. We believe in:- Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
- Excellence: We strive to provide our members with the best possible service.
- Teamwork: We believe that we can achieve more together than we can alone.
- Respect: We treat each other with dignity and respect.
- Community: We are committed to giving back to the communities we serve.
Position Title: Financial Development Center Counselor
Department: Community Development, located in Poughkeepsie, NY
Classification: Non-Exempt
Approved By: Chief Development Officer
REPORTING RELATIONSHIPS
Position Reports To: Financial Opportunity Center Manager
Positions Supervised: None
POSITION PURPOSE
The Financial Development Counselor (FDC) is a motivated, compassionate, friendly, positive, trustworthy individual who has a passion to work with empowering people and is committed to help drive financial education and community outreach for financial services. Responsible for building trusted relationships and providing a high impact service culture through engaged financial conversations, active listening, accurate transaction processing, development and recording of member action plans and also serves as an advocate for member growth towards desired needs and goals. The FDC is also responsible for executing various banking tasks, ensuring accurate financial transactions, excellent customer service and adherence to regulatory guidelines with precision and efficiency.
Essential Functions And Basic Duties- Serve as an ambassador of the Credit Union and its vision to promote financial well-being so people may reach their fullest potential in life.
- Provide the necessary tools, resources and opportunities for learning to make possible the achievement of people's financial hopes and dreams.
- Provide ongoing and constructive guidance to clients and members along their financial education development journey and answer finance questions in person and over the phone.
- Makes it easy for members to do business with the Credit Union.
- Help establish and build partnerships with mission aligned community organizations to promote FDC services and serve community members.
- Willingness and dedication to applying HFCU’s core values and adapting the accountability ladder philosophy while conducting business.
- Ensure financial education software is accurate and up to date to allow all staff to step in and assist members at any juncture of their journey to full resolution as needed as soon as possible whenever possible.
- Perform responsibilities of position in accordance with federal and state regulations, credit union policies and procedures.
- Assist location Manager in location operations as necessary.
- Recommend changes to workflow, efficiencies and quality.
- Possess in depth knowledge of HFCU financial products and services.
- Track and confirming referrals to, and from, other community service organizations.
- Actively participating in ongoing training as needed in order to meet all certification standards and credentialing requirements.
- Work effectively as a team member, participating actively and constructively.
- Ensure member issues are addressed timely and are fully resolved.
- Represent HFCU at events as deemed necessary.
- Perform other duties as necessary or assigned.
Performance is measured against the core competencies as outlined by the position and against goals established by the manager and/or Department Officer.
Requirements- Ability to use initiative and independent judgment.
- Ability to effectively relate to co-workers, members, and partner sites using excellent active listening, interpersonal, verbal and written communication skills.
- Ability to prioritize assignments, manage and perform multiple tasks presented by more than one person.
- Ability to conduct potentially difficult financial conversations with empathy, care and attention to detail.
- Conduct initial assessments of potential members' situation to determine needs and goals.
- Be compassionate yet firm.
- Be detail oriented and able to meet deadlines.
- Demonstrate technical competence.
- Ability and willingness to discreetly manage personal information.
- Ability to perform basic math, spelling, and grammar.
- Ability to use a computer without assistance using Windows-based software.
- Must complete financial education and applicable coursework and have completed, or be able to complete, financial education certification and other relevant training as assigned by management.
- Must be willing to occasionally work flexible hours including evenings and Saturdays.
- Must be bondable by the credit union, insurance carrier and/or regulator.
- Must have a dependable transportation.
EDUCATION/CERTIFICATION: A high school diploma or its equivalent. Notary designation or ability to attain within 6 months. Financial education certification or ability to attain within 6 months.
REQUIRED KNOWLEDGE: Proven knowledge of operational structure and workings of a bank or credit union as well as the products and services offered by these financial institutions is a plus. This position requires that the employee gain a working knowledge of Bank Secrecy ACA (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.
EXPERIENCE REQUIRED: Two years of customer service, financial or social work services or related field is a plus.
SKILLS/ABILITIES: Ability to effectively communicate the organization’s mission and specific program-related objectives. Ability to project a professional appearance and positive attitude at all times. Ability to manage daily tasks as assigned and work with community members. Needs to be available for outside meetings and events. Ability to communicate (written and verbal) proficiently in Spanish and English highly desirable. - 7 Days Ago
Healthcare Financial
- Jayestech LLC
-
New York, NY
CONTRACTOR,TEMPORARY
- Duties: Responsible for the compilation, distribution and analysis of financial data, writing and maintaining reports and schedules, and presenting results in a concise and meaningful manner; complex ...
- 5 Days Ago
Associate, Healthcare Coverage
- ING Financial Services LLC
-
New York, NY
FULL_TIME
- Healthcare | Healthcare Associate | NYC About ING: Ranked #8 on LinkedIn Top Companies in Financial Services Crain’s 100 Best Places to Work Ragan’s Top Places to Work in 2023 In Americas, ING’s Whole...
- 15 Days Ago
Financial Counselor
- MKS2 Technologies
-
West Point, NY
FULL_TIME
- MKS2 Technologies, LLC, an award-winning high growth small business, creates innovative and customer-centric technology solutions in the areas of Cyber Security, Instructional Design and Training, Sof...
- 3 Days Ago
Financial Counselor
- Westchester Medical Center, a member of WMCHealth
-
Suffern, NY
FULL_TIME
- Job DetailsThe Financial Counselor receives and interviews patients to obtain demographic and insurance information, and enters and retrieves data on automated systems utilizing specialized software p...
- 8 Days Ago
Financial Counselor
- Elcor Nursing & Rehabilitation Center
-
Horseheads, NY
FULL_TIME
- FINANCIAL COUNSELOR JOB DESCRIPTION: RESPONSIBLE FOR FINANCIAL INTERVIEW FOR MEDICAID APPLICATION PROCESS, DISCUSSING FINANCIAL OBLIGATIONS/COLLECTING PAYMENT IF NECESSARY, DETERMINING NURSING HOME ME...
- 1 Day Ago
Financial Counselor - Healthcare jobs at Popular Companies
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- Edward Jones
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- Wintrust Financial
-
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- Edward Jones
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Financial Advisor
- Edward Jones
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Financial Advisor
- Edward Jones
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Financial Advisor
- Edward Jones
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About New York
New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States.
New York covers 54,555 square miles (141,300 km2) and ranks as the 27th largest state by size.[3] The highest elevation in New York is Mount Marcy in the Adirondacks, at 5,344 feet (1,629 meters) above sea level; while the state's lowest point is at sea level, on the Atlantic Ocean.
In contrast with New York City's urban landscape, the vast majority of the state's geographic area is dominated by meadows, forests, rivers, farms, mountains, and lakes. Most of...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Financial Counselor - Healthcare jobs
$41,650 to $52,031
Most Popular Cities in New York for Financial Counselor - Healthcare Jobs
What does a Financial Counselor - Healthcare do?
Financial Counselor - Healthcare in Providence, RI
In case the insurance of the patient covers the cost, a financial counselor works with the needed papers and documents and make sure that everything is in order.
January 11, 2020
Financial Counselor - Healthcare in Tucson, AZ
Financial counselors usually work in the front office location of hospitals, where they sit on their desks and use computers in facilitating their jobs.
January 26, 2020
Financial Counselor - Healthcare in Vincennes, IN
However, there are instances that financial counselors work at night or even during weekends.
December 03, 2019