SB Financial Services Relationship Manager jobs in Lebanon, PA

SB Financial Services Relationship Manager develops and manages banking relationships with small business customers to acquire new business, sell financial products and services and grow the portfolio. Prospects for new customers, upsell opportunities, and referrals. Being a SB Financial Services Relationship Manager develops and maintains strong relationships with referral sources. Engages with existing customers to understand their financial needs and provide suggestions for products and services that benefit small businesses throughout the business cycle. Additionally, SB Financial Services Relationship Manager serves as point of contact and advocates for customers to answer questions, resolve issues, and provide product information. Maintains an in-depth understanding of product offerings and coordinates with other areas of the bank to upsell or deliver services to customers. Monitors and maintains assigned portfolio to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. Requires a bachelor's degree or equivalent. Typically reports to a manager. The SB Financial Services Relationship Manager occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a SB Financial Services Relationship Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Patient Financial Services Representative Lead
  • WellSpan Health Services
  • Lebanon, PA FULL_TIME
  • Schedule

    Full-time: 40hrs/wk

    Hours: Monday - Friday, Day Shift

    No evenings, no weekends

    Hybrid work model

    General Summary

    Assists in oversight of the daily operations and work activities of the Billing or Customer Service team. Acts in a supervisory role in the absence of the assigned supervisor.

    Duties and Responsibilities

    Essential Functions:

    • Oversees the work of other personnel by training, allocating and monitoring work. Performs work of a similar nature.
    • Assists with annual performance evaluations and with the interview process. May perform audits on other staff members' work.
    • Reviews, reconciles and/or corrects a variety of reports.
    • May interact with collection agencies and a variety of governmental agencies.
    • Reviews accounts and maintains contact with third parties to ensure timely payments. May assist staff with follow up and/or resolution of accounts.
    • Acts as a resource for business office staff, Access ED Staff and PAS IT staff.
    • Trains new hires as well as conducting training for existing employees as needed.

    Common Expectations:

    • Establishes and maintains communication with ancillary departments/entities to facilitate problem solving and continuous process improvement.
    • Assists in developing, establishing and maintaining policies, procedures and standards.
    • Maintains appropriate records, reports, and files as required.
    • Maintains departmental records and reports and collects statistical data for administrative and regulatory purposes.
    • Participates in educational programs and inservice meetings.
    • Provides outstanding service to all customers; fosters teamwork; and practices fiscal responsibility through improvement and innovation.

    Required for All Jobs:

    • Performs other related duties as identified.
    • WellSpan Health has adopted and implemented a compliance program to support WellSpan's values and standards for professionalism, integrity, and ethics. Expected to support and meet the values and standards of the organization and the performance expectations of the job, the department, and the compliance program.
    • WellSpan Health has adopted and implemented a privacy program to safeguard the patient information and the business and operational information of the organization. Expected to support and meet the values and standards of the organization to safeguard patient and business/operational information.

    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.

    Physical Demands:

    • Standing - Occasionally
    • Walking - Occasionally
    • Sitting - Frequently
    • Reaching - Rarely
    • Talking - Frequently
    • Hearing - Frequently
    • Repetitive Motions - Occasionally
    • Eye/Hand/Foot Coordination - Occasionally

    Qualifications

    Minimum Education:

    • High School Diploma or GED Required

    Work Experience:

    • 3 years Relevant experience. Required

    Licenses:

    • Certified Patient Accounts Technician Upon Hire Required or
    • Certified Compliance Technician - AAHAM Upon Hire Required or
    • Certified Healthcare Access Associate Upon Hire Required or
    • Certified Revenue Cycle Executive Upon Hire Required or
    • Certified Revenue Cycle Professional Upon Hire Required or
    • Certified Revenue Cycle Specialist Upon Hire Required or
    • Certified Revenue Integrity Professional Upon Hire Required

    Courses and Training:

    • Cross-trained in the department; training as a PAS II or Financial Caseworker II Upon Hire Required

    Knowledge, Skills, and Abilities:

    • Excellent customer service, communication and interpersonal skills.
    • Insurance knowledge.
    • Computer skills.

    Employment Benefits

    • Sign-on incentives for new employees
    • Medical, dental and vision insurance
    • Life and accidental death insurance
    • Supplemental life insurance
    • Retirement savings plan
    • Paid time off (PTO)
    • PTO bridging
    • Short-term disability
    • Educational assistance
    • Forgivable loan
    • Flexible spending
    • Credit union
    • Employee recreational activities
    • Childcare
    • Complimentary medicine discounts
  • 8 Days Ago

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General Manager
  • General Manager
  • Annville, PA FULL_TIME
  • We are an established manufacturing company listed on the NYSE with numerous plants across the country. Currently we are seeking candidates for the position of General Manager for our plant located be...
  • 28 Days Ago

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Financial Services Coordinator
  • Service 1st Federal Credit Union
  • Danville, PA FULL_TIME
  • Role:A Financial Services Coordinator's primary responsibility is to provide administrative support to the Retirement & Investment Center. Schedules appointments with members and communicates regularl...
  • 1 Month Ago

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Financial Services Assistant - Part-Time
  • Journey Bank
  • Bloomsburg, PA PART_TIME
  • Financial Services Assistant Are you looking for a career with a purpose in your local community? By working at your community bank you will find a sense of purpose in your everyday job. At Journey Ba...
  • 9 Days Ago

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Residential Services Manager
  • Community Services Group, Inc.
  • Lebanon, PA FULL_TIME
  • Join Community Services Group (CSG) as a Residential Services Manager (Program Manager) for our Adult Intellectual & Developmental Disabilities (IDD) Community Home Services in Lebanon, PA and find me...
  • 25 Days Ago

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Business Banker I
  • SB Simmons Bank
  • Pottsville, PA FULL_TIME
  • It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary The Business Banker I is focuse...
  • 6 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Lebanon, PA area

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Financial Representative
  • Modern Woodmen of America
  • Lebanon, PA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/25/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Manheim, PA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/25/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Hershey, PA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/25/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen Of America
  • Hershey, PA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/25/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Lititz, PA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/25/2024 12:00:00 AM

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Finance & Administration Manager
  • Mennonite Disaster Service (mds)
  • Lititz, PA
  • Company Description Mennonite Disaster Service (MDS) is a volunteer network of Anabaptist churches that responds to natu...
  • 4/25/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Hershey, PA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/22/2024 12:00:00 AM

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Assistant Branch Manager I (PC 454)
  • Members1st
  • Carlisle, PA
  • ** Assistant Branch Manager I (PC 454)** **Job Category****:** 1st Level Management **Requisition Number****:** ASSIS002...
  • 4/21/2024 12:00:00 AM

Lebanon (/ˈlɛbənən/) is a city in and the county seat of Lebanon County, Pennsylvania, United States. The population was 25,477 at the 2010 census, a 4.2% increase from the 2000 count of 24,461. Lebanon is located in the central part of the Lebanon Valley, 26 miles (42 km) east of Harrisburg and 29 miles (47 km) west of Reading. Lebanon was founded by George Steitz in 1740 and was originally named Steitztown. According to the United States Census Bureau, the city has a total area of 4.2 square miles (11 km2), all of it land. Lebanon is bordered to the north and east by North Lebanon Township (...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$67,022 to $88,129
Lebanon, Pennsylvania area prices
were up 1.5% from a year ago

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