Green Card Financial Services Representative Jobs
Financial Services Representative roles qualify for EB-2 and EB-3 green card sponsorship when the position requires a bachelor's degree in finance, economics, or a related field. Employers initiate the PERM labor certification with DOL before filing the I-140 petition with USCIS. Finding a firm willing to start that sponsorship process is the first step.
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Get Access To All JobsPRIMARY CITY/STATE:
Glendale, Arizona
DEPARTMENT NAME:
BTMC Pediatric General Surg
WORK SHIFT:
Day
JOB CATEGORY:
Revenue Cycle
A rewarding career that fits your life. Those who have joined the Banner mission come from all walks of life, united by the common goal: Make health care easier, so life can be better. If changing health care for the better sounds like something you want to be part of, apply today.
As a Patient Financial Services Representative-Pediatrics, you will have the opportunity to perform a critical role in the community where you practice. We offer a customer-focused and friendly work environment with career growth opportunities to work in a busy clinic. A career with our team is great if you are just starting out or have many years of experience. If you are ready to be challenged, work in a positive environment and contribute to making a change in people's lives, then we are the perfect team for you.
Location: 5310 W. Thunderbird Ste 301, Glendale AZ 85306
Schedule: Monday – Friday 8:30am-5:00pm
This position coordinates a smooth patient flow process by answering phones, scheduling patient appointments, providing registration of patient and insurance information, obtaining required signatures following established processes, procedures and standards. This position also verifies insurance coverage, validates referrals and authorizations, collects patient liability and provides financial guidance to patients to maximize medical services reimbursement efforts. This also includes accurately posting patients at the point of service and releasing information in accordance with organizational and compliance policies and guidelines.
CORE FUNCTIONS
-
Performs registration/check-in processes, including but not limited to performing data entry activities, providing patients with appropriate information and intake forms, obtaining necessary signatures and generating population health summary.
-
Verifies insurance eligibility benefits for services rendered with the payors and documents appropriately. Assists in obtaining or validating pre-certification, referrals, and authorizations.
-
Calculates and collects patient liability according to verification of insurance benefits and expected reimbursement. Explains and provides financial policies and available resources for alternative payment arrangements to patients and their families.
-
Enters payments/charges for services rendered and performs daily payment/charge reconciliation in a timely and accurate manner. Balances cash drawer at the beginning and end of the day and prepares daily bank deposit with necessary paperwork sent to centralized billing for record purposes.
-
Schedules office visits and procedures within the medical practice(s) and external practices as necessary. Maximizes reimbursement by scheduling patients in accordance with payor plan provisions. Confirms patient appointments for the following day as necessary and ensures patients are properly prepared for visits.
-
Demonstrates proactive interpersonal communications skills while dealing with patient concerns through telephone calls, emails and in-person conversations. Optimizes patient flow by using effective customer service/communication skills by communicating to internal and external customers, care team, management, centralized services and HIMS.
-
Assists in responding to requests for patient medical records according to company policies and procedures, and state and federal laws.
-
Provides a variety of patient services to assist in patient flow including but not limited to escorting patients, taking vitals and patient history, assisting in patient treatment, distributing mail and fax information, ordering supplies, etc.
-
Works independently under regular supervision and follows structured work routines. Works in a fast paced, multi-task environment with high volume and immediacy needs requiring independent decision making and sound judgment to prioritize work and ensure appropriateness and timeliness of each patient’s care. This position requires the ability to retain large amounts of changing payor information/knowledge crucial to attaining reimbursement for the services provided. Primary external customers include patients and their families, physician office staff and third party payors.
MINIMUM QUALIFICATIONS
High school diploma/GED or equivalent working knowledge.
Requires knowledge of patient financial services, financial, collecting services or insurance industry experience processes normally acquired over one or more years of work experience. Requires the ability to manage multiple tasks simultaneously with minimal supervision and to work independently.
Requires strong interpersonal, oral, and written communication skills to effectively interact with a wide range of audiences. Strong knowledge in the use of common office software, word processing, spreadsheet, and database software are required.
Employees working at Banner Behavioral Health Hospital, BTMC Behavioral, and BUMG, BUMCT, or BUMCS in a Behavioral Health clinical setting that serves children must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment. An Arizona Criminal History Affidavit must be signed upon hire.
PREFERRED QUALIFICATIONS
Work experience with the Company’s systems and processes is preferred. Previous cash collections experience is preferred.
Additional related education and/or experience preferred.
EEO STATEMENT:
EEO/Disabled/Veterans
Our organization supports a drug-free work environment.
Privacy Policy:
Privacy Policy
PRIMARY CITY/STATE:
Glendale, Arizona
DEPARTMENT NAME:
BTMC Pediatric General Surg
WORK SHIFT:
Day
JOB CATEGORY:
Revenue Cycle
A rewarding career that fits your life. Those who have joined the Banner mission come from all walks of life, united by the common goal: Make health care easier, so life can be better. If changing health care for the better sounds like something you want to be part of, apply today.
As a Patient Financial Services Representative-Pediatrics, you will have the opportunity to perform a critical role in the community where you practice. We offer a customer-focused and friendly work environment with career growth opportunities to work in a busy clinic. A career with our team is great if you are just starting out or have many years of experience. If you are ready to be challenged, work in a positive environment and contribute to making a change in people's lives, then we are the perfect team for you.
Location: 5310 W. Thunderbird Ste 301, Glendale AZ 85306
Schedule: Monday – Friday 8:30am-5:00pm
This position coordinates a smooth patient flow process by answering phones, scheduling patient appointments, providing registration of patient and insurance information, obtaining required signatures following established processes, procedures and standards. This position also verifies insurance coverage, validates referrals and authorizations, collects patient liability and provides financial guidance to patients to maximize medical services reimbursement efforts. This also includes accurately posting patients at the point of service and releasing information in accordance with organizational and compliance policies and guidelines.
CORE FUNCTIONS
-
Performs registration/check-in processes, including but not limited to performing data entry activities, providing patients with appropriate information and intake forms, obtaining necessary signatures and generating population health summary.
-
Verifies insurance eligibility benefits for services rendered with the payors and documents appropriately. Assists in obtaining or validating pre-certification, referrals, and authorizations.
-
Calculates and collects patient liability according to verification of insurance benefits and expected reimbursement. Explains and provides financial policies and available resources for alternative payment arrangements to patients and their families.
-
Enters payments/charges for services rendered and performs daily payment/charge reconciliation in a timely and accurate manner. Balances cash drawer at the beginning and end of the day and prepares daily bank deposit with necessary paperwork sent to centralized billing for record purposes.
-
Schedules office visits and procedures within the medical practice(s) and external practices as necessary. Maximizes reimbursement by scheduling patients in accordance with payor plan provisions. Confirms patient appointments for the following day as necessary and ensures patients are properly prepared for visits.
-
Demonstrates proactive interpersonal communications skills while dealing with patient concerns through telephone calls, emails and in-person conversations. Optimizes patient flow by using effective customer service/communication skills by communicating to internal and external customers, care team, management, centralized services and HIMS.
-
Assists in responding to requests for patient medical records according to company policies and procedures, and state and federal laws.
-
Provides a variety of patient services to assist in patient flow including but not limited to escorting patients, taking vitals and patient history, assisting in patient treatment, distributing mail and fax information, ordering supplies, etc.
-
Works independently under regular supervision and follows structured work routines. Works in a fast paced, multi-task environment with high volume and immediacy needs requiring independent decision making and sound judgment to prioritize work and ensure appropriateness and timeliness of each patient’s care. This position requires the ability to retain large amounts of changing payor information/knowledge crucial to attaining reimbursement for the services provided. Primary external customers include patients and their families, physician office staff and third party payors.
MINIMUM QUALIFICATIONS
High school diploma/GED or equivalent working knowledge.
Requires knowledge of patient financial services, financial, collecting services or insurance industry experience processes normally acquired over one or more years of work experience. Requires the ability to manage multiple tasks simultaneously with minimal supervision and to work independently.
Requires strong interpersonal, oral, and written communication skills to effectively interact with a wide range of audiences. Strong knowledge in the use of common office software, word processing, spreadsheet, and database software are required.
Employees working at Banner Behavioral Health Hospital, BTMC Behavioral, and BUMG, BUMCT, or BUMCS in a Behavioral Health clinical setting that serves children must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment. An Arizona Criminal History Affidavit must be signed upon hire.
PREFERRED QUALIFICATIONS
Work experience with the Company’s systems and processes is preferred. Previous cash collections experience is preferred.
Additional related education and/or experience preferred.
EEO STATEMENT:
EEO/Disabled/Veterans
Our organization supports a drug-free work environment.
Privacy Policy:
Privacy Policy
See all 356+ Green Card Financial Services Representative Jobs
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Get Access To All JobsTips for Finding Green Card Sponsorship in Financial Services Representative
Document your finance credentials before applying
Gather official transcripts, professional licenses (Series 6, Series 7, Series 63), and any FINRA registrations before you target employers. PERM requires the employer to verify your qualifications match the certified job requirements exactly, so gaps surface late and delay filing.
Target broker-dealers and banks with PERM history
Search DOL PERM disclosure data to identify financial services firms that have certified labor applications for roles matching your title. Firms with recent PERM filings for Financial Services Representatives already understand the process and are less likely to withdraw sponsorship mid-application.
Use Migrate Mate to filter green card sponsoring employers
Filter your search by employers who have actively filed EB-2 or EB-3 sponsorship cases for financial services roles. Migrate Mate surfaces this data so you spend time applying to firms with a documented willingness to sponsor, not guessing.
Clarify sponsorship intent before accepting an offer
Ask the hiring manager or HR whether the firm has in-house immigration counsel or uses outside counsel for PERM filings. Companies without an established process often stall after the offer, leaving you in H-1B visa or OPT status longer than planned while they build internal approval chains.
Understand how prevailing wage affects your negotiation
Your employer must pay at least the DOL prevailing wage for your role and location throughout the green card process. Look up your specific wage level using the OFLC Wage Search before negotiating your offer so you know the floor your employer is legally required to meet.
Track your priority date once the I-140 is approved
After USCIS approves your I-140 petition, your priority date determines when you can file for adjustment of status. For EB-3, applicants from most countries outside China and India can file relatively quickly, but check the monthly Visa Bulletin to monitor when your date becomes current.
Green Card Financial Services Representative: Frequently Asked Questions
Does a Financial Services Representative role qualify for EB-2 or EB-3 sponsorship?
Most Financial Services Representative positions qualify under EB-3 as skilled workers or professionals when the role requires a bachelor's degree. EB-2 applies if the position requires an advanced degree or if you have a master's degree or equivalent in finance, economics, or business. The employer's job requirements stated in the PERM application determine which category applies, so the offer letter and internal job description need to match precisely.
How does green card sponsorship differ from H-1B for this role?
An H-1B gives you temporary status in two or three-year increments and is subject to the annual lottery cap for new applicants. A green card through PERM, I-140, and adjustment of status leads to permanent residency with no renewal cycle. EB-3 has no annual lottery, so your employer files when ready rather than waiting for a selection round. The tradeoff is timeline: the full PERM-to-green-card process typically runs longer than an initial H-1B approval.
Which types of financial services employers are most likely to sponsor green cards?
Regional banks, broker-dealers, insurance firms, and wealth management companies that maintain dedicated HR or legal teams are the most consistent sponsors. Smaller independent financial advisory practices rarely initiate PERM because the process requires significant legal resources. You can verify which employers have filed PERM cases for comparable roles by reviewing DOL disclosure data, which is publicly available and searchable by job title and employer name.
How can I find Financial Services Representative jobs that offer green card sponsorship?
Migrate Mate lets you search specifically for employers with a verified history of EB-2 and EB-3 sponsorship in financial services, so you're not relying on job descriptions that vaguely mention visa support. Filtering by sponsorship history before you apply saves significant time and avoids offers from firms that mention green card sponsorship in postings but have never actually completed a PERM filing.
What happens to my green card case if I change employers before it's approved?
If you change employers before USCIS approves your I-140, the PERM certification tied to your original employer is generally abandoned and you start over. Once your I-140 is approved and your priority date is current, portability rules under AC21 allow you to move to a similar role at a new employer without losing your priority date. Confirm the new role is in the same or a similar occupational classification before accepting any offer.