H-1B Visa Financial Representative Jobs
Financial Representative roles qualify for H-1B visa sponsorship when the position requires a bachelor's degree in finance, economics, or a related field. Large financial services firms, insurance companies, and wealth management firms file H-1B petitions regularly for this occupation. Your degree field and the job's specialty occupation designation are the two factors that determine eligibility.
Find H-1B Visa Financial Representative JobsOverview
Showing 5 of 442+ Financial Representative jobs
See all 442+ Financial Representative Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Representative roles.
Get Access To All JobsINTRODUCTION
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 - Orthopedics, 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: 5601 W Eugie St Suite 100 Glendale, AZ 85304
SCHEDULE: Monday – Friday 8:30am - 5:00pm
At Banner Medical Group, you'll have the opportunity to perform a critical role in the community where you practice. Banner Medical Group provides both primary and specialty care throughout the communities in which Banner Health operates. We do this in a variety of settings - from smaller group practices like our Banner Health Clinics in Colorado and Wyoming, to large multi-specialty Banner Health Centers in the metropolitan Phoenix area. We currently have more than 1,000 physicians and more than 3,500 total employees in our group and are seeking others to enhance our ability to deliver our nonprofit mission of providing excellent patient care.
Position Summary
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
INTRODUCTION
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 - Orthopedics, 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: 5601 W Eugie St Suite 100 Glendale, AZ 85304
SCHEDULE: Monday – Friday 8:30am - 5:00pm
At Banner Medical Group, you'll have the opportunity to perform a critical role in the community where you practice. Banner Medical Group provides both primary and specialty care throughout the communities in which Banner Health operates. We do this in a variety of settings - from smaller group practices like our Banner Health Clinics in Colorado and Wyoming, to large multi-specialty Banner Health Centers in the metropolitan Phoenix area. We currently have more than 1,000 physicians and more than 3,500 total employees in our group and are seeking others to enhance our ability to deliver our nonprofit mission of providing excellent patient care.
Position Summary
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 442+ H-1B Visa Financial Representative Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Financial Representative Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Financial Representative
Verify your degree supports specialty occupation
Financial Representative requires a directly related degree, not just any bachelor's. A finance, economics, or accounting degree maps cleanly. A general business degree may trigger an RFE asking USCIS to confirm the role-degree connection.
Use OFLC Wage Search before accepting offers
Pull the prevailing wage for your specific Financial Representative SOC code and work location before negotiating. Your offered salary must meet the DOL prevailing wage level, and underpaying is a common LCA compliance failure that can unravel a petition.
Target firms with dedicated immigration compliance teams
Insurance carriers, broker-dealers, and registered investment advisers with in-house compliance staff file H-1B petitions more reliably than smaller independents. These employers already know E-Verify enrollment and LCA posting obligations, reducing delays on your end.
Search for Financial Representative jobs on Migrate Mate
Migrate Mate filters Financial Representative postings by verified H-1B filing history, so you apply only to employers who have actually sponsored this visa, not just those who say they're open to it.
Clarify licensing obligations during the offer stage
Many Financial Representative roles require FINRA Series 6, 7, or 63 licenses. Confirm with your employer whether sponsorship begins before or after you obtain required licenses, since exam eligibility is employer-sponsored and timing affects your start date.
Check O*NET classification before the petition is filed
The O*NET profile for Financial Representative lists the job zone and typical education requirements. If your employer's job description deviates significantly from the O*NET standard, USCIS is more likely to issue an RFE on specialty occupation grounds.
H-1B Visa Financial Representative: Frequently Asked Questions
Does a Financial Representative role qualify as a specialty occupation for H-1B purposes?
It depends on how the employer writes the job description. USCIS requires the position to normally demand a bachelor's degree in a specific field, such as finance, economics, or accounting. A Financial Representative role tied to portfolio management or financial planning typically qualifies. A role focused primarily on sales or client outreach with no required degree is less likely to qualify, and the LCA and petition language must reflect a genuine degree requirement.
Which employers sponsor H-1B visas for Financial Representative positions?
Large insurance carriers, registered investment advisers, bank wealth management divisions, and broker-dealers are the most consistent H-1B sponsors for this role. Smaller independent financial firms rarely have the infrastructure to manage LCA filings and USCIS petitions. Migrate Mate shows Financial Representative postings filtered by verified DOL Labor Condition Application filing history, so you can focus your search on employers with a documented sponsorship track record.
Can I switch Financial Representative employers on an existing H-1B?
Yes, through H-1B portability under AC21. Once your current H-1B petition has been approved for at least 240 days, you can start working for a new employer as soon as they file an H-1B transfer petition on your behalf, without waiting for that petition to be approved. The new role must be the same or a similar occupational classification, which for Financial Representatives typically means staying within financial services or advisory functions.
What documents do I need to support an H-1B petition for a Financial Representative role?
Your employer needs a certified LCA from DOL before filing Form I-129 with USCIS. You'll need to provide academic credentials confirming a relevant degree, a detailed job offer letter specifying duties and salary, and any professional licenses the role requires. If your degree is from outside the U.S., a credential evaluation confirming equivalency to a U.S. bachelor's degree in a related field is also required.
Does holding a FINRA license affect my H-1B eligibility as a Financial Representative?
A FINRA license doesn't independently satisfy the specialty occupation requirement, but it strengthens the petition by demonstrating the role's professional standard. USCIS evaluates specialty occupation based on degree requirements, not licensure. If your employer requires Series 6, 7, or 63 licenses, include that in the job description to show the position demands both a specific degree and specialized credentials, which collectively support the specialty occupation argument.