H-1B Visa Financial Services Representative Jobs
Financial Services Representative roles at banks, credit unions, and brokerage firms qualify as H-1B visa specialty occupations when the position requires a bachelor's degree in finance, economics, or a related field. Many large financial institutions file H-1B petitions annually and have established sponsorship pipelines for this role.
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Get Access To All JobsPrimary City/State:
Glendale, Arizona
Department Name:
C/P-North Central Orthopedics
Work Shift:
Day
Job Category:
Revenue Cycle
Great careers are built at Banner Health. We understand that talented health care professionals appreciate having options. We are proud to offer our team members many career and lifestyle choices throughout our network of facilities. Apply today, this could be the perfect opportunity for you.
As a Front Desk Patient Financial Services Representative, you'll work collectively with a dedicated group of healthcare professionals to ensure patients have a positive experience. Answering incoming calls to the office for scheduling and questions. Running benefits, collecting for office visits and surgeries, working referrals and scheduling pt.’s, obtaining records from outside facilities, chart prepping for office visits, scanning information into pt.’s charts, managing incoming faxes, checking in and checking out pt.’s, and verifying insurance information. Have great communication skills, listening skills, team player, time management, well organized, able to multi-task and great attention to detail. This is a perfect opportunity to apply your great skills and make patients and visitors feel welcomed. A career with our team is a great opportunity if you are just starting out or have many years of experience.
Hours Monday-Friday
Location: 5601 W Eugie, Glendale, AZ 85304
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
Primary City/State:
Glendale, Arizona
Department Name:
C/P-North Central Orthopedics
Work Shift:
Day
Job Category:
Revenue Cycle
Great careers are built at Banner Health. We understand that talented health care professionals appreciate having options. We are proud to offer our team members many career and lifestyle choices throughout our network of facilities. Apply today, this could be the perfect opportunity for you.
As a Front Desk Patient Financial Services Representative, you'll work collectively with a dedicated group of healthcare professionals to ensure patients have a positive experience. Answering incoming calls to the office for scheduling and questions. Running benefits, collecting for office visits and surgeries, working referrals and scheduling pt.’s, obtaining records from outside facilities, chart prepping for office visits, scanning information into pt.’s charts, managing incoming faxes, checking in and checking out pt.’s, and verifying insurance information. Have great communication skills, listening skills, team player, time management, well organized, able to multi-task and great attention to detail. This is a perfect opportunity to apply your great skills and make patients and visitors feel welcomed. A career with our team is a great opportunity if you are just starting out or have many years of experience.
Hours Monday-Friday
Location: 5601 W Eugie, Glendale, AZ 85304
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 192+ H-1B Visa Financial Services Representative Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Financial Services Representative Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Financial Services Representative
Verify your degree field matches the role
USCIS scrutinizes Financial Services Representative petitions when the degree field is broad. A finance, economics, or accounting degree strengthens your case. A general business degree can work but expect a Request for Evidence asking your employer to justify the specialty occupation requirement.
Use OFLC Wage Search before negotiating salary
Your employer must certify your salary meets the prevailing wage for your SOC code and metropolitan area. Pull the OFLC Wage Search figures yourself so you know the Level I through Level IV range before the offer conversation starts.
Target employers enrolled in E-Verify early
Financial firms required to verify employment eligibility through E-Verify already have the compliance infrastructure for H-1B hiring. Prioritize these employers in your search on Migrate Mate, where LCA filing history is surfaced by employer so you can confirm H-1B sponsorship track record before applying.
Ask about the LCA filing timeline at offer stage
Your employer must file and receive a certified LCA from DOL before submitting the I-129 to USCIS. For Financial Services Representative roles tied to FINRA licensing, confirm the employer won't delay the LCA while waiting for your Series 7 or Series 63 results.
Document client-facing and analytical duties separately
Petitions for this role are stronger when the job description distinguishes theoretical and practical application of financial knowledge from routine sales tasks. Work with your employer to ensure the I-129 support letter reflects duties that require a specialized degree, not just product knowledge.
Plan around the 60-day grace period if changing jobs
If you're moving from one financial employer to another, you have a 60-day grace period after your previous job ends to maintain H-1B status. Your new employer must file an H-1B transfer petition before that window closes, and you can start work once the receipt notice is issued under portability rules.
H-1B Visa Financial Services Representative: Frequently Asked Questions
Does a Financial Services Representative role qualify as an H-1B specialty occupation?
It qualifies when the position requires a bachelor's degree or higher in a specific field such as finance, economics, accounting, or business administration. Roles that primarily involve product sales without requiring specialized theoretical knowledge can face USCIS scrutiny. The strongest petitions include job descriptions that tie daily duties directly to the application of a specific body of financial or economic knowledge.
Which employers sponsor H-1B visas for Financial Services Representative positions?
Banks, credit unions, insurance companies, investment firms, and wealth management companies are the most active sponsors for this role. Migrate Mate surfaces employers with verified LCA filing history for Financial Services Representative positions, so you can focus your applications on companies that have already demonstrated a willingness to sponsor H-1B workers in this occupation.
Does holding a FINRA license affect my H-1B petition for this role?
FINRA licensing such as the Series 7 or Series 63 doesn't substitute for the degree requirement in the H-1B petition, but it can strengthen the specialty occupation argument. USCIS evaluates whether the role requires a degree, not just a license. If your employer requires licensure alongside a bachelor's degree in a related field, that combination supports the petition's specialty occupation claim.
Can I change employers if my H-1B was sponsored for a Financial Services Representative role?
Yes, H-1B portability allows you to transfer to a new employer once the new I-129 petition is filed, even before it's approved, as long as your previous status was lawful. The new employer must file a new LCA with DOL and submit the transfer petition to USCIS. You don't need to wait for approval to start work at the new financial firm.
What O*NET classification applies to Financial Services Representative roles?
The O*NET profile most commonly used is Personal Financial Advisors or Financial Services Sales Agents, depending on whether the role involves advisory duties or primarily sales within a financial institution. The SOC code on your employer's LCA determines the prevailing wage level DOL applies. Confirm the SOC code your employer plans to use before the LCA is filed, since it directly affects your certified wage floor.