Financial Services Representative Jobs in USA with Visa Sponsorship
Financial Services Representatives handle client accounts, regulatory compliance, and investment products at banks, credit unions, and investment firms. These roles typically qualify for H-1B visa sponsorship when requiring specialized finance degrees and analytical skills. Most positions need bachelor's degrees in finance, economics, or business administration. For detailed occupation requirements, see the O*NET profile.
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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 1,831+ Financial Services Representative Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Services Representative roles.
Get Access To All JobsTips for Finding Financial Services Representative Jobs
Target firms with established compliance teams
Large financial institutions like JPMorgan Chase, Bank of America, and Wells Fargo regularly sponsor H-1B visas for regulatory compliance and risk management roles requiring specialized knowledge.
Highlight your regulatory knowledge
Emphasize experience with FINRA, SEC regulations, or international banking standards. Compliance-focused roles strengthen the specialty occupation requirement for visa petitions.
Consider credit union opportunities
Credit unions often need representatives with bilingual skills and cultural knowledge for diverse member bases, creating stronger cases for international talent sponsorship.
Focus on analytical and advisory positions
Roles involving financial analysis, portfolio management, or client advisory services have stronger H-1B approval rates than basic teller or customer service positions.
Research state licensing requirements early
Many financial services roles require Series 7, Series 66, or state insurance licenses. Factor exam preparation time into your job search timeline.
Network through professional associations
Join CFA Institute, FPA, or local financial planning associations. Many sponsoring employers actively recruit through professional networks and industry events.
Frequently Asked Questions
Do financial services representatives qualify for H-1B sponsorship?
Yes, but it depends on job complexity and degree requirements. Roles involving financial analysis, regulatory compliance, or portfolio management typically qualify. Basic customer service or teller positions may not meet specialty occupation standards. The employer must demonstrate the role requires specialized knowledge and a relevant bachelor's degree.
What degree do I need for financial services H-1B sponsorship?
Most sponsored positions require bachelor's degrees in finance, economics, accounting, business administration, or mathematics. Some roles accept related fields like statistics or computer science if the job involves quantitative analysis. The degree field must directly relate to the specific job duties described in the H-1B visa petition.
Which financial companies sponsor H-1B visas most frequently?
Major banks like JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo sponsor hundreds of H-1B workers annually. Investment firms like Goldman Sachs, Morgan Stanley, and BlackRock also sponsor frequently. Credit unions and regional banks sponsor less often but may have less competition for available positions.
Can I work in financial services on other visa types?
Yes, several alternatives exist. E-3 visa holders (Australians) can work in qualifying financial roles. L-1 visa transfers work for international banks. O-1 visas apply to recognized experts in financial analysis or risk management. TN visa covers some economist and management consultant roles for Canadians and Mexicans.
How to find Financial Services Representative jobs with visa sponsorship?
To find Financial Services Representative jobs with visa sponsorship, use Migrate Mate, which specializes in connecting international candidates with sponsoring employers. Focus on large banks, investment firms, insurance companies, and fintech startups that commonly sponsor H-1B, L-1, and O-1 visas for financial professionals. These employers often need multilingual representatives to serve diverse client bases and are willing to sponsor qualified international candidates.
Do I need financial licenses before applying for sponsorship?
Not typically required upfront, but helpful for strengthening your application. Series 7, Series 66, CFA, or FRM certifications demonstrate specialized knowledge. Many employers sponsor the visa first, then support license preparation. However, having licenses can differentiate you from other candidates and improve approval odds.
What is the prevailing wage requirement for sponsored Financial Services Representative jobs?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.