Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Certification is required: BLS, MA/CMA, and Covid Card
Minimum Years of experience: 1 year
Job description:
Job Summary: Under direct supervision of a provider performs a variety of clinical and administrative tasks while striving to offer perfect care every time to patients. Clinical duties include greeting and escorting patients to the exam room, measuring and recording vitals, collecting, and recording medical and medication histories, preparing patients for examination/procedure, assisting the provider as directed and ensuring efficient clinic patient flow. Additional duties include specimen collection with accurate labeling and prescriptions as directed by the provider. Maintains equipment and supplies. Administrative duties include answering telephones, scheduling appointments, accurate patient registration, processing referrals and prior authorizations. Maintain focus on patient centered care and customer service.
Essential Functions:
· Consistently use an outward mindset and put forth exemplary effort in accomplishing his/her goals and objectives in a manner that helps others to achieve their goals and objectives.
· Obtains and records vital signs, height and weight, medical and medication history.
· Documents all medical information appropriate and accurately in the EMR. Sends records to Health Information Management, as needed.
· Prepares patients for examination/procedure and ensures patient flow.
· Assists provider and nursing staff as guided.
· Implement medical orders in a safe and proper manner.
· Collects specimens and properly labels, administer immunizations and medication via various routes (IM, SQ, Oral, Nasal), as directed by the provider.
· Maintain rooms, equipment and supplies to uphold standard precautions.
· Answer telephones ensuring to handle customer inquiries promptly and appropriately.
· Schedule appointments, process referrals and prior authorizations.
· Register patients, ensuring accuracy, collection and scanning of proper documents, and all required registration steps are followed.
· Provides patient centered care and customer service
Duration of contract: 13 Weeks
Shift: Days
INDHC01
Job Types: Full-time, Contract
Pay: $14.00 - $19.00 per hour
Schedule:
Work Location: On the road
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