SB Financial Services Relationship Manager jobs in Stockton, CA

SB Financial Services Relationship Manager develops and manages banking relationships with small business customers to acquire new business, sell financial products and services and grow the portfolio. Prospects for new customers, upsell opportunities, and referrals. Being a SB Financial Services Relationship Manager develops and maintains strong relationships with referral sources. Engages with existing customers to understand their financial needs and provide suggestions for products and services that benefit small businesses throughout the business cycle. Additionally, SB Financial Services Relationship Manager serves as point of contact and advocates for customers to answer questions, resolve issues, and provide product information. Maintains an in-depth understanding of product offerings and coordinates with other areas of the bank to upsell or deliver services to customers. Monitors and maintains assigned portfolio to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. Requires a bachelor's degree or equivalent. Typically reports to a manager. The SB Financial Services Relationship Manager occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a SB Financial Services Relationship Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

S
Assistant Manager of Patient Financial Services
  • San Joaquin County
  • French Camp, CA FULL_TIME
  • Approximate Salary
    $7,128.36 - $8,664.56/month

    Opening Date
    5/15/2023 08:00:00 AM

    Closing Date
    Open Until Filled

    Employment Type
    Full-Time

    Analyst
    Romualdo Castro

    Introduction



    The Hospital

    San Joaquin General Hospital (SJGH), originally established in 1857, is a general acute care facility providing a full range of inpatient services including General Medical/Surgical Care, High-Risk Obstetrics and Neonatal Intensive Care, Pediatrics and Intensive Care. In addition to the 196-bed hospital, the medical campus includes multiple facilities dedicated to comprehensive outpatient services including Primary Care and Specialty Clinics. The Hospital's Ambulatory Care sites, including offices located at French Camp and Stockton provide over 1,340,000 outpatient clinic visits a year.

    In addition to providing direct medical services, the hospital is active in providing education for health professionals through post-graduate residency programs in General Surgery, Internal Medicine and Family Practice and has trained over 3,000 physicians since the residency programs were established in 1932. The hospital also participates in clinical affiliation agreements for training programs in a variety of health professions including Registered and Licensed Vocational nurses, Pharmacists, Radiology Technologies, Social Workers and Respiratory Therapists.





    About The Position

    The Assistant Manager of Patient Financial Service assists with planning, organizing, coordinating, staffing and directing a wide range of patient billing, collections and other Business Office activities at San Joaquin General Hospital. This key role will have significant responsibility for contributing to the overall success of the revenue cycle for SJGH by assuring that billing, collections and other Business Office activities are performed in an efficient, effective and appropriate manner.

    The ideal candidate will have extensive supervisory experience in patient accounting in a health care setting. They will also have direct hospital Business Office experience supervising and follow-up for Medicare, Medi-Cal and contract insurance. The ideal candidate will have excellent verbal and written communication, strong working knowledge of medical information systems and current Medicare, Medi-Cal, and insurance billing and collection practices.




    Compensation and Benefits

    In addition to the yearly base salary of $85,540.35 - $103,974.83, the County offers an excellent benefit plan which includes a county contribution to health insurance, dental and vision insurance plans. Other benefits offered by the County include:

    ¨ 1937 Retirement Act plan with reciprocity with CALPERS.

    ¨ 125 Flex Spending Benefits Plan.

    ¨ 12 day sick leave annually with unlimited accumulation.

    ¨ 10 days of vacation leave (accruals increase with milestone years of service).

    ¨ 10 holidays per year.




    Recruitment

    This recruitment is being conducted to fill on vacancy as an Assistant Manager of Patient Financial Services at San Joaquin General Hospital's and to create a referral pool to fill future vacancies. Resumes will not be accepted in lieu of an application. A completed application must be postmarked or received online by the final filing deadline.

    The following incentives and bonuses may be available for eligible full time new hires.
    Incentives and bonuses are subject to approval by Human Resources.

    Vacation Accrual Rate: San Joaquin County vacation accrual rate consistent with the candidate's total years of public service.

    Sick Leave: Candidates leaving other employment may receive credit for actual non-reimbursable sick leave hours (up to 160 hours) from their last agency. Hours shall be subject to San Joaquin County's minimum sick leave cash out provisions.

    New Hire Retention Bonus:

    • $2,000 upon completion of first year equivalent employment (2,080 hours)
    • $1,000 upon completion of third year equivalent employment (6,240 hours)
    • $3,000 upon completion of sixth year equivalent employment (12,480 hours)

    Background: Potential new hires into this classification are required to successfully pass a background as a condition of employment. Final appointment cannot be made unless the eligible has passed all pre-employment processes.

    NOTE: All correspondences relating to this recruitment will be delivered via e-mail. The e-mail account used will be the one provided on your employment application during time of submittal. Please be sure to check your e-mail often for updates. If you do not have an e-mail account on file, Human Resources will send you correspondences via US Mail.




    TYPICAL DUTIES

    • Assists with the planning, organization, coordination, staffing and directing of the clerical, technical and administrative work of the Business Office; provides appropriate guidance and technical expertise to staff performing various patient billing, credit/collections, and related services; develops workload and productivity standards; assures that Business Office activities are performed in a manner that meets organizational needs while maintaining positive customer service and patient satisfaction.
    • Assists to ensure adequate and appropriate Business Office staffing; assists with hiring, and assigns, trains and evaluates subordinate personnel; takes appropriate action on disciplinary matters; verifies and assures staff proficiency; ensures that staff development needs are met and directs training and education activities as required; manages personnel and policy-related issues.
    • Assists in the development and implementation of goals, policies, strategies, and procedures for the effective and efficient management of activities in the Business Office; initiates and implements action plans when changes are needed; coordinates and cooperates with other Health Care Services managers/staff, insurance providers, outside agencies, and others as needed to maximize revenues, cash flow, and billing compliance while minimizing accounts receivable days, bad debts, and write offs.
    • Develops and implements quality control and quality improvement programs for the Business Office and other assigned areas; monitors work in progress as well as completed work to verify accuracy and efficiency; reviews, analyzes and interprets various complex reports and documents to evaluate and improve activities in assigned areas and ensure compliance with federal, state and other regulations.
    • Assures appropriate utilization of information technology and related tools to support assigned operations; participates in the planning, development and testing of new and/or upgraded computerized revenue cycle systems.
    • Resolves patient account discrepancies and negotiates settlements within limits of authority; assures that necessary communication of patient information is done appropriately and confidentially.
    • Represents the Health Care Services agency to individuals and groups as assigned; attends meetings and conferences and participates on committees as assigned.

    MINIMUM QUALIFICATIONS

    Education: Graduation from an accredited four-year college or university with a major in business or public administration, accounting, economics, finance, mathematics, health science, or a closely related field.

    Experience: Two years of patient accounting supervisory experience in a health care setting within the last five (5) years, including at least one year of direct hospital Business Office experience supervising and follow-up for at least two of the following payers; Medicare, Medi-Cal and contract insurance.

    Substitution #1:Additional qualifying supervisory experience within the last seven (7) years may substitute for the education on a year-for-year basis to a maximum of three (3) years.

    KNOWLEDGE

    Principles and practices of management, supervision and administration; principles and practices of quality control, general hospital business practices and procedures; and terminology related to health care services billing/collections; state and federal regulations related to the health care billing and reimbursement process; current Medicare, Medicaid and insurance billing/collections practices; current standards and requirements for medical bill coding; medical managed care practices; accreditation standards for hospital business office activities; revenue cycle computer information and reporting systems; data analysis and report writing techniques.

    ABILITY

    Supervise the revenue cycle activities of a hospital business office; staff in the performance of supervisory, paraprofessional, technical, and hospital billing, collections and related work; interpret complex health care billing regulations and ensure compliance with such regulations; develop and administer budgets and perform related general management activities; establish and maintain effective working relationships with third party payers, physicians, health care managers, patients, and others; work cooperatively with others; influence positive process changes; utilize complex information technology to maximize the efficiency and quality of revenue cycle activities; analyze and interpret complex data and draw logical conclusions to develop and address revenue cycle operational processes; communicate effectively, both orally and in writing.

    PHYSICAL/MENTAL REQUIREMENTS

    Mobility-Frequent operation of a data entry device; frequent sitting, standing, and walking for long periods; occasional driving, climbing stairs, pushing, pulling, bending, and squatting; Lifting-Ability to occasionally lift up to 15 pounds; Vision-Constant reading and close-up work and good overall vision; frequent eye/hand coordination; occasional color/depth perception and peripheral vision; Dexterity-Frequent holding, grasping and writing; occasional reaching and repetitive motion; Hearing/Talking-Constant hearing normal speech, talking in person and on the telephone; occasional hearing faint sounds; Emotional/Psychological-Constant public contact, decision making and concentration; frequent working alone and exposure to trauma, grief and death; Special Requirements-May occasionally work weekends/nights; Environmental-Occasional exposure to noise, emergency situations.

    Equal Opportunity Employer

    San Joaquin County is an Equal Employment Opportunity (EEO) Employer and is committed to providing equal employment to all without regard to age, ancestry, color, creed, marital status, medical condition, national origin, physical or mental disability, political affiliation or belief, pregnancy, race, religion, sex, or sexual orientation. For more information go to Equal Employment Opportunity Division (sjgov.org).

    Accommodations for those covered by the Americans with Disabilities Act (ADA): San Joaquin County complies with the Americans with Disabilities Act and, upon request, will consider reasonable accommodations to enable individuals with disabilities to perform essential job functions.

    BENEFITS

    Health Insurance: San Joaquin County provides a comprehensive benefits package to employees of this bargaining unit. The benefits include the option of three medical plans: a Kaiser Plan, a Select Plan, and a Premier Plan. Employees pay a portion of the cost of the premium. Dependent coverage is also available.

    Dental Insurance: The County provides employees with a choice of two dental plans: Delta Dental and United Health Care-Select Managed Care Direct Compensation Plan. There is no cost for employee only coverage in either plan; dependent coverage is available at the employee’s expense.

    Vision Insurance: The County provides vision coverage through Vision Service Plan (VSP). There is no cost for employee only coverage; dependent coverage is available at the employee’s expense.

    For more detailed information on the County’s benefits program, visit our website at www.sjgov.org under Human Resources/Benefits.

    Life Insurance: The County provides eligible employees with life insurance coverage as follows:

    1 but less than 3 years of continuous service: $1,000
    3 but less than 5 years of continuous service: $3,000
    5 but less than 10 years of continuous service: $5,000
    10 years of continuous service or more: $10,000

    Employees may purchase additional term life insurance up to a maximum of $200,000 at the group rate. Regular employees in this unit shall be provided with a supplemental life insurance policy with a face value up to $75,000.

    125 Flexible Benefits Plan: This is a voluntary program that allows employees to use pre-tax dollars to pay for health-related expenses that are not paid by a medical, dental or vision plan (Health Flexible Spending Account $2550 annual limit with a $500 carry over); and dependent care costs (Dependent Care Assistance Plan $5000 annual limit).

    Retirement Plan: Employees of the County are covered by the County Retirement Act of 1937. Please visit the San Joaquin County Employees’ Retirement Association (SJCERA) at www.sjcera.org for more information. NOTE: If you are receiving a retirement allowance from another California county covered by the County Employees’ Retirement Act of 1937 or from any governmental agency covered by the California Public Employees’ Retirement System (PERS), you are advised to contact the Retirement Officer of the Retirement Plan from which you retired to determine what effect employment in San Joaquin County would have on your retirement allowance.

    Deferred Compensation: The County maintains a deferred compensation plan under Section 457 of the IRS code. You may annually contribute $18,000 or 100% of your includible compensation, whichever is less. Individuals age 50 or older may contribute to their plan, up to $24,000. The Roth IRA (after tax) is also now available.

    Vacation: Maximum earned vacation is 10 days each year up to 3 years; 15 days after 3 years; 20 days after 10 years; and 23 days after 20 years.

    Holiday: Depending on date of hire into the unit, employees earn either 10 or 14 holidays per year.

    Administrative Leave: Each fiscal year, department heads grant 10 days of administrative leave to eligible salaried employees. Administrative leave may not be carried beyond to the next fiscal year.

    Sick Leave: 12 working days of sick leave annually with unlimited accumulation. Sick leave incentive: An employee is eligible to receive eight hours administrative leave if the leave balance equals at least one-half of the cumulative amount that the employee is eligible to accrue. The employee must also be on payroll during the entire calendar year.

    Bereavement Leave: 3 days of paid leave for the death of an immediate family member, 2 additional days of accrued leave for death of employee’s spouse, domestic partner, parent or child.

    Merit Salary Increase: New employees will receive the starting salary, which is the first step of the salary range. After employees serve 52 weeks (2080 hours) on each step of the range, they are eligible for a merit increase to the next step.

    Educational Reimbursement Program: Eligible employees may be reimbursed for career-related course work up to a maximum of $850 per fiscal year. Eligible employees enrolled in an approved four (4) year College or University academic program may be reimbursed up to $800 per semester for a maximum of $1600 per fiscal year.

    Parking Supplemental Downtown Stockton: The County contributes up to $17 per pay period for employees who pay for parking and are assigned to work in the Downtown Core Area.

    School Activities: Employees may take up to 40 hours per year, but not more than eight (8) hours per month, to participate in their children’s school activities.

    Note: County employees who currently receive a cafeteria plan allowance and subsequently transfer, demote or promote from or into the Middle Management represented unit which provides for a capped cafeteria plan contribution amount shall receive the capped amount of the Middle Management unit.


    Selection Plan

    Applicants who meet the minimum qualifications will go through the following examination process:

    • Written Exam: The civil service written exam is a multiple choice format. If the written exam is administered alone, it will be 100% of the overall score. Candidates must achieve a minimum rating of 70% in order to be placed on the eligible list.
    • Oral Exam: The oral exam is a structured interview process that will assess the candidate’s education, training, and experience and may include a practical exercise. The oral exam selection process is not a hiring interview. A panel of up to four people will determine the candidate’s score and rank for placement on the eligible list. Top candidates from the eligible list are referred for hiring interviews. If the oral exam is administered alone, it will be 100% of the overall score. Candidates must achieve a minimum rating of 70% in order to be placed on the eligible list.
    • Written & Oral Exam: If both a written exam and an oral exam is administered, the written exam is weighted at 60% and the oral exam is weighted at 40% unless otherwise indicated on the announcement. Candidates must achieve a minimum rating of 70% on each examination in order to be placed on the eligible list.
    • Rate-out: A rate-out is an examination that involves a paper rating of the candidate’s application using the following criteria: education, training, and experience. Candidates will not be scheduled for the rate-out process.

    Note: The rating of 70 referred to may be the same or other than an arithmetic 70% of the total possible points.

    Testing Accommodation: Candidates who require testing accommodation under the Americans with Disabilities Act (ADA) must call Human Resources Division at (209) 468-3370 prior to the examination date.

    Veteran’s Points: Eligible veterans, unmarried widows and widowers of veterans of the United States Armed Forces who have been honorably discharged and who have served during wartime shall be given veteran’s points in initial appointment to County service. Eligible veterans receive 5 points and eligible disabled veterans receive 10 points. Disabled veterans must submit a recent award letter stating a 10% service connected disability issued by the United States Veterans Administration. Note: A copy of your DD214 showing the discharge type must be received in the Human Resources by the date of the examination.
    Acceptable wartime service dates:
    • September 16, 1940 to December 31, 1946
    • June 27, 1950 to January 31, 1955
    • August 5, 1964 to May 7, 1975
    • Persian Gulf War, August 2, 1990, through a date to be set by law or Presidential Proclamation.

    Eligible Lists: Candidates who pass the examination will be placed on an eligible list for that classification. Eligible lists are effective for nine months, but may be extended by the Human Resources Director for a period which shall not exceed a total of three years from the date established.

    Certification/Referral: Names from the eligible list will be referred to the hiring department by the following methods.

    • Rule of the Rank: The top rank or ranks of eligibles will be referred for hiring interviews. The minimum number of names to be referred will be equal to the number of positions plus nine, or 10% of the eligible list, whichever is higher. When filling nine or more positions in a department at the same time, the top rank or ranks will be referred and the minimum number of names shall be two times the number of positions to be filled or 10% of the eligible list, whichever is higher. This applies only to open competitive recruitments.
    • Rule of Five: The top five names will be referred for hiring interviews. This applies only to department or countywide promotional examination.
    • Rule of the List: For classifications designated by the Director of Human Resources, the entire eligible list will be referred to the department.

    Physical Exam: Some classifications require physical examinations. Final appointment cannot be made until the eligible has passed the physical examination. The County pays for physical examinations administered in its medical facilities.

    Pre-Employment Drug Screening Exam: Some classifications require a new employee successfully pass a pre-employment drug screen as a condition of employment. Final appointment cannot be made until the eligible has passed the drug screen. The County pays for the initial drug screen.

    Employment of Relatives: Applicants who are relatives of employees in a department within the 3rd degree of relationship, (parent, child, grand parent, grand child or sibling) either by blood or marriage, may not be appointed, promoted, transferred into or within the department when;

    • They are related to the Appointing Authority or

    • The employment would result in one of them supervising the work of the other.

    Department Head may establish additional limitations on the hiring of relatives by departmental rule.

    Proof of Eligibility: If you are offered a job you will be required to provide proof of U.S. citizenship or other documents that establish your eligibility to be employed in the U.S.


    HOW TO APPLY

    Apply Online:

    Scan QR Code


    By mail or in person:
    San Joaquin County Human Resources
    44 N. San Joaquin Street Suite 330
    Stockton, CA 95202

    Office hours:
    Monday – Friday 8:00 am to 5:00 pm; excluding holidays.
    Phone: (209) 468-3370

    Job Line:
    For current employment opportunities please call our 24-hour job line at (209) 468-3377.

    When a final filing date is indicated, applications must be filed with the Human Resources Division before 5:00 p.m. or postmarked by the final filing date. Resumes will not be accepted in lieu of an application. Applications sent through county inter-office mail, which are not received by the final filing date, will not be accepted. (The County assumes no responsibility for mailed applications which are not received by the Human Resources Division).

    San Joaquin County Substance Abuse Policy: San Joaquin County has adopted a Substance Abuse Policy in compliance with the Federal Drug Free Workplace Act of 1988. This policy is enforced by all San Joaquin County Departments and applies to all San Joaquin County employees.

  • 22 Days Ago

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Relationship Manager
  • Mission Bank
  • Stockton, CA FULL_TIME
  • Job Description: Makes and services all types of business and individual loans and lines of credit, both secured and unsecured. Calls on potential or existing customers to develop new business and inc...
  • 7 Days Ago

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Teller
  • PNC Financial Services Group
  • Stockton, CA OTHER
  • Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customer...
  • 3 Days Ago

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Environmental Services - Manager in Training
  • Healthcare Services Group, Inc.
  • STOCKTON, CA OTHER
  • Compensation RangeStarting Pay Rate: $19.00 - $24.00/hourly, DOE Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional ...
  • 20 Days Ago

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Dining Services Assistant Manager
  • Healthcare Services Group, Inc.
  • STOCKTON, CA OTHER
  • Compensation RangeStarting Pay Rate: $22.00 - $24.00/hourly, DOE Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional ...
  • 2 Months Ago

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Account Growth Sales Manager
  • UniTrust Financial Group
  • Stockton, CA FULL_TIME
  • Account Growth Sales Manager Location: Remote (Virtual, Work From Home) Working Hours: Flexible (Full-Time Only) Job Description: We are seeking a highly motivated and results-driven Account Growth Sa...
  • 1 Day Ago

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0 SB Financial Services Relationship Manager jobs found in Stockton, CA area

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Internal Revenue Agent - 12 Month Roster
  • Department Of The Treasury
  • Stockton, CA
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL(LB&I)DIVISION? A description of the business units can be found at: ...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Stockton, CA
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Stockton, CA
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at: ...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner-Joint Committee Specialist) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Stockton, CA
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Stockton, CA
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

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Entry Level Financial Representative - Insurance Sales
  • Bankers Life
  • Stockton, CA
  • Entry Level Financial Representative - Insurance Sales Location: Stockton, CA, United States Job Category: Financial Rep...
  • 3/27/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • Stockton, CA
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 3/25/2024 12:00:00 AM

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Financial Advisor
  • Bankers Life
  • Stockton, CA
  • Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are...
  • 3/25/2024 12:00:00 AM

Stockton is the county seat of San Joaquin County in the Central Valley of the U.S. state of California. Stockton was founded by Captain Charles Maria Weber in 1849 after he acquired Rancho Campo de los Franceses. The city is named after Robert F. Stockton, and it was the first community in California to have a name not of Spanish or Native American origin. The city is located on the San Joaquin River in the northern San Joaquin Valley and had an estimated population of 320,554 by the California Department of Finance for 2017. Stockton is the 13th largest city in California and the 63rd larges...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$73,564 to $96,739
Stockton, California area prices
were up 2.5% from a year ago

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