Financial Counselor Lead

***Financial Counselor Lead-  Wesley Avenue *

Join a team dedicated to SERVING our patients with compassion, RESPECTING every individual’s needs, and ENGAGING with professionalism and empathy. As a Financial Counselor Lead, you will play a vital role in ensuring patients feel seen, heard, and supported—upholding our commitment to EXCELLENCE while stewarding our resources with VALUE‑driven care.

We offer career growth opportunities and a comprehensive benefits package!  Apply today and grow your career with a team that truly values you. 

Location: TriHealth Norwood, 4600 Wesley Ave, Norwood, OH, 45212.  

Work Schedule: 

• Day shift 
• Full-time 40 hours per week 
• No weekends! 
• No holidays! 

Incentives & Benefits: 

*We offer a comprehensive benefits package—including medical, dental, vision, paid time off, retirement plans, and tuition reimbursement. Please view our benefits page  https://careers.trihealth.com/what-we-offer/benefits  

Job Requirements:

Strongly prefer healthcare work experience *High School Diploma or GED
3 - 4 years of customer service experience.
3 - 4 years of Revenue Cycle or related field experience. 
Ability to operate multiple computer applications. 
Excellent verbal and written skills. 
Effective problem solving and critical thinking skills. 
Understanding of medical insurance and medical terminology.

Bilingual preferred but not required! 
 

Job Overview: 

This position is responsible for assisting the Financial Counseling Leaders and Trainer to educate, monitor and mentor team members across 10+ hospital and ambulatory sites. Maintains knowledge of all processes for Financial Counselors and Financial Compliance Counselors to support full team. Assists Leader in creating new content and updating existing content on the online Financial Counseling resource tool to ensure team members can access accurate data to support full healthcare system and customers. Assists Leader in creating/revising master schedule & maintaining payroll, to ensure all sites have appropriate coverage. Provides coverage across all sites as needed to cover open shifts while continuing to meet individual targets for performance. Demonstrates excellent verbal/written communication. Partners with Trainer to develop refresher training and annual competencies. Completes audits to ensure accuracy and to validate team members are compliant with protocols. Supports Leader by attending meetings, providing input to resolve issues/optimizing workflows and providing input for team member performance appraisals.

Job Responsibilities:
Role models excellent customer service skills while screening & educating patients on financial responsibility and financial assistance options. 
Collaborates with internal customers & Revenue Cycle teams to facilitate a seamless and timely billing process. 
Meets individual productivity targets while supporting full team in meeting performance metrics including volume of screening, cash collections, assigned work queues and reports. 
Anticipates customer needs, troubleshoots problems and effectively identifies opportunities to optimize workflows. 
Effectively provides support to multiple sites/areas. 
Coordinates activities with Leader including addressing performance issues, team member engagement, policy implementation and validation of compliance

Bending - Rarely 
Climbing - Rarely 
Concentrating - Consistently 
Continuous Learning - Frequently 
Hearing: Conversation - Consistently 
Hearing: Other Sounds - Frequently 
Interpersonal Communication - Frequently 
Kneeling - Rarely 
Lifting <10 Lbs. - Rarely 
Lifting 50+ Lbs. - Rarely 
Lifting <50 Lbs. - Rarely 
Pulling - Rarely 
Pushing - Rarely 
Reaching - Rarely 
Reading - Frequently 
Sitting - Frequently 
Standing - Frequently 
Stooping - Occasionally
Talking - Consistently 
Thinking/Reasoning - Consistently 
Use of Hands - Frequently 
Color Vision - Frequently 
Visual Acuity: Far - Occasionally 
Visual Acuity: Near - Frequently 
Walking - Frequently

TriHealth SERVE Standards and ALWAYS Behaviors
At TriHealth, we believe there is no responsibility more important than to SERVE our patients,