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Financial Counselor - Montgomery Rd

Job in Montgomery, Hamilton County, Ohio, USA
Listing for: TriHealth
Full Time position
Listed on 2026-01-31
Job specializations:
  • Healthcare
    Healthcare Administration
Salary/Wage Range or Industry Benchmark: 35000 - 50000 USD Yearly USD 35000.00 50000.00 YEAR
Job Description & How to Apply Below
Position: Financial Counselor - Montgomery Rd.

Job Overview:
Responsible for interviewing patients to determine financial assistance eligibility for various assistance programs. Able to work independently, managing a dynamic workload, while providing patients and families with outstanding customer service. Collaborates with departments within the Revenue Cycle and Clinical staff to maximize reimbursement in a timely manner to ensure protection of hospital's financial position.

Job Requirements
  • High School Degree or GED in General Studies
  • Ability to operate multiple computer applications
  • Excellent verbal and written skills
  • Effective problem solving and critical thinking skills
  • Basic understanding of medical insurance
  • Medical terminology
  • 2-3 years experience Service Access, Patient Accounting or related field
  • 2-3 years experience Customer Service
Job Responsibilities
  • Demonstrates excellent customer service skills while interviewing patients to verify accuracy of registration information and to determine financial assistance eligibility including Charity Care, HCAP, Medicaid eligibility and/or other appropriate assistance programs.
  • Educates patients on coverage benefits, financial responsibility and financial assistance options. Quotes accurate prices and estimates as needed for hospital charges.
  • Collects copayments, deductibles and outstanding balances. Assists patients in setting up payment plans.
  • Collaborates with various departments, including Care Management, Insurance Verification, Patient Accounting and Registration, to facilitate a seamless and timely billing process for each patient.
  • Completes assigned work queues/reports ensuring accuracy and timeliness.
Other Job-Related Information Working Conditions
  • Climbing - Rarely
  • Concentrating - Consistently
  • Continous Learning - Frequently
  • Hearing:
    Conversation - Consistently
  • Interpersonal Communication - Frequently
  • Reading - Consistently
  • Sitting - Frequently
  • Standing - Frequently
  • Talking - Consistently
  • Thinking/Reasoning - Consistently
  • Use of Hands - Frequently
  • Walking - Frequently
Tri Health SERVE Standards and ALWAYS Behaviors

At Tri Health, we believe there is no responsibility more important than to SERVE our patients, our communities, and our fellow team members. To achieve our vision and mission, ALL Tri Health team members are expected to demonstrate and live the following:

Serve: ALWAYS…
  • Welcome everyone by making eye contact, greeting with a smile, and saying "hello"
  • Acknowledge when patients/guests are lost and escort them to their destination or find someone who can assist
  • Refrain from using cell phones for personal reasons in public spaces or patient care areas
Excel: ALWAYS…
  • Recognize and take personal responsibility to address and recover from service breakdowns when a customer's expectations have not been met
  • Offer patients and guests priority when waiting (lines, elevators)
  • Work on improving quality, safety, and service
Respect: ALWAYS…
  • Respect cultural and spiritual differences and honor individual preferences.
  • Respect everyone’s opinion and contribution, regardless of title/role.
  • Speak positively about my team members and other departments in front of patients and guests.
Value: ALWAYS…
  • Value the time of others by striving to be on time, prepared and actively participating.
  • Pick up trash, ensuring the physical environment is clean and safe.
  • Be a good steward of our resources, using supplies and equipment efficiently and effectively, and will look for ways to avoid waste.
Engage: ALWAYS…
  • Acknowledge wins and frequently thank team members and others for contributions.
  • Show courtesy and compassion with customers, team members and the community
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