Financial Transactions Associate

Position Summary

The Financial Transactions Associate plays a critical role in the revenue cycle by accurately processing patient payments, posting financial transactions, and maintaining well-organized financial documentation. Working under the direction of Patient Financial Services leadership, this position helps ensure the integrity of payment data by correctly coding transactions, reconciling daily payment activity, and preparing deposits in accordance with organizational policies and procedures.

In addition, the associate serves as the primary receptionist and cashier for the department, responding to patient inquiries, assisting with billing questions, routing calls appropriately, and managing incoming mail distribution. This role functions within a collaborative, fast-paced financial services environment and requires strong attention to detail, dependable accuracy, and a customer-focused approach that supports both patients and the broader revenue cycle team.

• Accurately process, post, and reconcile patient payments—including cash, checks, electronic payments, and credit card transactions—ensuring all financial entries are coded correctly.
• Serve as receptionist/cashier for Patient Financial Services, greeting walk-in customers, answering incoming calls, and directing inquiries to the appropriate billing or financial teams.
• Prepare and balance daily deposits by verifying totals, auditing payment batches, and resolving discrepancies prior to submitting deposit documentation.
• Sort, distribute, and track incoming department mail, including patient payments, insurance correspondence, and billing-related documents.
• Maintain accurate financial records through consistent documentation, file organization, and adherence to internal financial control procedures.
• Provide customer assistance by researching basic billing questions, explaining payment processes, and escalating complex account matters to appropriate staff.

About the company:

Trinity Health