Role Description As a Virtual Banking Assistant in Consumer Banking, you will contribute significantly to the success of the Virtual Branch by helping clients through strong customer service, offering advice, and sharing products and services to meet their financial needs. You will engage clients over the phone and video, both inbound and outbound, making them feel appreciated and being their advocate. - Build and maintain long-lasting, meaningful relationships with clients by understanding their specific financial needs. - Help clients experience our Customer Promise by providing education and tailored advice. - Operate within established risk parameters and meet compliance obligations. - Deliver exceptional customer experience with a client-first attitude. - Exhibit excellent communication skills in person, over the phone, and through email. - Provide financial options using a consultative approach while connecting clients to technology solutions. - Display confidence when sharing advice and product knowledge, building lasting relationships. Qualifications - High school degree, GED, or foreign equivalent. - 6+ months of customer service experience. - Ability to work Virtual Branch hours, including evenings and some weekends. Requirements - College degree or military equivalent (preferred). - Professional, interpersonal, thorough, detail-oriented, and organized with follow-up skills (preferred). - Strong desire and ability to influence, educate, and connect customers to technology (preferred). - Experience in retail banking, financial services, or a consultative customer relationship role (preferred). Benefits - Innovative financial solutions offered to millions of consumers and businesses. - Commitment to diversity and inclusion in the workplace. - Equal opportunity employer with a focus on accommodating diverse needs.

• Request, obtain, organize, and review medical records, medical bills, and supporting documentation related to personal injury claims • Prepare and maintain complete demand files for submission to insurance carriers • Ensure all records, bills, liens, and supporting documentation are properly saved, organized, and maintained within the case management system • Review records and bills for completeness, accuracy, and consistency prior to demand preparation • Identify missing records, billing discrepancies, or incomplete documentation and follow up as needed • Maintain frequent communication with clients regarding treatment status, records requests, and outstanding documentation needs • Communicate professionally with medical providers, billing departments, insurance adjusters, and vendors through phone calls, email, fax, and written correspondence • Conduct consistent follow-up on outstanding records, bills, balances, and documentation requests to ensure timely processing • Maintain accurate and detailed documentation of all case activity, communications, requests, and follow-up efforts within the case management system

• Request, obtain, organize, and review medical records, medical bills, and supporting documentation related to personal injury claims • Prepare and maintain complete demand files for submission to insurance carriers • Ensure all records, bills, liens, and supporting documentation are properly saved, organized, and maintained within the case management system • Review records and bills for completeness, accuracy, and consistency prior to demand preparation • Identify missing records, billing discrepancies, or incomplete documentation and follow up as needed • Maintain frequent communication with clients regarding treatment status, records requests, and outstanding documentation needs • Communicate professionally with medical providers, billing departments, insurance adjusters, and vendors through phone calls, email, fax, and written correspondence • Conduct consistent follow-up on outstanding records, bills, balances, and documentation requests to ensure timely processing • Maintain accurate and detailed documentation of all case activity, communications, requests, and follow-up efforts within the case management system • Process invoices and payments related to obtaining medical records and bills as assigned

• Request, obtain, organize, and review medical records, medical bills, and supporting documentation related to personal injury claims • Prepare and maintain complete demand files for submission to insurance carriers • Ensure all records, bills, liens, and supporting documentation are properly saved, organized, and maintained within the case management system • Review records and bills for completeness, accuracy, and consistency prior to demand preparation • Identify missing records, billing discrepancies, or incomplete documentation and follow up as needed • Request amendments, corrections, or updated documentation from medical providers when necessary • Maintain frequent communication with clients regarding treatment status, records requests, and outstanding documentation needs • Communicate professionally with medical providers, billing departments, insurance adjusters, and vendors through phone calls, email, fax, and written correspondence • Conduct consistent follow-up on outstanding records, bills, balances, and documentation requests to ensure timely processing • Maintain accurate and detailed documentation of all case activity, communications, requests, and follow-up efforts within the case management system