Client Banker / Incident Analyst

Job Title: Client Banker and Incident Analyst

Department: QA
Reports To: Quality Improvement Manager
Employment Type: Fulltime, non-exempt

Position Summary:

The Client Banker is responsible for managing personal funds and financial accounts for individuals residing in an Intermediate Care Facility for Individuals with Intellectual Disabilities (ICF/IID). This role ensures accurate recordkeeping, compliance with federal and state regulations, and supports the financial well-being of clients through transparent and ethical financial practices.

Key Responsibilities:

• Maintain and manage individual client bank accounts in accordance with Medicaid, Social Security, and facility guidelines.
• Process deposits, withdrawals, and disbursements for client personal needs and expenses.
• Maintain accurate and up-to-date financial records for each client, including ledgers and receipts.
• Prepare monthly statements and financial reports for client accounts.
• Ensure client funds are safeguarded and managed in accordance with federal and state regulations (e.g., SSA representative payee rules, Medicaid eligibility thresholds).
• Assist with budget planning for clients' personal needs allowance (PNA).
• Respond to inquiries from clients, guardians, case managers and QIDPs regarding account activity.
• Coordinate with interdisciplinary teams and guardians to ensure financial needs and preferences are met.
• Monitor client balances to prevent exceeding asset limits and risking benefit eligibility.
• Support audits by providing necessary financial documentation and records.
• Enters Client Incident Reports (CIRs) into the Greer CIR database daily, using reports obtained from the SharePoint Nurses Client Injury Reports folder, to maintain accurate and current records.
• Gathers original CIRs after Morning Reports and forwards them to the Nurse Manager and Executive Director to initial.
• After CIRs are initialed, scans the CIRs to SharePoint and returns them to Cottages to be put back in the Client Record.
• Attends Threshold meetings and accurately tracks and trends all incident reports and behaviors related to the Risk Management Threshold algorithm, ensuring appropriate notification to the Interdisciplinary Team (IDT) and management as applicable.
• Monitors the Risk Management Threshold Tracker daily to ensure all clients at risk of victimizing or vulnerability will be monitored and identified. Upon identification of at-risk clients, the Incident Analysist will notify the QIDP to organize a team meeting to implement a plan to reduce the client’s risk. Incident Analysist will follow up with the appropriate parties to ensure the IDT meeting occurs within 3 days.
• Maintains the Risk Management High Risk tracking tool and initiating alerts to the management team.
• Assists the Quality Improvement Manager (QIM) with monitoring and tracking the timely submission of required state forms.
• Assists the QIM with monitoring the status and timely completion of investigations to help ensure required investigations are completed and reviewed within established timeframes.
• Participates in the Daily Morning Incident Review, providing appropriate data to the QAPIC for the Daily Monitoring Report.
• Efficiently tracks and trends the outcomes of the action plans for clients on the High Risk Threshold list for the monthly Program Improvement, Risk Management, Utilization Review Committee (PI/RM/UR Committee).
• Participates in the PI/RM/UR, Safety and Governing Body Committees.
• Assist in data tracking, monitoring and reporting High-Risk Clients.
• Reports to and provides updates to supervisor.
• Assists with conducting quarterly Client Satisfaction Surveys, as needed
• Assists with quarterly client chart audits, as needed
• Updates Client Incident Reports (CIRs) and PCM Debriefing Forms, as needed.
• Other duties as assigned.

Qualifications:

• High school diploma or GED required; associate or bachelor’s degree in accounting, business, finance, or a related field preferred.
• One or more years of experience in bookkeeping, accounting, client fund management, or a related financial role preferred. Experience in a healthcare or social services setting is a plus.
• Familiarity with Medicaid, SSI/SSDI, and representative payee requirements preferred.
• Strong attention to detail, organization, accuracy, and time-management skills.
• Proficiency in Microsoft Office, particularly Excel and Word.
• Ability to maintain strict confidentiality and demonstrate integrity and sound judgment when handling client funds and sensitive financial information.

Knowledge, Skills, and Abilities:

Knowledge of:

• Title XIX standards and their interpretation by federal surveyors of the Health Care Financing Administration
• Management information systems and software applicable to tracking performance indicators of the facility’s Quality Improvement Plan and program
• Applicable consumer protection and incident investigation requirements and practices of all agencies of the State of Oklahoma; and
• Applicable accreditation standards for programs which serve consumers with dual diagnoses of intellectual disability and mental illness/behavior impairment/severe emotional disturbance.
• Word processing and data base applications
• Basic record keeping procedures.

Skills in:

• Developing outcome-oriented quality improvement plans and programs
• Quality assurance, quality improvement and/or quality management methodologies
• Interacting with clients, their family members, and diverse teams of clinical, direct care and administrative support personnel

Ability to:

• Respond effectively to a changing environment specifically designed to support Greer Center Interdisciplinary Teams in their pursuit of consumer habilitation and community reintegration goals.
• Operate standard Office Equipment
• Perform statistical calculation and produce descriptive summary data
• Communicate effectively both orally and in writing
• Use video, audio and other types of equipment to present trainings
• Gather information to use in reports
• Establish and maintain effective working relationships with others.
• Ability to stand, sit, bend, lift, climb, balance, stoop, kneel, crouch, and move intermittently. Use hands to handle or feel. Ability to turn on the knees, back, wrist, shoulders, and grasp with both hands. Must be able to frequently lift/move up to 50lbs. and occasionally lift and move more than 50lbs.
• Must obtain and maintain current certification in First Aid and Cardiopulmonary Resuscitation (CPR), including abdominal thrust technique. Training must be obtained through class attendance that includes hands-on instruction.
• Must obtain and maintain current certification of Professional Crisis Management training (PCM).