VITA Intake Specialist (COSA sites)

• Must pass the Standards of Conduct and Intake & Quality Review test per IRS standards
• Greets clients in a courteous manner upon arrival and departure
• Respond to clients' general inquires
• Connect clients to a certified tax expert for any tax inquires!
• Enter clients' information into the Charity Tracker account daily
• Maintains and keeps the assigned area in an orderly manner
• Light lifting and record keeping
• Provide clients with an Intake Form

Competency

Customer Service

Communication

Integrity/Honesty

Interpersonal Awareness

Focus

Minimum Qualifications:

• Education

o High School diploma or GED

• Experience

o At least 1 year of customer service experience

• License and Credentials

o Reliable transportation

o Valid driver's license

o Valid vehicle insurance

o Bilingual in English and Spanish preferred

Minimum Knowledge and Skills:

• Minimum of 1-year experience in:

o Computer skills

o Proficient in Microsoft Office (outlook, excel, word, access, PowerPoint)

• Must be detail-oriented, organized, self-motivated, and work well independently and on a team
• Must maintain professionalism in the workplace
• Must have good verbal skills
• Must have a clean driving record

Disclaimer:

This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the or to require that other or different tasks be performed when circumstances change (e.g., emergencies, changes in personnel, workload, etc.) ** This is a Grant funded position and salary is dependent on funding availability. Position can be eliminated at any time because of lack of funding to support this position.**

Catholic Charities is an Equal Opportunity Employer. To view this and other employment opportunities please visit our website at must apply through our website and complete the application and upload your resume. No phone calls please. If you are chosen for an interview, you will be contacted.