Financial Program Counselor

Description

GENERAL STATEMENT OF JOB

This is the first of two levels in the Financial Program series. The Financial Program Counselor works under the direction of the Financial Program Manager and assists with facilitating the program, financial counseling, and administrative tasks of the Financial Empowerment center Financial Counseling initiative.

***PLEASE NOTE: THIS POSITION WILL REMAIN OPEN THROUGH JUNE 12, 2026, OR UNTIL FILLED." Example of Duties

SPECIFIC DUTIES AND RESPONSIBILITIES

Essential Functions:

• Provides individualized initial and follow up financial counseling sessions to clients and facilitates achieving client outcomes. Engages in ongoing client support and follow-up as needed.
• Assesses client needs and develops individual financial action plans with each client.
• Makes appropriate referrals and integrates other wraparound supports (i.e., benefits, tax preparation, etc.) into counseling to achieve greater results.
• Follows required protocol and program requirements.
• Collects, tracks, and reports required data using a client management database.
• Successfully completes and passes counselor training assessments. Participates in initial trainings and ongoing professional development trainings.
• Performs other related work as required.

Typical Qualifications

MINIMUM EDUCATION AND TRAINING

Education and Experience

• Associate's degree in Finance, Accounting, Public Administration, Business Administration, Social Work, or a related field.
• One (1) year of related experience.
• An equivalent combination of education and experience sufficient to perform the job's essential duties.

License and Certifications

• Possession of a valid driver's license.

Supplemental Information

MINIMUM QUALIFICATIONS AND STANDARDS REUIRED

Knowledge, Skills, and Abilities:
Knowledge of:

• Fundamental financial principles.
• Social work, coaching/mentoring, teaching, and training fundamentals.
• Applicable program requirements and regulations.
• Customer service principles.
• Administering training programs.
• Recordkeeping principles.
• Computers and related software applications such as, but not limited to, Microsoft Word, Excel, and Outlook and/or Google Docs, Sheets, and Gmail.

Skill in:

• Financial literacy in one or more of the following areas: financial education and/or counseling, legacy planning, money management, savings and investment options, debits and credits, asset building, and safe financial products and services.
• Interpersonal relationships with a passion for supporting people with low incomes to build greater financial stability.
• Maintaining confidentiality.
• Using a client management database.
• Multitasking and attention to detail.
• Preparing reports.
• Providing customer service.
• Using a computer and related software applications.
• Communication, interpersonal skills as applied to interaction with subordinates, coworkers, supervisor, the public, etc., sufficient to exchange or convey information and to give and receive work direction.

Physical Requirements:
The work is sedentary work which requires exerting up to 10 pounds of force occasionallyand/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Additionally, the following physical abilities are required:

Feeling: Perceiving attributes of objects, such as size, shape, temperature, or texture by touching with skin, particularly that of fingertips.
Fingering: Picking, pinching, typing, or otherwise working, primarily with fingers rather than with the whole hand as in handling.
Grasping: Applying pressure to an object with the fingers and palm.
Hearing: Perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to
make the discrimination sound.
Mental Acuity: Making rational decisions through sound logic and deductive processes.
Reaching: Extending hand(s) and arm(s) in any direction.
Repetitive Motion: Substantial movements (motions) of the wrist, hands, and/or fingers.
Speaking: Expressing or exchanging ideas by means of the spoken word including the ability to convey detailed or important spoken instructions to other workers accurately and concisely.
Standing: Particularly for sustained periods of time.
Talking: Expressing or exchanging ideas by means of the spoken word includingthose activities in which they must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.
Visual ability 1: sufficient to perform an activity like preparing and analyzing data and figures; transcribing; viewing a computer terminal; and/or extensive reading.
Walking: Moving about on foot to accomplish tasks, particularly for long distances or move from one work site to another.