Financial Counselor II

Family Service Association of San Antonio, Inc.; San Antonio (TX); Presencial; USD 42 000 - 66 000; Tempo integral

Resumo da oferta

Family Service Association of San Antonio, Inc. seeks a Financial Counselor II to provide personal and family financial counseling at a Financial Empowerment Center.

The role focuses on literacy, planning, savings growth, credit improvement, and job training assistance, guided by trauma-informed care and social determinants of health. The position involves engaging with service members and families, coordinating with community partners, and documenting progress toward financial goals within

Qualificações

• Fluent English and Spanish (read, write, and speak) desirable.
• Certificate or license, as applicable, by the State agency as a qualified practitioner.
• State of Texas vehicle operator’s license and proof of liability insurance.

Responsabilidades

• Ensures access to the five pillars of the social determinants of health with a trauma-informed lens.
• Provide essential financial empowerment services to individuals and families.
• Conduct eligibility screening and complete intake/discharge paperwork.
• Develop financial plans within 10 working days of assessment; collaborate on execution.
• Re-evaluate status every 30 days and update follow-up plans accordingly.
• Maintain client records and contribute to monthly/quarterly/annual reports.

Conhecimentos

Bilingual English/Spanish

Counseling/Coaching

Documentation/Recordkeeping

Customer service

Formação académica

Bachelor’s degree in social work or related behavioral science

Associate’s degree in social work or related behavioral science

High School Diploma or equivalent + 4+ years related experience

Descrição da oferta de emprego

JOB SUMMARY

The Financial Counselor II works in a Financial Empowerment Center location and provides personal and family financial counseling to service members and their families. Financial counseling will be provided to assist with establishing a basic level of financial literacy and good financial behavior and habits, as well as more sophisticated financial planning to assist with building savings accounts, increasing credit scores and addressing issues on credit reports as well as assisting with setting long-term financial goals for the individual or families that enrolled in our program, while ensuring that services provided are in alignment with the Social Determinants of Health through a trauma informed care lens as defined by the agency. Will also provide job training assistance to individuals and families as assigned.

Agency Functions

• Community and Customer Service - Increase client access, enrollment, and satisfaction of program resources by creating wraparound services, recruitment, and surveying strategies.
• Internal Processes - Use agency and program data to track clients through different agency programs to gauge resiliency and outcomes of participating families.
• Learning and Growth - Strengthen staff and client well-being by addressing the social determinants of health: Economic Stability, Education, Health and Healthcare, Neighborhood supports, Social and Community Engagement.

Essential Functions

• Ensures that clients have access, as needed, to all five pillars of the social determinants of health with a trauma-informed lens through Agency services and/or community partners.
• Provide essential services to individuals and families who seek out assistance through the Financial Empowerment Center.
• Conduct an initial eligibility screening with potential service recipients. Complete necessary intake and discharge paperwork and conduct a review for appropriate utilization of services from enrollment through discharge.
• Assess each case within thirty (90) working days, as mandated by contractual requirements after the initial screening, or as may be required as applicable.
• Develop a financial plan for each individual or family within ten (10) working days of completing the assessment, or as mandated by specific contract. Collaborate with the individual/family in the development and execution of the financial plan, and achievement of goals.
• Re-evaluate the service recipient’s status a minimum of every thirty (30) days and respond to the changing needs and circumstances of people receiving services. Update the service plan as needed, with all follow-up visits.
• Maintain service recipient records and database for monthly, quarterly and annual statistical reports and document on progress notes and/or contract approved documents. Evaluate participant satisfaction and quality of care provided.
• Coordinate the integration of social services/case management functions into the participant care, discharge, and home planning process with other departments, external service organizations, agencies, and clinicians.

QUALIFICATIONS

To perform this job satisfactorily, an individual must be able to perform each essential performance requirement satisfactorily. The requirements listed below are representative of the training, experience, knowledge, and skills required for this job. Reasonable accommodation may be made to enable an individual with disabilities to perform the essential functions listed above.

Education/Training/Experience

• Bachelor’s degree in social work or a related behavioral science area of study plus two (2) years of related work experience, with some background in finance, financial education, counseling/coaching or social service delivery;
• Associate’s degree in social work or a related behavioral science area of study plus four (4) years of related work experience with some background in finance, financial education, counseling/coaching or social service delivery;
• High School Diploma or equivalent plus four (7) years of related work experience, with some background in finance, financial education, counseling/coaching, or social service delivery.

• At least one year’s paid or volunteer experience in a social service program or human services setting.
• Understands cultural differences and is sensitive to the implications of culture for service delivery.
• Demonstrated knowledge of basic community resources and of making referrals and providing follow-up consultation.

• Fluent in English and Spanish (read, write, and speak) desirable.
• Certificate or license, as applicable, by the appropriate State agency as a qualified practitioner.
• State of Texas vehicle operator’s license and proof of liability insurance.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to

Enable Individuals With Disabilities To Perform The Essential Functions.

• While performing the duties of this job, you must be able to stand, walk, reach with hands and arms, climb or balance, stoop, kneel, crouch or crawl, talk and hear, and taste or smell.
• You may be able to lift up to 25 pounds, have close vision, color vision, depth perception, and the ability to adjust your focus with good hand-eye coordination.