Financial Counselor II

Family Service; San Antonio (TX); Presencial; USD 42 000 - 62 000; Tempo integral

Resumo da oferta

Family Service in Texas is seeking a Financial Counselor II to provide personal and family financial counseling through a Financial Empowerment Center. You will help clients establish basic financial literacy, build savings, improve credit, and set long-term goals aligned with social determinants of health in a trauma-informed framework.

The role includes intake, plan development, progress tracking, and collaboration with community partners.

Qualificações

• Bachelor’s degree in social work or related behavioral science with 2 years of related work experience in finance, financial education, counseling or social service delivery.
• Associate’s degree in social work or related behavioral science with 4 years of related work experience including finance/education/counseling or social service delivery.
• High School Diploma or equivalent plus 4 (7) years of related work experience involving finance/education/counseling or social service delivery.
• At least one year’s paid or volunteer experience in a social service program or human services setting.
• Demonstrates understanding of cultural differences and sensitivity to culture in service delivery.
• Knowledge of basic community resources and making referrals with follow-up consultations.
• 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.

Responsabilidades

• Ensure clients have access to all five pillars of social determinants of health with a trauma-informed lens through Agency services or partners.
• Provide essential services to individuals and families seeking assistance through the Financial Empowerment Center.
• Conduct initial eligibility screenings and complete intake/discharge paperwork; review for appropriate utilization of services.
• Assess each case within 30 working days after screening as required by contract.
• Develop a financial plan for each individual or family within 10 working days of assessment; collaborate on execution and goals.
• Re-evaluate the client’s status at least every 30 days and update plans and follow-ups accordingly.
• Maintain client records and database for monthly, quarterly and annual reports; evaluate satisfaction and quality of care.
• Coordinate integration of social services/case management with other departments, external partners, agencies, and clinicians.

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

At least one year’s paid or volunteer experience in a social service program

Cultural awareness and sensitivity

Knowledge of community resources and referrals

Fluent in English and Spanish desirable

Certificate or license as applicable

Texas vehicle operator’s license and insurance

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:

• 1. Community and Customer Service - Increase client access, enrollment, and satisfaction of program
  resources by creating wraparound services, recruitment, and surveying strategies.
• 2. Internal Processes - Use agency and program data to track clients through different agency programs to
  gauge resiliency and outcomes of participating families.
• 3. 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:

• 1. 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.
• 2. Provide essential services to individuals and families who seek out assistance through the Financial
  Empowerment Center.
• 3. 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.
• 4. Assess each case within thirty (90) working days, as mandated by contractual requirements after the
  initial screening, or as may be required as applicable.
• 5. 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.
• 6. 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.
• 7. 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.
• 8. 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:

• 1. 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;
• 2. 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;
• 3. 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.
• 4. At least one year’s paid or volunteer experience in a social service program or human services setting.
• 5. Understands cultural differences and is sensitive to the implications of culture for service delivery.
• 6. Demonstrated knowledge of basic community resources and of making referrals and providing
  follow-up consultation.
• 7. Fluent in English and Spanish (read, write, and speak) desirable.
• 8. Certificate or license, as applicable, by the appropriate State agency as a qualified practitioner.
• 9. State of Texas vehicle operator’s license and proof of liability insurance.

PHYSICAL DEMANDS:

• 1. 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.
• 2. 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.