Emergency Case Management Personal Financial Educator

Candidates must reside in Japan.

About the role

Emergency Case Management Personal Financial Educators (ECM PFEs) provide one-on-one consultation, education, training, information, referral, advocacy, and crisis intervention services in support of the Fleet and Family Support Program (FFSP). ECM PFEs deliver services via webinar, video, email, phone, and in-person, including mobile training and emergency case management support to service members and their families worldwide and aboard Navy ships. In this dual-capacity role, ECM PFEs assess client needs during financial crises or critical life transitions, develop individualized action plans, coordinate with installation and community resources, and provide follow-up support to ensure continuity of care while collaborating with FFSP stakeholders.

Responsibilities

• Serve as the designated point of contact for Sailors, families, or DoD Civilians to support them in obtaining necessary financial services for current status and future permanent transition.
• Participate in emergency response exercises carried out by the Region or Installation.
• Serve as a liaison with other military community agencies.
• Provide intensive case management services for assigned sailors or family members.
• Coordinate and integrate family services and referrals utilizing on- and off-installation resources, state, intra-state, and federal services as necessary.
• Facilitate FFSP participation and activities in support of public awareness campaigns such as Ready Navy.
• Implement emergency response plans in the event of a humanitarian situation.
• Support families by providing necessary forms, obtaining explanations and directions from subject matter experts, and advising them through official requirements associated with displacement or transition.
• Execute Emergency Family Assistance Center assigned responsibilities as directed.
• Prepare and conduct management briefings to communicate recommendations on training and exercises.
• Operate as part of a larger system with continual communication with CNIC, Naval Intelligence (N1), and local military installations, staying updated on changes and additions to resources and policies.
• Ensure all information and referral, individual consultation, and group education services are entered and counted in Fleet and Family Support Management Information System (FFSMIS) and Navy Family Accountability and Assessment System (NFAAS).
• Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops.
• Provide initial and refresher Command Financial Specialist (CFS) training and assist Command Financial Specialists.
• Provide in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R).
• Provide individualized financial counseling and assistance to service members and families while maintaining the highest ethical standards.
• Utilize various technological tools (collaboration platforms, video conferencing software, project management tools) to effectively communicate with stakeholders and provide virtual service delivery.
• Perform basic troubleshooting steps when technology challenges occur.
• Maintain up-to-date knowledge in the fields of personal finance and financial counseling.
• Support marketing and outreach initiatives to promote awareness and utilization of program services.
• Provide rotational coverage for the Family Information Call Center (FICC) to ensure uninterrupted support.
• Other duties as assigned.

Requirements

• Bachelor’s degree from an accredited college or a combination of education and experience equivalent to a bachelor’s which equips the incumbent to serve as a personal financial management counselor.
• Must possess and maintain national certification as an Accredited Financial Counselor. Those who do not currently possess the certification may still be considered if they have completed the 1,000 hours of experience required to obtain it.
• Two years of experience providing financial education and training, and one-on-one financial counseling.
• Experience making presentations and facilitating training for large and small groups in financial management.
• Experience using various forms of digital technology to facilitate virtual training.
• Experience in providing one-on-one consultations with varied levels of complexity.
• Knowledge of the development and execution of assessment tools (e.g., surveys).
• Knowledge of the military and the challenges of the military lifestyle.
• Thorough understanding of the personal financial management issues facing service members and their families.
• Proficiency in various forms of technological tools to support virtual service delivery, communication, and collaboration.
• Knowledge of social services and/or community resources.
• Knowledge of the tenets of adult education and the development of training curricula based on the adult learning model.
• Ability to use verbal and written communication skills effectively.
• Proficiency in Microsoft Office Suite software and demonstrated ability to use software to prepare management reports and provide information.
• Schedule flexibility, including the ability to work some weekends, after-hours, and extended shifts as operational needs dictate to support the FICC.
• Must be able to meet naval shipboard requirements if deployed on a navy ship.
• U.S. Citizenship, a valid driver’s license, passport, transportation, and auto insurance are required.
• Ability to successfully complete a pre-employment and government background investigation to include FBI fingerprints.

Preferred Qualifications

• Prior experience working with the Fleet and Family Support Programs.
• Experience providing emergency case management services.

Skills

• Ability to work both independently and as part of a team.
• Technological Proficiency: Ability to use various technological tools to effectively communicate with stakeholders and provide virtual service delivery; experience with collaboration platforms, project management tools, and video conferencing software; able to perform basic troubleshooting steps; willingness to learn new digital tools.
• Presentation Skills: Ability to deliver effective in-person and virtual presentations; tailor content to the audience; deliver presentations with enthusiasm and confidence; incorporate anecdotes, examples, and personal stories; encourage audience interaction.
• Time Management: Ability to manage time effectively, prioritize tasks, and meet deadlines with minimal supervision.
• Self-Motivation: Ability to stay focused and productive without constant oversight or traditional office structure; set goals and work independently.
• Organizational Skills: Ability to keep track of tasks, documents, and deadlines using digital and physical organization tools.
• Customer Service: Manage difficult or emotional customer situations; respond promptly to customer needs; solicit feedback to improve service; deliver on commitments.
• Oral Communication: Speak clearly and persuasively in positive or negative situations; listen and get clarification; respond well to questions; demonstrate group presentation skills; participate in meetings.
• Written Communication: Write clearly and informatively; edit work for spelling and grammar; vary writing style to meet needs; present numerical data effectively; read and interpret written information.
• Professionalism: Approach others tactfully; react well under pressure; treat others with respect regardless of status or position; accept responsibility for own actions; follow through on commitments.
• Resilience: Ability to manage stress, maintain motivation, and stay connected with colleagues.

Travel Requirements

• This job may require 50% travel for specified periods to provide in-person support worldwide and aboard Navy ships.
• May require travel for up to 6 months to provide in-person support at worldwide locations.
• Must be able to obtain health screening requirements, including medical and dental, for travel to remote locations.
• Must currently possess or be able to obtain a US passport for travel.

Physical Demands

• Sits, stands, bends, lifts, and moves intermittently during working hours.
• Uses personal computer, telephones, and other office equipment.
• Physical demands may differ at various locations worldwide or aboard Navy ships.
• Lifting up to 20 pounds may be required.

Work Environment

The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must have a quiet space with a stable internet connection when not traveling.