Financial Counselor - Sunnyside, Queens

About the Role

The Financial Counselor will work closely with management and residents to provide financial education and support. This role involves developing and planning financial workshops, conducting one-on-one sessions, and fostering relationships with residents from diverse backgrounds. The position requires occasional evenings and weekends, with regular hours Monday to Friday, 10am-6pm. The salary range is $65-70k.

Responsibilities

• Develop and plan monthly financial workshops (in-person and virtual) on topics like budgeting, credit scores, and debt reduction.
• Collaborate with financial institutions to leverage resources and facilitate workshops for residents.
• Prepare and conduct one-on-one lessons for residents in debt, providing actionable strategies for debt reduction.
• Conduct outreach to residents with significant rent arrears alongside the Resident Ambassador.
• Assign tasks for residents to complete before one-on-one sessions.
• Build and maintain strong relationships with residents, offering a safe and supportive space.
• Utilize technology-related banking tools and apps to assist residents.
• Track residents’ progress and follow-ups using Salesforce.
• Ensure safe and healthy training environments by adhering to organizational standards.
• Perform other related tasks as needed by the agency.

Qualifications

• Bachelor’s degree required, preferably in finance, economics, or a business-related field.
• Bilingual preferred (Spanish-speaking).
• 1-3 years of financial counseling experience, particularly with low-income communities, immigrants, and diverse populations.

Skills

• Finance/Business skills.
• Public speaking and presentation skills.
• Advanced proficiency in Microsoft Office.
• Excellent communication and patience for beginners.

Applicants must be authorized to work for any employer in the U.S. Visa sponsorship is not available at this time.