Financial Health Counselor

About the role

To provide financial education guidance that addresses the overall financial health of patients, team members and the community through support and help to access services that help consumers attain and maintain a healthy lifestyle.

Responsibilities

• Assess clients' overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information.
• Work with patient, client, and team members to develop realistic action steps and goals with educating client on money management skills and identify community resources.
• Contact consumers in accordance with the department follow up procedure and requested management.
• Maintains current on Department of Financial institutions (DFI) rules, Council on accreditation standards and National Foundations for Credit Counseling (NFCC).
• Develops and maintains working knowledge and strong collaborative relationships with community agencies who can serve as potential resource providers.
• Meet counseling performance standards in the counseling department with upholding the time management protocol and guidelines.
• Reliability and responsiveness to counseling task schedule and department communication.

Requirements

• Licensed/Registered/Certified: Certified Consumer Credit Counselor certification issued by the National Foundation for Consumer Credit within 6 months, Issued by (Governing Body): National Foundation of Consumer Credit
• Education: Associate's degree in Business or Social work or equivalent experience
• Experience: Typically requires 3+ years of experience in a financial setting

Qualifications

• Team player who can also work independently, excellent communication skills
• Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications
• Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects
• Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
• Good communication skills; math aptitude; experience with computers and accounting software; familiar with federal and state laws regarding lending, personal finance, and banking practices

Skills

• Ability to multi-task, manage multifacted and administrative functions in providing counseling sessions as applicable and in such areas as phone appointments, outbound call initiative, pilot program projects and assignments and third party co-op initiative

Benefits

• Paid Time Off programs
• Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
• Flexible Spending Accounts for eligible health care and dependent care expenses
• Family benefits such as adoption assistance and paid parental leave
• Defined contribution retirement plans with employer match and other financial wellness programs
• Education Assistance Program