Financial Program Counselor

City of Clarksville • HOUSING AND COMMUNITY DEVELOPMENT - 1 Public Square Second Floor Clarksville, TN

6d • Onsite

About The Position

This is the first of two levels in the Financial Program series. The Financial Program Counselor works under the direction of the Financial Program Manager and assists with facilitating the program, financial counseling, and administrative tasks of the Financial Empowerment center Financial Counseling initiative.

Requirements

• Associate's degree in Finance, Accounting, Public Administration, Business Administration, Social Work, or a related field.
• One (1) year of related experience.
• An equivalent combination of education and experience sufficient to perform the job's essential duties.
• Possession of a valid driver’s license.
• Knowledge of fundamental financial principles.
• Knowledge of social work, coaching/mentoring, teaching, and training fundamentals.
• Knowledge of applicable program requirements and regulations.
• Knowledge of customer service principles.
• Knowledge of administering training programs.
• Knowledge of recordkeeping principles.
• Proficiency with computers and related software applications such as, but not limited to, Microsoft Word, Excel, and Outlook and/or Google Docs, Sheets, and Gmail.
• Skill in financial literacy in one or more of the following areas: financial education and/or counseling, legacy planning, money management, savings and investment options, debits and credits, asset building, and safe financial products and services.
• Skill in maintaining confidentiality.
• Skill in using a client management database.
• Skill in multitasking and attention to detail.
• Skill in preparing reports.
• Skill in providing customer service.
• Skill in using a computer and related software applications.
• Communication and interpersonal skills as applied to interaction with subordinates, coworkers, supervisor, the public, etc., sufficient to exchange or convey information and to give and receive work direction.

Nice To Haves

• Interpersonal relationships with a passion for supporting people with low incomes to build greater financial stability.

Responsibilities

• Provides individualized initial and follow up financial counseling sessions to clients and facilitates achieving client outcomes.
• Engages in ongoing client support and follow-up as needed.
• Assesses client needs and develops individual financial action plans with each client.
• Makes appropriate referrals and integrates other wraparound supports (i.e., benefits, tax preparation, etc.) into counseling to achieve greater results.
• Follows required protocol and program requirements.
• Collects, tracks, and reports required data using a client management database.
• Successfully completes and passes counselor training assessments.
• Participates in initial trainings and ongoing professional development trainings.
• Performs other related work as required.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree