BronxWorks · 1 month ago
Financial Counselor - 4886
Bronx, NY, US
Full-time
Onsite
Mid Level
$55K/yr - $60K/yrBronxWorks is a community organization dedicated to empowering individuals through various programs. The Financial Counselor will assist clients in achieving financial stability by providing guidance on personal finance, managing debt, and accessing financial services.
Non Profit
Responsibilities
Financial counseling of New Yorkers with various income levels, helping them achieve financial stability and mobility; measuring impact with specific weekly, quarterly and yearly goals
Maintain confidentiality of client information and provide administrative support by maintaining client records, inputting data in multiple databases, arranging for client appointments, generating status reports and notifying clients of meeting dates
Provide guidance and support to junior Financial Counselors to ensure competence, quality service and efficient data recording
Provide assistance as needed to the program director and or program manager to ensure efficiency and quality program delivery
In collaboration with the director and manager, lead outreach and general marketing to the community regarding OFE Financial Fitness and other BronxWorks programs and services
Flexible work hours, including some evenings and weekends will be required of this position
Duties will be required to be performed at various locations as determined by the organization
Assist clients with complex personal finance issues, including legal aspects, such as wage garnishments, judgments, bankruptcies, etc
Assists clients in understanding their financial capability including, credit report analysis, budget, savings and action plan preparation
Conduct client intakes and individual counseling/education
Conduct/coordinate group education and informational seminars utilizing PowerPoint presentations
Respond to client inquiries, monitor progress of participants and assists participants to understand affordability and non-delinquency issues. Provide early intervention as needed
Qualification
Required
Bachelor's degree
Prior work experience with low-income communities
Financial fitness counseling experience; preferred (you must be committed to taking a CUNY Personal Finance course, as mandated by NYC's Office of Financial Empowerment)
A self-starter, engaging personality, highly organized and skilled at documentation and data entry
Excellent attention to detail and ability to manage multiple priorities while meeting deadlines
Proficiency in Microsoft Office suite and other standard business technology is required
Strong oral and written communication, time management, and organizational skills are necessary
Preferred
Commitment to helping social empowerment and economic development
Genuine passion for service and working with the Bronx community
Client focus and adaptability to different personality types
Genuine passion about money is essential, although advanced knowledge on topics may be learned on the job
Independent self-starter with strong teamwork abilities, and creativity in your approaches to working with people
Proficiency with web-based data bases and excel are a strong plus
Bi-lingual English and Spanish language (or other language) proficiency is preferred
Company
BronxWorks
BronxWorks is a nonprofit livelihood service organization and settlement house based in the Bronx, New York City.
Founded in 1972
501-1000 employees
Funding
Current Stage
Late StageRecent News
Company data provided by crunchbase