Financial Counselor - Tulsa, United States - Balance

Balance Tulsa, United States

1 week ago

Description

Job Description

BALANCE is currently looking for Financial Counselors to work fully Remote

Bilingual Spanish Preferred. Hours are 9AM-6PM Pacific

In this position you will be responsible for answering questions and conducting counseling sessions via telephone, internet, as well as representing BALANCE at community events. A major aspect of this role involves being a great listener, conveying empathy when clients share their story, and effectively identifying goals or concerns to assist clients with varying needs.

Providing world-class counseling with unparalleled quality will always be a top priority for BALANCE. We offer a comprehensive internal training program in conjunction with supporting counselors through the NACCC certification to ensure we deliver excellent service to our clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Duties include but are not limited to:

Provide one-on-one financial counseling sessions to assess needs and develop specific strategies to empower individuals to resolve financial problems, meet financial goals, and improving their overall well-being.

Provide valuable information to clients about bankruptcy, collections, consumer protection laws, court judgments, credit and debt issues, credit reports, financial planning and retirement, housing issues, identity theft, money management, student loans, transitioning to safe and affordable banking, and wage garnishments;

Assist clients in creating a personalized action plan with the purpose of supporting and motivating clients towards achieving financial goals;

Provide continuing education, guidance, and resources to empower clients to successfully accomplish their established plans including resolving immediate problems and changing behaviors;

Schedule appointments for clients, confirm daily appointments, and reschedule appointments as necessary;

Follow the Phone Status Policy and remain on available status during the work day to respond to inbound and outbound call inquiries to answer questions, troubleshoot problems, provide information, deliver immediate counseling, and schedule appointments as needed;

Conduct outbound calls for the purpose of follow-up and/or outreach;

Collect, track and report required data and input call and session notes for every client and interaction using the client management database;

Provide confidential referrals to appropriate, vetted non-profit organizations using our national online database (Ex. Food banks, public benefits, state bar);

Successfully complete and pass the required training and participate in ongoing professional development;

Represent BALANCE at community events, partner meetings, or workshops;

Must successfully pass and obtain the following certifications within 90 days of employment;

Money Coach
NACCC Exam and Certification
Compliance Courses

Other duties may be assigned on a need basis.

Qualifications

Minimum Qualifications

Bilingual in Spanish;

Associate's degree from an accredited college;

Experience in one or more of the following: financial services, financial planning, social work, community organizing, teaching or other related fields;

Experience in community service such as volunteering, coaching, counseling or mentoring;

Working knowledge of Microsoft Word, Excel, Outlook, Virtual Meetings;

Ability to use a client management system;

Other Skills: Interpersonal Skills, Customer Service, Oral and Written Communication, Problem Solving, Organized, Adaptable, Punctual, and a Team Player

Preferred Qualifications

Bachelor's Degree; or one to two years related experience and/or training (EAP, financial services, counseling, banking, credit, and collection); or equivalent combination of education and experience.

WORK ENVIRONMENT

This is a telecommuting position. BALANCE will provide all of the equipment needed for a station setup. A strong internet connection is required. Equipment will need to be directly plugged into the router/modem (no Wi-Fi). Teleworkers must have a fixed desk, workstation, or office within their home.

ABOUT US

BALANCE is a nationwide non-profit organization committed to helping individuals and families overcome their financial challenges and meet their financial goals. Through local and national education and counseling programs we provide help and hope to families overwhelmed by debt, facing foreclosure, struggling to master their money, caught in a cycle of over-priced fringe financial services, or trying to purchase their first home. Additional information about us can be found at

BALANCE offers a fun and collaborative environment with exceptional benefits for our employees which include medical, dental, vision, and life insurance; 403(b) retirement plan, 3 weeks paid time off, plus paid federal holidays, an extensive training program, and more

BALANCE is an Equal Opportunity Employer that does not discriminate on the basis of race, religion, color, sex, age, national origin or disability.

19-20 per hour

Location = NV, AZ, NM

#San Antonio Texas

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