What are the responsibilities and job description for the Financial Services Representative | Mental Health position at Collaborative Support Programs?
Description
CSPNJ, a mental health nonprofit agency, is looking for a full-time Financial Services Representative (FSR) for Salem County. Under the direction of the Director of Financial Services, the FSR provides financial management services to clients with a mental health diagnosis.
HIGHLIGHTS
- Educate clients with money management, setting financial goals, tracking credit score, enrolling in savings programs.
- Aid clients in obtaining the required paperwork to open financial service accounts.
- Maintain client trust ledger and checkbook.
- Follow-up with clients on a quarterly basis regarding their financial goals.
Full-time | Benefit Eligible (Medical, free DMO dental & free vision) including 6 weeks PTO & 11 Holidays
Requirements
- Associates or Bachelor’s in a financial discipline OR
- High School Diploma/GED and 2 years’ experience in financial services.
- Financial literacy skills.
- Excellent organizational skills and attention to detail.
- Exceptional time management and customer service skills.
- Ability to communicate financial information clearly and effectively.
- Strong bookkeeping skills.
- Exceptional written and verbal communication skills.
- Proficient in Excel, MS Office products, as well as general computer literacy.
- Ability to work with individuals with mental illness in a caring and professional manner.
- Bilingual skills are a plus.
- Valid NJ Driver’s License with acceptable driving record.
- Lived Experience: CSPNJ prioritizes hiring people who use their own life experience dealing with mental health/substance use issues to inspire and support others.
Salary : $20
