Financial Services Rep.| Mental Health

Collaborative Support Programs•Absecon, NJ

13d•$20

About The Position

CSPNJ a mental health nonprofit agency is looking for a self-motivated Financial Services Rep. Under the direct supervision of the Finance Director the FSR provides financial management services to person's served with a mental health diagnosis. The FSR will educate person's served on money management and assist in setting financial goals. HIGHLIGHTS: Meet with person's served interested in financial assessment and facilitate establishing personalized financial goals. Aid in obtaining the required paperwork to open financial service accounts. Act as a custodian for person's served trust accounts. Coach person's served on how to develop and maintain a monthly budget. Assist person's served in tracking their credit score and enrolling in savings programs. Process and write checks for person's served expenditure. 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 with 2+ years’ experience in financial services.
Financial literacy skills required!
Strong bookkeeping skills.
Excellent organizational skills and attention to detail.
Exceptional time management and customer service skills.
Ability to communicate financial information clearly and effectively.
Exceptional written and verbal communication skills.
Proficient in MS Office products, as well as general computer literacy.
Ability to work with individuals with mental illness in a caring and professional manner.
Valid NJ Driver’s License with acceptable driving record.

Nice To Haves

Bilingual skills are a plus!
Lived Experience: CSPNJ prioritizes hiring people who use their life experience with a mental health diagnose or substance use to inspire and support others.

Responsibilities

Meet with person's served interested in financial assessment and facilitate establishing personalized financial goals.
Aid in obtaining the required paperwork to open financial service accounts.
Act as a custodian for person's served trust accounts.
Coach person's served on how to develop and maintain a monthly budget.
Assist person's served in tracking their credit score and enrolling in savings programs.
Process and write checks for person's served expenditure.