Financial Services Rep.| Mental Health

Description

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.

• 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.
• 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

• 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.
• Bilingual skills are a plus!
• Valid NJ Driver’s License with acceptable driving record.
• Lived
  
  Experience:
  
  CSPNJ prioritizes hiring people who use their life experience with a mental health diagnose or substance use to inspire and support others.

PM22