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. 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.
* 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 Compensation details:  Hourly Wage PIcf9-