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Financial Services Rep.| Mental Health at Collaborative Support Programs

Absecon, New Jersey, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Apr, 26

Salary

0.0

Posted On

23 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Management, Money Management, Budgeting, Bookkeeping, Organizational Skills, Time Management, Customer Service, Communication, MS Office Proficiency, Detail Orientation, Caring Attitude, Bilingual Skills

Industry

Mental Health Care

Description

Description CSPNJ a mental health nonprofit agency is looking for a self-motivated Financial Services Rep. 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

Responsibilities

The Financial Services Rep provides financial management services to individuals with mental health diagnoses, helping them set personalized financial goals. Responsibilities include coaching on budgeting, tracking credit scores, and processing expenditures.