(Bilingual in Spanish)
10/3/2023

POSITION: Financial Literacy Counselor (FLC)
REPORTS TO: Director of Financial Services (DFS)
LEVEL/STATUS: Full-Time, Non-exempt
SUPERVISES: N/A
SALARY: $60,000-$65,000, depending on experience, non-exempt plus benefits

PURPOSE: Birch Community Services, Inc. (BCS) mission is to build a financially stable community by providing education, food, and nurturing accountability. The successful FL Counselor candidate will teach the re$tart financial literacy course, meet individually with participants for the initial goal setting and family vision meeting, provide follow-up coaching and meet at least every six months with participants. The FLC will also manage the progress of families assigned and have initial and annual meetings to determine the necessary next steps and progress towards goals. The FLC will work with systems for tracking and reporting on the outputs related to impact of families in coordination with the Financial Literacy team. This includes building out the Spanish speaking capabilities of BCS.

KEY RESPONSIBILITIES:

FAMILY FINANCIAL MEETINGS (60%)
Objective: In cooperation with the financial literacy team, the FLC will meet with families and focus on story-based intelligence gathering, situational analysis and equipping them with practical next steps on financial and career-related growth. This “story-based intel” gleaned from factors inside and outside of BCS will be used to help families learn to better manage their resources and to assist BCS in improving our programs and developing new ones. This includes building out the Spanish speaking capabilities of BCS.

Responsibilities:

• Meet with assigned families within 2-3 months of starting with BCS and twice a year (every 6 months)
• Quarterly email check in (alternated between 6-month meetings) with each family
• Review participant financial information to ensure accuracy and goals
• Discuss and develop practical next steps for each family
• Maintain confidentiality and respect for each family
• Send follow up communication for tracking and accountability
• Report to the DFS weekly on the findings and outcomes associated with family meetings
• Meet w/ families regarding late notices

TRAINING PROGRAMS (30%)
Objective: In cooperation with the financial team, will help develop and implement best-practices curriculum for courses designed to fulfill BCS’s stated mission. The FLC is responsible for teaching a portion of re$tart and other related financial classes. This includes building out the Spanish speaking capabilities of BCS.

Responsibilities:

• Help develop and teach curricula (including Spanish capabilities)
• Teach BCS’s finance class re$tart (including Spanish capabilities)
• Assist in monitoring BCS training-related measures of effectiveness including:
  • Increased creation and utilization of a financial plan
  • Increased emergency savings and decreased debt
  • Increased stability in the family unit

OTHER (10%)
Responsibilities:

• Building out the Spanish-speaking capabilities of BCS
• Assist the DFS and FL team with program outcomes
• Monitor and evaluate program effectiveness and transition rates
• Assist with office tasks and other duties as requested

BENEFITS:

QUALIFICATIONS:
Requirements

• Bilingual in Spanish
• Knowledge of and commitment to the mission of Birch Community Services
• Exceptional communication and interpersonal skills, both verbal and written
• Excellent group facilitation skills, including the ability to teach others
• Highly organized, able to juggle multiple priorities, take initiative and work in a team approach
• Flexible, energetic, creative and detail oriented
• Ability to multitask in a dynamic, fast-paced environment with composure
• Diplomatic and refined conflict management skills
• Skill with Microsoft Office
• Bachelor’s degree or higher
• Personal finance training, and stable financial standing per DFS
• Experience in financial counseling
• 2 years of experience coordinating or training adults

Preferences

• Experience with a CRM program (like Salesforce)
• Experience with developing statistical reports
• Knowledge of case management and/or best practices