Financial Development Center Counselor

1 month ago

Poughkeepsie, United States Virtual Employee Services (C) Full time
Job DescriptionJob Description

Heritage Financial Credit Union is in search of a Financial Development Center Counselor Salary Range: $21.46/h - $26.83/h

If you are looking for a challenging and rewarding career in the financial services industry with a company with a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive benefits package, including a very generous PTO policy. We are always looking for talented and motivated individuals to join our team.

POSITION PURPOSE

The Financial Development Counselor (FDC) is a motivated, compassionate, friendly, positive, trustworthy individual who has a passion to work with empowering people and is committed to help drive financial education and community outreach for financial services. Responsible for building trusted relationships and providing a high impact service culture through engaged financial conversations, active listening, accurate transaction processing, development and recording of member action plans and also serves as an advocate for member growth towards desired needs and goals. The FDC is also responsible for executing various banking tasks, ensuring accurate financial transactions, excellent customer service and adherence to regulatory guidelines with precision and efficiency.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Serve as an ambassador of the Credit Union and its vision to promote financial well-being so people may reach their fullest potential in life.

2. Provide the necessary tools, resources and opportunities for learning to make possible the achievement of people's financial hopes and dreams.

3. Provide ongoing and constructive guidance to clients and members along their financial education development journey and answer finance questions in person and over the phone.

4. Makes it easy for members to do business with the Credit Union.

5. Help establish and build partnerships with mission aligned community organizations to promote FDC services and serve community members.

6. Willingness and dedication to applying HFCU’s core values and adapting the accountability ladder philosophy while conducting business.

7. Ensure financial education software is accurate and up to date to allow all staff to step in and assist members at any juncture of their journey to full resolution as needed as soon as possible whenever possible.

8. Perform responsibilities of position in accordance with federal and state regulations, credit union policies and procedures.

9. Assist location Manager in location operations as necessary.

10. Recommend changes to workflow, efficiencies and quality.

11. Possess in depth knowledge of HFCU financial products and services.

12. Track and confirming referrals to, and from, other community service organizations.

13. Actively participating in ongoing training as needed in order to meet all certification standards and credentialing requirements.

14. Work effectively as a team member, participating actively and constructively.

15. Ensure member issues are addressed timely and are fully resolved.

16. Represent HFCU at events as deemed necessary.

17. Perform other duties as necessary or assigned.

PERFORMANCE MEASUREMENTS AND GOALS

Performance is measured against the core competencies as outlined by the position and against goals established by the manager and/or Department Officer.

Requirements

  • Ability to use initiative and independent judgment.
  • Ability to effectively relate to co-workers, members, and partner sites using excellent active listening, interpersonal, verbal and written communication skills.
  • Ability to prioritize assignments, manage and perform multiple tasks presented by more than one person.
  • Ability to conduct potentially difficult financial conversations with empathy, care and attention to detail.
  • Conduct initial assessments of potential members' situation to determine needs and goals.
  • Be compassionate yet firm.
  • Be detail oriented and able to meet deadlines.
  • Demonstrate technical competence.
  • Ability and willingness to discreetly manage personal information.
  • Ability to perform basic math, spelling, and grammar.
  • Ability to use a computer without assistance using Windows-based software.
  • Must complete financial education and applicable coursework and have completed, or be able to complete, financial education certification and other relevant training as assigned by management.
  • Must be bilingual (English and Spanish).
  • Must be willing to occasionally work flexible hours including evenings and Saturdays.
  • Must be bondable by the credit union, insurance carrier and/or regulator.
  • Must have a dependable transportation.

QUALIFICATIONS

EDUCATION/CERTIFICATION: A high school diploma or its equivalent. Notary designation or ability to attain within 6 months. Financial education certification or ability to attain within 6 months.

REQUIRED KNOWLEDGE: Proven knowledge of operational structure and workings of a bank or credit union as well as the products and services offered by these financial institutions is a plus. This position requires that the employee gain a working knowledge of Bank Secrecy ACA (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.

EXPERIENCE REQUIRED: Two years of customer service, financial or social work services or related field is a plus.

SKILLS/ABILITIES: Ability to effectively communicate the organization’s mission and specific program-related objectives. Ability to project a professional appearance and positive attitude at all times. Ability to manage daily tasks as assigned and work with community members. Needs to be available for outside meetings and events. Ability to communicate (written and verbal) proficiently in Spanish and English highly desirable.

  • Financial Development Center Counselor

    4 weeks ago

    Poughkeepsie, United States Virtual Employee Services (C) Full time

    Job DescriptionJob DescriptionHeritage Financial Credit Union is in search of a Financial Development Center Counselor! Salary Range: $21.46/h - $26.83/hIf you are looking for a challenging and rewarding career in the financial services industry with a company with a supportive and collaborative work environment where you can make a difference in the lives...

  • Helpline Crisis Counselor

    4 weeks ago

    Poughkeepsie, United States Dutchess County Behavioral & Community Health Full time

    **HELPLINE Crisis Counselor** **DISTINGUISHING FEATURE OF THE CLASS**: (Licensed Master Social Worker, Licensed Mental Health Counselor, Licensed Psychologist) DBCH has **2 hourly** vacancies in HELPLINE for the above title. **Dutchess County HELPLINE** provides 24/7/365 crisis counseling, information, and is a referral call center. The position involves...

  • Community Residence Counselor Poughkeepsie

    3 weeks ago

    Poughkeepsie, United States Rehabilitation Support Services, Inc. Full time

    **Residence Counselor** Rehabilitation Support Services, Inc. is hiring a Residence Counselor for its Community Residence. RSS is a compassionate and caring employer dedicated to providing a vital safety net for vulnerable members of our communities. To our employees, working at RSS is more than a career - it’s a calling. As a Residence Counselor, you be...

  • Trauma Therapist

    1 month ago

    Poughkeepsie, United States Family Services Inc. Full time

    Title: Trauma Therapist (Social Worker, Mental Health Counselor)Salary: $30.21 - $32.96 per hour, sign-on bonus available Supervisor: Clinical Coordinator Status: Full-Time, Non-Exempt Schedule: Monday - Friday 9am-5pm, 35 hours weekly. This position is hybrid and offers a flexible schedule.Function:As part of the Center for Victim Safety and Support (CVSS)...

  • Trauma Therapist

    4 weeks ago

    Poughkeepsie, United States Family Services Inc. Full time

    Title: Trauma Therapist (Social Worker, Mental Health Counselor)Salary: $30.21 - $32.96 per hour, sign-on bonus available Supervisor: Clinical Coordinator Status: Full-Time, Non-Exempt Schedule: Monday - Friday 9am-5pm, 35 hours weekly. This position is hybrid and offers a flexible schedule.Function:As part of the Center for Victim Safety and Support (CVSS)...

  • Trauma Therapist

    1 month ago

    Poughkeepsie, United States Family Services Inc. Full time

    Job DescriptionJob DescriptionTitle: Trauma Therapist (Social Worker, Mental Health Counselor)Salary: $30.21 – $32.96 per hour, sign-on bonus available Supervisor: Clinical Coordinator Status: Full-Time, Non-Exempt Schedule: Monday – Friday 9am-5pm, 35 hours weekly. This position is hybrid and offers a flexible schedule. Function:As part of the...

  • Residential Counselor

    4 weeks ago

    Poughkeepsie, United States Hudson River Housing Full time

    Job DescriptionJob DescriptionHudson River Housing improves lives and communities through housing with compassion and development with vision. We are dedicated to building strong, sustainable communities by developing and preserving quality affordable housing and helping families and individuals obtain and maintain housing through education, advocacy and...

  • Residential Counselor

    4 weeks ago

    Poughkeepsie, United States Hudson River Housing Full time

    Job DescriptionJob DescriptionHudson River Housing improves lives and communities through housing with compassion and development with vision. We are dedicated to building strong, sustainable communities by developing and preserving quality affordable housing and helping families and individuals obtain and maintain housing through education, advocacy and...

  • Business Developer

    4 weeks ago

    Poughkeepsie, United States Meron Financial Agency Full time

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...

  • Business Developer

    1 week ago

    Poughkeepsie, United States Meron Financial Agency Full time

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...

  • Business Developer

    3 weeks ago

    Poughkeepsie, United States Meron Financial Agency Full time

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...

  • Business Developer

    4 weeks ago

    Poughkeepsie, United States Meron Financial Agency Full time

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...

  • Psychiatric Social Worker/LMHC

    2 weeks ago

    Poughkeepsie, United States Westchester Medical Center Full time

    *We have new rates!* Job Summary: The Psychiatric Social Worker/Mental Health Counselor is responsible for providing thorough and clinically appropriate, culturally competent and trauma informed social work interventions including, but not limited to, Social Work psychiatric emergency evaluations, psychosocial assessments, person-centered treatment planning,...

  • Clinical Counselor, Multicultural Focus

    1 month ago

    Poughkeepsie, United States Marist College Full time

    Job Summary : Marist College Office of Counseling Services is seeking a full-time clinical counselor with demonstrated passion, commitment, and expertise in working with students from marginalized communities including Black/African American, Latinx/Latine, Undocumented, Indigenous/First Nations, Asian American/Pacific Islander, Multi-racial, and other...

  • Clinical Counselor, Multicultural Focus

    4 weeks ago

    Poughkeepsie, United States Marist College Full time

    Job Summary : Marist College Office of Counseling Services is seeking a full-time clinical counselor with demonstrated passion, commitment, and expertise in working with students from marginalized communities including Black/African American, Latinx/Latine, Undocumented, Indigenous/First Nations, Asian American/Pacific Islander, Multi-racial, and other...

  • Financial Representative

    3 weeks ago

    Poughkeepsie, United States Northwestern Mutual Full time

    **Financial Representative** Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your...

  • Contact Center Specialist I

    2 weeks ago

    Poughkeepsie, United States This Way LLC Full time

    Our partner is looking for a Contact Center Specialist I in Poughkeepsie, NY. The primary function of this role is to interact with members via Contact Center delivery systems, build and enhance member relationships, and identify and recommend solutions to members' financial needs. Responsibilities: - Provide internal and external member service by...

  • Contact Center Specialist I

    2 weeks ago

    Poughkeepsie, United States This Way LLC Full time

    Our partner is looking for a Contact Center Specialist I in Poughkeepsie, NY. The primary function of this role is to interact with members via Contact Center delivery systems, build and enhance member relationships, and identify and recommend solutions to members' financial needs. Responsibilities: - Provide internal and external member service by...

  • Contact Center Specialist I

    2 weeks ago

    Poughkeepsie, United States ThisWay Full time

    Job DescriptionJob DescriptionOur partner is looking for a Contact Center Specialist I in Poughkeepsie, NY. The primary function of this role is to interact with members via Contact Center delivery systems, build and enhance member relationships, and identify and recommend solutions to members' financial needs.Responsibilities:- Provide internal and...

  • Contact Center Specialist I

    3 days ago

    Poughkeepsie, United States This Way LLC Full time

    Our partner is looking for a Contact Center Specialist I in Poughkeepsie, NY. The primary function of this role is to interact with members via Contact Center delivery systems, build and enhance member relationships, and identify and recommend solutions to members' financial needs. Responsibilities: - Provide internal and external member service by...