Community Financial Inclusion Officer – Geelong

Overview

Good Money is a joint initiative of Good Shepherd (GSANZ), NAB, and the Victorian Government providing community finance products and services within a place-based model.

The Community Financial Inclusion Officer provides community finance products and services, including No Interest Loans, directly to customers.  These products and services aim to improve the wellbeing and social inclusion of people who are disadvantaged and on low incomes.  This role is the initial point of contact for customers, assesses their needs and refers them appropriately, and delivers direct services (community finance products).  This direct service delivery includes completing budgets and loan applications with customers.  Additionally, they will contribute to the smooth day-to-day operation of the Good Money site.

Responsibilities

• Greet client and guide them through the Good Money finance options.
• Respond to enquiries (phone, face-to-face and online), assess eligibility, determine customer needs and respond appropriately (this may be through providing direct services, information provision, or referrals to internal and external supports).
• Assist people from diverse backgrounds with complex needs in a way that is respectful, appropriate and professional.
• Utilise local networks to provide information and make referrals to other support services, as required.
• Assist clients with all aspects of loan applications, including conducting one-on-one interviews with clients, preparing a budget with them, and checking supporting documentation.
• Respond to enquiries regarding existing loans and ongoing loans management (this may include following up with customers who have missed repayments).
• Contribute to community engagement and partnership development activities, to increase the number of customers who access Good Money services.
• Ensure accurate customer records are kept using Good Money’s customer database.
• Perform day-to-day administrative duties and data entry.

Qualifications and Experience

• Certificate or Diploma in Community Services, or equivalent community services experience
• Experience working with complex clients or customers would be highly regarded
• Ability to work from different sites if required

Employment is subject to:

• A satisfactory Police Check
• A current Working with Children’s Check (WWCC) or state equivalent
• Proof of the right to work in Australia
• The above requirements will need to be supplied and verified prior to commencement

Position Description