Financial Inclusion Officer – Telephone & Online (Victoria)

Overview

• Two part time (30.4 hours per week) opportunities available until 30 June 2023
• Hybrid Model (Working between our Abbotsford office in Melbourne & your home location)
• SCHADS Level 4.1 ($75,662.62 plus super plus salary packaging benefits)

Join the friendly team that will help navigate the government supports and other hardship services available to clients, discuss the suitability of No Interest Loans and supports

This role is the initial point of contact for clients, assesses their needs and refers them appropriately, and delivers direct services. This direct service delivery includes completing budgets and loan applications with clients

Working across a spread of shifts that sit between 7am-7pm

You will need to be available Full-Time for the first 2 weeks of employment to undertake training

Please apply as soon as possible, applications will be considered as they are received. Upload a short covering letter outlining your relevant skills and experience, along with your CV to Seek.

Responsibilities

• Receive and triage intake calls, show empathy and take a client-directed approach that empowers and supports a person while guiding them through the Good Shepherd finance options.
• Respond to enquiries (phone and online), assess eligibility, determine client 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 known 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.
• Be able to recognise financial risk factors, prioritise and triage to financial counselling, financial wellbeing, or legal supports, in alignment with the client’s goals
• Ensure accurate client records are kept using client databases and loan management systems.
• Consult, refer and collaborate with other team members, including Hold & Connect, financial counselling and financial wellbeing peers, other GSANZ services and the broader service sector to support client goals
• Consult, learn and implement new ways of working and quickly adopt new systems and processes to improve client outcomes.
• Comply with GSANZ policy, procedures and practice and participate in GSANZ organisational activities.

Qualifications and Experience

• Certificate or Diploma in Community Services, Diploma in Financial Counselling, or equivalent community services experience
• Experience in community service, financial counselling, or financial capability service delivery
• Experience working with complex clients or clients would be highly regarded
• Evidence of Covid-19 vaccination, or medical exemption

Good Shepherd Australia New Zealand is a Child Safe employer. Employment is subject to satisfactory reference checks, a current Employment Working with Children Check, National Police Check (International Police Check if resided overseas in the last 10 years) and proof of the right to work in Australia.

We recognise the rich diversity of people across Australia. We are committed to ensuring that our team is reflective of the diverse community we serve and to supporting a culture of equity, inclusion and diversity.

Position Description