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Job description
New Castle-DE
nFull time
n nMake an impact by joining ServiceSource, a champion for people with disabilities. Explore new opportunities! ServiceSource is an organization of talented people who drive innovation, embrace change, and strengthen communities .
nJob Summary
nWork one-on-one with consumers, providing services to help them set financial goals, understand their social security disability benefits (if applicable), develop skills in asset building, banking, repairing or establishing credit, managing and decreasing debt, benefits screening/access, financial and (Social Security Administration) SSA work incentives counseling and planning.
nPrimary Duties
nReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These duties and responsibilities will be rated on the Annual Performance Review.
nnnServe as a resource to all staff members, consumers and stakeholders. Complete financial health assessments with customers. Track and meet monthly and annual program service targets.
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nnConduct individual financial coaching on topics such as credit and debt management. Assist participants to develop a personal financial plan to meet their financial goals. savings, and budgeting. Assist and empower customer to identify and assess their personal financial needs
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nnProvide, as applicable, individual SSA (Social Security Administration) benefits counseling and planning. Assist and empower customer to understand their SSA disability benefits and related
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nnEnsure that all customer information is documented in the database(s) on a daily basis. Set aside time each day and week to ensure all data is current and complete. Develop and submit monthly progress reports, as directed.
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nnBuild relationships in the community to create opportunities for outreach and inform the community of services available.
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n nAdditional Responsibilities
nnnParticipate in financial coaching training programs offered by stand By Me.
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nnDevelop competency to deliver program related presentations, including but not limited to: program orientations, Mind Over Money and Social Security Benefits workshops.
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nnFacilitate financial education workshops.
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nnFacilitate Social Security Work Incentive education workshops.
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nnMaintain follow-up contact on progress toward goals during coaching sessions.
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nnRefer participants to community or financial agencies to obtain services outlined in financial plans.
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nnRepresent the Finance Ability Program in various community forums and conduct program presentations.
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nnContribute to the Rehab department outcomes including participation in team and staff meetings.
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nnPerform other responsibilities as assigned.
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n nQualifications: Education, Experience, and Certification(s)
nnnCurrent CWIC (Certified Work Incentives Counselor) certification required, or the ability to obtain certification within ninety (90) days of hire.
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nnBachelor’s degree plus minimum two years of related job experience, associate degree plus minimum three years of related job experience, or minimum four years of related experience required
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nnExperience working with adults with a wide range of disabilities required.
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nnEnglish/Spanish bilingual preferred.
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nnMust pass a a credit check.
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nnAbility to pass Social Security background check.
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nnAbility to obtain Personal Financial Coaching Certification. Certified Work Incentives Counselor (or be in the process of obtaining certification within (90) days of hire).
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nnValid driver’s license and/or access to reliable transportation to perform work-related travel required. Eligible drivers must have a good motor vehicle record (MVR).
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n nKnowledge, Skills, and Abilities
nnnCustomer service skills.
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nnStrong oral and written communication skills.
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nnProficient with Excel, Word and PowerPoint.
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nnDemonstrated understanding of financial industry.
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nnDemonstrated understanding of Social Security work incentives.
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nnFlexible, open to change and enjoys mobility in the workplace.
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nnCompassionate self-starter with the ability to work independently.
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nnStrong interpersonal skills.
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n nPhysical Demands
nThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
nWhile performing the duties of this job, the employee is regularly required to stand; reach with hands and arms; and talk or hear. The employee is occasionally required to walk and sit. The employee may occasionally lift or move products and supplies, up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.
nWork Environment
nThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually quiet.
nWhat We Offer – for Benefit Eligible Employees May Include:
nBecause ServiceSource hires the best people, we work hard to provide benefits that make their lives better, so we offer a comprehensive benefit program which features:
nnnHealth coverage for you and your family through Medical, Dental, and Vision plans.
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nnFinancial protection with 100% company paid Disability, Life, Accidental Death & Dismemberment insurance.
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nnA 403(b)-Retirement plan in which the company matches dollar for dollar on a generous percentage matching up to 3% of your contribution.
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nnTax advantages through Flexible Spending and Health Savings accounts that allow you to pay for specific healthcare and dependent care expenses with pre-tax dollars.
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nnTo help you manage your work and life needs, we offer an Employee Assistance Program, Wellness Program, and Tuition Assistance.
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nnA generous paid time-off program in which the benefits increase based on your tenure with the company.
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n nWe are an Equal Employment Opportunity Employer, making employment decisions without regard to a person’s race, color, religion, sex (including pregnancy, sexual orientation, gender identity and transgender status), national origin, age (40 or older), veteran status, disability, or any other protected class. We are an E-Verify Employer and a drug-free workplace. Pre-employment background checks are required for all employment positions.
nPAY TRANSPARENCY POLICY STATEMENT:
nThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information
nServiceSource is a 501(c)(3) organization with programs and operations in more than a dozen states and the District of Columbia. ServiceSource has affiliate organizations in Delaware, Florida, North Carolina, Utah and Virginia. Collectively, the organization serves more than 35,000 individuals with disabilities annually through a range of innovative and valued employment, training, habilitation, housing and other support services. Our proven collaborative approach helps foster a community where individuals with disabilities can succeed and thrive. Strategic partnerships with local community businesses, government entities and nonprofits help bridge the gaps for individuals with disabilities, creating sustainable opportunities that benefit the entire community and result in greater independence for the individual.
Worksite address
new castle, DE, 19720, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.