41 applicants

Company

Southern Bancorp · 1 day ago

Bilingual Financial Counselor II – Remote AR/MS

USA

Full-time

Remote

Mid, Senior Level

5+ years exp

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Responsibilities

Provides one-on-one financial counseling to customers that facilitates the identification and achievement of financial goals using both in-person on digital tools.

Provides all customers prompt, efficient and friendly service, with an emphasis on problem-solving and solution-building

Analyzes and assesses current financial conditions of consumer customers and builds outcomes-based action plans for customers and third-parties to achieve the customer’s identified financial goals.

Maintains significant product knowledge for both SBB and SBCP financial products.

Assists customers in accessing SBCP and SBB financial products to further his or her identified financial goals.

Provides group learnings online and in-person in areas of financial skills that empower customers to make positive financial decision.

Builds relationships with the community to ensure that SBCP is positioned in the market to attract targeted customers for SBCP services.

Develop new clients and partners through active community outreach to build awareness for SBCP’S lending products and financial development services

Employs business development techniques to build a customer base for asset development services as well as lending products.

Effectively executes a reciprocal referral network with SBCP and SBB lenders.

Effectively uses digital platforms to collect and track data, key performance indicators, and report metrics for strategic decision-making

Assist with and/or produce accurate grant and certifier reporting as needed.

Completes all required training and continuing education for certifications

Performs other related duties as required or assigned, including assisting with wealth building programs

Qualification

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Financial CounselingHUD Housing Counselor CertificationAccredited Financial Counseling CertificationMicrosoft Office SuiteProject Management ToolsCRM SystemsSpanish Fluency

Required

Bachelor’s degree or equivalent with a minimum five years of experience in credit or financial counselor role or related field.

HUD housing counselor certification required. Employees must obtain certification within six months of hire.

Must have Accredited Financial Counseling certification through Association for Financial Counseling and Planning Education or begin coursework for certification within sixty days of start date.

Ability to prioritize workload to meet deadlines and work independently.

Requires great attention to detail, ability to recall and good organizational skills.

Strong oral and written communication skills.

High degree of analytical ability.

Strong customer relations skills.

Ability to anticipate problems and use sound judgment, resourcefulness to resolve.

Must have the ability to travel within markets and must possess and maintain a valid driver’s license and a vehicle with appropriate insurance coverage.

Strong computer skills including proficiency in Microsoft Office suite, project management digital tools, and CRM systems.

Must be fluent in Spanish.