Southern Bancorp · 3 months ago
Bilingual Financial Counselor I
Canton, MS
Full-time
Hybrid
Mid, Senior Level
5+ years expSouthern Bancorp is a Community Development Financial Institution focused on serving underserved communities. The Bilingual Financial Counselor I will provide comprehensive financial counseling and education to help customers achieve their financial goals, while also facilitating various wealth-building programs.
BankingFinanceFinancial Services
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
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
Ability to speak fluently in English and Spanish
Benefits
401(k)/Roth plan with immediate eligibility and employer match up to 6%
Employee stock ownership plan
Discounted rate on primary home mortgage
Credit and housing counseling as well as free financial education tools available to customers and employees
No deductible medical insurance plan
Dental and vision insurance
Employer paid life and long-term disability insurance
Flexible Spending Accounts
Paid holidays and paid time off
Bonus plan
Opportunity for merit raises
Employee reward and recognition programs
Community service opportunities
Company
Southern Bancorp
Southern is a unique organization that combines the vision, passion, and creativity of non-profit organizations.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$27.44MKey Investors
Community Development Financial Institutions FundBlockBank of America
2023-04-12Grant· $4.9M
2021-06-10Corporate Round
2020-10-19Corporate Round· $4.79M
Leadership Team
Charles J. Blake
Market Executive
Jeremy Davis
President of Mortgage
Recent News
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2026-01-14
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