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Financial Inclusion Officer - Work from Home - NSW

Good Shepherd Australia New Zealand
  • Help improve financial capability of clients
  • Hybrid/Work from home
  • Full time opportunity available - max. term until 30 June 2023 (you will need to be available full time for the first 2 weeks of employment to undertake training)
  • Working across a spread of shifts that sit between 7am-7pm
  • $77,629.85 + super, salary packaging (up to $18,000 tax free) & gifted leave

About the role

This role is the initial point of contact for clients, 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 clients.

Key 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.

About you

  • 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 full 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.

About the team

The Telephone & Online (T&O) team deliver community finance products and services, including No Interest Loans, directly to clients. These products and services aim to improve the wellbeing and social inclusion of people who are disadvantaged and on low incomes.

About us

Our strategy outlines the world we want to see and our role advancing in it. It also speaks to the positive impact we will deliver to support women, girls and families to be safe, secure, strong and connected. We are committed to tackling the issues of our time which adversely affect them. We work to advance equity and social justice and support our communities to thrive.

We seek to increase economic participation and wellbeing, to build resilience, improve safety and bring about system change. We offer microfinance programs and products, financial counselling and coaching, family violence support, parenting programs and playgroups, education programs and community houses. These services are complemented by research and advocacy to address the underlying structural causes of injustice, exclusion, and inequality.

Why Good Shepherd?

At Good Shepherd, each member of our team is valued, we strive to support people to grow both personally and professionally. We offer generous conditions and flexible working hours to support employees to balance their personal and work life.

Benefits include:

  • Salary packaging (which can add up to $18,000 in tax-free pay per year)
  • Paid study leave
  • Gifted leave at Christmas and Easter
  • Additional purchased annual leave
  • Flexible work hours/working from home where possible
  • Employee Assistance Program, a free and confidential counselling service

In line with the Government's COVID-19 health and safety requirements, all of Good Shepherd’s assessment processes will be facilitated remotely using various online tools. The People and Culture Team in collaboration with hiring Managers will work with you to find the most convenient method to ensure your safety and wellbeing and that of our employees. We are not currently conducting face to face interviews/inductions. These processes will be completed online for those who are successful in securing a position with Good Shepherd.

A position description is attached.

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