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Community Financial Inclusion Officer

Good Shepherd Australia New Zealand

ABOUT THE ROLE

  • Full Time ~ Maximum Term Contract until 31 December 2025
  • Southport
  • SCHADS Level 4.1 ~ $82,043.52 (plus super and salary packaging)

Good Money is a joint initiative of Good Shepherd (GSANZ), NAB, and the State Government providing community finance products and services within a place-based model.

The Community Financial Inclusion Officer provides community finance products and services, including No Interest Loans, directly to customers. These products and services aim to improve the wellbeing and social inclusion of people who are disadvantaged and on low incomes. This role is the initial point of contact for customers, assesses their needs and refers them appropriately, and delivers direct services (community finance products). This direct service delivery includes achieving targets, maintaining quality of products and customer service, completing budgets and loan applications with customers. Additionally, they will contribute to the smooth day-to-day operation of the Good Money site, the partnership development activities to increase client awareness and contribute to the state and national activities as is appropriate, particularly microfinance.

KEY RESPONSIBILITIES

  • Greet clients and guide them through the Good Money finance options.
  • Respond to enquiries (phone, face-to-face and online), assess eligibility, determine customer 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 local 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.
  • Respond to enquiries regarding existing loans and ongoing loans management (this may include following up with customers who have missed repayments).
  • Contribute to community engagement and partnership development activities, to increase the number of customers who access Good Money services.
  • Ensure accurate customer records are kept using Good Money’s customer database.
  • Perform day-to-day administrative duties and data entry.
  • Contribute to the store performance and success by meeting targets.
  • Contribute to state and national microfinance activities, as is appropriate.
  • Participate in regular team and other meetings as required.

This role is not required to provide financial counselling, financial advice, or deal with complex financial legal matters, however, will facilitate access to financial counsellors, community legal and other services.

ABOUT YOU

  • Certificate or Diploma in Community Services, or equivalent community services/loan provision experience
  • Experience working with complex clients or customers would be highly regarded
  • Excellent interpersonal, written and verbal communication, negotiation and advocacy skills
  • Ability to develop and maintain spreadsheets and data bases accurately; and experience using web-based software to manage information
  • A satisfactory Police Check
  • A current Employee Working with Children’s Check (WWCC)

ABOUT US

Our three-year 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.

BENEFITS

  • Salary packaging (which can add up to $15,900 in tax-free pay per year)
  • Paid study leave
  • Paid parental leave
  • Gifted leave at Christmas and Easter
  • Additional purchased annual leave
  • Long service leave due after 10 years, with access after seven
  • Employee Assistance Program, a free and confidential counselling service

To find out more about the role and to review the position description please explore our website: goodshep.org.au.

To submit your application click Apply Now.

How to apply

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