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Financial Inclusion Officer - Telephone & Online

Good Shepherd Australia New Zealand

Good Shepherd

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.

  • Join the friendly team that will help navigate the government supports and other hardship services available to clients, discuss the suitability of No Interest Loans and support with your applications if needed
  • Both Full-Time & Part Time Opportunities available, – All Fixed Term, Until 30 June 2023 (Flexibility applies in terms of working hours/days)
  • Working across a spread of shifts that sit between 7am-7pm
  • Working towards a Hybrid model but initially working from home
  • SCHADS Level 4.1 ($75,662.62 plus super plus salary packaging benefits)
  • You will need to be available Full-Time for the first 2 weeks of employment to undertake training

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.

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.

The Telephone and Online team

The 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 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
  • A satisfactory National Police Check
  • A satisfactory International Police Check (if you have resided outside of Australia within the last 10 years)
  • A current Employee Working with Children’s Check (WWCC) or state equivalent
  • Evidence of full Covid-19 vaccination, or medical exemption

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
  • Paid parental leave
  • Gifted leave at Christmas and Easter
  • Additional purchased annual leave
  • Flexible work hours/working from home where possible
  • 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, review the position description attached and explore our website: www.goodshep.org.au

Please apply as soon as possible, applications are considered as they are received.

You may be required to obtain particular vaccines or immunisations in order to perform the inherit requirements of this position. This Includes but Is not limited to the COVID-19 vaccine/immunisation.

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.

Good Shepherd Australia New Zealand is a Child Safe employer. Employment is subject to satisfactory referee checks, a current employment working with Children Check, National Criminal History check and proof of the right to work in Australia.

How to apply

This job ad has now expired, and applications are no longer being accepted.
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