DEPARTMENT: SOCIAL SERVICES
POSITION TITLE: INTAKE COORDINATOR

EDUCATION & WORK EXPERIENCE:

• Social Service Intake and assessment experience preferred.
• Minimum of 1 year’s experience in one or more of the following fields: customer service and or reception.
• Knowledge of Social Services and local resources with demonstrated ability to provide resource referral information.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Detail Oriented & Self Starter
• Ability to work independently and as part of a team.
• Strong work ethic with ability to maintain excellent time management skills and schedule adherence.
• Strong use of the English language in verbal and written communication.
• Excellent organizational skills
• Excellent Telephone Skills
• Ability to work in a fast-paced environment and maintain pose under pressure
• Must have excellent interpersonal skills, with emphasis on effectively working in a team environment and with a diverse population
• Must be able to cooperate with Salvation Army policies and procedures and be willing to follow these as required
• Customer service mindset
• Knowledge of filing and record keeping systems
• Excellent typing skills
• General knowledge of business protocols
• In accordance with TSA Substance Abuse Policy and Drug Free Workplace policy, use of any substance, including alcohol or any drug which may affect the health, safety or well being of a client, other workers and self while on the job or on Salvation Army premises is prohibited
• Must have a valid Montana State driver’s license and ability to pass TSA MVR check and in-house driving test.
• Must complete and adhere to Protecting the Mission Requirements and guidelines, including the ability to pass TSA background check
• Ability and willingness to keep information confidential

SCOPE OF POSITION:
The Social Service Intake Receptionist is an integral member of the Social Services team. The position is responsible for each client’s initial impression of the Salvation Army and is key to providing each client with a supportive and positive experience by performing duties with integrity, compassion and professionalism. The position functions include but are not limited to: processing assistance requests and referrals, answering phones and directing calls while maintaining a professional and highly organized waiting room area. Responsible for intake interviews for the Social Services department including general assistance and transitional living. Also responsible to manage all Food Pantry functions under the direction and in coordination with the Social Programs Manager. Position includes but not limited to maintaining inventory, ordering and receiving, stocking, packing, and distributing food boxes. Recruits, directs and is responsible for volunteers serving the food pantry, and during times of seasonal assistance.

This position will promote the Salvation Army and its programs.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Responsible for intake of clients by phone, email, social media, and walk-ins to determine need and eligibility based upon Helena Social Services programs policies.
• Interview clients by gathering detailed information about needs, financial situation, personal evaluation and personal history.
• Responsible for scheduling appointments with clients.
• Responsible for management and all aspects and operational oversight of the Food Pantry.
• Responsible for inventory control, food ordering, receiving and warehousing.
• Recruits, directs and is responsible for volunteers serving in the Food Pantry.
• Responsible for food service management during times of seasonal assistance.
• Create/Update information as needed in WellSky Database
• Provide accurate monthly statistics to Programs Manager
• Answer incoming calls, return calls and forward messages in a timely manner
• Serve as receptionist for all Social Service programs
• Assist Programs Manager as needed
• Attend Staff meetings or community meetings as directed
• Seasonal assistance duties as required or assigned
• Responsible for the management and all aspects and oversight of the Food Pantry
• Responsible for Inventory Control, food ordering, receiving and warehousing.
• Recruits, directs and is responsible for volunteers serving in the Food Pantry
• Responsible for food service management during times of seasonal assistance
• All other duties as assigned

SOFTWARE-RELATED SKILLS:

• Microsoft Word & Excel & Microsoft Outlook required
• Working knowledge of integrated database applications and ability to use new software programs with basic training
• Working knowledge of standard office equipment such as copier, multiple phone line system, printers, and fax

PHYSICAL REQUIREMENTS:

• Ability to sit, walk, stand, bend, squat, climb, kneel and twist on an intermittent or continuous basis
• Ability to grasp, push, pull objects such as files, file cabinet drawers and reach overhead
• Ability to operate a telephone and computer
• Ability to lift up to 25 lbs (usually file boxes)
• Ability to access and process information from a computer
• Ability to understand written information

Qualified individuals must be able to perform the essential duties of the position with or without accommodation, A qualified person with a disability may request a modification or adjustment to the job or work environment in order to meet the physical requirements of the position. The Salvation Army will attempt to satisfy requests as long as the accommodation needed is reasonable and no undue hardship would result.

A generous benefits package is included with full-time positions: paid holidays, vacation time, sick time, and medical, vision, and dental insurance.

Health Insurance: Low bi-weekly premiums for employee-only coverage, Kaiser HMO for those residing in a Kaiser service area, Anthem EPO/PPO is available for those residing outside a Kaiser service area. Voluntary 1 and family coverage at additional cost. Delta Dental DHMO and DPPO dental insurance are offered. 

Life and Voluntary Options. An employer-paid life insurance policy covers employees. Voluntary supplemental life, short-term and long-term disability plans are available.

Retirement Plans: Employer-funded Money Purchase Pension Plan (Defined Contribution Plan) 50% vested at five years eligible service time. Plus, an employee-funded voluntary 403(b) option.

Parental Leave: The benefit is 40 hours of Paid Leave for qualifying events.

Sick Leave: 12 days of Sick Leave annually accruing from day one, eligible for use after three months’ service time. 

Paid Vacation:

• Two weeks annually, accruing from day one, for non-exempt positions.
• Four weeks annually, accruing from day one, for exempt positions.
• Accrued vacation is eligible for use after six months’ service time.

Paid Holidays: 13 designated holidays 1 floating holiday per year

The Salvation Army is an Equal Opportunity Employer: Minorities/Women/Veterans/Disabled.