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Personal Finance Management Outreach Worker

Clintonville-Beechwold Community Resources Center
Columbus, OH Full Time
POSTED ON 1/24/2025
AVAILABLE BEFORE 2/21/2025

The Clintonville-Beechwold Community Resources Center (CRC) is currently hiring for the Personal Finance Management program to provide case management assistance to older adults. Full and part time outreach worker positions may both be available depending on grant funding.


To learn more about the Personal Finance Management Program please visit Clintonvillecrc.org. To apply for the position please email your resume and cover letter to debra.martin@clintonvillecrc.org


SUMMARY: The outreach worker is an at-will employee. It is a full-time/part-time (up to 40 hours per week), reporting to the supervisor of the appropriate department. The hours will usually be between 9:00 a.m. to 5:00 p.m., Monday through Friday. The work is performed both at the CRC office and outside of the office. It also requires the worker to perform duties in the homes of clients.


RELATIONSHIP: The Outreach Worker reports directly to the Supervisor in the appropriate department. Family Services Outreach Workers report to the Family Services Supervisor, Senior Services Outreach Workers report to the Senior Services Supervisor and Kinship Care Outreach Workers report to the Associate Director. This position can be responsible for the supervision of the student interns or volunteers for the program as well.


AUTHORITY: Fulfills designated responsibilities and performs assigned duties as directed by the supervisor, and in accordance with the policies, procedures, and guidelines set forth by the Agency, Ohio laws, and Federal laws. This is an exempt position.


DUTIES AND

RESPONSIBILITIES:

Direct Service

1. Acts as an advocate for clients.

2. Provides prompt, professional and confidential service and are treat clients with dignity and compassion.

3. Works with the supervisor to educate and train new staff in CRC's approach to serving a diverse client base.

4. Determines, based on established policy, the eligibility of clients for services offered by CRC and other agencies.

5. Performs client intake interviews at CRC or in the homes of the clients.

6. Identifies problems affecting the client and in cooperation with the client develops solutions.

7. Stays informed of eligibility standards for services, the network of helping agencies, and of emerging resources

8. When appropriate, refers the client to other agencies and advocates on behalf of the client.

9. Identifies and advocates for opportunities for our clients to live satisfying and productive lives.

Administrative Responsibility

1. Maintains and compiles all necessary program statistics required by the various funding sources.

2. Brokers services with other agencies, businesses and providers in the for-profit sector to meet client needs.

3. Identifies and reports trends in services provided.

4. Performs other related duties as assigned by the supervisor.

6. Ensures that the clients receive prompt, professional, and confidential service. Processes and responds to calls and inquiries. Assure timely response to all requests for services or assistance, acting as back up to provide direct response when staff and volunteers are not available.

9. Acts as an advocate for the clients. Ensures that all clients are treated with dignity, compassion, and confidentiality.

11. Responsible for keeping and maintaining records in the Apricot database.

14. Performs other related duties as required


EDUCATION: Bachelor’s degree required. Degree related to Social Work/ nonprofit field is preferred.


EXPERIENCE: Nonprofit experience is preferred. Experience working in a direct services role is preferred.

Experience with nonprofit and program development including effective management, motivation, and leadership of volunteers; financial management; resource development and marketing, and public relations

Minimum Qualifications: Supervisory and management experience preferred. Some knowledge of budgeting, grant writing, and evaluation and data analysis required.


SKILLS AND ABILITIES:

-Must have good communication skills as demonstrated by an ability to relay and interpret information clearly and correctly with people on all levels.

-Must have attention to detail as demonstrated by thoroughly performing all assignments.

-Ability to build relationships with community leaders, businesses, foundations, donors and media contacts

-Understands interests and needs of seniors

-Must be able to operate office equipment including photocopier, computer, fax machine, and telephone.

-Must be able to use Microsoft Office to create various documents, graphs, and/or spreadsheets.

-Must be highly motivated as demonstrated by the willingness to seek additional tasks.

-Must possess analytical skills as demonstrated by the ability to handle problems in a calm and timely manner.

-Must be able to maintain confidentiality of all aspects of job responsibilities.

-Must be able to interact well with others as demonstrated by being a willing member of the team.

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