Talent.com
Bilingual Financial Counselor I - AR / MS

Bilingual Financial Counselor I - AR / MS

Southern BancorpIndianola, MS, United States
30+ days ago
Job type
  • Full-time
Job description

Who We Are :

Southern Bancorp is a different kind of bank. As a Community Development Financial Institution (CDFI), a special certification designated for institutions that serve predominantly underserved communities, Southern Bancorp combines traditional banking and lending services with financial development tools and public policy advocacy to help families and communities grow stronger. Inspired by the principle that building net worth drives economic opportunity, our mission is to be wealth builders for everyone in the communities we serve, with a focus on low-wealth and un(der)banked populations, as well as an emphasis on Black and Brown individuals.

Job Summary

Work in SBCP's Asset Development Department to provide comprehensive financial counseling, coaching, and education with a focus on consumer goals of increased savings, decreased debt, improved credit, and access to capital / credit. The financial counselor will assist in recruiting for and the facilitation of all SBCP's Wealth Building programs. The financial counselor is a highly skilled financial services professional with national certification in complex financial counseling and is the crux of all of SBCP's wealth building products and services.

Key Responsibilities

Provides one-on-one financial counseling to customers that facilitates the identification and achievement of financial goals using both in-person on digital tools.

  • Provides all customers prompt, efficient and friendly service, with an emphasis on problem-solving and solution-building
  • Analyzes and assesses current financial conditions of consumer customers and builds outcomes-based action plans for customers and third-parties to achieve the customer's identified financial goals.
  • Maintains significant product knowledge for both SBB and SBCP financial products.
  • Assists customers in accessing SBCP and SBB financial products to further his or her identified financial goals.
  • Provides group learnings online and in-person in areas of financial skills that empower customers to make positive financial decision.
  • Builds relationships with the community to ensure that SBCP is positioned in the market to attract targeted customers for SBCP services.
  • Develop new clients and partners through active community outreach to build awareness for SBCP'S lending products and financial development services
  • Employs business development techniques to build a customer base for asset development services as well as lending products.
  • Effectively executes a reciprocal referral network with SBCP and SBB lenders.
  • Effectively uses digital platforms to collect and track data, key performance indicators, and report metrics for strategic decision-making
  • Assist with and / or produce accurate grant and certifier reporting as needed.
  • Completes all required training and continuing education for certifications
  • Performs other related duties as required or assigned, including assisting with wealth building programs

Requirements

  • Bachelor's degree or equivalent with a minimum five years of experience in credit or financial counselor role or related field.
  • HUD housing counselor certification required. Employees must obtain certification within six months of hire
  • Must have Accredited Financial Counseling certification through Association for Financial Counseling and Planning Education or begin coursework for certification within sixty days of start date
  • Ability to prioritize workload to meet deadlines and work independently.
  • Requires great attention to detail, ability to recall and good organizational skills
  • Strong oral and written communication skills
  • High degree of analytical ability
  • Strong customer relations skills
  • Ability to anticipate problems and use sound judgment, resourcefulness to resolve
  • Must have the ability to travel within markets and must possess and maintain a valid driver's license and a vehicle with appropriate insurance coverage
  • Strong computer skills including proficiency in Microsoft Office suite, project management digital tools, and CRM systems
  • Ability to speak fluently in English and Spanish
  • Physical / Sensory Requirements : Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    #LI-onsite

    What we offer our employees :

    A positive impact on Your Future :

  • 401(k) / Roth plan with immediate eligibility and employer match up to 6%
  • Employee stock ownership plan
  • Discounted rate on primary home mortgage
  • Credit and housing counseling as well as free financial education tools available to customers and employees
  • Benefits to improve your health :

  • No deductible medical insurance plan
  • Dental and vision insurance
  • Employer paid life and long-term disability insurance
  • Flexible Spending Accounts
  • The opportunity to nurture your well-being :

  • Paid holidays and paid time off
  • Bonus plan
  • Opportunity for merit raises
  • Employee reward and recognition programs
  • Community service opportunities
  • Southern Bancorp is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, sexual orientation, gender identity, gender expression, status as a protected veteran, among other things, or status as a qualified individual with disability. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    As a Community Development Financial Institution, Southern Bancorp desires its workforce to reflect the diversity of the customers and communities that we serve. Racial and ethnic minorities, people from working class backgrounds, women and LGBTQ people are often underrepresented in many financial service industry professions. Therefore, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

    Create a job alert for this search

    Financial Counselor • Indianola, MS, United States

    Related jobs
    • Promoted
    Emergency Medicine Physician in Cleveland, MS

    Emergency Medicine Physician in Cleveland, MS

    TeamHealth CorporateCleveland, MS, United States
    Full-time +1
    Are you an emergency medicine (EM) physician looking to join an excellent hospital in the Lifepoint Health System? If so, come join our team at Bolivar Medical Center located just between Memphis, ...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Active Psychiatrist

    Active Psychiatrist

    United States ArmyRolling Fork, Mississippi, US
    Permanent
    THE STRENGTH TO HEAL OUR NATION'S DEFENDERS.When you become a psychiatrist and officer on the U.Army health care team, your diagnoses and treatments will help to improve the lives of Soldiers and t...Show moreLast updated: 2 hours ago
    • Promoted
    • New!
    Active Urologist

    Active Urologist

    United States ArmyYazoo City, Mississippi, US
    Full-time
    THE ARMY HEALTH CARE ADVANTAGE As a member of the Army health care team, you'll receive benefits that you won't be able to get in a civilian career. Challenging Work Feel inspired with great case di...Show moreLast updated: 2 hours ago
    • Promoted
    Occupational Medicine Officer

    Occupational Medicine Officer

    United States ArmyRolling Fork, Mississippi, US
    Full-time
    THE ARMY HEALTH CARE ADVANTAGE As a member of the Army health care team, you'll receive benefits that you won't be able to get in a civilian career. Challenging Work Feel inspired with great case di...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $2,304 per week in Ruleville, MS

    Travel Physical Therapist (PT) - $2,304 per week in Ruleville, MS

    AlliedTravelCareersRuleville, MS, US
    Full-time
    AlliedTravelCareers is working with Medical Solutions to find a qualified Physical Therapist (PT) in Ruleville, Mississippi, 38771!. A facility in Ruleville, MS is seeking its next amazing PT (Physi...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Ruleville, MS

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Ruleville, MS

    AlliedTravelCareersRuleville, MS, US
    Full-time
    AlliedTravelCareers is working with CompHealth to find a qualified Physical Therapist (PT) in Ruleville, Mississippi, 38771!. CompHealth services are always free to you.Let us do the heavy lifting a...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Outpatient Physical Therapist - $1,910 per week

    Travel Outpatient Physical Therapist - $1,910 per week

    Core Medical GroupIsola, MS, United States
    Permanent +1
    Core Medical Group is seeking a travel Outpatient Physical Therapist for a travel job in Isola, Mississippi.Job Description & Requirements. Client in MS seeking Physical Therapist : Outpatient / Clinic...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Reserve Psychiatrist

    Reserve Psychiatrist

    United States ArmyItta Bena, Mississippi, US
    Permanent
    THE STRENGTH TO HEAL OUR NATION'S DEFENDERS.When you become a psychiatrist and officer on the U.Army health care team, your diagnoses and treatments will help to improve the lives of Soldiers and t...Show moreLast updated: 2 hours ago
    • Promoted
    Remote Opinion Contributor

    Remote Opinion Contributor

    Prime InsightsGreenwood, MS, United States
    Remote
    Full-time
    Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Show moreLast updated: 1 day ago
    • Promoted
    Internal Medicine Physician

    Internal Medicine Physician

    United States ArmyRolling Fork, Mississippi, US
    Permanent
    THE STRENGTH TO HEAL OUR NATION'S DEFENDERS.The physicians who are a part of the internal medicine group provide diagnoses and treatments for localized ailments and diseases.When you become an offi...Show moreLast updated: 30+ days ago
    • Promoted
    Army Reserve Family Practice Physician

    Army Reserve Family Practice Physician

    United States ArmyTchula, Mississippi, US
    Permanent
    THE STRENGTH TO HEAL OUR NATION'S DEFENDERS.Increase your knowledge and learn the latest techniques in our collaborative environment. Become a family physician and officer on the U.Army Reserve heal...Show moreLast updated: 30+ days ago
    • Promoted
    Master Social Worker - MSW

    Master Social Worker - MSW

    Fresenius Medical CareGreenwood, Mississippi, US
    Full-time
    Provides psychosocial services to patients treated by the facility including in-center and home dialysis patients (if applicable) utilizing Social Work Theory of Human Behavior and accepted methods...Show moreLast updated: 11 days ago
    • Promoted
    Speech Language Pathologist

    Speech Language Pathologist

    Reliant RehabilitationCleveland, MS, US
    Full-time
    When you join Reliant’s therapy team, you join a team that makes a very real impact in the lives of the patients and residents we serve. As a leading rehab therapy provider for skilled nursing...Show moreLast updated: 1 day ago
    • Promoted
    Active Anesthesiologist

    Active Anesthesiologist

    United States ArmyTchula, Mississippi, US
    Permanent
    Army Anesthesiologists are critical to the preoperative care of Soldiers and their families; before, during and after surgery. If you are a professional in the anesthesiology field and want to combi...Show moreLast updated: 30+ days ago
    • Promoted
    Benefits Representative

    Benefits Representative

    AMBAGreenville, MS, US
    Full-time
    Insurance Benefits Representative.Insurance Benefits Representative (1099, Independent Contractor) Location : Mississippi Compensation : Commission + Bonuses Schedule : Self-Managed, Full-Time Commitm...Show moreLast updated: 30+ days ago
    • Promoted
    Clinical Supervisor - MYPAC

    Clinical Supervisor - MYPAC

    Youth VillagesGreenwood, MS, US
    Full-time
    Youth Villages has been a national leader in the adoption and implementation of research-based treatment philosophies in the field of children's mental and behavioral health.Our commitment to helpi...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist - $1,841 per week

    Travel Physical Therapist - $1,841 per week

    CompHealth Inc.Ruleville, MS, US
    Permanent
    Physical Therapist for a travel job in Ruleville, Mississippi.Job Description & Requirements.CompHealth services are always free to you. Let us do the heavy lifting and handle the headache of cr...Show moreLast updated: 30+ days ago
    • Promoted
    Bilingual Financial Counselor I - AR / MS

    Bilingual Financial Counselor I - AR / MS

    Southern BancorpDrew, MS, United States
    Full-time
    Southern Bancorp is a different kind of bank.As a Community Development Financial Institution (CDFI), a special certification designated for institutions that serve predominantly underserved commun...Show moreLast updated: 3 days ago
    • Promoted
    Online Survey Taker. Earn up to $25 per survey. - Remote

    Online Survey Taker. Earn up to $25 per survey. - Remote

    Earn HausBenoit, Mississippi, US
    Remote
    Full-time +1
    We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...Show moreLast updated: 30+ days ago
    • Promoted
    Army Reserve Internal Medicine Physician

    Army Reserve Internal Medicine Physician

    United States ArmyTchula, Mississippi, US
    Permanent
    THE STRENGTH TO HEAL OUR NATION'S DEFENDERS.The physicians who are a part of the internal medicine group provide diagnoses and treatments for localized ailments and diseases.Whether your specialty ...Show moreLast updated: 30+ days ago