VITA Intake Specialist

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Intake Specialist help clients feel welcome, introduce available savings vehicles, and complete a carefully designed intake process.

Responsibilities:

• Work closely with staff and volunteers to facilitate the workflow of site, specifically the Site Coordinator and administrative assistants (answering phones, scheduling appointments, etc)
• Welcome clients in a warm and proactive manner
• Assist clients with intake forms and assess their asset building needs and goals
• Share information on savings products and services; help clients identify which product(s) might best fit their goals
• Refer clients, as needed, to free financial coaching services and products such as savings and budgeting, debt management and credit building
• Aid with administrative responsibilities, including data collection to document outcomes
• Encourage clients to save a portion of their refund as a savings bond or in a savings account or safe and secure prepaid debit card
• Maintain confidentiality of taxpayer information
• Ensure no compensation of any kind is accepted for volunteer services provided

Requirements:

• Pass the Standard of Conduct and Intake/Interview & Quality Review certifications through Link and Learn
• Strong verbal communication skills
• Good interpersonal skills and comfort with a wide range of people
• Read all communications and updates on tax requirements or procedural changes
• Respect client privacy
• Maintain accurate records of assistance provided
• Give 24-hour cancellation notice when unable to volunteer at your site

Qualifications:

• Ability to work as a volunteer one shift per week (4 hours), totaling at least 30 hours from late January to April 17, 2018
• Strong verbal and communication skills
• Good interpersonal skills and comfort with a wide range of people. Ease talking to people about their financial situation and supporting their financial decision-making
• Ability to take initiative and work with minimal supervision
• Commitment to strengthening families by increasing self-sufficiency
• Previous experience with personal finances preferred but not required
• Bilingual in English and Spanish, Cantonese or Mandarin is a plus!

If you are interested in volunteering, please fill out the google form below or email Amreen Akhtar at volunteer@ebaldc.org

https://docs.google.com/forms/d/e/1FAIpQLSd6ZVQeT2DcjKC3ywDaDDU0K9ttad7MvJCmmln_gxFtK6OuIw/viewform