Single Stop USA

Description

Single Stop Financial Counseling Volunteer Job Description

The Financial Counseling Program Background

The Financial Counseling Program (FCP) began in late 2008 and is a core part of Single Stop USA's services in the Bay Area. In addition to financial counseling, Single Stop services include benefits screening and application assistance, legal services, and free tax preparation services, and Single Stop's goal is to help clients move from economic crisis to stability, establish self-sufficiency, and ultimately achieve economic mobility.

The FCP's specific mission is to design and deliver a customized service that will prevent and/or resolve the clients' financial distress, empowering the client during the process. The service focuses on four areas of the personal finances: savings, budgeting, credit and banking. We provide one-on-one, private and free sessions to our clients. The sessions are available in English, Spanish and Cantonese to reach the needs of a diverse population.

The Financial Counseling Program seeks three volunteer Financial Counselors to participate in an expansion of our current, cutting edge financial counseling program.

Volunteer Financial Counselor Roles and Responsibilities

• Commit to at least 1 year of service, starting September 2010 (the program has some flexibility on the time commitment but 1 year is ideal)
• Attend all training workshops and shadowing sessions
• Provide 4 to 6 one-on-one financial counseling sessions each month clients at sites in Oakland and San Francisco
• Assist clients by conducting a sessions in the areas of credit, budgeting, debt reduction, long-term financial goals, saving techniques asset building programs and assist unbanked clients open credit union or bank accounts
• Complete the sessions' Progress Forms to track client progress for each session conducted.
• Schedule follow-up sessions with clients when necessary
• Assist in recruitment and training of new community volunteers for subsequent phases of the Program
• Participate in client outreach activities as necessary
• Work with individuals in a positive, respectful and empowering manner

Preferred Skills and Experience

The ideal candidate is a person that is passionate about improving families' economic self-sufficiency through direct work with individual clients.

• Bilingual desirable (English/Spanish, English/Cantonese or English/Mandarin)
• Strong interpersonal communication skills with people from diverse life circumstances
• Experience working with low-income communities desirable
• Experience in the fields of Social welfare, business, finance, sociology or financial education desirable
• Commitment to community economic development
• Enthusiastic and flexible
• Availability during some evening hours desirable

Volunteer Perks

• Learn cutting edge material and approaches for a new and growing field; volunteers will receive ongoing training and support.
• Be a part of unique financial counseling program based on volunteers from Charles Schwab and community members.
• Meet and work with inspiring clients.
• Participate actively in the design of a new and important program.

How to Apply:

Please send your CV and the volunteer form : http://www.singlestopusa.org/CommunityVolunteersApplication.pdf

to Diego Pinto (Phone 415 -206-0880)

Following ways by which you can submit your CV and application form

email - dpinto@mission.coop

fax - 415.255.7891

mail -

Diego Pinto

Financial Counseling Program Manager

Mission SF Community Financial Center

3269 Mission St., San Francisco, CA 94110

by 08/06/2010.

The first training session is schedule for 8/30 2010 9am to 5pm.

For questions or more information please email dpinto@mission.coop.