Job Description

General Purpose of the Position:


Perform administrative work to develop, manage and deliver the Financial Capability Program to provide workshops and one-on-one consultation to provide CareerSource Broward (CSBD) customers financial education and training to assist them in achieving their financial capability. Work under general supervision, developing work methods and sequences.


Essential Responsibilities and Duties:


Manage overall development and administration of the Financial Capability Program at assigned Career Center(s).


Develop relationships with Success Coaches, Job Club Facilitators and other front-line staff and provide in-house financial education, training and coordinate financial workshops.


Conducts financial workshops and coaching sessions with CSBD customers and provides appropriate referrals as needed.


Compose and/or prepare correspondence, case notes, narrative and technical reports, notifications, and related documents using computer-based applications.


Participate in case staffing’s and case consultations as needed, attend center and staff meetings at various locations.


Provide community outreach to generate program awareness and participate in additional outreach events as needed.


Assist with the development of community trainings and conduct research on financial topics related to achieving financial capability.


Attend and participate in workshops, conferences, webinars, and other learning events related to financial capability.


Assist, coordinate, and complete a variety of special assignments/projects as requested.


Other duties as required.




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Supervisory Controls and Guidelines:


Incumbent is under the direct supervision of the QATC of the assigned Career Center.  Areas of work are assigned and the incumbent must use independent judgment to determine how to best achieve the established objectives.  The supervisor monitors the work.  Work is spot-checked by the supervisor for accuracy, completeness and compliance with established procedures and the supervisor is available for assistance if a particularly difficult problem arises.  CSBD personnel rules, policies, and procedures, labor laws, technical assistance guides and current best practices research are tools used by the incumbent.


This position description in no way states or implies that these are the only job duties to be performed by the employee(s) incumbent in this position.  Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.


Education, Experience and Knowledge Required:

An Associate’s degree from an accredited college or university with major coursework in business, public administration or closely related field. Possess Certified Financial Coach or related certification. Requires two years of experience in credit counseling, financial coaching, banking, asset development and/or a related economic development field or any equivalent combination of relevant experience and training that can be shown to provide experience working with low-income families in one or more of the following areas: financial goal setting; budgeting; credit building/rebuilding and debt repayment; utilization of quality financial services; and asset development. A Bachelor's degree in related field is preferable.


Incumbent must be experienced in and demonstrate strong oral and written communication skills. Incumbent must have prior experience achieving excellence demonstrating continuous improvement. Must possess good presentation and public speaking skills. Strong ability and demonstrated experience in balancing multiple priorities, meeting deadlines, working independently and achieving assigned tasks are required. Must be proficient in all Microsoft Office applications and possess extensive Word and Excel skills, possess the ability to utilize state workforce development databases and possess the ability to utilize the Internet to conduct research and obtain data.


A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonable accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities.



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ADA Requirements


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodation may be used to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to write, type, handle, or feel; and talk or hear.  The employee frequently is required to reach with hands and arms.  The employee is occasionally required to stand, walk, or climb; or balance; and bend, stoop, or kneel.  The employee must occasionally lift and / or move up to 10 pounds.  The work environment characteristics are representative of those an employee encounters in an office environment.  Must possess a valid FL Class E Driver’s License at time of appointment and must be able to maintain authorization to drive on agency business.