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ORGANIZATION OVERVIEW
United Way of Pickens County fights for the education, financial stability, and basic needs of every citizen in Pickens County, SC. We are truly a "modern United Way" with two bold goals: that 70% of all 3rd graders will read at grade level by 2025 and 3,000 families will be on a path out of poverty. We raise between $1.3 and $1.5 million annually with a diversified revenue stream.
OVERVIEW OF RESPONSIBILITIES
- Collaborate with UWPC staff to develop marketing materials for VITA.
- Conduct VITA community outreach.
Pathways Program:
-Financial Coaching
- Provide one-on-one or small group financial coaching sessions, aimed at helping others manage their income, change financial behavior, and achieve financial goals.
- Build rapport with participants to cultivate trust and engagement in coaching sessions and educate participants on the value of financial coaching.
- Assist participants in identifying and addressing current financial opportunities and challenges.
- Develop individualized financial stability plans with participants, assist with goal-setting, money and debt management, savings, credit building, utilization of financial services and products, tax preparation, benefits screening, employment services, etc.
- Communicate with third parties such as collection agencies, lawyers, and lenders to verify or resolve billing/collection errors, disputes, and negotiations for participants.
- Identify and refer participants to other community resources and services and follow up with the participant as appropriate.
- Effectively manage and provide reasonable participant incentives based on accomplished and measurable goals and expectations.
- Maintain participant confidentiality at all times.
-Data Management and Record-Keeping
- Conduct and coordinate comprehensive intake and assessments of individual and family participants to ensure their potential ability and commitment to program.
- Review participant financial plans regularly to identify needs/gaps.
- Documents and follows up with counseling sessions to track individual progress to help the individual meet their financial goal as well as demonstrate program success.
- Ensure participant’s physical and electronic files are accurate, up to date, and secure.
- Track and compile outcomes of services provided.
- Continually track established benchmarks to effectively assess participant progress.
Professional Development:
- Certify through the I.R.S. tax preparation certification process at the Advanced and Site Coordinator level.
- Achieves Association for Financial Counseling and Planning Education (AFCPE) Certification within one year of hire date.
- Participates in ongoing professional development training as requested.
- Collaborate with UWPC staff to develop marketing materials for VITA.
- Conduct VITA community outreach.
Pathways Program:
-Financial Coaching
- Provide one-on-one or small group financial coaching sessions, aimed at helping others manage their income, change financial behavior, and achieve financial goals.
- Build rapport with participants to cultivate trust and engagement in coaching sessions and educate participants on the value of financial coaching.
- Assist participants in identifying and addressing current financial opportunities and challenges.
- Develop individualized financial stability plans with participants, assist with goal-setting, money and debt management, savings, credit building, utilization of financial services and products, tax preparation, benefits screening, employment services, etc.
- Communicate with third parties such as collection agencies, lawyers, and lenders to verify or resolve billing/collection errors, disputes, and negotiations for participants.
- Identify and refer participants to other community resources and services and follow up with the participant as appropriate.
- Effectively manage and provide reasonable participant incentives based on accomplished and measurable goals and expectations.
- Maintain participant confidentiality at all times.
-Data Management and Record-Keeping
- Conduct and coordinate comprehensive intake and assessments of individual and family participants to ensure their potential ability and commitment to program.
- Review participant financial plans regularly to identify needs/gaps.
- Documents and follows up with counseling sessions to track individual progress to help the individual meet their financial goal as well as demonstrate program success.
- Ensure participant’s physical and electronic files are accurate, up to date, and secure.
- Track and compile outcomes of services provided.
- Continually track established benchmarks to effectively assess participant progress.
Professional Development:
- Certify through the I.R.S. tax preparation certification process at the Advanced and Site Coordinator level.
- Achieves Association for Financial Counseling and Planning Education (AFCPE) Certification within one year of hire date.
- Participates in ongoing professional development training as requested.
KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS
EDUCATION/REQUIREMENTS
Desirable, But Not Required
WORK ENVIRONMENT
OTHER DUTIES
UNITED WAY CORE COMPETENCIES FOR ALL STAFF
● Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.
● Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal.
● Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
● Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.
● Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.