Manager, Financial Counseling

Family Service
San Antonio, TX Full Time
POSTED ON 3/11/2024
Job Summary
The Manager I, Financial Empowerment Center is responsible for the administration and management of the Financial Empowerment and VITA programs, and is the key leadership liaison with direct service staff, stakeholders and agency’s senior leadership team, while ensuring that services provided are in alignment with the Social Determinants of Health through a trauma informed care lens as defined by the agency. This position is responsible for delivery and oversight of all contracts and corresponding deliverables, budget management, community representation, and collective impact in the assigned area or areas of responsibility.  The Manager I is the day-to-day operations monitor providing leadership, supervision, and mentoring to staff to ensure that service recipients receive effective services that are customer service friendly and delivered with measurable outcomes.
 

ORGANIZATIONAL RELATIONSHIPS:

 
1. Reports to:
Director, or as otherwise designated.
2. Directs:
Provide guidance and supervision for all staff assigned to the management area; may supervise practicum students, interns or assigned volunteers.
3. Other:
An agency liaison with service recipients, collaborating agencies and community
stakeholders associated with the Manager’s delegated areas of responsibility; and works cooperatively with all staff to accomplish the mission, goals, objectives and performance measures of the program and agency
 
Agency Functions:
  1. Community and Customer Service - Increase client access, enrollment, and satisfaction of program resources by creating wraparound services, recruitment, and surveying strategies. 
  2. Internal Processes - Use agency and program data to track clients through different agency programs to gauge resiliency and outcomes of participating families. 
  3. Learning and Growth - Strengthen staff and client well-being by addressing the social determinants of health: Economic Stability, Education, Health and Healthcare, Neighborhood supports, Social and Community Engagement. 
 

Job Functions:

  1. Supervise and direct assigned staff to facilitate effective and responsive services to clients, contractors, agency collaborators and community stakeholders. Duties include ongoing supervision, personnel reviews and evaluations, recommending agency-funded professional development activities, and approving staff time sheets and mileage/travel reports.
 
  1. Monitor all financial empowerment services and activities carried out in the name of the agency to ensure they are client-centered, culturally competent, and in accordance with agency and stakeholder requirements.
 
  1. Establish financial empowerment program goals and objectives, and monitor such on a monthly basis relative to the achievement of weekly/monthly/quarterly benchmarks related to contract budget, program goals and objectives; and take appropriate action, when indicated, to ensure uninterrupted compliance with agency and stakeholder requirements.
 
  1. Work with the Director(s) to refine goals, service design, objectives, performance measures, tracking tools, and monitoring reports as necessary and/or requested.
 
  1. Develop procedures and establish a review process relative to the assigned deliverables in partnership with assigned staff while utilizing sound management and team building practices to ensure that all deliverables/requirements are achieved as required.
 
  1. Communicate the rationale, methodology, and goals of the agency and assigned program(s) to stakeholders, community groups and collaborators using agency-approved written materials and conduct oral presentations and media appearances, as requested.
 
  1. Routinely review quality assurance outcomes to ensure on-going compliance with agency and/or contract requirements, and conduct timely and necessary follow-up using corrective action, when necessary, with appropriate staff.
 
  1. Interview and select candidates for approved agency vacant positions, and present to the assigned Supervisor/Director for hiring consideration.
 
  1. Assist the Director(s) in designing and implementing the agency’s system to collect, report, and analyze staff productivity, financial empowerment program performance, and client outcome data with excellent knowledge of any specialized software to document and track outcomes and productivity.
  2. Assist the senior leadership team in preparing applications, documentation, and presentations to secure grants and contracts.
 
  1. Participate in recruiting, interviewing, orienting, and placing interns and volunteers as requested by the senior leadership team.
 
  1. Maintain good relationships with stakeholders (including current and potential clients, community and coworkers), focusing on providing excellent and culturally sensitive customer service and presenting a positive image of the agency in all community and stakeholder interactions.
 
  1. Maintain a working environment which encourages mutual respect, promotes respectful and congenial relationships between employees and is free from all forms of harassment.
 
  1. Perform other duties as assigned, including presentations to community groups and organizations, in accordance with the agency’s “team” philosophy.
 
     QUALIFICATIONS:   
To perform this job satisfactorily, an individual must be able to perform each essential performance requirement satisfactorily. The requirements listed below are representative of the training, experience, knowledge, and skills required for this job. Reasonable accommodation may be made to enable an individual with disabilities to perform the essential functions listed above.

Salary.com Estimation for Manager, Financial Counseling in San Antonio, TX
$113,055 to $153,668
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