AFS Financial Counselor

Milwaukee, WI - 1020 N 12th St.

Monday-Friday 8:30-5pm, Two evenings per month once trained and one Saturday per month, likely via online meeting tool (weeks where these additional hours are needed, your regular schedule will be adjusted to compensate)

To provide financial education guidance that addresses the overall financial health of patients, team members and the community through support and help to access services that help consumers attain and maintain a healthy lifestyle. The Center for Financial Wellness counselor  will assist consumers in developing action steps and goals, and offer support and advice so consumers  can meet short term needs wile working toward long range goals. Each consumer has different financial priorities and obligations. Acts to provide patients with solutions tailored to their unique circumstances to work towards a state of financial and emotional wellness.

Major Responsibilities:

• Assess clients' overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information. Assess financial status of clients. to understand a client’s current situation through analysis of their finances; discover their personal goals and prioritize the achievement of those objectives.  

• Work with patient, client, and team members to develop realistic action steps and goals with educating client on money management skills and identify community resources.  If appropriate, including Debt Repayment Plans.

• Contact consumers  in accordance with the department follow up procedure and requested management.

• Maintains current on Department of Financial institutions (DFI) rules,  Council on accreditation standards and National Foundations for Credit Counseling (NFCC).

• Maintains current Department of Financial Institution (DFI) rules, Counsel on Accreditation (COA) standards, National Foundation for Credit Counseling Standards as well as agency policies and procedures.

• Develops and maintains working knowledge and strong collaborative relationships with community agencies  who can serve as potential resource providers.

• Meet counseling performance standards in the counseling department with upholding the time management protocol and guidelines. Reliability and responsiveness to counseling  task schedule and department communication.

• License/Registration/Certification:  Certified Consumer Credit Counselor certification issued by the National Foundation for Consumer Credit within 6 months, Issued by (Governing Body):  National Foundation of Consumer Credit

• Associate's degree in Business or Social work or equivalent experience

• Experience: Typically requires 3+ years of experience in a financial setting

• Team player who can also work independently,  excellent communication skills

• Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times

• Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

• Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.

• Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems

• Good communication skills; math aptitude; experience with computers and accounting software; familiar with federal and state laws regarding lending, personal finance, and banking practices

• Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

• Ability to multi-task, manage multifaceted and administrative functions in providing counseling sessions as applicable and in such areas as phone appointments, outbound call initiative, pilot program projects and assignments and third party co-op initiative

• Banking experience

• Bilingual

 “This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties.”

Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more – so you can live fully at and away from work, including:

Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation’s largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.