Bilingual Financial Counselor

Join to apply for the Bilingual Financial Counselor I role at Southern Bancorp
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Southern Bancorp is a different kind of bank. As a Community Development Financial Institution (CDFI), Southern Bancorp combines traditional banking and lending services with financial development tools and public policy advocacy to help families and communities grow stronger. Our mission is to be wealth builders for everyone, focusing on low‑wealth and unbanked populations, especially Black and Brown individuals.

Work in SBCP’s Asset Development Department to provide comprehensive financial counseling, coaching, and education with a focus on consumer goals of increased savings, reduced debt, improved credit, and access to capital/credit. The financial counselor will assist in recruiting and facilitating the wealth‑building programs across SBCP.

• Provide one‑on‑one financial counseling to customers, facilitating goal identification and achievement via in‑person or digital tools.
• Offer prompt, efficient, and friendly service with emphasis on problem‑solving and solution‑building.
• Analyze and assess customers’ current financial conditions and build outcomes‑based action plans.
• Maintain significant product knowledge for SBB and SBCP financial products.
• Assist customers in accessing SBCP and SBB financial products to further their financial goals.
• Conduct group learning sessions online and in‑person to empower customers with financial skills.
• Build relationships with the community to position SBCP for targeted customer attraction.
• Develop new clients and partners through active community outreach and awareness building.
• Employ business development techniques to grow an asset‑development customer base and lending products.
• Execute a reciprocal referral network with SBCP and SBB lenders.
• Use digital platforms to collect and track data, KPIs, and report metrics for strategic decision‑making.
• Assist with grant and certifier reporting as needed.
• Complete all required training and continuing education for certifications.
• Perform other related duties as required, including assistance with wealth‑building programs.

• Bachelor’s degree or equivalent, with a minimum of five years of experience in credit or financial counseling or a related field.
• HUD housing counselor certification required; must be obtained within six months of hire.
• Accredited Financial Counseling certification through the Association for Financial Counseling and Planning Education required or coursework must begin within 60 days of start date.
• Ability to prioritize workload, meet deadlines, and work independently.
• Strong attention to detail, organizational skills, and recall ability.
• Strong oral and written communication skills.
• High analytical ability.
• Strong customer‑relations skills.
• Ability to anticipate problems and use sound judgment and resourcefulness to resolve.
• Must be able to travel within markets and possess a valid driver’s license and vehicle with appropriate insurance.
• Strong computer skills, including proficiency in Microsoft Office, project‑management digital tools, and CRM systems.
• Fluency in English and Spanish.

Reasonable accommodations may be made for individuals with disabilities to perform essential functions.

• 401(k)/Roth plan with immediate eligibility and employer match up to 6 %
• Employee stock ownership plan
• Discounted rate on primary home mortgage
• Credit and housing counseling and free financial education tools for customers and employees

• No‑deductible medical insurance plan
• Dental and vision insurance
• Employer‑paid life and long‑term disability insurance
• Flexible Spending Accounts

• Paid holidays and paid time off
• Bonus plan
• Opportunity for merit raises
• Employee reward and recognition programs
• Community service opportunities

Southern Bancorp is an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, sexual orientation, gender identity, or disability status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

As a Community Development Financial Institution, Southern Bancorp seeks a workforce that reflects the diversity of the communities we serve. We strongly encourage applications from people with these identities or who are members of other marginalized communities.

• Mid‑Senior level

• Full‑time

• Finance and Sales
• Banking