State of Washington Classified Job Specification
FINANCIAL SERVICES SPECIALIST 5
Supervises a unit of Financial Service Specialists who determine eligibility for financial, medical, food and child care benefits. Influences outcomes and builds strategic partnerships with entities, such as: other state agencies and local community offices for the delivery of human services to individuals, families and communities.
Supervises a staff of Financial Service Specialists in gathering information regarding public assistance clients' eligibility for financial assistance;
Supervises Financial Service Specialists with assistance of lead worker through individual and group conferences by reading and analyzing records and reports and evaluating performance; recommends placements and reassignments;
Establishes unit workloads and quality standards; reviews completed complaints and eligibility determinations to ensure that appropriate data gathering and verification techniques were utilized and that findings were adequately documented;
Controls overall flow of work processed by the unit; reviews activity reports to ensure that planned unit volume levels are being maintained and that work is being processed within established time limits;
Analyzes adequacy of agency policy and practices; participates in formulation of local policies and procedures for development of financial assistance programs administered by the agency; explains policies and rules to unit staff;
Teaches employees to elicit and evaluate needs of recipients and refer them to other sources available; allocates workloads and measures performance in relation to workload standards;
Plans and directs induction and training of new staff members; plans and coordinates in-service training for staff; encourages continuing interest in increased job effectiveness;
Consults with agency management regarding unit requirements; makes recommendations regarding budget requirements for the unit such as staffing, equipment, space, etc.;
Submits period reports to agency management regarding unit operations; makes recommendations regarding revised systems and procedures to accommodate program changes and improvements;
Performs other related work as required.
Knowledge and Abilities
Knowledge of: philosophy of public welfare; State and Federal welfare laws and regulations; principles, problems, and practices of public welfare administration; principles of individual and group behavior, social and economic conditions and their effects upon individuals.
Ability to: express ideas clearly; work cooperatively with staff, clients and members of the community; supervise, train, and develop staff.
There may be instances where individual positions must have additional licenses or certification. It is the employer’s responsibility to ensure the appropriate licenses/certifications are obtained for each position.
One year of experience as a Financial Services Specialist 3 or 4.
Class Specification History
New class (replaces Financial Service Supervisor 1 and 2, codes 3505 and 3507) Effective March 1, 1987 (emergency basis June 12, 1986; permanent August 14, 1986)
Revised May 15, 1987 Revises minimum qualifications
Revised new class code: (formerly 34990) effective July 1, 2007
(8/9/2012) Revised. Removed language from Desirable Qualifications: or Financial Service Technician 3.
Revised definition and typical work; adopted June 30, 2017; effective July 1, 2017.