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State of Washington Classified Job Specification

FINANCIAL SERVICES SPECIALIST 5

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FINANCIAL SERVICES SPECIALIST 5
165K
Category: Financial Services

Definition

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.

Typical Work

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.

Legal Requirement(s)

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.

Desirable Qualifications

One year of experience as a Financial Services Specialist 3 or 4.

Equivalent education/experience.

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.

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