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State of Washington Classified Job Specification


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Category: Financial Services


This is the fully qualified, journey level of the series. Independently manages an assigned financial service workload of intake and initial eligibility determinations and/or on-going maintenance of continuing eligibility in multiple automated eligibility, case management, and workflow systems for cash, medical, food and child care benefit programs.

Typical Work

Conducts intensive interviews to determine eligibility for cash, medical, food and/or child care benefits; analyzes written and oral information; obtains and reviews necessary data, documentation, and verification for each program of assistance as it relates to the recipients' specific circumstances; explains program requirements and services available; refers clients to both mandatory and optional services and to other agencies as required; authorizes necessary warrants, medical services, food and child care benefits; works within time frames and deadlines which are dictated by program requirements;  

Investigates complaints from the community as well as hotline calls and analyzes data for validity; detects discrepancies and clarifies data through telephone inquiries, correspondence, and interviews; recognizes and recomputes incorrect payments of grants, food and/or child care benefits and medical assistance, and establishes overpayments; conducts validation studies, reads cases, and makes home visits and collateral contacts to verify eligibility factors, discovers and reports errors made by agency or clients;  

Duties may include maintaining an ongoing financial, medical, and/or food benefit caseload;  

Reads and interprets the Washington Administrative Code and procedural manuals;  

Attends and completes required training courses as mandated by the agency; 

Attends and actively participates in agency and community meetings, administrative and court hearings, committees and workgroups; promotes outreach and travels as necessary;

Performs other related work as required.

Knowledge and Abilities

Knowledge of: public assistance laws, rules, regulations, service programs, and employment programs; basic office procedures and practices; interviewing techniques, letter and report writing; cultural diversity, principles of individual and group behaviors, social behaviors, social and economic conditions and their effects upon individuals; other community programs providing financial and health services. 

Ability to: make independent conclusions and decisions; evaluate and recommend changes in eligibility assistance plan; work cooperatively with members of the public and with co-workers; practice tact, courtesy and discretion; accurately document, listen, observe, communicate, confront and engage in problem solving and conflict resolution; convey interest and concern to callers requesting information or assistance with problems related to the various programs.

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

Nine months of experience as a Financial Services Specialist 2. 


Fifteen months of experience as a Financial Services Specialist and satisfactory completion of the agency's Financial Services Specialist Training Program.

Equivalent education/experience.

Class Specification History

New class (replaces Financial Services Technician 3, code 3503) Effective March 1, 1987 (emergency basis June 12, 1986; permanent August 14, 1986)
Revised June 12, 1987 Revises minimum qualifications
Revised minimum qualifications: 7-10-87 (emergency basis; permanent September 11, 1987)
Revised minimum qualifications: 12-13-96
Revised minimum qualifications: 4-10-98
Revised new class code: (formerly 34970) effective July 1, 2007
Revised desirable qualifications 8/13/2012; delete language:  OR One year of experience as a Financial Service Technician 3.
Revised definition, typical work, knowledge and abilities and desirable qualifications; adopted June 30, 2017; effective July 1, 2017.

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