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Team Leader – Budget Mentors

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Team Leader – Budget Mentors Position Description TEAM LEADER – BUDGET MENTORS Department: Family Works Reports to: Area Manager Mid-Canterbury Responsible to: Area Manager Mid-Canterbury Direct Reports: Budget Mentors (Mid-Canterbury and Christchurch & Environs) ROLE DESCRIPTION The purpose of the Team Leader – Budget Mentors is to guide and develop the BFC programme and provide leadership and support to the Budget Mentors across Mid-Canterbury and Christchurch & Environs. This role will also provide hands on budget mentoring to clients alongside their leadership responsibilities. Key Relationships Purpose of interaction Internal Employees and volunteers of the Budget Provide leadership, guidance and support Advisory Services Other Family Works employees Referrals and collaboration External Clients of the Budget Advisory service Support and advice Creditors Liaison Banks Liasion Businesses Liasion Community Service Providers Liasion KEY ACCOUNTABILITIES AND EXPECTED PERFORMANCE OUTCOMES Key Accountabilities Expected Performance Outcomes 1. Provide leadership and • Provide monthly 1:2:1’s and annual reviews for all direct reports support to the Budget • Regularly visit various sites where employees / volunteers are based Mentors across Mid- • Support the Area Manager to ensure compliant HR processes Canterbury and Christchurch including performance management and recruitment and & Environs. onboarding. • Monitor team wellbeing including workload, culture and dynamics and address and resolve any issues that arise in a timely manner • Provide leadership through transparent decision-making, appropriate consultation and communication with employees • Leads the referral allocation process, team meetings, and supports a collaborative environment • Assists Area Manager to gather information for monthly service reporting as well as accountability for contracts 2. Establish and maintain • Communicates effectively with stakeholders positive working relationships • Works collaboratively with the Area Manager to grow and develop with key stakeholders and the BFC services. guide the development of the • Contributes to decision-making regarding service priorities and BFC programme. changes • Takes responsibility for attending networking meetings and other community meetings as appropriate 3. Assist clients with budgeting • Makes contact with client within 5 working days of receiving referral difficulties, enabling them to • Seeks sign consent to work with client during the initial engagement take effective control of their • Completes a full assessment of the client’s financial situation to own financial affairs; towards allow educated recommendations and follow up full independence and self- • Impart money management skills to clients as requested determination • Coordinate meetings regularly with client to supervise and support maintenance of goals or programme and financial changes as appropriate. • Support the client and whānau following a client centered / strength based model • When appropriate, refer clients on to other services for specialised help • Liaises with stakeholders and advocates for clients as necessary • Assists in the facilitation of Budgeting programs; MoneyMates • Ensures confidentiality of client information in accordance with the Privacy Act 1993 and the Health Information Privacy Code 1994. • Ensure all clients are informed of the service of their rights in accordance with the Code of Health and Disability Services Consumer Rights Regulations 1996. • Uses cultural competency to work with a diverse range of cultures within New Zealand in an appropriate manner 2 4. Working within the practices • Ensure all recommendations, objectives and goals for follow up and policies of the budget meetings are recorded accurately and in a timely manner service, entering data in the • Complete regular reviews with client and keep accurate Client Voices database and documentation of reviews other administrative tasks as • Collects statistical data as required by service and funding bodies. required • Attends to office duties as requested to enable an effective service provision to the public 5. Actively contributes to the • Protects and promotes the PSUSI brand to ensure a positive sustainability of PSUSI services reputation in the community • Is supportive of and actively contributes to fundraising and marketing initiatives where required. 6. Volunteer Supervision and • Ensures safety, support and wellbeing of volunteers working in your Support team • Ensures volunteers duties and tasks are carried out in a safe and appropriate manner • Ensures professionalism and respect in all interactions with PSUSI volunteers • Supports and monitors volunteers professional development 7. Stays up-to-date with • Professional development opportunities are sought proactively for self advancements in field and has • Development requirement are signalled in advance to line manager a focus on professional for approval development • Competence and skill level is maintained to perform role to highest ability • Maintains a good understanding of current best practice in field of work and adapts accordingly • Meets objectives set as annual performance reviews 8. Actively participates and • Ensures that a safe and healthy working environment is maintained at contributes to Health, Safety all times & Wellbeing in the workplace. • Actively contributes to a safety and wellbeing conscious culture • Complies with Health and Safety policies, regulations and legislation • Takes responsibility for your own health and safety and ensures no action or inaction on your own part harms others in the workplace • Is aware and can identify hazards to which the organisation may be exposed and takes appropriate action accordingly • Has knowledge and is able to apply emergency procedures 9. Attends to other duties as • Duties and responsibilities described above should not be construed required as a complete and exhaustive list as it is not the intention to limit the scope or the functions of this position. Duties and responsibilities can be amended from time to time by Presbyterian Support Upper South Island. 3 PERSON SPECIFICATION Qualifications Essential Desirable • NZFFBS Certificate of Competency in Budget Advising Knowledge & Experience Essential Desirable • Experience in a leadership role with employees • Experience in working with Maori and Pacifica and/or volunteers and good cultural competency in these areas • Sound computer skills including the use of email, • Experience with Money Mates internet and Microsoft applications (Word/Excel/PowerPoint) • Familiarity with Client Voices software or willingness to undertake training • Excellent interpersonal skills – ability to build rapport with clients, colleagues and stakeholders • Demonstrated ability to respect and adheres to confidentiality and professional boundaries • Broad knowledge of financial, legal and social support agencies and resources • Maintains a full, clean drivers license Skills and Personal Attributes: • Professional in approach, open and engaging in manner • Commitment to the mission and values of Presbyterian Support Upper South Island • Effective communication, engagement and relationship building skills • Excellent listening and interviewing skills • Committed to working within the guidelines and Code of Ethics of PSUSI & SinCap • Ability to manage confidential information with responsibility and integrity • Openness to and enjoyment of differences in values, beliefs and cultural practices • Commitment to the principles of the Treaty of Waitangi • Respects and adheres to confidentiality and professional boundaries • Motivated and enthusiastic to make a difference 4 .
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