Client Services Representative (Banking) jobs in Dayton, OH

About us

The Community Building Institute Middletown, Inc. (CBI) is a 501(c)(3) nonprofit organization whose goal is to revitalize Middletown one child, one family and one neighborhood at a time. We connect families to programs that span from early education, after school programs to workforce development.

Summary:

Community Workforce Solutions, a workforce development program of the Community Building Institute Middletown, supports marginalized job seekers in accessing resources needed to obtain sustainable employment. This position coordinates services on behalf of clients, and assists with program administration under the direction of the Senior Client Services Coordinator.

Essential Job Functions:

Client Service Coordination

• Receiving, confirming and scheduling new client referrals
• Screening new clients in order to recommend next steps and engage appropriate services
• Client referrals to and from program partners and community-based resource providers to address client barriers to employment (transportation, housing, mental health, substance use, etc.)
• Communication and coordination w/ staff and partners, attendance at meetings as requested
• Scheduling and promotion of client workshops and events
• Collection of data and preparation of reports to ensure compliance with ODJFS
• Supporting and encouraging clients in their progression throughout the program

Administration and Communication Support

• Schedule coordination, appointment setting, and written communication to clients as needed
• Program marketing calendar and room scheduling
• Follow up with placed candidates to troubleshoot concerns and ensure ongoing job success
• Maintain program materials, copies, files

Volunteer Recruitment & Coordination

• Engage volunteers to support client service and coaching objectives
• Collaborate with other CBI programs to maximize social media and volunteer engagement
• Coordinate promotional materials and communication to support client-related events

CBI Internal Documentation / Processes

• Document & track client services in C3S & appropriate tracking spreadsheets
• Maintain client records in accordance with HIPPA standards and industry best practices
• Team & Staff Meetings, internal coordination of client-related services w/ other CBI programs
• Other duties necessary to meet CBI Team and organizational goals

Requirements:

• High School Diploma or GED
• At least 3 years office management experience
• Strong detail, organizational, communication, and customer service skills
• Must pass an annual background check
• Previous experience in social service, case management, or workforce development industry roles preferred, but not required.

Job Type: Temporary

Pay: $18.00 per hour

Expected hours: 32 per week

Benefits:

• Paid time off

Schedule:

• 8 hour shift

Ability to Relocate:

• Middletown, OH 45044: Relocate before starting work (Required)

Work Location: In person