Counselor

• Offer comprehensive savings and lending solutions
• Manage and grow a portfolio of individual customers
• Put customer satisfaction at the center of all actions
• Contribute to a positive team dynamic

Financial Advisor, Personal Banking

• Provide individual, family, and couples therapy with a faith-integrated approach
• Conduct diagnostic evaluations and develop individualized treatment plans
• Bill services via insurance (BCBS, UHC, Aetna, Medicaid) and self-pay
• Maintain accurate, timely documentation in the EHR system (SimplePractice or equivalent)
• Collaborate with the care team for referrals, care coordination, and client support
• Participate in optional peer consultation and staff development
• Build therapeutic relationships with clients across diverse faith backgrounds — all are welcome

Licensed Christian Counselor

• Provide coverage in short-term, surge and on demand situations resulting from the Military needs.
• Provide personal financial counseling services to military service members and their families at military installations.
• Conduct briefings and presentations, or providing referral resources to participants.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops.
• Communicate with leadership and participate in regular individual and group supervision.

Personal Financial Counselor, Assignment Ready Counselor

• Provide coverage in short-term, surge and on demand situations resulting from the Military needs
• Offer personal financial counseling services to military service members and families
• Educate and counsel regarding financial services including one-on-one counseling, consultations, and briefings
• Coordinate and provide Personal Financial Management classes/workshops
• Manage duty to warn situations according to Department of Defense (DoD) protocol
• Communicate with leadership and participate in regular supervision and quality improvement committees

Personal Financial Counselor

• Serve as a point of contact for incoming clients via phone, email, and in-person inquiries
• Schedule new client intakes and verify insurance eligibility and benefits
• Triage client needs and assign appropriate services
• Complete intake documentation and onboarding forms
• Support the intake process by working with clients until they are assigned to a long-term counselor
• Collaborate with clinical and administrative teams to ensure efficient client transitions
• Assist with front desk coverage, follow-up calls, and general administrative duties
• Provide outpatient individual counseling services to clients and families (virtually and/or in-office)
• Maintain a consistent caseload while delivering high-quality, evidence-based therapeutic care
• Complete progress notes, treatment plans, and clinical documentation in a timely manner
• Participate in clinical supervision and team meetings
• Assist in identifying client needs and referring to internal or external resources as needed

Provisional Licensed Counselor, PLC, PLMFT, LMSW, CSW

• Provide expertise in mental health therapy while BetterHelp handles administrative tasks
• Operate in a fully remote setting with flexible scheduling
• Work with clients predominantly using insurance
• Conduct sessions independently with appropriate licenses and qualifications

Licensed Professional Counselor

• Uses behavioral health knowledge and skills to support the coordination, documentation, and communication of medical services and/or benefit administration determinations
• Work assignments are varied and frequently require interpretation and independent determination of the appropriate courses of action
• Uses clinical knowledge, communication skills, and independent critical thinking skills towards interpreting criteria, policies, and procedures to provide the best and most appropriate treatment, care or services for members
• Coordinates and communicates with providers, members, or other parties to facilitate optimal care and treatment
• Makes decisions regarding own work methods, occasionally in ambiguous situations, and requires minimal direction and receives guidance where needed
• Follows established guidelines/procedures

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