The Salvation Army (TSA) – Australia Eastern Territory
Save Souls, Grow Saints and Serve Suffering Humanity
"the love of Christ compels us.." which comes from 2 Cor 5:14.
POSITION DESCRIPTION – Financial Capability Caseworker
CORPS/CENTRE/DEPT: Moneycare
DIVISION:
REPORTS TO: Moneycare Manager [Division]
DIRECT REPORTS: NIL
POSITION PURPOSE & DESCRIPTION: To ease the suffering or hardship of people in financial difficulty or crisis by helping people build
longer-term capability to budget and manage their money better and make informed choices. Financial Capability Caseworkers deliver financial
literacy education, information and coaching and maintain a strong focus on supporting people to change behaviour, This is done in
accordance with The Salvation Army mission and policy, Moneycare policy and procedures and the Doorways model of service delivery, as well
as to the requirements of the relevant professional, regulation and funding bodies.
ARMY MISSION STATEMENT: All employees are expected to demonstrate empathy for, and actively support, the mission of The Salvation
Army, which is an international movement and is an evangelical branch of the universal Christian Church. Its message is based on the Bible
and its ministry is motivated by love of God: ‘the love of Christ compels us…’ 2 Cor 5:14.
The mission is both spiritual and practical,
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The Salvation Army (TSA) – Australia Eastern Territory
Save Souls, Grow Saints and Serve Suffering Humanity
encompassing the preaching of the Gospel of Jesus Christ and the alleviation of human suffering and distress without discrimination.
Employees are required to ensure their performance and behaviour upholds and reflects the principles of the Army’s mission.
AUTHORITY: Nil
CLASSIFICATION: Social, Community, Home Care and Disability Services Award 2010 (Level 4 with Cert III and 3 fin Lit units, Level 4 in training)
SOCIAL/GENERAL: Social
STATUS: [Full Time (38 hours) / Part-time (hours?) – fixed term contract according to funding period].
MAIN ACCOUNTABILITIES
PERFORMANCE MEASURES
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The Salvation Army (TSA) – Australia Eastern Territory
Save Souls, Grow Saints and Serve Suffering Humanity
MAIN ACCOUNTABILITIES
Holistic Casework
PERFORMANCE MEASURES
•
Provide a holistic service to people in financial difficulty or crisis which
recognises the ways in which other life issues may interact with
determined by the Moneycare Manager.
•
personal financial issues, considers the clients’ unique circumstances,
their financial history and financial behaviours. Help people build
Open cases are reviewed regularly and closed promptly on
completion.
•
longer-term capability to budget and manage their money better and
make informed choices. The role does not include providing financial
Client sessions are conducted regularly and at a rate as
Case loads are reviewed regularly and manageable levels
determined with the Moneycare Manager.
•
Budgets and action plans developed are holistic,
counselling, financial advice/options, or dealing with complex financial
achievable and communicated clearly as determine by the
or legal matters.
Moneycare Manager.
•
Information provided and action taken leads to positive
outcomes achieved as reflected in statistical data and
client feedback.
•
Over 90% of client feedback as evidenced by returned
feedback sheets is positive and indicates the building of
capability in clients.
•
Evidence of networking and familiarity with relevant
community organisations, government departments and
financial institutions.
•
Operates in a non-judgemental and capability building
manner.
•
Demonstrated comprehensive understanding of, and
compliance with, relevant legal, regulatory and Moneycare
policies and procedures.
•
Moneycare is reputable and sought after.
•
Does not provide financial counselling, financial advice, or
deal with complex financial or legal matters.
•
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Works collaboratively with financial counsellors and
The Salvation Army (TSA) – Australia Eastern Territory
Save Souls, Grow Saints and Serve Suffering Humanity
MAIN ACCOUNTABILITIES
Community Education
PERFORMANCE MEASURES
•
Conduct group community education (financial literacy) sessions, in
consultation with the Moneycare Manager, with a view to helping
Sessions are conducted regularly and at a rate as
determined by the Moneycare Manager.
•
Sessions are based on the “You’re the Boss” financial
people build longer-term capability to budget and manage their money
literacy program and in accordance with Moneycare
better and make informed choices.
procedures.
•
Over 90% of participant feedback as evidenced by
returned feedback sheets is positive and indicates the
building of capability in clients.
•
Evidence of networking and familiarity with relevant
financial literacy matters.
•
Operates in a non-judgemental and capability building
manner.
•
Demonstrated comprehensive understanding of, and
compliance with, relevant legal, regulatory and Moneycare
policies and procedures.
•
Moneycare is reputable and sought after.
•
Does not provide financial counselling, financial advice, or
deal with complex financial or legal matters.
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The Salvation Army (TSA) – Australia Eastern Territory
Save Souls, Grow Saints and Serve Suffering Humanity
MAIN ACCOUNTABILITIES
Administration and Reporting
PERFORMANCE MEASURES
•
The SAMIS Moneycare case management system and any
Operates with autonomy but within TSA, funding body and Moneycare
hard copy client records are maintained in an orderly,
policies and procedures, managing own scheduling, case load and
comprehensive and up-to-date manner.
reporting of statistical data.
•
All communications are attended to, actions are taken and
cases are closed in a timely manner, and case load is
appropriate as determined by Moneycare Manager.
•
Effective use of standard Moneycare procedures and
forms.
•
Telephone, email and face to face communications are
non-judgemental and of a high quality as determined by
Moneycare Manager.
•
There is no evidence contrary to the maintenance of
confidentiality and professionalism, ethics and integrity at
all times.
•
Assistance is provided towards preparation of funding
submissions and compliance reports for the Moneycare
service.
•
Evidence of compliance with funding body requirements.
•
Monthly reports are provided to Moneycare Manager and
to the Divisional Mission and Resource Director – Social, as
requested.
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The Salvation Army (TSA) – Australia Eastern Territory
Save Souls, Grow Saints and Serve Suffering Humanity
MAIN ACCOUNTABILITIES
Team Support
PERFORMANCE MEASURES

Participates in team activities, attends staff meetings when scheduled
and demonstrates a supportive approach to other staff members which
Evidence of strong relationships with other team members,
which assists in building a cohesive workplace.

contributes to the overall team effectiveness.
Evidence of strong relationships with off-site departmental
team members, making contribution towards continuous
improvement of operational policies, procedures, methodology
Where relevant, engage in the local Hub. This includes attending Hub
meetings and demonstrating a supportive approach to TSA Mission
and strategies.

through that engagement.
Attends Moneycare team, Divisional and Territorial meetings
and training opportunities.

Demonstrates on a continual basis, a commitment to assisting
and supporting colleagues in all workplace activities.

Employee has a demonstrated knowledge of all TSA avenues
of mission within the Hub (where relevant) and can report on
meetings attended.
Occupational Health & Safety

To meet Occupational Health and Safety obligations in line with TSA
Policy & Procedures & relevant legislation.
Appropriate behaviour is evidenced in day to day work
activities that do not endanger oneself or fellow workers.

Participation in communication meetings and any organised
OH&S training events.

No defective tools or equipment are used.

Reports all unsafe conditions, practices and hazards to the
appropriate manager.
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The Salvation Army (TSA) – Australia Eastern Territory
Save Souls, Grow Saints and Serve Suffering Humanity
MAIN ACCOUNTABILITIES
Professional Development
PERFORMANCE MEASURES

Undertakes professional supervision as well as seeks
Maintain and develop personal knowledge in area of expertise and
debriefing, advice or support as required and in accordance
meets core values and behaviours of TSA. Achieve and retain
with Moneycare policy and procedures.
membership of any relevant professional body.

Undertakes ongoing professional development needed to
maintain any professional membership.

Attends training as required.

Participates in regular performance appraisal, consistent with
TSA policy.

Evidence of continuous improvement activities in program
development and evaluation processes.
ESSENTIAL REQUIREMENTS &
QUALIFICATIONS:


Always searching for better ways and strives for best practice.

Seeks new ideas and embraces, adapts to change.
An appreciation of and the ability and willingness to promote and support the values and
ethos of The Salvation Army.

Certificate III in Community Services, or equivalent, incorporating the three financial literacy
units, or be willing to complete within six months of being employed.
DESIRABLE REQUIREMENTS &

Demonstrated ability to work with different cultures and backgrounds.

Demonstrated money management skills.

Demonstrated ability to work with people suffering difficulties and crisis.
 Diploma or Degree qualifications, or extensive experience, in the fields of welfare, finance,
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The Salvation Army (TSA) – Australia Eastern Territory
Save Souls, Grow Saints and Serve Suffering Humanity
community services, psychology or business fields.
QUALIFICATIONS:
 Demonstrated ability to work within a counselling framework is highly regarded.
SKILLS & BEHAVIOURS:
EXPERIENCE:

Demonstrated high level interpersonal, active listening and analytical skills.

Proficiency working within a Windows Office environment.

Ability to meet deadlines and work under conflicting time pressures.

Compassionate and non-judgmental.

Ability to summon confidence and faith of client.

Willingness to travel on occasion for training and development.

12+months experience in a relevant field.
KEY RELATIONSHIPS/INTERACTIONS:
Relationship with:
Why:
Moneycare Manager
Accountable, providing reports and feedback on a regular basis
Agencies
Liaison
Clients
Support, guidance and information provision
Local and Department team
Support, cooperation and collaboration
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The Salvation Army (TSA) – Australia Eastern Territory
Save Souls, Grow Saints and Serve Suffering Humanity
We have carefully reviewed the Position Description and are satisfied that it fully and accurately describes the requirements of the position.
Manager/Officer:
_____________________________________
Date:
_____________________________________
I have read this document and agree to undertake the duties and responsibilities as listed above.
I acknowledge that:
This Position Description details the accountabilities of the role and provides an indication of the current duties and task that I may be
required to undertake. Additional or other duties may from time to time be allocated in order to fully meet the responsibilities of the
role.

The measures where included in this document are indicative and will be reviewed with me on an annual basis and that my
performance will be assessed against these measures.
Employee:
Name: _______________________________
Signature:_______________________________
Date:_____________________________
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The Salvation Army (TSA) – Australia Eastern Territory
Save Souls, Grow Saints and Serve Suffering Humanity
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