Money Management Specialist

Roanoke, VA

  • Department: Financial Services
  • Posting Date: 9/15/22
  • Closing Date: Open until filled
  • Salary: $20.00/hr
  • Code: MMS-FS
  • Temporary position

CLASSIFICATION:               Non Exempt



This is a temporary position to complete a one-year pilot project. This pilot is one of 12 projects in the country. The Money Management Specialist will assist in creating a Money Management Intervention (MMI) for Veterans enrolled in Supportive Services for Veteran Families (SSVF). MMI will include financial education, representative payee programs and individual financial coaching. The Money Management Specialist will provide these services to Veterans and collect all necessary data for reporting.


Supervised by: Financial Services Assistant Director

Supervises:  N/A

Coordinates with: This Valley Works Director, SSVF Case Managers and other staff



  • Possess a working knowledge of financial literacy and money management skills that will help Veterans in their current financial situation
  • Verify client eligibility for the money management intervention program
  • Maintain accurate and timely client notes, track data, and keep the data management system up to date as required
  • Submit reports as required by the funder and by the Assistant Director
  • Answer incoming calls and schedule appointments with SSVF clients seeking financial education and financial counseling
  • Meet with clients at designated meeting spaces to provide money management services
  • Assist clients with creating a realistic spending plan and savings plan as identified by client’s goals
  • Provide representative payee services when necessary
  • Use workbooks and printed resources to guide clients in the process of setting goals and creating an action plan
  • Utilize additional resources within the agency, the community and online that will aid in achieving financial security
  • Motivate clients and track client progress
  • Participate in all mandatory SSVF meetings and webinars
  • Follow all guidelines as outlined for this pilot project
  • Performs other duties as assigned and required by Assistant Director of Financial Services.



  • Demonstrate ability to develop trusting, professional relationships with clients and families
  • Ability to communicate effectively both orally and in writing, and work as part of a team
  • Self-motivated with the ability to work with minimum supervision
  • Ability to interact effectively with persons of different social and cultural backgrounds
  • Must be able to assist clients with financial education, financial counseling and individual financial coaching
  • Must be able to use a computer, including software such as Microsoft Office
  • Must be able to maintain detailed client files, both written and computer software tracking



  • Bachelor’s Degree in Human Service or related field; preferred but not required
  • Experience in case management, counseling, financial therapy, money management, and/or community action



  • Must have a valid Virginia Operator’s license with a good driving record and reliable transportation to travel in Roanoke and Lynchburg to meet with enrolled clients.
  • Must pass drug screening.  Some positions require positive complete background screening including: criminal, sex offender and child protective services.
  • If this position requires the individual to be in the field and must have contact with the office staff and supervisor, an agency issued cell phone will be provided.
  • Physical activity of this position – stooping, kneeling, crouching, reaching, standing, walking, pushing, pulling, lifting; use of fingers for – picking, pinching and typing; grasping, feeling, talking, hearing, repetitive motion of the wrists, hands, and/or fingers.
  • Physical requirements of this position – sedentary work; exerting 10 to 20 pounds of force occasionally.
  • Visual acuity requirements – close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing, viewing a computer terminal; extensive reading; visual acuity to operate motor vehicle and/or heavy equipment; must be able to determine the accuracy, neatness, and thoroughness of the work assigned or to make general observations of facilities or structures.
  • Conditions subject to in this position – worker is subject to noise; there is sufficient noise to cause the worker to shout in order to be heard above ambient noise levels.
  • Adhere to TAP PPE and safety protocols– TAP is mandated vaccine employer and/or approved exemption required

This description provides information regarding the essential functions of the designated job, and general nature and level of work associated with the job.  It should not be interpreted to describe all the duties that may be required of such employees or be used to limit the nature and extent of assignments such an individual may be given.

Every TAP employee shares in TAP’s responsibility to “Mobilize Community Resources” in support of TAP’s anti-poverty efforts.


TAP hires only U.S. Citizens and lawfully authorized aliens.


Equal Opportunity Employer/Drug Free Workplace

Bilinguals Encouraged to Apply