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The customer support volunteer is the tax clinic host, making sure customers have a stellar experience, understand the process and the paperwork, and have a chance to learn about and access financial services.
Job Responsibility:
Be the first and final friendly face for customers, checking people in when they arrive and out when their taxes are complete
Keep people moving through the tax preparation and review process
Promote savings, help customers take action to save some of their refund
Have conversations about money to offer support and resources
Provide stellar customer service and maintain customer privacy
Requirements:
No previous experience needed
Passion for connecting with people and an interest in personal finance topics
A knack for communicating detailed information in a clear way
Ability to juggle multiple tasks and thrive in a fast-paced environment
Ability to respect customers’ financial decisions and actions without judgment
Nice to have:
Bilingual in Spanish, Somali, Hmong, Amharic, or Oromo