Financial Wellbeing Coach, Credit

Responsibilities

• Provide one‑on‑one coaching sessions to clients, addressing their specific financial concerns and goals. Sessions are offered in‑person, by video conference, or over the phone.
• Develop personalized action plans based on individual client needs and circumstances.
• Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
• Deliver group workshops and seminars on various financial literacy topics within the community.
• Build productive relationships with Bank Partners for shared client relationships.
• Encourage clients to enroll through the client portal available on our website.
• Monitor clients’ progress towards financial goals through Dynamics, our client relationship software.
• Connect clients with relevant resources, services, and financial products that align with their goals.
• Maintain accurate and detailed records of client activities, impact, and success stories.

• Bachelor’s degree is preferred, however, we will consider comparable 2+ years of work experience in the financial industry.
• Proficiency in MS Word, Excel, and PowerPoint will be required.
• Presentation skills – the right candidate can conduct workshops with a varying number of attendees.
• High‑energy individual who demonstrates confidence, accountability, professionalism, personal integrity, resilience, and respect for diverse populations, while exhibiting cultural competency.
• Strong communication skills both verbally and in writing to conduct presentations and meetings.
• Self‑starter with a demonstrated ability to work with minimal hands‑on direction.
• Empathetic and patient approach while working with individuals from diverse backgrounds.
• Professional demeanor and attire will be required.
• This job requires personal transportation for travel within the designated market area.