Financial Wellbeing Coach, Credit

Responsibilities

• Financial
  
  Coaching:
  
  Recruit, build trust, and lead clients to achieve strategic performance objectives.
• Provide one‑on‑one coaching sessions to clients, addressing their specific financial concerns and goals. These 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.
• Workshop facilitation:
  Establish and maintain relationships with local strategic alliance partners, including other local non‑profit and for‑profit businesses.
• Deliver group workshops and seminars on various financial literacy topics within the community.
• Build productive relationships with bank partners for shared client relationships.
• Offer both virtual and in‑person workshops as requested.
• Client relationship management:
  Establish and maintain strong relationships with clients, fostering trust and open communication.
• Encourage clients to enroll through the client portal, available on our website.
• Coach clients via Zoom, phone, and in‑person appointments.
• Monitor clients’ progress toward financial goals through Dynamics, our client relationship software.
• Resource referral and community engagement:
  Connect clients with relevant resources, services, and financial products that align with their goals.
• Attend community and networking events.
• Stay updated on financial assistance programs, grants and other community resources that may benefit clients.
• Documentation and reporting:
  Maintain accurate and detailed records of client activities, impact, and success stories.
• Ensure all data entered has been captured in our CRM system, Dynamics.

• Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.
• Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
• Presentation skills – the right candidate can conduct workshops with a varying number of attendees.
• High energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for diverse populations, while exhibiting cultural competence.
• 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 in this position.
• This job requires personal transportation for travel within the designated market area.