Financial Coach - Bilingual

ESSENTIAL DUTIES AND RESPONSIBILITIES Under the general supervision of the Assistant Director, the Financial Coach is responsible for Rise Boro's Financial Coaching Initiative under the Level Up! Economic Empowerment Program. This Financial Coach will be operating in a DCWP Office of Financial Empowerment site, as this role is funded under a contract with the NYC Department of Consumer and Worker Protection (DCWP) Office of Financial Empowerment (OFE) to operate Financial Empowerment Centers in Central Brooklyn, providing free, one-on-one professional financial counseling and coaching to help New Yorkers manage their money, build credit, reduce debt, and increase savings.

It is a program with a client-centered model that prioritizes the personal finance goals and objectives of each client served. The Financial Coach works collaboratively with program staff to engage clients in financial coaching for short-term solutions and/or long-term goal building. Additionally, they are trained and experienced in providing a range of personal finance education from budgeting and banking to credit building and debt management to establish wealth and long-term economic mobility.

Specific duties and responsibilities include:

Work collaboratively with Case Managers, Career Coaches, and other internal and external partners to establish and achieve financial goals with clients

Hold a minimum of 20 meetings per week with clients, helping them increase financial security and meet their financial goals, including but not limited to establishing/improving credit, reducing debt, increasing assets/savings, and lowering financial transaction costs

Record client information and meeting progress data precisely, accurately, and on time in designated case management tracking software

Facilitate Financial Coaching workshops for small groups of clients, and transition attendees into 1
-on-1 meetings

Conduct engaging coaching sessions and encourage clients to establish ongoing participation in follow-up meetings with the financial coaches and other partners

Work collaboratively with Empowerment team to spread financial literacy and financial coaching services to staff, as needed

Participate and successfully complete the employer-sponsored Accredited Financial Counselor (AFC) training course

Participate in the annual certification for Volunteer Income Tax Assistance Program (V.I.T.A)
Remain up to date on related, supportive resources to refer clients for additional assistance; seek referrals where gaps in services exist

Adapt the approach to coaching depending on the needs of the program, working with the Director to find engaging, sustainable ways to draw in more clients

Other related duties as assignedCOMPETENCIESDemonstrated professional experience in social services with a focus on personal finance management preferred

Demonstrated professional expertise in Financial Coaching/Counseling preferred

Exceptional organization and process management skills, i.e., starting multi-step projects and seeing them through to completion

Ability to work independently and collaboratively as a team Ability to lead and inspire with a positive attitude and an entrepreneurial spirit

Ability to think critically and problem-solve

Excellent verbal and written communication skills with the ability to conduct effective presentations as needed

Excellent interpersonal skills with the ability to maintain positive relationships with staff and external contacts

Ability to organize and prioritize workload to meet deadlines

Bilingual English/Spanish speaker required

Ability to be meticulous with very strong attention to detail

Ability to be adaptable and flexible based on client and program needs

Ability to problem solve and manage time effectively

Dedication to continuous learning, improvement, and professional development

Commitment to Rise Boro’s mission, vision, and values

Ability to understand the concepts of institutional and structural racism/bias; ability to understand their impact on underserved and underrepresented communities

Demonstrated commitment to supporting communities that have experienced systemic oppression i.e. people of color, LGBTQ+ people, immigrants, justice-involved persons, etc.

EDUCATION AND EXPERIENCE All Counselors must have at least either: (i) a bachelor’s degree and a minimum of two (2) years of full-time work experience, with preferred background in finance, financial education, counseling/coaching, or social service delivery; or (ii) four (4) to eight (8) years of…