Bilingual Credit Financial Wellbeing Coach

Responsibilities

• Join our team at Operation HOPE, a transformative and national non-profit organization committed to fostering financial empowerment and prosperity within communities and individuals.
• As a Financial Wellbeing Coach, you will be instrumental in shaping a future where financial security and knowledge are accessible to all.
• 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. 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 towards 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.
• Service Spanish Speaking Clients:
  Fluency in English and Spanish, with the ability to effectively communicate to engage with the Hispanic and Latino community. Excellent written and verbal communication skills both in English and Spanish. Networking skills, demonstrating accuracy, clarity, and cultural sensitivity to ensure consistent messaging and accessibility for Spanish‑speaking stakeholders.

• 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 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 in this position.
• This job requires personal transportation for travel within the designated market area.
• Experience using Customer Relationship Management programs.
• Knowledge of interpreting Credit Report information.
• Experience building and maintaining financial budgets.
• Public speaking skills in both English and Spanish.

Demonstrates expertise in financial coaching, client relationship management, and workshop facilitation, with a strong emphasis on cultural competency and bilingual communication. Proficient in utilizing CRM systems and financial literacy tools to empower clients towards achieving their financial goals.

• Dynamics CRM
• Client Portal