Financial Coach

The Financial Coach will coordinate and provide financial counseling/coaching services for clients in programs across the local office. The role involves providing one-on-one financial coaching, developing individual financial action plans, supporting workshop creation, and collaborating with community partners to enhance client financial outcomes.

Responsibilities

• Provide 1:1 financial coaching and counseling to a caseload of clients including creating a personal budget, establishing a bank account, taking out loans, and establishing credit, as well as advanced asset building topics, including analyzing credit reports, techniques to build credit, and debt reduction as needed
• Assess client needs and develop individual financial action plans with each client
• Provide individualized financial counseling sessions (including both initial and follow-up sessions) and achieve client outcomes
• Make appropriate referrals and integrate other wraparound supports (i.e. benefits, tax preparation) into counseling to achieve greater results
• Support the creation of new workshops in budgeting, banking and credit
• Ensure that all training requirements are met for participants in budgeting, cash management, savings, and credit building
• Ensure that participants complete required training
• Increase participant knowledge of financial services and credit offerings
• Coordinate with the Economic Empowerment Manager on external outreach to banks and other community members to assist with client achievement of financial navigation and coaching goals
• Accurately track participant attendance, data, follow-up services, and outcomes in ETO
• Successfully complete and pass CNM Certified Financial coach, participate in initial trainings and ongoing professional development trainings
• Follow all programmatic, contractual, donor requirements and IRC standards of practice
• Participate and attend community of practice (COP) calls for financial coaches
• Participate in financial capability wide events and initiatives
• Build and maintain effective relationships with colleagues, banks, VITA tax sites, and community volunteers
• Other related duties as assigned

Requirements

• Undergraduate degree preferred; or combination of equivalent years of education and related work experience
• Experience with financial education, counseling and coaching
• High level of familiarity with U.S. credit and banking system and experience with personal budgeting, banking and credit counseling
• Demonstrated ability to communicate well with people of varied backgrounds
• High level of comfort, functioning and effectiveness in multi-cultural and multi-disciplinary teams
• Excellent organizational skills with a high level of attention to detail and computer literacy
• Strong written and verbal communication skills, including ability to make presentations
• Ability to work independently, be a self-starter and manage multiple tasks
• Fluency in English required
• Proficiency in a refugee language an asset
• Valid driver’s license and access to a personal, insured vehicle to travel regularly throughout the service delivery area

Skills

• Financial Education
• Financial Counseling
• Financial Coaching
• U.S. Credit System
• Personal Budgeting
• Banking Sector Knowledge
• Credit Counseling
• Organizational Skills
• Computer Literacy
• Written Communication
• Verbal Communication
• Presentation Skills
• Independent Work
• Multi-cultural Team Collaboration
• Workshop Development
• Client Financial Planning
• Community Partnership Building
• Driving License

Languages

English