Financial Coach

Job Description

Job Title: Financial Coach

Department: Financial Opportunity Center

FLSA Status: Full Time

Job Status: Exempt

Reports To: Director of Financial Stability Programs

Supervises: None---

Position Description: The Financial Coach provides consultation, including financial counseling and coaching to assist individuals toward achieving financial stability. This position will work with clients to assess their current financial situation and develop individualized plans of action to help them meet their goals. The primary goal of the Financial Coach is to educate and help clients to navigate a path toward personal financial freedom.

Essential Functions:

· Provide direct client consultation to increase understanding of personal financial situation

· Complete individualized financial assessments utilizing personal budgeting tools and credit report to assist clients in resolving negative outstanding financial situations

· Develop plans of action and provide appropriate support to help client meet financial goals

· Conduct financial education workshops to assist clients toward making appropriate financial decisions

· Utilize database system to input and monitor client progress through tracking of personal goals and objectives

· Analyze changes in client financial portfolio and provide appropriate consultation

· Develop relationships with local financial institutions and community organizations to support enhancement of program services and provision of appropriate financial products to FOC clients

· Monitor case files for completeness, required documentation, and consistency

Additional Responsibilities

· Represent FOC in financial literacy workgroups/taskforce(s)

· Design and implement presentations to promote FOC services to stakeholders and potential partners

· Able to support through word and action the Wesley Community Center’s Mission statement and the mission’s core values of integrity, excellence and commitment through completion of other duties as needed and assigned

Knowledge, Skills, and Abilities:

Ability to write and speak clearly and informatively; Bilingual, English and Spanish-speaking preferred; this position requires well-developed understanding of personal finance, banking systems, and credit building strategies; ability to translate financial complexities in a relative manner to clients of various backgrounds; understanding of Financial Coaching best practices; previous work experience with the target population, and/or the ability to provide counseling/coaching services in a culturally sensitive manner; ability to analyze complex financial situation and develop plans of action to resolve the problem; strong computer skills including typing and Microsoft Office; Customer service oriented and able to effectively manage difficult or emotional client situations; Ability to work cooperatively and supports the team’s effort to succeed; Ability to interpret and communicate contractual mandates and guidelines, as well as learn, with a strong attention to detail; Strong organizational and project management skills including planning and scheduling; Understanding of effective case management strategies and client support resources; While in this position, the employee is expected to seek to understand, communicate appropriately and effectively, build a positive, professional rapport with all clients and staff using active listening and conflict resolution skills.

Education & Experience:

Bachelor Degree in Business, Finance or related field preferred and/or meets experience criteria; a minimum of (3) years’ work experience working with financial assistance programs.

Work/Physical Requirements: This position requires the employee to work constructively and cooperatively in a team environment. Employee(s) in this position will work primarily in an office setting where they will interact with clients to help resolve issues; while also occasionally having to stand and walk to complete job duties. Must be able to lift and carry up to (25) pounds unassisted. Employee(s) in this position may be required to work weekends in support of program services and special events.