BILINGUAL CAREER AND FINANCIAL COACH

Neighbors, Inc. is a non-profit, social-service agency with 50+ years of experience serving Dakota County and surrounding communities with high dignity basic needs services (Hunger Relief, Clothing and Community Resources) and most recently launched Financial Empowerment services to help lift communities out of poverty. With the support of over 400+ active volunteers and 22 staff, Neighbors is a pillar of support and unity in the community, known as a place for individuals to turn to for help. We focus on meeting immediate needs while empowering individuals to move towards self-sufficiency.

About the role

The Career and Financial Coach works closely with leadership in the development and service delivery of the Career and Financial Empowerment Program. The Program Coach works directly with clients to increase financial capability and wellbeing through person-centered, strength-based coaching techniques. This position also assists clients who lack stability in their basic needs.

Supervised by: Financial Empowerment Center Manager. This position does not supervise employees but may oversee volunteers.

Responsibilities

• Promote improved financial capability and wellbeing by providing financial coaching and education focusing on reducing asset poverty, wealth divides, and disparities in 1:1 and small group settings.
• Support financial growth through job-based coaching, educational pathway guidance, and employment-based self-advocacy.
• Facilitate goal identification and setting, supporting clients in their achievement process.
• Assist with organizing, prioritizing, and implementing strategies to build or rebuild credit in alignment with client goals.
• Interview clients to assess their needs, gather information, make referrals, and assist with completing applications to available programs.
• Educate and encourage participants’ use of appropriate low-cost, convenient, and transparent financial products.
• Conduct work readiness training in 1:1 and small group settings covering topics such as resume development, soft skills, application, and interviewing assistance.
• Assess the need for and administer support services and incentives to program participants.
• Meet or exceed goals and outcomes established for the program.
• Build relationships with businesses that lead to family-sustaining wages with benefits.
• Participate in financial empowerment program planning, implementation, and evaluation to assess outcomes and impacts.
• Build community awareness of program offerings through recruitment, outreach activities, and informational sessions.
• Develop a network of partnerships for accessible referrals.
• Maintain accurate and up-to-date documentation on participant enrollees.
• Submit data on appropriate program databases both internally (e.g., Apricot) and on required funder platforms (e.g., Workforce One).
• Pull data and compile reports as necessary for program evaluation purposes.
• Assist with answering agency phones as needed.
• Assist with the Holiday Gift and other related programming as needed.

Requirements

• 1 to 3 years of experience with financial and/or job coaching.
• Bachelor’s degree (a demonstrably equivalent combination of experience and education may be considered).
• Bilingual: Spanish/English.

Skills

• Ability to assess social, economic, emotional, and health needs of diverse, underserved, disenfranchised, and economically challenged communities and individuals.
• Knowledge of best practices in personal finance, financial products, and services.
• Understand and facilitate access to federal, state, county, and other socio-economic programs and services.
• Working knowledge of current work readiness trends and practices.
• Capability to create pathways to employment opportunities for diverse populations.
• Knowledge of motivational or other coaching techniques and styles.
• Ability to prioritize tasks and work independently and as a team member.
• Ability to advise people in crisis and make decisions that lead to resolution.
• Ability to meet or exceed expected deadlines, outcomes, and program requirements as prescribed by funders.
• Salesforce, Apricot, Workforce One, or other CRM database experience preferred.
• Proficient with Microsoft Office products.
• Effective bilingual communicator in writing and speech.
• Demonstrate a collaborative approach to problem-solving.
• Able to be discreet and manage confidential information.

Benefits

• Eligible for employment in the United States.

Pay

$22.00 – $25.00 per hour

Schedule

• Full-time, non-exempt position.
• Periodically able to work evenings and weekends.

Physical Requirements

• Ability to bend, sit, stand, and lift up to 25 pounds without risk of injury.
• Ability to sit at a desk for extended periods.

Other duties as assigned. Must pass criminal, credit, and vehicular background checks.