Bilingual Credit Financial Wellbeing Coach

Operation HOPE is a non-profit organization dedicated to empowering individuals and communities to achieve financial dignity, economic opportunity, and financial wellbeing. Through financial literacy education, coaching, and access to resources, Operation HOPE strives to create a world where everyone has the tools and knowledge to build a secure financial future. You will be based in a HOPE Inside office (hosted by a corporate partner).

About the role

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 Bilingual Financial Wellbeing Coach, you will be instrumental in shaping a future where financial security and knowledge are accessible to all. The ideal candidate will be fluent in both English and Spanish, with the ability to effectively communicate to engage diverse audiences. Embrace this opportunity to contribute to a world in which every individual has the power to create a prosperous future.

Our coaches pave the way for financial dignity, unlocking economic opportunities and enhancing financial well-being through comprehensive financial literacy workshops, personalized coaching, and access to community resources. Financial Literacy is the Civil Rights Issue of this generation. Be part of The Movement!

Responsibilities

• 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. These sessions are offered in-person, by video conference, or over the phone.
• Develop personalized action plans based on individual client needs and circumstances.
• Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
• 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.
• 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.
• 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.
• Maintain accurate and detailed records of client activities, impact, and success stories.
• Ensure all data entered has been captured in our CRM system, Dynamics.
• Serve Spanish-speaking clients with fluency in English and Spanish, demonstrating accuracy, clarity, and cultural sensitivity.
• Serve as the liaison with the partner and community.

Requirements

• 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.
• Presentation skills to 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, 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.
• Personal transportation for travel within the designated market area.

Skills

• Strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives.
• Strong analytical skills and the ability to identify and proactively communicate industry and governance trends to clients.
• Experienced financial coach with outstanding people skills and ability to quickly form meaningful working partnerships.
• Ability to meet monthly, quarterly, and annual production goals as assigned.
• Multitask oriented with the ability to initiate, manage, and maintain several projects and program relationships simultaneously.
• Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
• Excellent communication and interpersonal skills in both English and Spanish.
• Ability to meet deadlines and maintain effective time management.

Preferred Skills

• 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.