Bilingual Credit Financial Wellbeing Coach

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 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.

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 (in-person, video conference, or 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 non-profit and for-profit businesses.
• Deliver group workshops and seminars on financial literacy topics within the community (virtual and in-person).
• Build productive relationships with Bank Partners for shared client relationships.
• Encourage clients to enroll through the client portal on the website.
• Monitor clients' progress towards financial goals using Dynamics, the 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 community resources that may benefit clients.
• Maintain accurate records of client activities, impact, and success stories in the CRM system, Dynamics.

Qualifications

• Fluency in English and Spanish, with excellent written and verbal communication skills in both languages.
• Networking skills with cultural sensitivity to ensure consistent messaging and accessibility for Spanish-speaking stakeholders.
• Strategic thinking expertise and ability to plan and execute tactical strategies.
• Strong analytical skills and ability to identify industry and governance trends.
• Experienced financial coach with outstanding people skills and ability to form meaningful partnerships.
• Ability to meet monthly, quarterly, and annual production goals.
• Multitasking ability to manage multiple projects and relationships simultaneously.
• Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
• Excellent communication and interpersonal skills.
• Empathetic and patient approach when working with diverse individuals.

Required Skills and Education

• Bachelor’s degree preferred; 2+ years of work experience in the financial industry considered.
• Proficiency in MS Word, Excel, and PowerPoint.
• Strong presentation skills for workshops with varying attendee numbers.
• High-energy, confident, and professional demeanor with personal integrity and respect for diverse populations.
• Self-starter with ability to work independently.
• Personal transportation for travel within the designated market area.

Preferred Skills

• Experience using Customer Relationship Management (CRM) programs.
• Knowledge of interpreting Credit Report information.
• Experience building and maintaining financial budgets.
• Public speaking skills in both English and Spanish.

Operation HOPE is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.