Financial Health Associate-United Way of Northeast Louisiana

Position Overview

The Financial Health Associate is a front-line, community-facing role that supports individuals and families on their journey from financial crisis to long-term stability.

Key Responsibilities

• Lead coordination and support of the Bank On coalition, building partnerships with financial institutions and expanding access to safe, affordable banking solutions
• Strengthen collaboration with community partners to increase financial access for unbanked and underbanked populations
• Drive integration across multiple financial health initiatives to ensure services are aligned, efficient, and outcome-focused
• Identify service gaps and work with partners to develop solutions and improve client pathways
• Support and deliver financial education workshops covering budgeting, credit, savings, and banking access
• Ensure education efforts connect participants to actionable resources and next steps
• Build and maintain relationships with nonprofits, service providers, and community organizations
• Represent the organization at community events, meetings, and outreach efforts
• Support coordination of key programs, including tax assistance (VITA), financial counseling, and benefits access initiatives
• Track participation, referrals, and program outcomes across initiatives
• Contribute to reporting, evaluation, and continuous improvement efforts

Qualifications

• Required:
• Bachelor's degree OR 2–5 years of relevant experience in:
• Financial education
• Case management
• Community outreach
• Human services
• Strong communication and interpersonal skills
• Ability to engage diverse populations with empathy and professionalism
• Organizational skills with ability to manage multiple priorities
• Potential Preferred:
• Experience with financial literacy, banking access, or resource navigation
• Familiarity with nonprofit or community-based programs
• Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)

About the Role

United Way of Northeast Louisiana is committed to building a community where all individuals and families can achieve their full potential through education, financial stability, and healthy lives. Through strong partnerships, dedicated staff, and community-driven initiatives, we work to create lasting, measurable impact across Northeast Louisiana.