Financial Wellbeing Coach, Credit

About the role

Department: HOPE Inside Retail Network. Reports to a Program Director. Operation HOPE has been dedicated for twenty‑five years to empowering underserved communities through financial literacy and broader financial dignity initiatives.

Responsibilities

• Conduct client and consultant interactions using Strategic Client Management methodologies and tools.
• Recruit, build and lead clients to achieve strategic performance objectives.
• Build productive relationships with bank partners for shared client relationships.
• Promote Operation HOPE, Inc. solutions via social media.
• Schedule and facilitate workshops on financial‑literacy topics such as credit and money management.
• Coach individuals by phone and in‑person.
• Serve as liaison with partners and the community.
• Coordinate and schedule coaching sessions.
• Schedule workshops in banks and community locations.
• Maintain client data for impact reporting in the CRM system.
• Build and maintain community alliances and execute marketing objectives.
• Help clients develop debt‑reduction action plans.

Requirements

• Bachelor’s degree preferred; comparable 2+ years experience in the financial industry will be considered.
• Strategic‑thinking expertise with the ability to plan and execute tactical strategies to meet company objectives.
• Savvy at internal and external communication techniques and messaging.
• Strong analytical skills and ability to identify and proactively communicate industry and governance trends to clients.
• Strong presentation skills for group and individual settings.
• Highly experienced financial coach with outstanding people skills and ability to quickly form meaningful working partnerships.
• Good listener and self‑starter; able to work with minimal hands‑on direction.
• Excellent verbal and written communication skills for presentations and meetings.
• Expertise in developing and influencing others.
• Experience managing a volunteer program, including recruiting and training.
• Ability to multitask, initiate, manage, and maintain several projects and program relationships simultaneously.
• Basic computer literacy; minimum proficiency in Microsoft Word, Excel, and PowerPoint.
• Professional demeanor and attire required.
• High‑energy individual who demonstrates confidence, accountability, professionalism, personal integrity, resilience, and respect for others.
• Ability to deliver client education and training, including awareness of investment offerings, fiduciary responsibilities, and procedures for presenting investment products, services, and platforms.
• Personal transportation required for travel within the designated market area.
• Average of 50 % business travel.

Preferred Skills

• Execution of information across various social media channels.
• Experience using Customer Relationship Management (CRM) programs.
• Knowledge of interpreting credit report information.
• Experience building and maintaining financial budgets.