Financial Wellbeing Coach, Credit

Department: HOPE Inside Retail Network | Reports to a Program Director

For twenty-five years, Operation HOPE has been dedicated to empowering underserved communities through financial literacy. Our work now encompasses much more than financial education—it’s about instilling knowledge and confidence in those we serve so they can experience financial dignity.

About the role

In this role, you will coach in a manner that encourages measurable, positive outcomes in client development. You will serve as the primary point of contact addressing internal and external client interactions at the HOPE Inside with business partners and senior leadership levels. You will be based out of a HOPE Inside office (predominately hosted by a corporate partner).

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 (e.g., credit, money management)
• Coach individuals by phone and in-person
• Serve as a liaison with partners and the community
• Coordinate and schedule coaching sessions
• Schedule workshops in the bank and the community
• Maintain client data for impact reporting into the CRM system
• Build and maintain community alliances and execute marketing objectives
• Help clients build a debt reduction action plan

Requirements

• Bachelor’s degree is preferred, however will consider comparable 2+ years work experience in the financial industry
• Strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives
• Savvy at internal and external communication techniques and messages
• Strong analytical skills and the ability to identify and proactively communicate industry and governance trends to clients
• Strong presentation skills with the ability to conduct group and individual sessions
• Highly experienced Financial Coach with outstanding people skills and ability to quickly form meaningful working partnerships
• Good listener and self-starter with a demonstrated ability to work with minimal hands-on direction
• Strong communication skills both verbally and in writing to conduct presentations and meetings
• Expertise to effectively develop and influence others
• Experience managing a volunteer program with recruiting and training
• Multitask oriented with the ability to initiate, manage, and maintain several projects and program relationships simultaneously
• Basic computer literacy: minimum proficiency in MS Word, Excel, and PowerPoint
• Professional demeanor and attire required
• High-energy individual who demonstrates confidence, accountability, and professionalism while maintaining personal integrity, resilience, and respect for others
• Ability to deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities, and procedures when presenting opportunities for clients to contract investment products, services, and platforms
• Personal transportation required for travel within the designated market area
• Requires an average of 50% business travel

Preferred Skills

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