Financial Wellbeing Coach, Credit

Key Responsibilities

• Financial Coaching: 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.
• Workshop Facilitation: 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.
• Client Relationship Management: 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 client via Zoom, phone and in-person appointments. Monitor clients' progress towards financial goals through Dynamics, our client relationship software.
• Resource Referral and Community Engagement: 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.

Qualifications

• Possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives. Strong contributor with 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. Serve as the liaison with the partner and community.
• Strong knowledge of personal finance, budgeting, debt management, and savings strategies. Excellent communication and interpersonal skills. Ability to meet deadlines and maintain effective time management. Empathetic and patient approach in working with individuals from diverse backgrounds.

Required Skills And Education

• 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 will be required in this position.
• Experience using Customer Relationship Management programs. Knowledge of interpreting Credit Report information. Experience building and maintaining financial budgets.

Preferred Skills

• Educational background in finance, economics, or related field.
• Experience using Customer Relationship Management programs.
• Knowledge of interpreting Credit Report information.
• Experience building and maintaining financial budgets.