Financial Wellbeing Coach, Credit

Role Overview

• 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.
• Documentation and Reporting Maintain accurate and detailed records of client activities, impact, and success stories.
• Ensure all data entered has been captured in our CRM system, Dynamics.

Requirements

• 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.
• Presentation skills
• the right candidate can conduct workshops with a varying number of attendees.
• High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for diverse populations, while exhibiting cultural competency.
• Strong communication skills both verbally and in writing to conduct presentations and meetings.
• Self-starter with a demonstrated ability to work with minimal hands-on direction.
• Empathetic and patient approach while working with individuals from diverse backgrounds.
• Professional demeanor and attire will be required in this position.
• This job requires personal transportation for travel within the designated market area.
• Experience using Customer Relationship Management programs.
• Knowledge of interpreting Credit Report information.
• Experience building and maintaining financial budgets.