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.
Develop personalized action plans based on individual client needs and circumstances.
Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
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.
Monitor clients' progress towards financial goals through Dynamics, our client relationship software.
Connect clients with relevant resources, services, and financial products that align with their goals.
Maintain accurate and detailed records of client activities, impact, and success stories.
Service Spanish Speaking Clients, requiring fluency in both English and Spanish.

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.
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.
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.
Public speaking skills in both English and Spanish.

Bilingual Credit Financial Wellbeing Coach

Key skills