Financial Coach - Bilingual

ESSENTIAL DUTIES AND RESPONSIBILITIES

Under the general supervision of the Assistant Director, the Financial Coach is responsible for RiseBoro's Financial Coaching Initiative under the Level Up! Economic Empowerment Program. It is a program with a client-centered model that prioritizes the personal finance goals and objectives of each client served. The Financial Coach works collaboratively with program staff to engage clients in financial coaching for short-term solutions and/or long-term goal building. Additionally, they are trained and experienced in providing a range of personal finance education from budgeting and banking to credit building and debt management to establish wealth and long-term economic mobility. Specific duties and responsibilities include:

• Work collaboratively with Case Managers, Career Coaches, and other internal partners to establish and achieve financial goals with clients

• Hold a minimum of 15 meetings per week with clients, helping them increase financial security and meet their financial goals, including but not limited to establishing/improving credit, reducing debt, increasing assets/savings, and lowering financial transaction costs

• Record client information and meeting progress data precisely, accurately, and on time in designated case management tracking software

• Facilitate Financial Coaching workshops for small groups of clients, and transition attendees into 1 -on-1 meetings

• Conduct engaging coaching sessions and encourage clients to establish ongoing participation in follow-up meetings with the financial coaches and other partners

• Work collaboratively with Empowerment team to spread financial literacy and financial coaching services to staff, as needed

• Participate and successfully complete the employer-sponsored Accredited Financial Counselor (AFC®) training course

• Participate in the annual certification for Volunteer Income Tax Assistance Program (V.I.T.A)

• Remain up to date on related, supportive resources to refer clients for additional assistance; seek referrals where gaps in services exist

• Adapt the approach to coaching depending on the needs of the program, working with the Director to find engaging, sustainable ways to draw in more clients

• Other related duties as assigned

COMPETENCIES

• Demonstrated professional experience in social services with a focus on personal finance management preferred

• Demonstrated professional expertise in Financial Coaching/Counseling preferred

• Exceptional organization and process management skills, i.e., starting multi-step projects and seeing them through to completion

• Ability to work independently and collaboratively as a team

• Ability to lead and inspire with a positive attitude and an entrepreneurial spirit

• Ability to think critically and problem-solve

• Excellent verbal and written communication skills with the ability to conduct effective presentations as needed

• Excellent interpersonal skills with the ability to maintain positive relationships with staff and external contacts

• Ability to organize and prioritize workload to meet deadlines

• Bilingual English/Spanish speaker required

• Ability to be meticulous with very strong attention to detail

• Ability to be adaptable and flexible based on client and program needs

• Ability to problem solve and manage time effectively

• Dedication to continuous learning, improvement, and professional development

• Commitment to RiseBoro’s mission, vision, and values

• Ability to understand the concepts of institutional and structural racism/bias; ability to understand their impact on underserved and underrepresented communities

• Demonstrated commitment to supporting communities that have experienced systemic oppression i.e. people of color, LGBTQ+ people, immigrants, justice-involved persons, etc.

EDUCATION AND EXPERIENCE

• Associate degree required; Bachelor’s Degree preferred

• A minimum of two (2) years of professional experience in social services with a focus on personal finance management preferred

Qualifications

It is the policy of RiseBoro to provide equal employment opportunity to all employees and applicants for employment. No individual will be discriminated against on the basis of race, color, age, creed, religion, national origin, citizenship status, political or union affiliation, marital or partnership status, sex, sexual orientation or affectional preference, gender identity, familial status, genetic information or predisposition or characteristic, disability, status as a victim of domestic violence, status as a veteran or member of the U.S. military and related obligations, or any other characteristic protected by law. This policy applies to all terms and conditions of employment, including but not limited to, recruitment, hiring, job placement, compensation, benefits, training and apprenticeship, employee development, promotion, demotion, discipline, transfer, lay-off and recall, and termination. RiseBoro makes reasonable accommodations based on religion and/or disability as required by law, and requests for accommodation are to be directed to the Human Resources Department.