Financial Wellbeing Coach, Credit

Responsibilities Provide one‑on‑one coaching sessions to clients, addressing their specific financial concerns and goals. 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. Deliver group workshops and seminars on various financial literacy topics within the community. Build productive relationships with Bank Partners for shared client relationships. Encourage clients to enroll through the client portal available on our website. 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. Requirements Bachelor’s degree is preferred, however, we will consider comparable 2+ years of work experience in the financial industry. Proficiency in MS Word, Excel, and PowerPoint will be required. Presentation skills – the right candidate can conduct workshops with a varying number of attendees. High‑energy individual who demonstrates confidence, accountability, professionalism, 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. This job requires personal transportation for travel within the designated market area. #J-18808-Ljbffr Jobtailor