Financial Wellbeing Coach, Credit

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 clients via Zoom, phone, and in‑person appointments. Monitor clients’ progress toward 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 competence. 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. #J-18808-Ljbffr Jobtailor