Financial Coach - Bilingual (52268)

RISEBORO COMMUNITY PARTNERSHIP•New York, NY

1d•Onsite

About The Position

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.

Requirements

Associate degree required
Bilingual English/Spanish speaker required
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
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.
A minimum of two (2) years of professional experience in social services with a focus on personal finance management preferred

Nice To Haves

Bachelor’s Degree preferred

Responsibilities

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