Financial Coach

Balance•Houston, TX

15h•Hybrid

About The Position

The position of the Financial Coach will be responsible for answering questions and conducting coaching sessions via telephone, internet, as well as representing the organization at community events. A major aspect of this role involves being a great listener, conveying empathy when clients share their story, and effectively identifying goals or concerns to assist clients with varying needs.

Requirements

Associates degree from an accredited college required
One to two years related experience and/or training (EAP, financial services, counseling, banking, credit and collection); or equivalent combination of education and experience preferred
Experience in one or more of the following fields financial services, financial planning, social work, community organizing, teaching or other related fields
Experience in community service such as volunteering, coaching, or mentoring
High proficiency in MS Office, including Word, Excel, Outlook and PowerPoint
Ability to use a client management system
Working knowledge of all standard office equipment
Incumbents must demonstrate the ability to follow policies and procedures as established in the Company's Employee Handbook
Incumbents will also contribute to a positive work environment by behaving and communicating in a manner such that they get along with all constituent groups, coworkers, and management

Nice To Haves

Bilingual in Spanish is preferred

Responsibilities

Provide one-on-one financial coaching sessions to assess needs and develop specific strategies to empower individuals to resolve financial problems, meet financial goals, and improving their overall well-being
Provide valuable information to clients about credit and debt issues, credit reports, housing issues, identity theft, money management, financial planning and retirement, student loans, bankruptcy, collections, consumer protection laws, court judgments, transitioning to safe and affordable banking, and wage garnishments
Assist clients in creating a personalized action plan with the purpose of supporting and motivating clients towards achieving financial goals
Provide continuing education, guidance, and resources to empower clients to successfully accomplish their established plans including resolving immediate problems and changing behaviors
Provide confidential referrals to appropriate, vetted non-profit organizations using our national online database (Ex. Food banks, public benefits, state bar)
Schedule appointments for clients, confirm daily appointments, and reschedule appointments as necessary
Follow the Phone Status Policy and remain on available status during the work day to respond to inbound and outbound call inquiries to answer questions, troubleshoot problems, provide information, deliver immediate counseling, and schedule appointments as needed
Conduct outbound calls for the purpose of follow-up and/or outreach
Collect, track and report required data and input call and session notes for every client and interaction using the client management database
Represent Balance at community events, partner meetings, or workshops