Financial Coach (Las Vegas)

Guadalupe Credit UnionLas Vegas, NM
13d$26Onsite

About The Position

Guadalupe Credit Union is looking for a Financial Coach to join our team! In this role, you'll support individuals and families by providing one-on-one financial coaching and delivering group education that helps community members build confidence in budgeting, credit, savings, and long-term planning. GCU offers a comprehensive benefits package to support your overall well-being.

Requirements

  • 2-5 years of similar/related experience.
  • A 2-year college degree or Completion of a specialized course of study at a business or trade school or Completion of a specialized and extensive in-house training or apprenticeship program.
  • Bilingual in Spanish and English is preferred.
  • The employee is regularly required to talk and hear.
  • The employee frequently is required to stand, walk, and occasionally bend, kneel, stoop, reach, and crouch.
  • Some filing is required. This would require the ability to lift files and open filing cabinets as necessary.
  • The role involves frequent travel to events, branches, and community partners, requiring the employee to drive, transport materials and supplies, and set up materials or displays.
  • The ability to lift up to 20 pounds is also required when needed.
  • Access to reliable transportation is essential for fulfilling job responsibilities.

Responsibilities

  • Provide one-on-one financial coaching to individuals and families, helping them build confidence in budgeting, credit, savings, and long-term financial planning.
  • Analyze member information, ask high-impact questions, and offer accurate referrals with compassion and professionalism.
  • Deliver group-based financial education and support the development of financial empowerment materials and presentations.
  • Collaborate with departments across the credit union to ensure members receive coordinated, effective support.
  • Maintain accurate documentation, manage coaching software, and follow internal procedures to ensure smooth program delivery.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service