Financial Empowerment Coach

Matrix Human Services•Detroit, MI

45d

About The Position

The Financial Empowerment Coach (Coach) will work in a manner that encourages measurable, positive outcomes in a client’s financial wellbeing. The Coach will primarily work directly on the City of Detroit’s Financial Empowerment Center (FEC) but will support other economic mobility initiatives as assigned. He/she will work closely with management to identify programmatic needs and opportunities, attend relevant training and community meetings, and administer financial coaching and financial workshops. They will be responsible for both program coordination and direct service delivery of one-on-one and/or group financial coaching, resources navigation and referral clients to all necessary community resources that encourages overall economic stability. This position is Grant funded.

Requirements

Associate’s Degree in Business Administration, Social Work, Human Services; Bachelor’s degree (BA) from a four-year college or university is preferred
Financial Empowerment Certification required (must obtain within 90 days of employment)
Two years of experience volunteering or working with community-based organizations or social service agencies in the area of financial empowerment.
Foreknowledge and/or ability to ascertain knowledge of community resources that encourages other self-sufficient items such as employment.
Excellent computer and client management required (Microsoft Office & Salesforce)
Strong communication and interpersonal skills
Ability to work with individuals in a respectful and nonjudgmental manner
Ability to problem-solve and work independently on multiple projects
Requires an average of 20% local travel with a periodic floating office.

Nice To Haves

High priority given to those with current HUD housing counseling certification.
Ideal candidate will have a familiarity with financial concepts, experience in consumer credit or finance, or experience in financial coaching in a business or community setting

Responsibilities

Utilize tools and training to help execute the financial coaching program that effectively reaches and impacts Matrix clients.
Coordinate and provide direct coaching to consumers, helping them set and achieve their own financial goals around money management, credit, saving, and more.
Collect, track and report required data using client management database.
Engage in ongoing follow-up with clients
Assist with developing coaching manuals, instruction guides, and other materials as needed.
Provide high quality, competent and timely services that produce client and programmatic outputs and outcomes.
Build and manage relationships with community partners and referral sources for client wrap around services.
Work interdepartmentally with team to support wrap-around services.
Participate in initial training and ongoing professional development training. Successfully complete and pass counselor training
Follow required protocol and program requirements.
Other duties and responsibilities as assigned.