Financial Wellbeing Coach, Credit

Operation Hope • Lexington, KY

108d

About The Position

Join our team at Operation HOPE, a transformative and national non-profit organization committed to fostering financial empowerment and prosperity within communities and individuals. As a Financial Wellbeing Coach, you will be instrumental in shaping a future where financial security and knowledge are accessible to all. Embrace this opportunity to contribute to a world in which every individual has the power to create a prosperous future. Our coaches pave the way for financial dignity, unlocking economic opportunities and enhancing financial well-being through comprehensive financial literacy workshops, personalized coaching, and access to community resources. Financial Literacy is the Civil Rights Issues of this generation. Be part of The Movement!

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.
• Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
• Excellent communication and interpersonal skills.
• Ability to meet deadlines and maintain effective time management.
• Empathetic and patient approach in working with individuals from diverse backgrounds.
• Self-starter with a demonstrated ability to work with minimal hands-on direction.
• Professional demeanor and attire will be required in this position.
• This job requires personal transportation for travel within the designated market area.

Nice To Haves

• Experience using Customer Relationship Management programs.
• Knowledge of interpreting Credit Report information.
• Experience building and maintaining financial budgets.

Responsibilities

• 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.
• Develop personalized action plans based on individual client needs and circumstances.
• Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
• 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.
• Encourage clients to enroll through the client portal, available on our website.
• Monitor clients' progress towards financial goals through Dynamics, our client relationship software.
• Connect clients with relevant resources, services, and financial products that align with their goals.
• Attend community and networking events.
• Maintain accurate and detailed records of client activities, impact, and success stories.

What This Job Offers

• Industry: Educational Services
• Education Level: Bachelor's degree