Financial Wellbeing Coach, Credit

Operation Hope•West St. Paul, MN

20d•$0 - $58,656

About The Position

Operation HOPE is a national non-profit organization dedicated to empowering individuals and communities through financial literacy education, coaching, and access to resources. The Financial Wellbeing Coach supports financial dignity and economic opportunity by delivering financial literacy workshops, personalized coaching, and community-resource referrals. The role is based in a HOPE Inside office hosted by a corporate partner. Coaching sessions and workshops may be delivered in person, by video conference, or by phone.

Requirements

Strategic thinking skills and the ability to plan and execute tactical strategies supporting company objectives.
Analytical skills and the ability to identify and proactively communicate industry and governance trends to clients.
Experience as a financial coach, with strong people skills and the ability to form meaningful working partnerships.
Ability to multitask and manage several projects and program relationships simultaneously.
Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
Excellent verbal and written communication and interpersonal skills.
Ability to meet deadlines and manage time effectively.
Empathetic and patient approach when working with individuals from diverse backgrounds.
A bachelor’s degree is preferred; comparable experience may be considered with 2+ years of work experience in the financial industry.
Proficiency in MS Word, Excel, and PowerPoint.
Presentation skills and the ability to conduct workshops for varying numbers of attendees.
Confidence, accountability, professionalism, personal integrity, resilience, respect for diverse populations, and cultural competency.
Self-starter able to work with minimal hands-on direction.
Professional demeanor and attire.
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 clients, build trust, and guide them toward strategic performance objectives.
Provide one-on-one coaching to address clients’ financial concerns and goals.
Develop personalized action plans based on clients’ needs and circumstances.
Educate clients on budgeting, debt management, savings strategies, and other relevant financial topics.
Establish and maintain relationships with local strategic alliance partners, including nonprofit and for-profit businesses.
Deliver group financial literacy workshops and seminars in the community, both virtually and in person as requested.
Build productive relationships with bank partners for shared client relationships.
Encourage clients to enroll through the client portal.
Coach clients through Zoom, phone, and in-person appointments.
Monitor client progress toward financial goals using Dynamics, the client relationship software.
Connect clients with relevant resources, services, and financial products aligned with their goals.
Attend community and networking events.
Stay informed about financial assistance programs, grants, and other community resources that may benefit clients.
Maintain accurate, detailed records of client activities, impact, and success stories.
Ensure all data is entered into the Dynamics CRM system.
Serve as a liaison with the partner and community.
Meet monthly, quarterly, and annual production goals as assigned.