Financial Wellbeing Coach, Credit
About The Position
Operation HOPE is a national nonprofit dedicated to empowering individuals and communities through financial literacy, coaching, and access to resources. The Financial Wellbeing Coach supports financial dignity and economic opportunity by delivering financial literacy workshops, personalized coaching, and connections to community resources. The role is based in a HOPE Inside office hosted by a corporate partner. The coach provides individualized financial guidance, facilitates community workshops, develops relationships with clients and partner organizations, and tracks client progress and outcomes. Coaching sessions and workshops may take place in person, by video conference, or by phone. The position also involves community engagement, referrals to relevant services, and maintaining accurate client records in the Dynamics CRM system.
Requirements
- Bachelor’s degree preferred; comparable experience may be considered with 2 or more years of work experience in the financial industry.
- Proficiency in Microsoft Word, Excel, and PowerPoint.
- Ability to conduct workshops for audiences of varying sizes.
- Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
- Strong communication skills, both verbal and written, for presentations and meetings.
- Excellent interpersonal skills and ability to form meaningful working partnerships.
- Strategic thinking skills and ability to plan and execute tactical strategies aligned with company objectives.
- Analytical skills and ability to identify and proactively communicate industry and governance trends to clients.
- Ability to multitask, initiate and manage several projects and program relationships, meet deadlines, and manage time effectively.
- Ability to work with minimal hands-on direction.
- Empathetic and patient approach when working with individuals from diverse backgrounds.
- Professional demeanor and attire.
- Personal transportation for travel within the designated market area.
- Confidence, accountability, professionalism, personal integrity, resilience, respect for diverse populations, and cultural competency.
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 on clients’ financial concerns and goals, in person, by video conference, or over the phone.
- Develop personalized action plans based on clients’ needs and circumstances.
- Educate clients on budgeting, debt management, savings strategies, and related topics.
- Establish and maintain relationships with local strategic alliance partners, including nonprofit and for-profit businesses.
- Deliver 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 organization’s client portal.
- Monitor client progress toward financial goals using Dynamics, the client relationship software.
- Connect clients with relevant resources, services, and financial products.
- 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 client data is entered and captured in the Dynamics CRM system.
- Serve as a liaison with the partner and community.
- Meet assigned monthly, quarterly, and annual production goals.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
