Apply on Employer Site

Operation HOPE · 8 hours ago

Financial Wellbeing Coach, Credit

Pittsburgh, PA

Full-time

Onsite

Entry, Mid Level

2+ years exp

Operation HOPE is a non-profit organization dedicated to empowering individuals and communities to achieve financial dignity, economic opportunity, and financial wellbeing. As a Financial Wellbeing Coach, you will provide personalized coaching and workshops to help clients improve their financial literacy and achieve their financial goals.

CommunitiesFinanceNon Profit

Diversity & Inclusion

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. These sessions are offered in-person, by video conference, or over the phone

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

Offer both virtual and in-person workshops as requested

Establish and maintain strong relationships with clients, fostering trust and open communication

Encourage clients to enroll through the client portal, available on our website

Coach client via Zoom, phone and in-person appointments

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

Stay updated on financial assistance programs, grants and other community resources that may benefit clients

Maintain accurate and detailed records of client activities, impact, and success stories

Ensure all data entered has been captured in our CRM system, Dynamics

Qualification

Financial coachingPersonal finance knowledgeWorkshop facilitationCustomer Relationship ManagementAnalytical skillsEmpathyMultitaskingCommunication skillsInterpersonal skillsTime managementPresentation skills

Required

Possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives

Strong contributor with analytical skills and the ability to identify and proactively communicate industry and governance trends to clients

Experienced financial coach with outstanding people skills and ability to quickly form meaningful working partnerships

Ability to meet monthly, quarterly, and annual production goals as assigned

Multitask oriented with the ability to initiate, manage, and maintain several projects and program relationships simultaneously

Serve as the liaison with the partner and community

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

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 will be required in this position

Presentation skills - the right candidate can conduct workshops with a varying number of attendees

High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for diverse populations, while exhibiting cultural competency

Strong communication skills both verbally and in writing to conduct presentations and meetings

Self-starter with a demonstrated ability to work with minimal hands-on direction

Empathetic and patient approach while working with individuals from diverse backgrounds

Professional demeanor and attire will be required in this position

This job requires personal transportation for travel within the designated market area

Preferred

Experience using Customer Relationship Management programs

Knowledge of interpreting Credit Report information

Experience building and maintaining financial budgets

Company

Operation HOPE

Operation HOPE is a non-profit organization providing financial literacy empowerment & economic education to youth and adults. It is a sub-organization of Operation Hope Ventures.

Founded in 2012

Denver, Colorado, USA

201-500 employees