Job Summary:

The Position

This position is responsible for developing and implementing Financial Wellness programs for both Mission programs and Goodwill employees. Program services will include individual financial coaching, referrals to

financial institutions and assistance in establishing bank accounts, and educational workshops for all participants Workshops should cover financial topics to include, but not limited to, budgeting, savings, debt, goal setting, credit

building/rebuilding, banking, FICO scores, college savings/tuition, homeownership and Fintech. In addition, this position will monitor participants’ progress throughout the program to ensure program outcomes are accomplished.

This individual will conduct individual financial coaching sessions, collect data, track participant records, and maintain all data in designated Salesforce system on a timely basis.

Minimum Qualifications:

Education

Bachelors Degree required 

Experience

Financial coaching/counseling, Program management, prior experience working with youth and adults. 

Licensure, Certification, and/or Registration

Valid Drivers License 

Other

Google Suite, including Word, Excel, and PowerPoint

Job Duties

● Collaborate with Mission Services Program Managers and Goodwill Donated Goods management team to provide financial wellness workshops to participants and employees.

● Assist in marketing efforts to recruit participation.

● Develop and deliver financial wellness workshops in person and virtual.

● Coordinate outreach to potential participants to set up appointments and track participation

● Conduct one-on-one financial coaching.

● Complete required individual documentation, including case notes, and order credit checks for participants to evaluate current credit status.

● Coordinate with A-STEP Program Manager and College Navigators to assist candidates in financial

coaching to accomplish program outcomes and collect required data into Salesforce.

● Collect and verify all required data from participants throughout the program, including all three legs of 

the Financial Opportunity Center system: financial, income support, and employment.

● Contact individual participants to follow up on any missing information to maintain database.

● Assist in the preparation of any program reports.

● Identify and refer participants to other resources and services needed to achieve their financial goal.

● Communicate and partner with social serving agencies.

● Provide support, as needed, to other core programs including cross-training in other service areas.

● Adhere to all guidelines related to confidentiality. Follow regulatory and quality-control requirements.

● Travel to Goodwill store sites and occasional meetings, as needed, to promote Financial Wellness

programs to employees.

● Participate in designated training, as directed.

 Other duties as assigned:

● Participate in occasional special events and trainings after hours or on weekends.

● Assist with special projects as assigned and other tasks deemed necessary to achieve overall goals and to

operate a successful program.

SKILL REQUIREMENTS:

Required

• Drive motor vehicle

• Maintain records

• Sensitivity to low-income population’s cultural and socioeconomic characteristics

Preferred

Personal Qualities and Skills Required

People Development

• Ability to communicate clearly and motivate participants to achieve their financial goals. 

Knowledge

• Experience or educational background, post-secondary education, or social work (e.g., school counselors or college advisors).

• Demonstrated experience in working with youth and adults. 

• Strong understanding and sensitivity to the perspectives of low-income populations.

• Strong understanding of affiliate program offerings, including participation requirements and benefits

Leadership

• Ability to instill a vision for candidate success and develop teamwork among all supporting parties.

• Ability to develop a mindset of continuous improvement for all adults and youth.

Communications

• Ability to listen and observe in order to understand the needs of adults and youth. 

• Ability to use spoken communications to establish rapport with and influence all supporting parties.

• Ability to write effective performance appraisals and correspondence.