IMPACT Community Action is a private non-profit human services agency that has a forty-year history of providing a wide range of diverse and comprehensive services that address the needs of low-income residents. The mission of IMPACT is to fight poverty by providing hope-inspiring help and real opportunities for self-sufficiency.
Job Summary:
The financial wellness coordinator develops, coordinates, and leads the implementation of a programs and services available to clients to ensure their success in achieving an increased financial awareness towards self-sufficiency.

Job Responsibilities: 

• Identifies the major barriers to financial self-sufficiency and creates programs that offer solutions to eligible customers.
• Develops and facilitates programs and presentations to assist clients with understanding and utilizing the tools for obtaining financial self-
• Develops and implements an intake process, assesses clients’ barriers and goals, and makes appropriate referrals to internal and external programs.
• Administers the client progress tracking system to ensure clients receive the support they need and that all program activities are logged respective to their funding source.
• Identifies, evaluates, and incorporates into the financial services programs new and innovative programs/processes that have been effective in providing self-
• Research, design and incorporate new and innovative programs and processes for effective financial wellness.
• Maintains current knowledge and necessary certifications for financial wellness program needs.
• Generate and maintain a positive and productive relationship with IMPACT's partnering agencies, internal customers, and clients.
• Empathizes with and motivates clients to take control of their financial wellness.
• Enters data into OCEAN and other tracking tools, issues reports, and maintains files for all client services.
• Other duties as assigned

Working Conditions and Physical Requirements:

Standard office environment. Requires ability to operate telephone and personal computer for extended periods of time. Occasional travel sometimes Overnight.

Competencies and Knowledge, Skills and Abilities:

• Integrity and Trust
• Action Oriented
• Drive for Results
• Interpersonal Savvy
• Self-motivated
• Problem Solving
• Process Management
• Customer Service
• Innovation
• Motivator
• Empathy
• Verbal, Written Communication Skills
• Detail Oriented
• Technical Skills (e.g., PC applications)
• Functional Knowledge and Skills – examples:
  • individual financial budgeting and planning
  • knowledge of related services for individual and family support
  • knowledge of current income tax law

Minimum Education and Qualifications:

• Associate Degree in personal finance, consumer finance, social work, or related field or equivalent knowledge/experience.
• Experience in providing personal financial training/counseling/coaching preferred.
• Two years’ experience providing and/or coordinating financial supportive services to help clients reach their goals.
• Must possess a valid Ohio Driver's license and/or reliable transportation. Must comply with agency's insurance carrier standards and policy.

Pay Range: $20.77 / hr
Benefits

• Weekly pay
• Fair Chance Employer (we can work with most backgrounds)
• Medical, Dental and Vision within the first 30 days
• Up to 14 paid holidays
• Annual Leave accrual starts day 1 (up to 3 weeks / year)
• 100% Retirement Match up to 4%
• Wellness program with rewards
• Qualified Non Profit to Participate in Public Service Student Loan Forgiveness Program

Equal Opportunity Statement:

IMPACT Community Action recognizes that a diverse workforce enhances the organization in many ways. We are committed to providing equal employment opportunities that foster diversity and meaningful experiences.We conduct background checks as part of our pre-employment screening process and follow all EEOC and FCRA regulations regarding the use of criminal records in the hiring process.

This is a non-management position
This is a full time position