What are the responsibilities and job description for the Financial Coach - Part-time position at WWBIC?
JOB REQUIREMENTS: Support the Senior Financial Coach (Manager) to
achieve or exceed annual program goals and objectives, including
enrollment, successful case and account management, evaluation, process
improvement, and new product implementation. Assist program participants
using various communication methods (face to face, phone and email
counseling) and appropriate technology. Develop strategies to encourage
successful participation within the financial wellness programs. Monitor
progress of clients\' financial development plans. Meet with clients as
directed by Senior Financial Coach, communicating at minimum monthly via
in person, virtually, phone, or email. Maintain and ensure proper file
documentation, electronic and hard copy file, as instructed through
appropriate funding guidelines including accurate and timely case
management notes and documentation of communications. Track counseling
hours and input them regularly into Database. Assist Clients in
opening/maintaining/closing their Match Savings Accounts. Work with
Clients on Asset Purchase. Coordinate Monthly statements correspondence
to Match Savings Account clients. Assist Senior Financial Coach in the
completion of all required Financial Wellness quarterly funder reports
and ensure record keeping is timely and accurate. Provide assistance
with program materials, status and outcomes as requested. Meet or exceed
required program goals and outcomes. Conduct and/or facilitate financial
wellness programming and other WWBIC sessions as needed. Provide
assistance to the education group in scheduling classes, recruiting
volunteers/speakers, and securing classroom locations. Plan and
coordinate all aspects of financial wellness programming including
outreach, orientation, workshop and graduation requirements as
instructed. Work with Marketing to get event photos and flyers and
postcards to promote Financial Wellness, training, Make Your Money Talk
Bootcamps (MYMT) and Match Savings Orientations. Coordinate and
implement regular financial wellness client efforts while
cross-promoting relevant WWBIC programming. Maintain good relationships
with contract partners and bank partners in conjunction with programs
and services staff. Attend partner\'s meetings to promote upcoming
financial wellness programming and events. Attend planning meetings for
financial/economics-based events and support such efforts in other
markets as needed. Work with all WWBIC Clients regarding financial
wellness and education issues as referred by staff or client request.
Assist in collection of Client Information Form (CIF) Business
Information Form (BIF), and Employment Information Forms (EIF A, B), on
MYMT education Clients bi-annually depending on their asset purchase
goal. Assist in the overall mission of WWBIC by working in a team
Environment To Effectively Complete Other Duties As Assigned. OTHER
DUTIES AND RESPONSIBILITIES: Work with all WWBIC clients regarding
financial wellness and education issues as referred by staff or client
request. Attend community events and meetings as required. Miscellaneous
duties as assigned SUPERVISORY RESPONSIBILITY: None \*\*\*\*\* OTHER
EXPERIENCE AND QUALIFICATIONS: Must be detail-oriented and possess
strong organizational, math, computer (specifically Microsoft Office,
Access, etc.), and verbal and written communication skills.
Understanding of case management practices is required. Demonstrated
ability to communicate effectively and work collaboratively with diverse
audiences is necessary. Valid driver\'s license and proof of liability
and property damage insurance on vehicle used is required as position
requires some local and statewide travel as well as evening/weekend work
required. The ideal person is flexible, positive, and has a sense of
humor. Must present a positive, professional appearance always.
\*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
https://www.wwbic.com/careers
achieve or exceed annual program goals and objectives, including
enrollment, successful case and account management, evaluation, process
improvement, and new product implementation. Assist program participants
using various communication methods (face to face, phone and email
counseling) and appropriate technology. Develop strategies to encourage
successful participation within the financial wellness programs. Monitor
progress of clients\' financial development plans. Meet with clients as
directed by Senior Financial Coach, communicating at minimum monthly via
in person, virtually, phone, or email. Maintain and ensure proper file
documentation, electronic and hard copy file, as instructed through
appropriate funding guidelines including accurate and timely case
management notes and documentation of communications. Track counseling
hours and input them regularly into Database. Assist Clients in
opening/maintaining/closing their Match Savings Accounts. Work with
Clients on Asset Purchase. Coordinate Monthly statements correspondence
to Match Savings Account clients. Assist Senior Financial Coach in the
completion of all required Financial Wellness quarterly funder reports
and ensure record keeping is timely and accurate. Provide assistance
with program materials, status and outcomes as requested. Meet or exceed
required program goals and outcomes. Conduct and/or facilitate financial
wellness programming and other WWBIC sessions as needed. Provide
assistance to the education group in scheduling classes, recruiting
volunteers/speakers, and securing classroom locations. Plan and
coordinate all aspects of financial wellness programming including
outreach, orientation, workshop and graduation requirements as
instructed. Work with Marketing to get event photos and flyers and
postcards to promote Financial Wellness, training, Make Your Money Talk
Bootcamps (MYMT) and Match Savings Orientations. Coordinate and
implement regular financial wellness client efforts while
cross-promoting relevant WWBIC programming. Maintain good relationships
with contract partners and bank partners in conjunction with programs
and services staff. Attend partner\'s meetings to promote upcoming
financial wellness programming and events. Attend planning meetings for
financial/economics-based events and support such efforts in other
markets as needed. Work with all WWBIC Clients regarding financial
wellness and education issues as referred by staff or client request.
Assist in collection of Client Information Form (CIF) Business
Information Form (BIF), and Employment Information Forms (EIF A, B), on
MYMT education Clients bi-annually depending on their asset purchase
goal. Assist in the overall mission of WWBIC by working in a team
Environment To Effectively Complete Other Duties As Assigned. OTHER
DUTIES AND RESPONSIBILITIES: Work with all WWBIC clients regarding
financial wellness and education issues as referred by staff or client
request. Attend community events and meetings as required. Miscellaneous
duties as assigned SUPERVISORY RESPONSIBILITY: None \*\*\*\*\* OTHER
EXPERIENCE AND QUALIFICATIONS: Must be detail-oriented and possess
strong organizational, math, computer (specifically Microsoft Office,
Access, etc.), and verbal and written communication skills.
Understanding of case management practices is required. Demonstrated
ability to communicate effectively and work collaboratively with diverse
audiences is necessary. Valid driver\'s license and proof of liability
and property damage insurance on vehicle used is required as position
requires some local and statewide travel as well as evening/weekend work
required. The ideal person is flexible, positive, and has a sense of
humor. Must present a positive, professional appearance always.
\*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
https://www.wwbic.com/careers