3 Jobs
Operation Hope is Hiring a Financial Wellbeing Coach, Credit Near Owensboro, KY
POSITION OVERVIEW: Join our team at Operation HOPE, a transformative and national non-profit organization committed to fostering financial empowerment and prosperity within communities and individuals. As a Financial Wellbeing Coach, you will be instrumental in shaping a future where financial security and knowledge are accessible to all. Embrace this opportunity to contribute to a world in which every individual has the power to create a prosperous future.Our coaches pave the way for financial dignity, unlocking economic opportunities and enhancing financial well-being through comprehensive financial literacy workshops, personalized coaching, and access to community resources. Financial Literacy is the Civil Rights Issues of this generation. Be part of The Movement!
KEY RESPONSIBILITIES:
- Financial Coaching:
- 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.
- Workshop Facilitation
- 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.
- Client Relationship Management:
- 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.
- Resource Referral and Community Engagement
- 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.
- Documentation and Reporting
- Maintain accurate and detailed records of client activities, impact, and success stories.
- Ensure all data entered has been captured in our CRM system, Dynamics.
- 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.
- Experience using Customer Relationship Management programs.
- Knowledge of interpreting Credit Report information.
- Experience building and maintaining financial budgets.
Job Summary
Full Time
Civic & Environmental Advocacy
$65k-87k (estimate)
05/10/2024
06/20/2024
operationhope.org
ATLANTA, GA
200 - 500
1992
NGO/NPO/NFP/Organization/Association
BILL WALBRECHER
$10M - $50M
Civic & Environmental Advocacy
Related Companies
About Operation Hope
Operation HOPE is a non-profit organization that provides financial assistance and education to adults, youth, disaster survivors and employees.
The job skills required for Financial Wellbeing Coach, Credit include Coaching, Communication Skills, Client Relationship, Relationship Management, Integrity, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Wellbeing Coach, Credit. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Wellbeing Coach, Credit. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Wellbeing Coach, Credit positions, which can be used as a reference in future career path planning. As a Financial Wellbeing Coach, Credit, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Wellbeing Coach, Credit. You can explore the career advancement for a Financial Wellbeing Coach, Credit below and select your interested title to get hiring information.
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