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Financial Coach

Posted: November 1, 2021

Department: Housing and Financial Management

Program: Stand By Me

Reports To: Stand By Me Program Director

To Apply 

For consideration, please email your resume and cover letter to Jude Liszkiewicz at judestandbyme@gmail.com

Review of applications will begin immediately and will continue until position is filled. Please, no phone calls. 

Description

The role of the Financial Coach is to provide one-on-one personal financial coaching services through the Stand By Me program.  Services will be offered on-site at partnering organizations.  The Financial Coach will have proficiency in the following: developing meaningful personal relationships; identifying and understanding financial issues and financial services that can help individuals achieve specific financial goals; conducting training and public speaking; developing and implementing a marketing and outreach plan; working in a professional manner, both independently and collaboratively with a team; and entering data into Stand By Me’s data management system.

Responsibilities

  • Financial Coaching
    • Delivery of service in accordance with Stand By Me job description.
    • Work with Stand By Me partners and constituencies to ensure that participants achieve goals.
    • Assist customers to identify and assess their personal goals.
    • Coach, mentor, and motivate customers to clarify their options and actively implement their financial goals.
    • Understand the steps needed in pursuit of customers’ financial goals and assist customers to achieve individual financial milestones.
    • Become familiar with community resources and services posted on Stand By Me’s Google drive to provide customers with referrals to program partners to achieve specific financial goals, such as home ownership, debt consolidation, and foreclosure prevention.
    • Work collaboratively with other coaches throughout the state as needed.
    • Develop meaningful relationships with customers, community partners and program partners.
    • Participate in all financial coaching training programs offered by Stand By Me.
    • Participate in monthly statewide coaching meetings.
    • Ensure achievement of financial coaching outcomes.
    • Maintain professionalism according to the West End Neighborhood House code of ethics.
    • Maintain professional appearance with business casual dress.
    • Maintain professional approach by refraining from injecting personal beliefs into relationships with customers and partners.
  • Data Management and Reporting
    • Ensure completion of all Stand By Me customer intake forms and privacy documents, as needed for customers requiring credit reports.
    • Track all workshops and activities utilizing required sign-in sheets.
    • Track program milestones and deliverables.
    • Set aside a time each day and week to ensure that all data entry is current and complete.
    • Maintain all documentation for intake, credit permission and credit reports for all customer files.
    • Maintain documentation and reports of all efforts.
    • Maintain strict confidentiality of customer information, actions, and records.
  • Workshops and Public Presentations
    • Develop competency to deliver program related presentations, including program orientations, and Mind Over Money workshops.
    • Ensure that presentations are consistent with the coaching methodology used by Stand By Me, i.e. interactive with audience participation.
  • Marketing and Outreach
    • Develop a marketing and outreach plan with program partners.
    • Actively promote the program to potential customers.
    • Work with management team to create awareness about the program.
    • Attend community events to represent the program.
    • Work with program leadership to develop strategies to integrate information about Stand By Me into programs and outreach efforts.
  • Position Requirements 
    • Bilingual/ bi-literate in English-Spanish is preferred
    • Bachelor’s degree
    • Certificate in Personal Financial Coaching (will be obtained on the job)
    • Ability to relate to individuals from varying socio-economic, ethnic and cultural backgrounds 
    • Self-starter and energetic personality
    • Solid working knowledge of financial industries (including credit, lending, savings, budgeting, etc)
    • Demonstrated experience in quality customer service 
    • Experience at working both independently and in a team-oriented, collaborative environment is essential 
    • Willingness to work evenings and weekends to accommodate program needs
    • Strong written and oral communication skills 
    • Computer literate with emphasis on database management, excel and publisher. 
    • Willingness and ability to learn and apply new techniques 

Additional Information

  • Job Type: Full Time
    • Benefits include: paid time off, employer contribution to retirement plan, medical, dental, and life insurance

Thank you for your interest in our team!

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