Community Relations-Social Development Commission
Financial Coach (Finance)
Essential Duties:
Work directly with customers to provide high-quality financial coaching via one-on-one coaching and financial capability workshops, including the delivery of personalized financial action plans. Assist customers with goal setting, budgeting, credit building/rebuilding, debt repayment, savings, utilization for quality financial services, and asset development. Competently assess customers current financial situations through review of their tax returns, accounts, credit reports, etc. Monitor customers progress toward financial goals. Research financial products, consumer rights, and resources on an ongoing basis. Maintain files and databases for all customers including, but not limited to, the intake form, credit report, coachs appointment notes and analysis and action plan. Develop and conduct financial education classes. Document services and gather session data for program reporting and evaluation. Identify and refer customers to other resources and services needed to achieve their financial goal. Identify, cultivate, and maintain relationship with key community partners. Follow up with customers on referrals to other financial service professionals when applicable. Provide support, as needed, to other core programs including cross-training in other service areas. Assists with special projects as assigned and other tasks deemed necessary to achieve overall goals and to operate a successful program. Adheres to all guidelines related to confidentiality. Follow regulatory and quality-control requirements. Participate in regular team meetings and continued skill-building training sessions. Achieve and/or maintain certifications necessary to program delivery. Other duties as assigned or requested.