Financial Coach - Bilingual (52268)

Essential Duties And ResponsibilitiesUnder the general supervision of the Assistant Director, the Financial Coach is responsible for RiseBoro's Financial Coaching Initiative under the Level Up! Economic Empowerment Program. It is a program with a client-centered model that prioritizes the personal finance goals and objectives of each client served. The Financial Coach works collaboratively with program staff to engage clients in financial coaching for short-term solutions and/or long-term goal building. Additionally, they are trained and experienced in providing a range of personal finance education from budgeting and banking to credit building and debt management to establish wealth and long-term economic mobility. Specific duties and responsibilities include:Work collaboratively with Case Managers, Career Coaches, and other internal partners to establish and achieve financial goals with clientsHold a minimum of 15 meetings per week with clients, helping them increase financial security and meet their financial goals, including but not limited to establishing/improving credit, reducing debt, increasing assets/savings, and lowering financial transaction costsRecord client information and meeting progress data precisely, accurately, and on time in designated case management tracking softwareFacilitate Financial Coaching workshops for small groups of clients, and transition attendees into 1 -on-1 meetingsConduct engaging coaching sessions and encourage clients to establish ongoing participation in follow-up meetings with the financial coaches and other partnersWork collaboratively with Empowerment team to spread financial literacy and financial coaching services to staff, as neededParticipate and successfully complete the employer-sponsored Accredited Financial Counselor (AFC®) training courseParticipate in the annual certification for Volunteer Income Tax Assistance Program (V.I.T.A)Remain up to date on related, supportive resources to refer clients for additional assistance; seek referrals where gaps in services existAdapt the approach to coaching depending on the needs of the program, working with the Director to find engaging, sustainable ways to draw in more clientsOther related duties as assignedCOMPETENCIESDemonstrated professional experience in social services with a focus on personal finance management preferredDemonstrated professional expertise in Financial Coaching/Counseling preferredExceptional organization and process management skills, i.e., starting multi-step projects and seeing them through to completionAbility to work independently and collaboratively as a teamAbility to lead and inspire with a positive attitude and an entrepreneurial spiritAbility to think critically and problem-solveExcellent verbal and written communication skills with the ability to conduct effective presentations as neededExcellent interpersonal skills with the ability to maintain positive relationships with staff and external contacts Ability to organize and prioritize workload to meet deadlinesBilingual English/Spanish speaker requiredAbility to be meticulous with very strong attention to detailAbility to be adaptable and flexible based on client and program needsAbility to problem solve and manage time effectivelyDedication to continuous learning, improvement, and professional developmentCommitment to RiseBoro’s mission, vision, and valuesAbility to understand the concepts of institutional and structural racism/bias; ability to understand their impact on underserved and underrepresented communitiesDemonstrated commitment to supporting communities that have experienced systemic oppression i.e. people of color, LGBTQ+ people, immigrants, justice-involved persons, etc.Education And ExperienceAssociate degree required; Bachelor’s Degree preferredA minimum of two (2) years of professional experience in social services with a focus on personal finance management preferredQualificationsIt is the policy of RiseBoro to provide equal employment opportunity to all employees and applicants for employment. No individual will be discriminated against on the basis of race, color, age, creed, religion, national origin, citizenship status, political or union affiliation, marital or partnership status, sex, sexual orientation or affectional preference, gender identity, familial status, genetic information or predisposition or characteristic, disability, status as a victim of domestic violence, status as a veteran or member of the U.S. military and related obligations, or any other characteristic protected by law. This policy applies to all terms and conditions of employment, including but not limited to, recruitment, hiring, job placement, compensation, benefits, training and apprenticeship, employee development, promotion, demotion, discipline, transfer, lay-off and recall, and termination. RiseBoro makes reasonable accommodations based on religion and/or disability as required by law, and requests for accommodation are to be directed to the Human Resources Department.