Financial Wellbeing Coach, Credit

Job description

DEPARTMENT : HOPE Inside Retail Network

ACCOUNTABILITY : Reports to a Program Director

For twenty-five years Operation HOPE has been dedicated to empowering underserved communities through financial

literacy. Now, our work encompasses much more than financial education. Our work is about instilling knowledge and confidence in those we serve so they can experience, sometimes for the first time in their lives, financial dignity.

JOB SUMMARY

In this role you will coach in a manner that encourages measurable, positive outcomes in client development. You will serve as the primary point of contact addressing internal and external client interactions at the HOPE Inside with business partners and senior leadership levels. You will be based out of a HOPE Inside office (predominately hosted by a corporate partner).

DUTIES AND RESPONSIBILITIES

Conduct client and consultant interactions using Strategic Client Management methodologies and tools

Recruit, build and lead clients in order to achieve strategic performance objectives.

Build productive relationships with Bank Partners for shared Client relationships

Promote Operation HOPE, Inc. solutions via social media

Schedule and facilitate workshops on financial literacy topics i.e. credit, money management

Coach individuals by phone and in-person

Liaison with partner and the community

Coordinate and schedule coaching sessions

Schedule workshops in the bank and the community

Maintain client data for impact reporting into the CRM system

Build and maintain community alliances and execute marketing objectives

Help clients build a debt reduction action plan

REQUIRED SKILLS AND EDUCATION Bachelor's degree is preferred, however will consider comparable 2+ years work experience in the financial industry

Must possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives

Must be savvy at internal and external communication techniques and messages

Strong contributor with analytical skills and the ability to identify and proactively communicate industry and governance trends to clients

Strong presentation skills with the ability to conduct group and individual

Highly experienced Financial Coach with outstanding people skills and ability to quickly form meaningful working partnerships

Good listener and self-starter with a demonstrated ability to work with minimal hands-on direction

Strong communication skills both verbally and in writing to conduct presentations and meetings

Expertise to effectively develop and influence others

Experience managing a volunteer program with recruiting and training

Multitask oriented with the ability to initiate, manage and maintain several projects and

program relationships simultaneously

Basic computer literacy a must: minimum proficiency in MS Word, Excel and PowerPoint

Professional demeanor and attire will be required in this position

High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating

personal integrity, resilience, and respect for others

Ability to deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services and platforms

This job requires personal transportation that will allow travel within the designated

market area

Requires an average of 50% business travel

PREFERRED SKILLS Execution of information across various social media channels

Experience using Customer Relationship Management programs

Knowledge of interpreting Credit Report information

Experience building and maintaining financial budgets

EEO STATEMENT

Operation HOPE is an Equal Opportunity Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information or any other characteristic protected by

law.

@ohfwc

Worksite address

st paul, MN, 55130, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.