Financial Coach
Description
The role of the Financial Coach is to provide one-on-one personal financial coaching services through the $tand By Me ($BM) program as specified in the above scope of work. 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 $BM’s data management system.
Responsibilities
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Financial Coaching
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Delivery of service in accordance with $BM job description.
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Work with $BM partners and constituencies to ensure that participants achieve goals.
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Assist and empower customers to identify and assess their personal goals.
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Coach, mentor, and motivate customers to clarify their options and actively implement their financial goals.
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Understand the steps needed in pursuit of customers’ financial goals and assist customers to achieve individual financial milestones.
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Become familiar with community resources and services posted on $BM’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.
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Work collaboratively with other coaches throughout the state as needed.
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Develop meaningful relationships with customers, community partners and program partners.
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Participate in all financial coaching training programs offered by $BM.
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Participate in monthly statewide coaching meetings.
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Ensure achievement of financial coaching outcomes.
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Maintain professionalism according to your organization’s code of ethics. If your organzation does not have a code of ethics, the United Way of Delaware code of ethics will be substituted. Please attach a copy of the Code of Ethics to the signed MOU.
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Maintain professional appearance with business casual dress.
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Maintain professional approach by refraining from injecting personal beliefs into relationships with customers and partners.
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Data Management and Reporting
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Ensure completion of all $BM customer forms.
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Track all workshops and activities utilizing required sign-in sheets.
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Manage and input information on coaching, workshops, FAFSA, taxes by encouraging customers to utilize the free tax filing software supported by United Way Worldwide “MyFreeTaxes” and other $BM program related efforts.
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Track program milestones and deliverables.
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Set aside a time each day and week to ensure that all data entry is current and complete.
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Maintain all documentation forcustomer intake, credit permission and credit reports.
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Maintain documentation and reports of all efforts.
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Maintain strict confidentiality of customer information, action and records.
Workshops and Public Presentations
- Develop competency to deliver program related presentations, workshops, etc.
- Ensure that the content and delivery of all presentations are consistent with the coaching methodology used by $BM, i.e. interactive with audience participation.
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Marketing and Outreach
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Develop marketing and outreach plan with program partners.
Education & Training Experience
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Bilingual/bi-literate in English-Spanish is preferred
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Bachelor’s degree or fives years’ experience in related field
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Certificate in Personal Financial Coaching (will be obtained on the job)
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Ability to relate to individuals from varying socio-economic, ethnic and cultural backgrounds
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Self-starter and energetic personality.
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Solid working knowledge of the financial industry (including credit, lending, savings, budgeting, etc.)
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Demonstrated experience in quality customer service
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Experience at working both independently and in a team-oriented, collaborative
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environment is essential
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Willingness to work evenings and weekends to accommodate program needs
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Strong written and oral communication skills
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Computer literate with emphasis on database management, excel and publisher.
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Willingness and ability to learn and apply new techniques