Operation HOPE

Financial Planning and Analysis

• Financial Coaching: Recruit, build trust, and lead clients to achieve strategic performance objectives.
• Provide one-on-one coaching sessions to clients, addressing their specific financial concerns and goals. These sessions are offered in-person, by video conference, or over the phone.
• Develop personalized action plans based on individual client needs and circumstances.
• Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
• Workshop Facilitation Establish and maintain relationships with local strategic alliance partners, including other local non-profit and for-profit businesses.
• Deliver group workshops and seminars, on various financial literacy topics, within the community.
• Build productive relationships with Bank Partners for shared Client relationships.
• Offer both virtual and in-person workshops as requested.
• Client Relationship Management: Establish and maintain strong relationships with clients, fostering trust and open communication.
• Encourage clients to enroll through the client portal, available on our website.
• Coach client via Zoom, phone and in-person appointments.
• Monitor clients' progress towards financial goals through Dynamics, our client relationship software.
• Resource Referral and Community Engagement Connect clients with relevant resources, services, and financial products that align with their goals.
• Attend community and networking events.
• Stay updated on financial assistance programs, grants and other community resources that may benefit clients.
• Documentation and Reporting Maintain accurate and detailed records of client activities, impact, and success stories.
• Ensure all data entered has been captured in our CRM system, Dynamics.

Financial Wellbeing Coach, Credit

• Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
• Analyze financial information obtained from clients to determine strategies for meeting client’s financial objectives.
• Provide guidance on business plan creation, business operations, marketing strategies, and growth opportunities.
• Facilitate small business workshops and training sessions covering credit and money management and various aspects of entrepreneurship.
• Answer client’s questions about the purpose and details of financial plans and strategies.
• Deliver engaging content on topics such as business planning, financial management and marketing.
• Ability to deliver 8-Week Business Development Programs as assigned throughout the year.
• Connect clients with relevant resources, networks, and support services.
• Stay informed about government programs, grants, and other opportunities available to clients.
• Collaborate with community partners to enhance the support system for entrepreneurs.
• Track the progress of small businesses through coaching sessions and regular assessments.
• Evaluate the impacts and outcomes of clients during the coaching program.
• Provide feedback to clients and adjust coaching plans as needed.
• Build and maintain relationships with local businesses, chambers of commerce, and community organizations.
• Represent Operation HOPE at networking events and engage with stakeholders to enhance program visibility.

Financial Wellbeing Coach, Credit

Financial Wellbeing Coach, Small Business