Operation HOPE

Financial Wellbeing Coach, Credit

Operation HOPE

full-time

Posted on:

Location Type: Office

Location: Fort Worth • Texas • United States

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Salary

💰 $0 - $58,656 per year

About the role

  • 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.

Requirements

  • Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.
  • Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
  • Presentation skills - the right candidate can conduct workshops with a varying number of attendees.
  • High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for diverse populations, while exhibiting cultural competency.
  • Strong communication skills both verbally and in writing to conduct presentations and meetings.
  • Self-starter with a demonstrated ability to work with minimal hands-on direction.
  • Empathetic and patient approach while working with individuals from diverse backgrounds.
  • Professional demeanor and attire will be required in this position.
  • This job requires personal transportation for travel within the designated market area.
  • Experience using Customer Relationship Management programs.
  • Knowledge of interpreting Credit Report information.
  • Experience building and maintaining financial budgets.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial coachingbudgetingdebt managementsavings strategiespresentation skillsCRM softwarecredit report interpretationfinancial budgetingaction plan developmentclient progress monitoring
Soft Skills
communication skillstrust buildingempathypatienceprofessionalismcultural competencyself-starteraccountabilityresiliencerelationship management