Financial Coach- Richmond VA- Remote

Job Description

Job Overview: The Financial Coach will coordinate and provide financial counseling/coaching services for clients in programs across the local office.

Responsibilities: Include, but are not limited to:

Responsibilities include, but are not limited to:

· Provide 1:1 financial coaching and counseling to a caseload of clients including creating a personal budget, establishing a bank account, taking out loans, and establishing credit, as well as advanced asset building topics, including analyzing credit reports, techniques to build credit, and debt reduction as needed

· Assess client needs and develop individual financial action plans with each client

· Provide individualized financial counseling sessions (including both initial and follow-up sessions) and achieve client outcomes. Make appropriate referrals and integrate other wraparound supports (i.e. benefits, tax preparation) into counseling to achieve greater results

· Support the creation of new workshops in budgeting, banking and credit.

· Ensure that all training requirements are met for participants in budgeting, cash management, savings, and credit building. Ensure that participants complete required training.

· Increase participant knowledge of financial services and credit offerings

· Coordinate with the Economic Empowerment Supervisor on external outreach to banks and other community members to assist with client achievement of financial navigation and coaching goals.

· Accurately track participant attendance, data, follow-up services, and outcomes in ETO.

· Successfully complete and pass CNM Certified Financial coach, participate in initial trainings and ongoing professional development trainings

· Follow all programmatic, contractual, donor requirements and IRC standards of practice

· Participate and attend community of practice (COP) calls for financial coaches

· Participate in financial capability wide events and initiatives

· Build and maintain effective relationships with colleagues, banks, VITA tax sites, and community volunteers

· Other related duties as assigned.

Job Requirements:

Education: Undergraduate degree preferred; or combination of equivalent years of education and related work experience

Demonstrated Skills & Competencies:

· Experience with financial education, counseling and coaching

· High level of familiarity with U.S. credit and banking system and experience with personal budgeting, banking and credit counseling

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· Demonstrated ability to communicate well with people of varied backgrounds

· High level of comfort, functioning and effectiveness in multi-cultural and multi-disciplinary teams

· Excellent organizational skills with a high level of attention to detail and computer literacy

· Strong written and verbal communication skills, including ability to make presentations

· Ability to work independently, be a self-starter and manage multiple tasks

· Fluency in English required. Proficiency in a refugee language an asset.

· Valid driver’s license and access to a personal, insured vehicle to travel regularly throughout the service delivery area.