Responsibilities: 

Include, but are not limited to:

• Provide 1:1 financial coaching and counseling to a caseload of ~10 clients concurrently, 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.
• 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.

Requirements:

Education: Undergraduate degree in political science, international relations, social work, finance and/or education preferred; or combination of equivalent years of education and related work experience.

Work Experience:

• High level of familiarity with U.S. credit and banking system and experience with personal budgeting, banking and credit counseling;
• Experience working with asylum seekers, refugee and/or other immigrant populations strongly preferred.
• Experience in working in a trauma-informed setting and handling confidential information preferred.
• Knowledge of local community social services and navigating the social service system preferred.
• High level of comfort, functioning and effectiveness in multi-cultural and multi-disciplinary teams;

Demonstrated Skills & Competencies:

• Fluent in English required, both spoken and written; proficiency in Spanish required, both spoken and written
• Experience with financial education, counseling and coaching;
• 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;
• Proficient in Microsoft Office applications (Word, Excel, Outlook); ability to use the internet and other digital tools for data entry, research, and problem-solving purposes.
• Valid driver’s license and access to a personal, insured vehicle to travel regularly throughout the service delivery area.