Financial Coach (930546)

Helps members reduce expenses, access credit under better terms, increase savings, and build assetsProvides a range of financial services that are tailored to the needs of the individual members.Conduct financial counseling sessions weekly to members of the program. Follow up for engagement and goal steps and completion.Works directly with clients to provide high-quality financial coaching via individualized counselingProvides ongoing support and continue to actively engage clients to promote financial healthAssesses clients’ financial health through one-on-one coaching and then develop a tailored set of recommendations to help clients improve their financial position and pursue their goalsExercises professional discretion to accurately assess each client’s unique situation and effectively develop personalized plans of actionProvides concrete recommendations for debt reduction, credit improvement, money management, use of financial services, asset protection and the pursuit of short- and long-term goalsMaintain confidential records for each member and document in a timely manner in the customer database, submitting outcomes, engagement, and follow up. Showing all efforts to outcomes.Provide financial literacy workshops for members and connect to additional external resources that will support members to reach financial savings, credit increase/ establish goalsSupport with EITC during tax prep season. Partner with local free vita tax prep services to help members save money. Knowledge of Microsoft tools, Excel, PP, Word.Other duties as assigned