Bilingual Credit Financial Wellbeing Coach

Operation HOPE, Inc.; Chantilly (VA); Presencial; USD 59.000 - 60.000; Jornada completa

Descripción de la vacante

Operation HOPE is hiring a Bilingual Credit Financial Wellbeing Coach to empower clients with financial literacy and personalized coaching in English and Spanish. The role supports the HOPE Inside program, delivering workshops and one-on-one coaching in Chantilly, VA.

The coach will build relationships with partners, facilitate sessions, and manage client progress via Dynamics CRM, contributing to financial dignity and opportunity.

Formación

• Fluent in English and Spanish with ability to communicate to engage diverse audiences.
• Bachelor’s degree preferred or 2+ years in financial industry.
• Proficiency with MS Word, Excel and PowerPoint.
• Strong written and verbal communication in both languages.
• Experience in coaching or financial literacy education is a plus.

Responsabilidades

• Provide one-on-one coaching sessions in-person, via video conference, or by phone.
• Develop personalized action plans based on client needs.
• Educate clients on budgeting, debt management, and savings strategies.
• Deliver group workshops and seminars, both virtual and in-person.
• Establish relationships with local partners and community resources.
• Maintain accurate records in the CRM system (Dynamics).
• Monitor client progress toward financial goals.

Conocimientos

Bilingual English/Spanish

Financial coaching

Workshop facilitation

Client relationship management

Communication skills

Educación

Bachelor’s degree or 2+ years in financial industry

Herramientas

MS Word

Excel

PowerPoint

Descripción del empleo

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Bilingual Credit Financial Wellbeing Coach

Full Time HI Truist - Chantilly, VA, Chantilly, VA, US

2 days ago Requisition ID: 2069

Salary Range: $58,656.00 To $60,000.00 Annually

Job Description

Bilingual Financial Wellbeing Coach – Credit & Money Management

DEPARTMENT: HOPE Program Operations

ACCOUNTABILITY: Reports to Director of Operations

ABOUT OPERATION HOPE:Operation HOPE is a non-profit organization dedicated to empowering individuals and communities to achieve financial dignity, economic opportunity, and financial wellbeing. Through financial literacy education, coaching, and access to resources, Operation HOPE strives to create a world where everyone has the tools and knowledge to build a secure financial future.You will be based in a HOPE Inside office (hosted by a corporate partner).

POSITION OVERVIEW: Join our team at Operation HOPE, a transformative and national non-profit organization committed to fostering financial empowerment and prosperity within communities and individuals. As a Financial Wellbeing Coach, you will be instrumental in shaping a future where financial security and knowledge are accessible to all. The ideal candidate will be fluent in both English and Spanish, with the ability to effectively communicate to engage diverse audiences.

Embrace this opportunity to contribute to a world in which every individual has the power to create a prosperous future.Our coaches pave the way for financial dignity, unlocking economic opportunities and enhancing financial well-being through comprehensive financial literacy workshops, personalized coaching, and access to community resources. Financial Literacy is the Civil Rights Issues of this generation. Be part of The Movement!

KEY RESPONSIBILITIES:

• 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 sharedClient 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.
• Service Spanish Speaking Clients
• Fluency in English and Spanish, with the ability to effectively communicate to engage with the Hispanic and Latino community.
• Excellent written and verbal communication skills both and English and Spanish.
• Networking skills, demonstrating accuracy, clarity, and cultural sensitivity to ensure consistent messaging and accessibility for Spanish-speaking stakeholders.

QUALIFICATIONS

• Possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives.
• Strong contributor with analytical skills and the ability to identify and proactively communicate industry and governance trends to clients.
• Experienced financial coach with outstanding people skills and ability to quickly form meaningful working partnerships.
• Ability to meet monthly, quarterly, and annual production goals as assigned.
• Multitask oriented with the ability to initiate, manage, and maintain several projects and
  program relationships simultaneously.
• Serve as the liaison with the partner and community.
• Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
• Excellent communication and interpersonal skills.
• Ability to meet deadlines and maintain effective time management.
• Empathetic and patient approach in working with individuals from diverse backgrounds.

REQUIRED SKILLS AND EDUCATION

• Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financialindustry.
• ProficiencyinMSWord,Excel,andPowerPoint 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.
• Thisjobrequirespersonal transportationfortravelwithinthe designated market area.

PREFERRED SKILLS

• Experience using Customer Relationship Management programs.
• Knowledge of interpreting Credit Report information.
• Experience building and maintaining financialbudgets.
• Public speaking skills in both English and Spanish.

EEO STATEMENT

Operation HOPE is an Equal Opportunity Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.