Bilingual Financial Wellness Coach

Southern Bancorp; Manila (AR); Vor Ort; USD 50.000 - 70.000; Vollzeit

Benefits dieser Stelle

401(k) with employer match

Employee stock ownership plan

Discounted mortgage rate

Free financial education tools

No deductible medical insurance

Dental and vision insurance

Employer-paid life insurance

Paid time off

Bonus plan

Merit raises

Zusammenfassung

A community development financial institution is seeking a Bilingual Financial Counselor I to provide financial counseling and education to diverse communities. The ideal candidate will possess a Bachelor's degree and significant experience in financial counseling. This role involves building relationships within the community, analyzing financial conditions, and facilitating access to financial products. The position offers a full-time contract and focuses on empowering underserved populations, particularly among racial and ethnic minorities.

Qualifikationen

• Bachelor’s degree or equivalent with a minimum five years of experience in credit or financial counseling role.
• HUD housing counselor certification required within six months of hire.
• Accredited Financial Counseling certification required or begin coursework within sixty days.

Aufgaben

• Provide one-on-one financial counseling to facilitate the identification and achievement of financial goals.
• Analyze current financial conditions and build outcomes-based action plans.
• Provide group learnings in financial skills that empower customers.

Kenntnisse

Fluency in English and Spanish

Strong customer-relations skills

Attention to detail

Organizational skills

Analytical ability

Communication skills

Ausbildung

Bachelor’s degree or equivalent

Five years of experience in credit or financial counseling

HUD housing counselor certification

Accredited Financial Counseling certification

Tools

Microsoft Office suite

Project-management digital tools

CRM systems

Jobbeschreibung

A community development financial institution is seeking a Bilingual Financial Counselor I to provide financial counseling and education to diverse communities. The ideal candidate will possess a Bachelor's degree and significant experience in financial counseling. This role involves building relationships within the community, analyzing financial conditions, and facilitating access to financial products. The position offers a full-time contract and focuses on empowering underserved populations, particularly among racial and ethnic minorities.