Financial Coach and Community Engagement Specialist

Capital Good Fund; Providence (RI); Remote; USD 56,000; Full time

Job summary

Capital Good Fund is seeking a Financial Coach and Community Engagement Specialist to provide holistic financial coaching and deliver workshops on financial wellness. The role involves building trusting relationships with participants, developing actionable plans, and engaging community partners. This is a remote position aimed at supporting diverse populations in achieving financial stability.

Qualifications

• Experience in Customer Service Management programs.
• Familiarity with data input and processing.
• Must be comfortable making cold calls.

Responsibilities

• Provide one-on-one financial and health coaching.
• Deliver financial knowledge workshops to groups.
• Ensure data integrity by accurately entering client data.

Skills

Strong time management

Communication skills

Empathy

Public speaking

Education

Bachelor’s degree or equivalent

Job description

Job Title: Financial Coach and Community Engagement Specialist

Department: Origination

Supervisor: Director of Coaching

FLSA Status:Exempt

Work Location: Remote, Georgia Resident

About Capital Good Fund

Capital Good Fund is a nonprofit, U.S. Treasury-certified Community Development Financial Institution headquartered in Providence, RI. Founded in 2009, our mission is to create pathways out of poverty and advance a green economy through inclusive financial services.

About America BRIGHT Solar

In 2023, Good Fund launchedGeorgia BRIGHT, one of the first Third-Party-Owned (“TPO”) solar programs where a nonprofit is the lessor / PPA provider. Made possible by the new Direct Pay provisions in the Inflation Reduction Act, the BRIGHT program has already resulted in nearly two-megawatts of solar and one-megawatt-hour of storage being installed on the homes of low-income homeowners in Pennsylvania and Georgia, and the facilities of houses of worship and nonprofits in Georgia. In April 2024, the EPA recognized the BRIGHT model by awarding Good Fund a $156M Solar for All (“SFA”) grant to reach 16,000 low-income Georgians with over 90-mW of solar and 30-mWh of storage by 2029.

Numerous stakeholders with a similar focus on underserved communities and households have expressed interest in bringing the BRIGHT model to their states. These include other SFA awardees, such as theNevada Clean Energy Fund, and green banks, such as theNew Mexico Clean Investment Center.

Summary

The Financial Coach’s primary responsibility is to provide holistic one-on-one Financial Coaching to participants, following the Capital Good Fund curriculum. The coach will successfully build and manage trusting relationships with individual participants, prepare and deliver workshops in various Financial Coaching topics and settings, and track and manage client payments. The Coaching curriculum covers goals, budgeting, credit building, banking, debt management, savings, and related areas such as health and wellness.

Essential duties and responsibilities include the following. Other duties may be included as assigned.

• Provide one-on-one financial and health coaching remotely to participants, from inquiry to credit checks and relationship maintenance, such as check-ins and surveys;
• Ensure Google Work Calendar is up to date and accurate, with client appointments and tasks.
• Establish and maintain trusting relationships with participants
• Develop actionable plans and provide resources to support the client in reaching their financial wellness goals

• Deliver prepared financial knowledge workshops to groups of 5-500 either in-person or remotely, using a variety of tools such as PowerPoint, projectors, and Zoom
• Assist the Director in developing relationships with community partners;

• Collaborate with coworkers to maintain and strengthen coaching curriculum and program offerings;
• Ensure data integrity by taking detailed notes and accurately entering all client data into our customer database. Periodically audit for accuracy to ensure Development has the data required to report to funders.
• Enter large volumes of data into our database, ensuring accuracy
• Maintain participant confidentiality by adhering to all security and communication standards when handling sensitive data or information.
• Accommodate working late shifts based on client availability.

Required Skills, Knowledge, and Abilities

• Possess a Bachelor’s degree or equivalent
• Possess strong time management and communication skills
• Experience in Customer Service Management programs and familiarity with data input and processing
• Attention to Detail: "Meticulous attention to detail ensures data integrity and consistency".
• Data Management: "Skilled in managing and maintaining large volumes of data"
• Strong time management skills
• Must be comfortable with public speaking and presenting, both in-person and virtually, to groups of up to 500
• Must be comfortable making cold calls as part of the outreach strategy
• Be able to empathize with people of different backgrounds and abilities
• Must have access to transportation and be willing to travel

Preferred Skills, Knowledge, and Abilities

• Experience working in low-income/distressed communities
• Experience developing community and business partner relationships
• Experience in financial services, business, or economics
• Experience in social work or the social service industry
• Familiarity with managing coaching/client relationships
• Experience in Salesforce, Google Suite, and Zoom
• Fluency in spoken and written Spanish

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.
• All Capital Good Fund employees must be fully vaccinated against COVID-19. Reasonable accommodations will be made under state and federal laws.

Training, and Compensation

The Financial Coach and Community Engagement Specialist will receive extensive training on all of Capital Good Fund products, processes, customer relationship management software, workflow expectations, and customer service best practices.

This is a full-time forty-hour-per-week position. The Financial Coach and Community Engagement Specialist will earn an annual salary of $55,125 commensurate with experience.

Any offer of employment is contingent upon completion of a background check.

Physical Requirements

Prolonged periods of sitting at a desk and working on a computer.

Must be able to lift up to 15 pounds at times.

Any offer of employment is contingent upon completion of a background check.

Capital Good Fund is committed to creating a diverse environment and is proud to be an equal opportunity employer. Good Fund welcomes every protected characteristic including: race, color, religion, sex, gender, sexual orientation, or gender identity. All are encouraged to apply.

This role is based in the United States, and will require the selected employee to be based in the United States during the tenure of employment. This position requires valid authorization to work in the United States.

NO RECRUITERS OR AGENCIES, PLEASE.