Financial Wellbeing Coach, Credit

ADP, Inc.; Saint Paul (MN); On-site; USD 50,000 - 67,000; Full time

Job summary

Operation HOPE is seeking a Financial Wellbeing Coach, Credit, in Saint Paul, MN. You will coach clients to achieve measurable outcomes and serve as the main contact for client interactions with internal teams and senior leadership.

This role involves building bank partner relationships, promoting HOPE solutions, and scheduling financial literacy workshops. The position requires strong strategic thinking, communication, and analytical skills, plus experience in financial coaching and the ability

Qualifications

• Bachelor’s degree preferred or 2+ years in financial industry.
• Strategic thinking and the ability to plan and execute objectives.
• Strong written and verbal communication skills.
• Analytical mindset to identify trends and opportunities for clients.
• Excellent presentation skills for group and one-on-one sessions.
• Experience coaching clients with high integrity and empathy.
• Self-starter who can manage multiple projects with minimal direction.
• Proficient in MS Word, Excel and PowerPoint; CRM familiarity preferred.
• Willingness to travel up to 50% and build partnerships in the community.

Responsibilities

• Coach clients to achieve measurable, positive outcomes.
• Serve as the primary contact for internal and external clients.
• Build relationships with bank partners for shared client goals.
• Promote HOPE solutions via social media channels.
• Schedule and facilitate financial literacy workshops.
• Coach individuals by phone and in person.
• Coordinate coaching sessions and liaise with partners.
• Maintain client data for impact reporting in CRM.
• Develop community alliances and marketing objectives.
• Help clients create debt reduction action plans.

Skills

Strategic thinking

Communication skills

Analytical skills

Presentation skills

Financial coaching

People skills

Self-starter

Multitasking

Education

Bachelor’s degree (preferred)

2+ years financial industry experience

Tools

CRM software

MS Word

MS Excel

PowerPoint

Job description

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.

Financial Wellbeing Coach, Credit

Full Time Professional Saint Paul, MN, US

4 days ago Requisition ID: 2064

Salary: $58,656.00 Annually

ACCOUNTABILITY: Reports to a Program Director

For twenty-five years Operation HOPE has been dedicated to empowering underserved communities through financial literacy. Now, our work encompasses much more than financial education. Our work is about instilling knowledge and confidence in those we serve so they can experience, sometimes for the first time in their lives, financial dignity.

JOB SUMMARY

In this role you will coach in a manner that encourages measurable, positive outcomes in client development. You will serve as the primary point of contact addressing internal and external client interactions at the HOPE Inside with business partners and senior leadership levels. You will be based out of a HOPE Inside office (predominately hosted by a corporate partner).

DUTIES AND RESPONSIBILITIES

• Conduct client and consultant interactions using Strategic Client Management methodologies and tools
• Recruit, build and lead clients in order to achieve strategic performance objectives.
• Build productive relationships with Bank Partners for shared Client relationships
• Promote Operation HOPE, Inc. solutions via social media
• Schedule and facilitate workshops on financial literacy topics i.e. credit, money management
• Coach individuals by phone and in-person
• Liaison with partner and the community
• Coordinate and schedule coaching sessions
• Maintain client data for impact reporting into the CRM system
• Build and maintain community alliances and execute marketing objectives
• Help clients build a debt reduction action plan

REQUIRED SKILLS AND EDUCATION

• Bachelor’s degree is preferred, however will consider comparable 2+ years work experience in the financial industry
• Must possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives
• Must be savvy at internal and external communication techniques and messages
• Strong contributor with analytical skills and the ability to identify and proactively communicate industry and governance trends to clients
• Strong presentation skills with the ability to conduct group and individual
• Highly experienced Financial Coach with outstanding people skills and ability to quickly form meaningful working partnerships
• Good listener and self-starter with a demonstrated ability to work with minimal hands-on direction
• Strong communication skills both verbally and in writing to conduct presentations and meetings
• Expertise to effectively develop and influence others
• Experience managing a volunteer program with recruiting and training
• Multitask oriented with the ability to initiate, manage and maintain several projects and
  program relationships simultaneously
• Basic computer literacy a must: minimum proficiency in MS Word, Excel and PowerPoint
• Professional demeanor and attire will be required in this position
• High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for others
• Ability to deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services and platforms
• This job requires personal transportation that will allow travel within the designated market area
• Requires an average of 50% business travel

PREFERRED SKILLS

• Execution of information across various social media channels
• Experience using Customer Relationship Management programs
• Knowledge of interpreting Credit Report information
• Experience building and maintaining financial budgets

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.