Financial Wellbeing Coach, Credit

Operation-Hope; Saint Paul (MN); On-site; USD 53,000 - 65,000; Full time

Job summary

Operation HOPE in Saint Paul, MN seeks a Financial Wellbeing Coach, Credit, a full-time professional who will coach clients to achieve measurable financial outcomes. You will serve as the primary point of contact for internal and external client interactions at the HOPE Inside with business partners and senior leadership levels, based out of a HOPE Inside office.

You will coordinate coaching sessions, build relationships with bank partners, and promote HOPE solutions while maintaining data in

Qualifications

• 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

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

Skills

Strategic thinking

Communication skills

Client coaching

Presentation skills

MS Office

Analytical skills

People skills

Multitasking

Travel readiness

Education

Bachelor's degree

2+ years financial industry experience

Tools

CRM (customer relationship management)

MS Word

MS Excel

MS 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.