Multilingual Financial Health Coach Community Workshops Lead

Aumni; Columbus (OH); Hybrid; USD 48,000 - 72,000; Full time

Job summary

Chase is seeking a Financial Health Coach within Community & Business Development to bring practical financial health education to organizations and communities through engaging workshops, in-person and virtual, reaching thousands. You will tailor content for diverse audiences, maintain certification, collaborate with business development teams, and collect outcomes to guide program improvements.

Join a mission-driven bank delivering financial health education, with opportunities to impact

Qualifications

• Certified Financial Health Coach or able to obtain certification within 6 months of hire.
• Bachelor’s degree in Business, Finance, Education, Social Work, or a related field.
• 3 years of experience in financial education, coaching, training, or a related role.
• Experience delivering workshops or presentations to large audiences (e.g., 1,000+ participants).
• Strong facilitation and presentation skills, with the ability to simplify complex financial topics.
• Demonstrated knowledge of core financial health concepts and practical education approaches.
• Ability to tailor content for individuals, families, small businesses, and mortgage-related topics.
• Proficiency with virtual learning and digital communication platforms used to deliver remote sessions.
• Strong written and verbal communication skills and the ability to build rapport with diverse audiences.
• Willingness to travel nationally and work flexible hours to support workshop schedules.
• Ability to follow risk and control expectations, procedures, and processes.

Responsibilities

• Deliver financial health workshops to large audiences (5,000+ participants) in organizations and communities, in-person and virtually
• Facilitate sessions for individuals, families, small businesses, and mortgage clients using the Chase Money Skills curriculum
• Provide accessible workshops by delivering in multiple languages and tailoring communication to audience needs
• Maintain Financial Health Coach certification and complete ongoing training and professional development
• Adapt workshop content and facilitation style for diverse communities and learning preferences
• Travel nationally or connect virtually to support scheduled programming as needed
• Partner with Business Development Managers to support relationship-building and acquisition efforts with middle market and commercial bank teams
• Collect participant and stakeholder feedback and report outcomes to support continuous improvement
• Organize and manage multiple workshops and initiatives simultaneously while meeting timelines and quality expectations
• Promote a strong controls environment by following risk and control expectations, procedures, and processes

Skills

Certified Financial Health Coach

Bachelor’s degree

3 years experience

Public speaking

Education

Bachelor’s degree in Business, Finance, Education, Social Work, or related field

Tools

Virtual learning platforms

Job description

Chase is seeking a Financial Health Coach within Community & Business Development to bring practical financial health education to organizations and communities through engaging workshops, in-person and virtual, reaching thousands. You will tailor content for diverse audiences, maintain certification, collaborate with business development teams, and collect outcomes to guide program improvements.

Join a mission-driven bank delivering financial health education, with opportunities to impact