Position Description and Responsibilities: The Financial Coach position offers a unique opportunity for a highly motivated individual to work in a growth-oriented program. The Financial Coach position will be dedicated to helping entrepreneurs change financial behavior, build assets and become financially stable.
Primary areas of responsibility:
Financial coaching: Provide one-on-one coaching for participants in entrepreneurial programs across MetroAtlanta. Assist participants with goal setting, budgeting, credit building/rebuilding, debt repayment, savings, utilization for quality financial services, and asset development.
Monitor participant progress toward financial goals. Follow up with participants on referrals to other financial service professionals when applicable. Maintain files and database for all participants including the intake form, credit report,coach’s appointment notes, analysis and corrective action plan.
Develop and conduct financial education classes. Oversee participant performance at onsite financial education classes.
Policy and Guidelines: Adheres to all guidelines related to confidentiality. Follow regulatory and quality-control requirements. Works to ensure that satisfaction is a priority of the coaching program.
Experience and Qualifications:
Education: Bachelors Degree
Financial services expertise: The applicant should have a background in business, accounting, financial coaching, banking, asset development and/or a related economic development field. Experience working with low-income families in one or more of the following areas: financial goal setting; budgeting; credit building/rebuilding and debt repayment; utilization of quality financial services; and asset development is ideal but not necessary.
Skills: Excellent interpersonal, written and verbal communication skills. Demonstrate organizational skills, with the ability to handle multi-tasking. Knowledge of Microsoft Office software. Proficiency in Chinese is a plus.
Highly motivated self-starter
Demonstrates ability to interact effectively and confidently with individuals at all social and economic levels that utilize or support our services.
Ability to work independently and as a productive team member.
Flexible, adaptive and positive in a constantly changing environment
Detail-oriented, with a willingness to learn new skills and techniques to promote quality, efficiency and successful customer outcomes.
Ability to identify internal weaknesses, identify solutions, and to adapt coaching methods and tools to create more effective organizational and client outcomes.
Ability to sense when clients are overwhelmed and to break major objectives in manageable steps.
Dedicated individual to engage/motivate/encourage customers and help them resolve financial challenges and accomplish goals.
Creative, practical and strategic problem solving skills
Hours/Salary: $18 - 22 per hour. Part-Time contractor position. No benefits.
Workshops: Tuesday & Thursday evenings 5:30pm - 8:00pm
How to Apply: To apply, email a resume and a summary of interest to:
Opening Date: 2/25/19
Closing Date: 3/5/2019
Open until filled.