Job Description
Description:
SUMMARY
Under the direction of the Associate Director of Placement and Financial Services, the Financial Coach provides direct services too low to moderate-income individuals who are enrolled as Financial Opportunity Center participants. The Financial Coach is also responsible for assisting clients in developing plans of action that are intended to help the client reach their goals and achieve financial stability.
ESSENTIAL DUTIES & RESPONSIBILITIES
• Build strong client relationships based on trust with existing and new participants by meeting face to face and/or virtually to provide the best possible financial counsel.
• Obtain, safeguard, and process customer sensitive account information during intake when opening financial accounts, when establishing or repairing credit.
• Provide consultative services to participants with resources to improve financial status, recommend financial solutions based on each customer’s unique needs.
• Contribute to departmental goals by processing requests with a sense of urgency.
• Actively deepen existing customer relationships through routine calling activity, emailing, texting, and setting in-person or virtual appointments.
• Conduct outside prospecting and sales to meet and exceed departmental enrollment goals.
• Confidence in educating clients on conducting banking transactions online such as but not limited to opening bank accounts, assisting with mobile deposits, setting up direct deposit, and assist with credit card balance transfers.
• Identify fraudulent activity to prevent potential loss to all participants and assist in the mediation process by drafting dispute letters.
• Demonstrated ability to learn and adapt to new processes and technology.
• Work with clients to complete a detailed financial assessment which includes a documented budget, appraisal of assets, a credit report, and financial well-being assessment.
• Develop plans of action, provide tools and resources while tracking progress to help the participants meet goals.
• Enter/maintain client outcomes in Salesforce in a timely and accurate manner.
• Develop, conduct, and maintain outreach and education workshops which include materials. Tailor existing materials to meet needs of the community.
• Conduct weekly financial workshop on topics such as budgeting, savings, banking, credit building, and identity theft.
• Uphold CRCD’s Mission Statement and 5 Year Strategic Plan.
Requirements:• 3-5 years’ experience in Finance or related work experience and BA Degree
• Reliable, flexible team player who works well with minimal supervision, who has a good work ethic, and an ability to set and maintain personal boundaries
• Demonstrated ability to work on multiple projects simultaneously to meet deadlines
• Proficient in data entry, Microsoft Outlook, Excel, PowerPoint; Salesforce a plus • Demonstrated knowledge of community resources
• Dedicated experience in working with vulnerable populations highly desirable
• Reliable transportation, valid driver's license, and car insurance as required by law, as appropriate
• Member of the target population a plus
• Bilingual in Spanish/English highly desirable
SALARY
$45,000.00 - $55,000.00 annually
CRCD is in the top 10% for excellent benefits for non-profits with an array of benefits available including:
BENEFITS
14 Paid Holidays
On-Demand training memberships to bolster professional development
Dental/Vision/ 85% employer-paid & 40% dependent paid Medical Insurance
401k eligibility from day one & up to 3% matching after one year
529 Educational Savings Plan from Principle
Flexible Spending Account (FSA)
Short & Long Term Disability
Accident & Hospital Indemnity
Whole life insurance with cash benefits
Identity Theft Protection and Legal Services
Discount pet insurance through ASPCA
Generous work/life balance
All candidates are subject to pass background check conducted by Los Angeles County. CRCD is an Equal Opportunity Employer is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the EEO/ADA Coordinator. EEO /ADA Coordinator contact: Stacey Cabling (213) 743-6193
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