Financial WellBeing Coach Bi-lingual - Military veterans preferred

2021-06-13
OperationHope
Other

/yr

  full-time   part-time   employee   contract


Dallas
Texas
75342
United States

PLEASE NOTE-Applicants must be Bi-lingual (Spanish)! 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 Schedule workshops in the bank and the community 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+ yearswork experience in the financial industry Must possess strategic thinking expertise as well as the ability to plan and execute tacticalstrategies 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 industryand governance trendsto 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 writingto 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 andprogram 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 demonstratingpersonal 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 personaltransportation that will allow travel within the designatedmarket 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 bylaw.