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Financial Coach

SUMMARY
The Financial Coach is responsible for providing financial education workshops and financial coaching services to program participants in a group or one-on-one setting based on Center for Transforming Lives’ (CTL) Financial Empowerment Services’ (FES) and Co-Active Coaching Models and documenting for program and grant compliance and reporting.


Responsibilities

Maintains awareness of trends and best practices, and is proactive in continually acquiring knowledge in the field of financial coaching, asset development, financial behavioral change and financial stability theory and practice

  • Knows, abides by and if appropriate enforces Center for Transforming Lives Policies and Procedures
  • Must have extensive understanding of personal finances, budgeting, debt reduction, banking knowledge, and other financial related topics
  • Delivers financial coaching in person, by phone/ virtual as determined appropriate for each participant and for each participant’s stage in the program
  • Plans, markets, leads financial education workshops and represents CTL Economic Mobility at community fairs and events
  • Maintains close connections to community financial colleagues and collaborates to ensure that participant needs are met
  • Maintains complete, accurate and timely records of program activities and contact with participants
  • Utilizes database to record required participant data, uses data to measure progress, create personal reports
  • Represents CTL Economic Mobility department at community meetings and events and maintains communication with other providers of financial coaching services in the community, consistently seeking out new resources to benefit participants

KNOWLEDGE, SKILLS, ABILITIES

Bachelor’s degree required in Social Services, Psychology, Sociology or related field. Proficiency in Spanish preferred. The following are qualities of the ideal candidate:

  • Experience assisting in program coordination and excellent PC skills (Excel, Word, Access, Outlook)
  • Experience in marketing programs
  • Experience in a grant-funded housing program is a plus
  • Experience with processing payments to third party vendors preferred
  • Experience working w/ a nonprofit that serves families w/ financial challenges
  • Understanding about and compassion for the priority population serves by CTL
  • Two years of experience in direct client services non-profit experience
  • Excellent writing and oral communication skills, including the ability to effectively articulate the CTL mission, vision and message
  • Attention to detail and the ability to prioritize and execute multiple competing priorities

WORKING CONDITIONS AND HOURS

Primarily office conditions, however local travel may be required to provide services in virtual/remote locations to increase client access. Some work in storage areas. General working hours are 8:00 a.m. to 5:00 p.m., Monday through Friday. Flexible scheduling will be required. Some evening, early morning, and weekend work will be required with this position to meet the needs of our participants. Flexibility in hours will be determined in consultation with supervisor. Please send resume with salary requirements to cnavarro@transforminglives.org

For more information, please visit www.transforminglives.org.
Center for Transforming Lives works side-by-side with women and their children throughout Tarrant County to disrupt the cycle of poverty by providing comprehensive homeless services, early childhood education and financial strengthening services.
Center for Transforming Lives is an Equal Opportunity Employer (EOE)