Job Description

Job Description

Job Description

Position Title: Financial Empowerment Coach

Location: Goodwill, Wilmington De

30 hours per week

Pay Rate: $20.00 per hour

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Conducts financial health assessments and provides individual financial coaching services, including budget and credit/debt management counseling, to clients through the Stand By Me program.
• Empowers participants to identify their personal financial goals and assists them with developing an action plan to achieve financial milestones.
• Refers participants to program partners to achieve specific financial goals, such as home ownership, debt consolidation, and foreclosure prevention.
• Collaborates and maintains relationships with Stand By Me partners to ensure that participants achieve goals.
• Participates in all financial coaching training programs offered by Stand By Me.
• Schedules and delivers program-related presentations, including program orientations and Mind Over Money workshops.
• Achieves exceptional program outcomes as defined by the Stand by Me program.
• Maintains case records, written reports, and ongoing communication with referring organizations, regulatory agencies, and community partners.
• Documents all services provided and enters relevant data into CaseWorthy and other required data systems in a timely manner. Ensures the accuracy and integrity of all data entered in various data systems.
• Maintains strict confidentiality of all sensitive information including but not limited to program information.
• Develops outreach programs and strategies to bring awareness of the Stand By Me program and our services. Participates in efforts to promote financial coaching services to potential participants.
• Works as a member of the cross-functional team providing services for clients enrolled in the Stand By Me program, sharing information, participating in team meetings, and helping to track client progress and outcomes.
• Works to advance the organization’s mission and achieve departmental goals.
• Performs other duties as assigned.

EDUCATION/EXPERIENCE

Bachelor’s degree in a related field and at least one year of experience in personal finance, social services or a related field. An equivalent combination of education and experience may be considered.

SKILLS/ABILITIES

• Demonstrated working knowledge of personal financial management principles and the financial industry including credit, lending, savings, and budgeting.
• Demonstrated computer skills including proficiency with Microsoft Office Suite software programs or comparable software programs.
• Demonstrated ability to engage participants in financial coaching services.
• Strong verbal and written communication skills, including editing and presentation skills.
• Excellent interpersonal and customer service skills, including the ability to interact collaboratively with a diverse constituent population.
• Ability and willingness to work independently and in a team environment.
• Strong organizational skills, including the ability to multi-task and adapt to changing priorities.
• Ability to handle confidential data.
• Ability to handle sensitive situations with diplomacy and tact.
• Ability to work evenings or weekends and to travel, as needed.
• Must have access to reliable transportation to travel between various work sites.

INTENT AND FUNCTION OF POSITION DESCRIPTION

Position descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Supervisors may assign additional functions and requirements as deemed appropriate.

Position descriptions are not intended as and do not create employment contracts. Goodwill Industries of Delaware and Delaware County maintains its status as an at-will employer.

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