boston planning & development agency
TITLE: LEAD FINANCIAL COACH
DEPARTMENT/DIVISION: ROXBURY CENTER FOR FINANCIAL EMPOWERMENT/OWD
SUMMARY OF RESPONSIBILITIES:
Under direction of the Manager of the Roxbury Center for Financial Empowerment, the Lead Financial Coach is responsible for assisting Boston residents/clients to develop a plan of action intended to help them reach their financial goals and achieve economic stability. This individual will manage a case load of clients, conduct one-on-one coaching, and facilitate workshops on topics such as budgeting, credit building, and banking products. The Lead Financial Coach will work to ensure clients obtain assistance across these major service areas and will mentor other coaching staff to help improve their skills. He/she will use Efforts to Outcome (ETO), a client management system, as well as other software, to document and reflect the outcome of clients in an accurate and timely manner and to analyze results. The Lead Financial Coach will assist with recruitment, outreach and retention strategies for participants for 18-24 months. He/she will also represent the Office of Financial Empowerment at community meetings and with partner organizations.
GENERAL DUTIES AND RESPONSIBILITIES:
The general duties and responsibilities of the position are included in but not limited to the information listed below.
Work requires a Bachelor’s Degree, preferably in Social Services, Public Administration, Finance or related field, and 3+ years of work experience. Must have strong customer service skills and an in depth understanding of personal finance, particularly in the areas of budgeting, asset building, and credit building. Must have experience providing one-on-one service delivery in the area of credit coaching, counseling, financial services to low and moderate-income service area population needs. Must be a self-starter with strong team building skills; possessing strong communications skills, both written and oral; and the ability to provide financial coaching services in a culturally sensitive manner. Must have strong computer skills, including proficiency in MS Word and Excel. Must be Internet Resource savvy. Bilingual skills, English/Spanish is highly desirable.
Resume and Cover letter are required for this application.
Normal office environment. Occasional evening or weekend assignments.
Should be able to lift 25 pounds; some local travel.
May supervise volunteers, interns, or part time staffers
**BOSTON RESIDENCY IS A CONDITION OF EMPLOYMENT**