Financial Coach (52270)

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    "jobShift": "Day Shift",
    "jobTitle": "Financial Coach (52270)",
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    "description": "<div class=\"WordSection1\">\n<h1 style=\"margin-left:9px;\"><span><span style=\"font-size:9.5pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-weight:normal;\"><span style=\"font-size:10pt;\"><span style=\"font-family:'Gilroy ExtraBold';\"><span style=\"color:#003593;\">ESSENTIAL DUTIES AND RESPONSIBILITIES</span></span></span></span></span></span></span></h1>\n\n<p class=\"MsoBodyText\" style=\"margin-top:1px;margin-right:9px;margin-left:9px;text-align:justify;\"><span><span style=\"font-size:9pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-family:'Gilroy Medium';\">Under the general supervision of the Assistant Director, the Financial Coach is responsible for RiseBoro's Financial Coaching Initiative under the Level Up! Economic Empowerment Program. It is a program with a client-centered model that prioritizes the personal finance goals and objectives of each client served. The Financial Coach works collaboratively with program staff to engage clients in financial coaching for short-term solutions and/or long-term goal building. Additionally, they are trained and experienced in providing a range of personal finance education from budgeting and banking to credit building and debt management to establish wealth and long-term economic mobility. Specific duties and responsibilities include:</span></span></span></span></p>\n\n<p class=\"MsoBodyText\"> </p>\n\n<ul style=\"margin-top:11px;\">\n\t<li style=\"margin-top:11px;margin-right:14px;\"><span><span style=\"font-size:11pt;\"><span style=\"line-height:102%;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"line-height:102%;\"><span style=\"font-family:'Gilroy Medium';\">Work collaboratively with Case Managers, Career Coaches, and other internal partners to establish and achieve financial goals with clients</span></span></span></span></span></span></span></span></li>\n\t<li><span><span style=\"font-size:11pt;\"><span style=\"line-height:10.15pt;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Hold a minimum of 15 meetings per week with clients, helping them increase financial security and meet their financial goals, including but not limited to establishing/improving credit, reducing debt, increasing assets/savings, and lowering financial transaction costs</span></span></span></span></span></span></span></li>\n\t<li><span><span style=\"font-size:11pt;\"><span style=\"line-height:10.3pt;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Record client information and meeting progress data precisely, accurately, and on time in designated case management tracking software</span></span></span></span></span></span></span></li>\n\t<li><span><span style=\"font-size:11pt;\"><span style=\"line-height:10.75pt;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Facilitate Financial Coaching workshops for small groups of clients, and transition attendees into 1 -on-1 meetings</span></span></span></span></span></span></span></li>\n\t<li style=\"margin-right:10px;\"><span><span style=\"font-size:11pt;\"><span style=\"line-height:101%;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"line-height:101%;\"><span style=\"font-family:'Gilroy Medium';\">Conduct engaging coaching sessions and encourage clients to establish ongoing participation in follow-up meetings with the financial coaches and other partners</span></span></span></span></span></span></span></span></li>\n\t<li><span><span style=\"font-size:11pt;\"><span style=\"line-height:10.3pt;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Work collaboratively with Empowerment team to spread financial literacy and financial coaching services to staff, as needed</span></span></span></span></span></span></span></li>\n\t<li><span><span style=\"font-size:11pt;\"><span style=\"line-height:10.75pt;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Participate and successfully complete the employer-sponsored Accredited Financial Counselor (AFC®) training course</span></span></span></span></span></span></span></li>\n\t<li><span><span style=\"font-size:11pt;\"><span style=\"line-height:10.75pt;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Participate in the annual certification for Volunteer Income Tax Assistance Program (V.I.T.A)</span></span></span></span></span></span></span></li>\n\t<li style=\"margin-right:22px;\"><span><span style=\"font-size:11pt;\"><span style=\"line-height:102%;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"line-height:102%;\"><span style=\"font-family:'Gilroy Medium';\">Remain up to date on related, supportive resources to refer clients for additional assistance; seek referrals where gaps in services exist</span></span></span></span></span></span></span></span></li>\n\t<li><span><span style=\"font-size:11pt;\"><span style=\"line-height:10.15pt;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Adapt the approach to coaching depending on the needs of the program, working with the Director to find engaging, sustainable ways to draw in more clients</span></span></span></span></span></span></span></li>\n\t<li><span><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Other related duties as assigned</span></span></span></span></span></span></span></li>\n</ul>\n\n<p class=\"MsoBodyText\"> </p>\n\n<h1 style=\"margin-top:12px;margin-left:9px;\"><span><span style=\"font-size:9.5pt;\"><span style=\"line-height:11.45pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-weight:normal;\"><span style=\"font-size:10pt;\"><span style=\"font-family:'Gilroy ExtraBold';\"><span style=\"color:#003593;\">COMPETENCIES</span></span></span></span></span></span></span></span></h1>\n\n<ul>\n\t<li><span><span style=\"font-size:11pt;\"><span style=\"line-height:11.3pt;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Demonstrated professional experience in social services with a focus on personal finance management preferred</span></span></span></span></span></span></span></li>\n\t<li style=\"margin-top:1px;\"><span><span style=\"font-size:11pt;\"><span><span style=\"line-height:11.35pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Demonstrated professional expertise in Financial Coaching/Counseling preferred</span></span></span></span></span></span></span></li>\n\t<li style=\"margin-right:59px;\"><span><span style=\"font-size:11pt;\"><span style=\"line-height:102%;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"line-height:102%;\"><span style=\"font-family:'Gilroy Medium';\">Exceptional organization and process management skills, i.e., starting multi-step projects and seeing them through to completion</span></span></span></span></span></span></span></span></li>\n\t<li><span><span style=\"font-size:11pt;\"><span style=\"line-height:10.8pt;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Ability to work independently and collaboratively as a team</span></span></span></span></span></span></span></li>\n\t<li><span><span style=\"font-size:11pt;\"><span style=\"line-height:11.25pt;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Ability to lead and inspire with a positive attitude and an entrepreneurial spirit</span></span></span></span></span></span></span></li>\n\t<li><span><span style=\"font-size:11pt;\"><span><span style=\"line-height:11.35pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Ability to think critically and problem-solve</span></span></span></span></span></span></span></li>\n\t<li style=\"margin-top:1px;\"><span><span style=\"font-size:11pt;\"><span><span style=\"line-height:11.35pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Excellent verbal and written communication skills with the ability to conduct effective presentations as needed</span></span></span></span></span></span></span></li>\n\t<li><span><span style=\"font-size:11pt;\"><span><span style=\"line-height:11.35pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Excellent interpersonal skills with the ability to maintain positive relationships with staff and external contacts</span></span></span></span></span></span></span></li>\n</ul>\n</div>\n\n<div style=\"page-break-after:always;\"><span style=\"display:none\"> </span></div>\n\n<p class=\"MsoBodyText\"> </p>\n\n<p class=\"MsoBodyText\"> </p>\n\n<p class=\"MsoBodyText\"> </p>\n\n<ul style=\"margin-top:7px;\">\n\t<li style=\"margin-top:7px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:11.35pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Ability to organize and prioritize workload to meet deadlines</span></span></span></span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span><span style=\"line-height:11.35pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Bilingual English/Spanish speaker preferred</span></span></span></span></span></span></li>\n\t<li style=\"margin-top:1px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:11.35pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Ability to be meticulous with very strong attention to detail</span></span></span></span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"line-height:11.25pt;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Ability to be adaptable and flexible based on client and program needs</span></span></span></span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"line-height:11.25pt;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Ability to problem solve and manage time effectively</span></span></span></span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span><span style=\"line-height:11.35pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Dedication to continuous learning, improvement, and professional development</span></span></span></span></span></span></li>\n\t<li style=\"margin-top:1px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:11.35pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Commitment to RiseBoro’s mission, vision, and values</span></span></span></span></span></span></li>\n\t<li style=\"margin-right:75px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:101%;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"line-height:101%;\"><span style=\"font-family:'Gilroy Medium';\">Ability to understand the concepts of institutional and structural racism/bias; ability to understand their impact on underserved and underrepresented communities</span></span></span></span></span></span></span></li>\n\t<li style=\"margin-right:51px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:101%;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"line-height:101%;\"><span style=\"font-family:'Gilroy Medium';\">Demonstrated commitment to supporting communities that have experienced systemic oppression i.e. people of color, LGBTQ+ people, immigrants, justice-involved persons, etc.</span></span></span></span></span></span></span></li>\n</ul>\n\n<p class=\"MsoBodyText\" style=\"margin-left:9px;\"> </p>\n\n<h1 style=\"margin-top:1px;margin-left:9px;\"><span style=\"font-size:9.5pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-weight:normal;\"><span style=\"font-size:10pt;\"><span style=\"font-family:'Gilroy ExtraBold';\"><span style=\"color:#003593;\">EDUCATION AND EXPERIENCE</span></span></span></span></span></span></h1>\n\n<ul>\n\t<li><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">Associate degree required; Bachelor’s Degree preferred</span></span></span></span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"line-height:10.75pt;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:9pt;\"><span style=\"font-family:'Gilroy Medium';\">A minimum of two (2) years of professional experience in social services with a focus on personal finance management preferred</span></span></span></span></span></span></li>\n</ul>\n\n<p class=\"MsoBodyText\"> </p>",
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Economic Empowerment Program. It is a program with a client-centered model that prioritizes the personal finance goals and objectives of each client served. The Financial Coach works collaboratively with program staff to engage clients in financial coaching for short-term solutions and/or long-term goal building. Additionally, they are trained and experienced in providing a range of personal finance education from budgeting and banking to credit building and debt management to establish wealth and long-term economic mobility. 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This policy applies to all terms and conditions of employment, including but not limited to, recruitment, hiring, job placement, compensation, benefits, training and apprenticeship, employee development, promotion, demotion, discipline, transfer, lay-off and recall, and termination. RiseBoro makes reasonable accommodations based on religion and/or disability as required by law, and requests for accommodation are to be directed to the Human Resources Department.\\n\\n \",\"responsibilities\":\"\\nESSENTIAL DUTIES AND RESPONSIBILITIES\\n\\nUnder the general supervision of the Assistant Director, the Financial Coach is responsible for RiseBoro's Financial Coaching Initiative under the Level Up! Economic Empowerment Program. It is a program with a client-centered model that prioritizes the personal finance goals and objectives of each client served. The Financial Coach works collaboratively with program staff to engage clients in financial coaching for short-term solutions and/or long-term goal building. Additionally, they are trained and experienced in providing a range of personal finance education from budgeting and banking to credit building and debt management to establish wealth and long-term economic mobility. Specific duties and responsibilities include:\\n\\n \\n\\n\\n\\tWork collaboratively with Case Managers, Career Coaches, and other internal partners to establish and achieve financial goals with clients\\n\\tHold a minimum of 15 meetings per week with clients, helping them increase financial security and meet their financial goals, including but not limited to establishing/improving credit, reducing debt, increasing assets/savings, and lowering financial transaction costs\\n\\tRecord client information and meeting progress data precisely, accurately, and on time in designated case management tracking software\\n\\tFacilitate Financial Coaching workshops for small groups of clients, and transition attendees into 1 -on-1 meetings\\n\\tConduct engaging coaching sessions and encourage clients to establish ongoing participation in follow-up meetings with the financial coaches and other partners\\n\\tWork collaboratively with Empowerment team to spread financial literacy and financial coaching services to staff, as needed\\n\\tParticipate and successfully complete the employer-sponsored Accredited Financial Counselor (AFC®) training course\\n\\tParticipate in the annual certification for Volunteer Income Tax Assistance Program (V.I.T.A)\\n\\tRemain up to date on related, supportive resources to refer clients for additional assistance; seek referrals where gaps in services exist\\n\\tAdapt the approach to coaching depending on the needs of the program, working with the Director to find engaging, sustainable ways to draw in more clients\\n\\tOther related duties as assigned\\n\\n\\n \\n\\nCOMPETENCIES\\n\\n\\n\\tDemonstrated professional experience in social services with a focus on personal finance management preferred\\n\\tDemonstrated professional expertise in Financial Coaching/Counseling preferred\\n\\tExceptional organization and process management skills, i.e., starting multi-step projects and seeing them through to completion\\n\\tAbility to work independently and collaboratively as a team\\n\\tAbility to lead and inspire with a positive attitude and an entrepreneurial spirit\\n\\tAbility to think critically and problem-solve\\n\\tExcellent verbal and written communication skills with the ability to conduct effective presentations as needed\\n\\tExcellent interpersonal skills with the ability to maintain positive relationships with staff and external contacts\\n\\n\\n\\n \\n\\n \\n\\n \\n\\n \\n\\n\\n\\tAbility to organize and prioritize workload to meet deadlines\\n\\tBilingual English/Spanish speaker preferred\\n\\tAbility to be meticulous with very strong attention to detail\\n\\tAbility to be adaptable and flexible based on client and program needs\\n\\tAbility to problem solve and manage time effectively\\n\\tDedication to continuous learning, improvement, and professional development\\n\\tCommitment to RiseBoro’s mission, vision, and values\\n\\tAbility to understand the concepts of institutional and structural racism/bias; ability to understand their impact on underserved and underrepresented communities\\n\\tDemonstrated commitment to supporting communities that have experienced systemic oppression i.e. people of color, LGBTQ+ people, immigrants, justice-involved persons, etc.\\n\\n\\n \\n\\nEDUCATION AND EXPERIENCE\\n\\n\\n\\tAssociate degree required; Bachelor’s Degree preferred\\n\\tA minimum of two (2) years of professional experience in social services with a focus on personal finance management preferred\\n\\n\\n \",\"employmentType\":\"FULL_TIME\",\"hiringOrganization\":{\"@type\":\"Organization\",\"name\":\"RISEBORO COMMUNITY PARTNERSHIP\",\"logo\":\"https://www.paycomonline.net/v4/ats/web.php/application/style/logo?clientkey=EADEA190247F3A600C15C7900B9DC6D1\"},\"jobLocation\":{\"@type\":\"Place\",\"address\":{\"streetAddress\":\"90 BEAVER STREET\",\"addressLocality\":\"BROOKLYN\",\"addressRegion\":\"NY\",\"postalCode\":11206,\"addressCountry\":\"USA\"}},\"qualifications\":\"EQUAL EMPLOYMENT OPPORTUNITY (EEO)/AFFIRMATIVE ACTION POLICY STATEMENT\\n\\nIt is the policy of RiseBoro to provide equal employment opportunity to all employees and applicants for employment.  No individual will be discriminated against on the basis of race, color, age, creed, religion, national origin, citizenship status, political or union affiliation, marital or partnership status, sex, sexual orientation or affectional preference, gender identity, familial status, genetic information or predisposition or characteristic, disability, status as a victim of domestic violence, status as a veteran or member of the U.S. military and related obligations, or any other characteristic protected by law. This policy applies to all terms and conditions of employment, including but not limited to, recruitment, hiring, job placement, compensation, benefits, training and apprenticeship, employee development, promotion, demotion, discipline, transfer, lay-off and recall, and termination. RiseBoro makes reasonable accommodations based on religion and/or disability as required by law, and requests for accommodation are to be directed to the Human Resources Department.\\n\\n \",\"experienceRequirements\":\"EQUAL EMPLOYMENT OPPORTUNITY (EEO)/AFFIRMATIVE ACTION POLICY STATEMENT\\n\\nIt is the policy of RiseBoro to provide equal employment opportunity to all employees and applicants for employment.  No individual will be discriminated against on the basis of race, color, age, creed, religion, national origin, citizenship status, political or union affiliation, marital or partnership status, sex, sexual orientation or affectional preference, gender identity, familial status, genetic information or predisposition or characteristic, disability, status as a victim of domestic violence, status as a veteran or member of the U.S. military and related obligations, or any other characteristic protected by law. This policy applies to all terms and conditions of employment, including but not limited to, recruitment, hiring, job placement, compensation, benefits, training and apprenticeship, employee development, promotion, demotion, discipline, transfer, lay-off and recall, and termination. RiseBoro makes reasonable accommodations based on religion and/or disability as required by law, and requests for accommodation are to be directed to the Human Resources Department.\\n\\n \",\"industry\":\"Nonprofit - Social Services\",\"validThrough\":\"-0001-11-30\",\"workHours\":\"Day Shift\",\"educationRequirements\":\"Associates\"}",
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