What are the responsibilities and job description for the Financial Coach position at Balance?
JOB DESCRIPTION - Smart Money Coach
This role is based in San Francisco and is a hybrid between in-person and virtual coaching.
Are you the sort of person who gets up each day hoping for an opportunity to make another person's life better? Are you mission driven? So are we! In fact, it's our mission to help individuals and families improve their financial lives. We are looking for a full-time Financial Coach with exceptional communication, customer service, and people skills to join our Smart Money Coaching team. The right person for this role has a positive disposition and feels eager to learn the job responsibilities. Financial counseling experience is preferred but not required. We provide all training required for this role.
Smart Money Coaching is flagship program of the San Francisco Office of Financial Empowerment (OFE). The OFE is a unique private-public partnership housed within the Office of the Treasurer of San Francisco that convenes, innovates, and advocates to strengthen the economic security and mobility of low income San Franciscans. BALANCE, in partnership with the OFE, offers Smart Money Coaching as a means to provide free, confidential, one-on-one financial coaching to individuals currently working, living or receiving services in San Francisco. Integrated into social service delivery, workforce development and public housing, Smart Money Coaching equips residents across the city to open a safe, affordable bank account, establish and build credit, reduce debt and save money. Our objective is to empower unbanked and financially insecure residents with the knowledge and resources to improve housing, employment, and overall financial health.
In this position, you will be responsible for conducting in-person and online financial education workshops, representing BALANCE at community meetings, and working with clients in-person or by phone to help establish a budget, and set goals to meet their financial objectives.
Minimum Qualifications
Associate's degree from an accredited college
Excellent interpersonal skills
Working knowledge of Microsoft Word, Excel, Outlook
Ability to use a client management database
Preferred Qualifications
Bachelor's degree from an accredited college
One to two years related experience and/or training (financial services, financial counseling, banking, credit and collection)
Experience working with clients from extremely low-income communities
Certificates, Licenses, Registrations (Required after being hired)
Must successfully pass and obtain the following certifications within 90 days of employment;
Financial Counselor Certification from the National Association of Certified Credit Counselors (NACCC)
Money Coach Certificate from BALANCE
Location San Francisco Concord
Salary : $28
