What are the responsibilities and job description for the Financial Coach position at Capital Good Fund?
About Capital Good Fund
Capital Good Fund (“Good Fund”) is a nonprofit, U.S. Treasury-certified Community Development Financial Institution headquartered in Providence, RI. Founded in 2009, our mission is to create pathways out of poverty and advance a green economy through inclusive financial services. Good Fund employees are committed to using financial services to transform the lives of those we serve.
Summary
The Financial Coach’s primary responsibility is to provide holistic one-on-one Financial Coaching to participants, following the Capital Good Fund curriculum. The coach will successfully build and manage trusting relationships with individual participants, prepare and deliver workshops in various Financial Coaching topics and settings, and track and manage client payments. The Coaching curriculum covers debt management, credit building, budgeting, savings, banking, and related areas such as health and wellness.
Essential duties and responsibilities include the following. Other duties may be included as assigned.
- Provide one-on-one financial and health coaching in-person and remotely to participants, from inquiry to credit checks and relationship maintenance such as check-ins and surveys;
- Establish and maintain trusting relationships with participants
- Develop actionable plans and provide resources to support the client in reaching their financial wellness goals
- Deliver prepared financial knowledge workshops to groups of 5-500 either in-person or remotely, using a variety of tools such as PowerPoint, projectors, and Zoom
- Assist the Manager in developing relationships with community partners;
- Collaborate with coworkers to maintain and strengthen coaching curriculum and program offerings;
- Ensure data integrity by taking detailed notes and correctly entering all client data into our customer database and periodically auditing for accuracy, ensuring Development has the data they need to report to funders;
- Maintain participant confidentiality by following all security and communications standards when working with sensitive data or information.
- Accommodate working late shifts based on client availability
Required Skills, Knowledge, and Abilities
- Possess a Bachelor’s degree or equivalent
- Possess strong time management and communication skills
- Experience in Customer Service Management programs and familiarity with data input and processing
- Strong time management skills
- Must be comfortable public speaking and presenting, both in-person and virtually, to groups of up to 500
- Must be comfortable making cold calls as part of outreach strategy
- Be able to empathize with people of different backgrounds and abilities
- Must have access to transportation and be willing to travel
Preferred Skills, Knowledge, and Abilities
- Experience working in low-income/distressed communities
- Experience developing community and business partner relationships
- Experience in financial services, business, or economics
- Experience in social work or the social service industry
- Familiarity with managing coaching/client relationships
- Experience in Salesforce, Google Suite, and Zoom
- Fluency in spoken and written Spanish
Physical Requirements
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
- All Capital Good Fund employees must be fully vaccinated against COVID-19. Reasonable accommodations will be made under state and federal law.
Salary : $49,500 - $62,700
