Department: Financial Empowerment Program
Reports to: Financial Empowerment Program Manager
Employment Status: Full-time, Exempt
Impact Statement: The role of MAM Financial Coach is to coach and educate clients to
develop responsible spending habits through Financial Education and one on one Coaching.
The Financial Coach brings positive change in the knowledge, skills, behaviors, and
experiences of those served, helping them better prepare to increase savings, improve
credit scores, reduce debt, increase net income, build assets, and become financially stable.
Position Summary: The Financial Coach provides one-on-one financial coaching to
clients; cultivates and stewards relationships with external partners, communicates
effectively with all constituents, including staff and volunteers of MAM, and delivers
financial classes/workshops.
Responsibilities:
• Ensures that key performance indicators and goals are met.
• Provides one-on-one Financial Coaching, applying MAM’s Coaching Model
• Schedules clients for coaching service appointments
• Regularly conducts outreach and recruits new clients for the Financial Coaching
program
• Provides regular follow ups to confirm each client’s progress and outcomes
• Ensures that volunteer schedules provide optimal coverage, oversight, and
performance for the benefit of our clients and collaborative partners.
• Stays abreast on new teaching methods, curricula, technologies, and programs;
attend educational seminars/conferences impacting MAM’s financial education
programming.
• Pulls credit reports in a timely manner and effectively explains the report to the
clients.
• Maintains effective communication with volunteers to know their availability for
coaching, classes, etc.
• Facilitates Financial Education class on various topics in person and on online
platforms
• Works collaboratively with other staff of MAM to ensure that program initiatives are
well coordinated with other programs and initiatives of MAM.
• Maintains up-to-date records (database and others as appropriate) on client
demographics, attendance, progress, skill level and outcomes.
• Cultivates and maintain effective, mutually beneficial collaborative relationships
with a variety of community partners.
• Assists with program evaluation activities, including data collection.
• For and on behalf of MAM, attend and effectively participate in meetings, trainings,
outreach, and other events as appropriate.
• Ensures that volunteers are knowledgeable of MAM’s service standards,
programmatic philosophy, best practice, curricula and approved teaching methods.
• Ensures that the Program Manager, Coordinator, and other staff as appropriate, are
up to date on programmatic activities, status of goal achievement, upcoming
priorities, and opportunities.
• Ensures that programmatic data is consistently collected, maintained and analyzed.
• Effectively plans and implements program events, workshops/ classes, assessments,
and coaching sessions.
• All other duties as assigned
Qualifications:
• Bilingual (English/Spanish) required (oral, written, and conversational skills to an
extent such that conversations, curricula, handouts, presentations and all written
communications can be accomplished fluidly and with little effort or preparation);
• Minimum of one year of experience providing one-on-one financial coaching is
required
• Experience and skill as a workshop facilitator, teacher, support group leader or
other experience that demonstrates experience, skill and/or interest in teaching
adults is required
• Effectively self-aware and with demonstrated ability to communicate effectively
with a broad diversity of staff, volunteers, clients, and collaborative partners both
orally and in writing
• Excellent mastery of professional boundaries;
• Strong work ethic, self-directed, flexible, finishes what is started;
• Demonstrated ability to work with people from all walks of life and treat them with
dignity and respect;
• Culturally aware and supportive of a growing, diverse client base;
• Certification as a financial coach is a plus.
• Intermediate to advanced skill with Microsoft Office applications.
• Experience supervising adult volunteers is a plus!; and
• Commitment to the MAM mission*
Physical Demands:
• Regularly required to talk or hear
• Regularly is required to stand, walk, sit, use keyboard, handle or feel objects, tools, or
controls; and reach with hands and arms
• Required to have the ability to lift and/or move up to 25 pounds
• Required to remain at their work station for prolonged periods of time
The physical demands described here are representative of those an employee encounters
while performing the essential functions of this job. Reasonable accommodations may be
made to enable individuals with disabilities to perform the essential functions.
Work Conditions/Work Environment:
• May work remotely up to 20% of time each week in virtual coaching, job readiness
workshops, providing intensive follow-ups and data entry on ETO data base as
needed and as approved by supervisor.
• May work in person at assigned work sites for face-to-face client meetings, in person
orientations, job readiness workshops and work support services.
• Will be required to work some evenings and weekends, all of which will be planned.
• Primary work location is a climate-controlled indoor office environment.
• Flexibility for travel related to job requirements; and
• Provide own reliable transportation with proof of valid driver’s license and TX
minimum requirements of auto insurance
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