Financial Coach

Title: Financial Coach

Department: Financial Empowerment Program

Reports to: Financial Education Coordinator

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 several 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 maintains 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 Director, 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 levels of society 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

  • It 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 twenty-five pounds

  • Required to remain at their workstation 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 database 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





If you are interested, please submit your application and upload your resume and cover letter to www.mamhouston.org




*MAM’s Mission is to build stable families, a dynamic workforce, and vibrant communities…together

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