Job Responsibilities

• Provide 1:1 financial coaching and counseling to a caseload of clients including creating a personal budget, establishing a bank account, taking out loans, and establishing credit, as well as advanced asset building topics, including analyzing credit reports, techniques to build credit, and debt reduction as needed
• Assess client needs and develop individual financial action plans with each client
• Provide individualized financial counseling sessions (including both initial and follow-up sessions) and achieve client outcomes. Make appropriate referrals and integrate other wraparound supports (i.e. benefits, tax preparation) into counseling to achieve greater results
• Support the creation of new workshops in budgeting, banking and credit.
• Ensure that all training requirements are met for participants in budgeting, cash management, savings, and credit building. Ensure that participants complete required training.
• Increase participant knowledge of financial services and credit offerings
• Coordinate with the Economic Empowerment Manager on external outreach to banks and other community members to assist with client achievement of financial navigation and coaching goals.
• Accurately track participant attendance, data, follow-up services, and outcomes in ETO.
• Successfully complete and pass CNM Certified Financial coach, participate in initial trainings and ongoing professional development trainings
• Follow all programmatic, contractual, donor requirements and IRC standards of practice 
• Participate and attend community of practice (COP) calls for financial coaches 
• Participate in financial capability wide events and initiatives 
• Build and maintain effective relationships with colleagues, banks, VITA tax sites, and community volunteers
• Other related duties as assigned.