Financial Coach, CFS
Company: United Way Of Miami-Dade Inc
Location: Miami
Posted on: January 15, 2021
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Job Description:
United Way of Miami Dade is looking for a Financial Coach to
provide the financial coaching function of the United Way Center
for Financial Stability and assist with the integration into other
United Way and community initiatives. The ideal candidate must be
detail-oriented and able to multi-task in a fast-paced environment.
Strong customer service skills and ability to function in a team
environment. Experienced and comfortable communicating one-on-one
and with small groups of people on a variety of financial and
miscellaneous topics. Proficiency in written and spoken Spanish or
Creole strongly desired. Responsibilities include: --- Provide
direct service including conducting trainings and one-on-one
coaching, aimed at helping others build financial capability,
change financial behavior, and achieve financial goals.
--- Conduct and coordinate intake and holistic assessments of
individual and family clients
--- Educate clients on the value of financial capability services
and engage clients in a longer-term coaching relationship as
appropriate
--- Assist clients in identifying and addressing current financial
opportunities and challenges, while providing a holistic
perspective on overall financial stability in order to help clients
move towards proactive financial management and long-term
success
--- Develop individualized financial stability plans in
collaboration with clients, assisting with goal-setting, money
management, savings, credit building, debt management, utilization
of financial services and products, tax preparation, benefit
screening, employment services, etc.
--- Identify and refer participants to other community resources
and services, as needed, to achieve clients' financial goals
--- Identify, cultivate and maintain effective relationships with
key providers of other community resources and services,
coordinating efforts as needed in order to maximize client
impact
--- Review financial plans to identify needs/gaps
--- Follow-up, monitor, and evaluate progress with clients
--- Provide "warm" referrals to community resources and services,
following-up with client and/or community partner as
appropriate
--- Ensure client's physical and electronic files are accurate, up
to date and secure
--- Track and compile outcomes of services provided; provide
information and prepare reports on a regular basis
--- Learn new skills and techniques to promote high-quality
services and impact
--- Work with leadership to adapt coaching methods and tools in
order to create more effective client and program outcomes
--- Performs other duties and assumes other responsibilities as
assigned by supervisor
--- Perform outreach and attend events to market services, recruit
clients and build relationships with partners
--- Promote United Way Center for Financial Stability to the
Miami-Dade community, local businesses, the social service
community and other key groups
--- Represent United Way at various community meetings,
conferences, committees; attend and participate in UW special
events to support our fundraising efforts.
--- Understand United Way and effectively interact with other areas
internally to maximize and leverage opportunities
--- Due to leadership role United Way is called upon to play in the
community, particularly in times of crisis, it is the expectation
that all United Way staff will be fully engaged in the
organization's crisis plan and response efforts. Education
Requirements: Bachelor's degree required with major course work in
business, management, social services, or related fields
Experience Requirements: Experience and demonstrated success in
serving at-risk and/or low-to-moderate income populations.
Experienced and comfortable communicating one-on-one and with small
groups of people on a variety of financial and miscellaneous
topics. Other Essential Knowledge/Skills: Must be detail-oriented
and able to multi-task in a fast-paced environment. Strong customer
service skills required. Ability to function in a team environment.
Proficiency in written and spoken Spanish preferred. Salary
$45,000.00 UWMD is an equal opportunity employer, to view our EEO
statement and summary of benefits, please visit our Career site
homepage (bottom section).
PI127795776
Keywords: United Way Of Miami-Dade Inc, Miami , Financial Coach, CFS, Accounting, Auditing , Miami, Florida
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