Financial Coach

PRIMARY RESPONSIBLITIES INCLUDE:

• Assist members in developing financial goals and creating action plans
  through 1:1 coaching sessions.

• Communicate effectively with members by engaging in active listening and
  critical questioning.

• Monitor and document participant progress toward member-driven financial
  goals through assessments, progress reports and case notes.

• Utilize the WiNGS Self-Sufficiency Calculator to help members access
  appropriate public benefits

• Maintain a working understanding of industry practices.

• Conduct ongoing evaluation of services and recommend improvements as
  necessary.

• Establish working relationships with community partners.

• Identify and connect members with financial and support products and
  services such as the WiNGS Individual Development Accounts (IDA’s) and Credit
  WiNGS.

• Bilingual/Spanish preferred; Bachelor’s degree in
  Social Work or related field preferred

• Demonstrated ability to establish and maintain
  positive working relationships with others; able to work independently and take
  initiative.

• Demonstrated written and verbal communication skills

• Working knowledge of Microsoft Office Suites including
  Word, Excel and Outlook

• Strong organizational and time management skills

• Ability to work flexible schedule (required to work
  some evenings/weekends)

WiNGS offers competitive compensation and comprehensive benefits, including medical, dental, vision, and life insurance, short- and long-term disability plans and retirement, as well as an environment where your professional growth and advancement are cultivated. WiNGS is an Equal Opportunity Employer.