Financial Coach

Responsibilities

• Include, but are not limited to:
• 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.
• Job Requirements:
• Undergraduate degree preferred; or combination of equivalent years of education and related work experience;
• Experience with financial education, counseling and coaching;
• High level of familiarity with U.S. credit and banking system and experience with personal budgeting, banking and credit counseling;
• Demonstrated ability to communicate well with people of varied backgrounds;
• High level of comfort, functioning and effectiveness in multi-cultural and multi-disciplinary teams;
• Excellent organizational skills with a high level of attention to detail and computer literacy;
• Strong written and verbal communication skills, including ability to make presentations;
• Ability to work independently, be a self-starter and manage multiple tasks;
• Fluency in English required. Proficiency in a refugee language an asset.
• Valid driver's license and access to a personal, insured vehicle to travel regularly throughout the service delivery area.
• Working Environment :
• A combination of standard office environment, remote work, and 'field' time within the service delivery area to perform the above outlined responsibilities.
• May require occasional weekend and/or evening work.
• Union Eligible:
• This position is represented by the OPEIU union and subject to the terms and conditions of a collective bargaining agreement.
• Updated US Benefits: We offer a comprehensive and highly competitive set of benefits. In the US, these include: 10 sick days, 10 US holidays, 20-25 paid time off days depending on role and tenure, medical insurance starting at $143 per month, denta

Benefits

Additional Information

The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, economic wellbeing, and power to people devastated by conflict and disaster. Founded in 1933 at the call of Albert Einstein, the IRC is one of the world's largest international humanitarian non-governmental organizations (INGO), at work in more than 40 countries and 29 U.S. cities helping people to survive, reclaim control of their future and strengthen their communities. A force for humanity, IRC employees deliver lasting impact by restoring safety, dignity and hope to millions. If you're a solutions-driven, passionate change-maker, come join us in positively impacting the lives of millions of people world-wide for a better future. Job Overview: The Financial Coach will coordinate and provide financial counseling/coaching services for clients in programs across the local office.

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