Financial Coach

2860 Lagrange St.
Toledo 43608
Start Date: 01/02/2018
Hours Per Week: 40
Salary: 30,000-40,000

Contact: Michelle Lyons -
Last Updated: 12/06/2017
Expiration Date: 12/22/2017

Job Description:

NeighborWorks Toledo Region: Financial Coach Position
Full time

The Financial Coach will use strong interpersonal and communication skills and experience working with low-income individuals to deliver financial coaching services to FOC clients, and to assist clients with short-term financial needs while working to support the development of financial skills and behaviors necessary to become self-sufficient and well-versed in the long-term management of their economic resources.

Primary Responsibilities

  • Provide one-on-one financial coaching services to FOC participants including assessing financial situations and helping clients develop realistic spending, savings, and debt management plans, improving or building credit, developing emergency savings funds, and building assets (retirement, education, housing, etc.).
  • Recruit FOC customers through community forums and door to door outreach.
  • Conduct client orientation into Financial Opportunity Center (FOC) programs.
  • Facilitate financial education classes at the FOC and in the community.
  • Manage outcome tracking system (Salesforce) and documentation requirement for the financial coaching component of FOC.
  • Maintain client files and prepare and submit required reports to the FOC Manager in a timely manner.
  • Work as a member of the cross-functional team providing services for clients enrolled in the FOC, sharing information, participating in team meetings, and helping to track and report progress and outcomes related to FOC operations.
  • Serve as a liaison with participating organizations, agencies, and neighborhood groups.
  • Implement and assist with development of public relations/outreach campaigns of the FOC.
  • All other related duties as assigned.

Minimum Training, Education and Experience

  • A four-year degree in business, accounting, public administration, social sciences or a related field of study is preferred but may substitute significant, highly relevant work experience (five years or more) in banking, financial counseling, financial coaching or credit counseling and proven ability to successfully apply financial coaching skills with the target population.
  • Two or more years experience serving low-income working populations.
  • Experience with a non-profit preferred.
  • Knowledge and experience in the financial or credit counseling industry.
  • Excellent social/interpersonal skills and writing ability commensurate with the communication and reporting requirements of the position.
  • Strong computer skills including experience with MS Office applications, using the Internet and database management.
  • A problem solver and self-starter, who demonstrates the ability to think fast on his/her feet; a good team player; able to multi-task; attentive to detail.
  • Knowledge of available ONE Village and greater Toledo community resources preferred.
  • Well-organized and self-directed, with ability to manage multiple tasks and priorities with great attention to detail.
  • Certified OBB Counselor (benefits and tax services) preferred.
  • Teaching/Facilitation experience is a plus.
  • Must have valid driver’s license and reliable transportation, as this position may require occasional travel.

Please email a cover letter and resume to: Michelle Lyons

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