The Financial Specialist is responsible for the development and implementation of all financial coaching and other financial services to fulfill the mission of helping participants to improve their economic mobility, to develop fundamental executive functioning skills and self-efficacy, and to successfully pursue goals related to finances and overall well-being. These services will include both group instruction (financial literacy classes and workshops) and one-on-one coaching designed to help participants overcome certain financial barriers and to encourage a long-term commitment to budgeting, saving, debt management, credit building, asset attainment, and financial well-being. This position collaborates with other staff members of the Striving to Thrive program, as well as with staff members of other programs, to ensure seamless delivery of services. Relationships and work with individual participants often will last for multiple years.
To Apply: Email your resume and cover letter to firstname.lastname@example.org
|Position Responsibilities- Essential
This list of tasks is illustrative ONLY and is not a comprehensive listing of all functions and tasks performed by positions in this class. It does not imply that all positions within the class perform all of the duties listed, nor does it necessarily list all possible duties that may be assigned.
- Collaborate and communicate regularly with the staff of the Striving to Thrive program to provide the resources, training, and support required for success. Provide frequent consultation and guidance regarding service plans for the program’s participants.
- Develop and maintain curricula and supplemental resources for group-format workshops and classes.
- Collaborate with the administration and management teams of United Ministries to develop and implement strategies for best financial practices that benefit participants.
- Along with the Associate Director of Economic Mobility, serve as permanent member of the Financial Stabilization Committee charged with making decisions about the disbursement of financial assistance to participants of Puckett Center programs.
- Independently manage a schedule of coaching appointments, group instruction, staff meetings, and other responsibilities.
- Provide one-on-one financial coaching to individuals with a focus on meeting immediate needs, setting appropriate short- and long-term financial goals, developing fundamental skills, and charting a viable path to self-sufficiency and financial well-being. Provide expert guidance and support related to navigating financial crisis; assessing income and expenses; developing a household budget; avoiding predatory practices and products; establishing and achieving appropriate savings goals; managing debt; repairing and building credit; attaining assets; managing taxes; understanding loans, bankruptcy, and mortgages; and improving overall financial net worth.
- Utilize Motivational Interviewing, Mobility Mentoring®, and trauma-informed care – among other interpersonal strategies – to effectively build rapport and trust with participants to facilitate behavior change and foster self-regulatory skills; to guide the ongoing development and modification of appropriate goals; and to develop, monitor, and continuously revise the plan for achievement of goals. Coaching is typically provided 1-4 times per month for each participant and often will extend over the course of multiple years.
- Lead group workshops and classes in an engaging and effective manner to address financial literacy skills and common financial issues. Incorporate both instructor-led lessons, as well as group discussion, and utilize digital, internet-based, and print materials. Coordinate and collaborate with other staff and volunteers in workshop facilitation.
- Effectively utilize phone, text, email, and other technology to facilitate and organize a high volume of communications with participants and staff.
- Maintain effective communication with community partner agencies to coordinate service delivery for shared program participants.
- Effectively utilize multiple information technology tools and platforms to collaborate with staff on joint projects and to organize participant tracking information.
- Maintain accurate and complete records in the agency client database, including: contact, demographic, and assessment information; detailed service tracking notes for each significant participant interaction; an updated comprehensive financial profile; and self-sufficiency outcomes data for each participant.
- Pull TransUnion credit reports and FICO scores for participants in the Striving to Thrive program, as well as participants in emergency shelter, as needed.
Within the Team
- Provide dedicated financial support to participants in the Striving to Thrive program. Actively collaborate with Economic Mobility Partners to develop service delivery plans.
- Provide guidance to the Housing Economic Mobility Partner in setting monthly program fee amounts for participants in United Ministries’ Interim Housing based on each participant or family’s circumstances.
- Actively participate in weekly Housing Team meetings and provide input into decisions related to Interim Housing acceptance and exit plans. Share insights from coaching interactions with participants.
- Actively participate in Striving to Thrive team meetings and projects to improve the services provided and opportunities available to participants.
- Communicate regularly with other team members concerning individual participants and program offerings. Gather and utilize input and institutional knowledge from team members as needed to inform and strengthen practices. Actively participate in staffing meetings.
Within the Agency
- Participate in all agency-wide meetings and special events as able.
- Maintain a clean, orderly, and professional work environment.
- Maintain up-to-date knowledge of services offered through other programs at United Ministries and connect participants with these services when appropriate.
- Work directly with other staff to maximize program integration and coordination of services, particularly for co-enrolled participants.
- Believe in and act in accordance with the values and mission of United Ministries.
- Engage in professional development activities and embody the spirit of lifelong learning.
- Establish and maintain partnerships with other agencies in Greenville. Serve as primary point person and provide oversight for collaborative efforts with partner agencies such as the Small Dollar Revolving Loan Fund, MICAH Loans, etc.
- Remain informed of current issues in Greenville related to financial services and education.
- Act as a knowledgeable, professional, and discerning representative of the agency in formal and informal community efforts and conversations regarding financial coaching and education, goal setting, and asset attainment.
- Engage in advocacy work to address issues related to predatory lending, affordable housing, income inequalities, and other economic justice issues.
- Be responsive to inquiries and requests from individuals in the community who are seeking services or seeking help for others.
|Position Responsibilities- Non-Essential
This list of tasks is illustrative ONLY, and is not a comprehensive listing of all functions and tasks performed by positions in this class. It does not imply that all positions within the class perform all of the duties listed, nor does it necessarily list all possible duties that may be assigned.
- Perform other duties as assigned.
|Essential Skills and Experience|
- Bachelor’s Degree
- Previous experience in counseling, employment services, and/or a relevant human services field
- Significant knowledge of and professional experience in addressing financial issues faced by individuals and families who do not possess financial well-being, including budgeting, saving, debt management, credit building, asset attainment, taxes, loans, bankruptcy, and mortgages.
- Demonstrated skill in working with large groups, small groups, and individuals. Demonstrated ability to engage with all parties using diversity, equity, and inclusion (DEI) best practices, as well as to assist people facing barriers of all types.
- Demonstrated skill with public speaking, as well as teaching and engaging a group
- Interpersonal coaching skills
- Proficiency with Microsoft Office (Word, PowerPoint, Excel), Zoom, and Google Suite (Gmail, Drive, Docs, Sheets)
- Proficiency with navigating, researching on, and collecting information from the internet
- Proficiency with using a database and spreadsheets to organize and track various kinds of participant data
- Excellent verbal and written communication skills
- Integrity and discretion
- Regular and sustained attendance
- Demonstrated skill with time management, planning, organization, and follow-up
|Beneficial Skills and Experience|
- Master’s Degree in Social Work, Counseling, or other related field
- Bilingual skills
- Related lived experience
- Working knowledge of Motivational Interviewing, Mobility Mentoring®, and Trauma-Informed Care