Overview

“All persons newly hired for employment by RiseBoro must provide proof of being fully vaccinated by the first day of employment, except for those who obtain an exception due to medical or religious reasons through the reasonable accommodation process.”

ESSENTIAL DUTIES AND RESPONSIBILITIES

RiseBoros financial coaching program is a client-centered model that prioritizes the personal finance goals and objectives of each client served. Coaches work collaboratively with program staff to engage clients in financial coaching for short-term solutions and/or long-term goal building. Coaches are trained and experienced in providing a range of personal finance education from budgeting and banking to credit building and debt management to establishing wealth and long-term economic mobility. The duties of this role include:

  • Work collaboratively with Case Managers, Career Counselors, and other internal partners to establish and achieve financial goals with clients
  • Hold a minimum 20 meetings per week with clients, helping them increase financial security and meet their financial goals, including but not limited to establishing/improving credit, reducing debt, increasing assets/savings, and lowering financial transaction costs
  • Record client information and meeting progress data precisely, accurately, and on time in designated case management tracking software
  • Facilitate Financial Coaching workshops for small groups of clients, and transition attendees into 1-on-1 meetings
  • Conduct engaging coaching sessions and encourage clients in establishing ongoing participation in follow up meetings with the financial coaches and other partners
  • Work with the Director of Economic Empowerment Programs to spread financial literacy and financial coaching services to staff, as needed
  • Remain up-to-date on related, supportive resources in order to refer clients for additional assistance; seek referrals where gaps in services exist
  • Adapt approach to coaching depending on the need of the program, working with Director to find engaging, sustainable ways to draw in more clients
  • Other related duties as assigned

COMPETENCIES

  • Two years professional experience in finance or a related field
  • Excellent written and verbal communication skills, and strong interpersonal skills.
  • Exceptional organization and process management (i.e. starting multi-step projects and seeing them through to completion)
  • Proficiency with Google and Microsoft suites (e.g. Google docs and MS Excel)
  • Willingness to work with and support vulnerable populations such as people at-risk of homelessness, immigrant communities and survivors of domestic violence
  • Spanish language proficiency preferred
  • Ability to work independently, collaborate with a team, and lead independent projects
  • Entrepreneurial spirit, ability to problem solve, build relationships
  • Dedication to continuous learning and improvement

EDUCATION EXPERIENCE

  • High School diploma (or HSE) required plus 5 years of direct financial coaching experience or; Associate Degree preferred plus 2 years of direct financial coaching experience

EEO/Affirmative Action Policy Statement

It is the policy of RiseBoro to provide equal employment opportunity to all employees and applicants for employment. No individual will be discriminated against on the basis of race, color, age, creed, religion, national origin, citizenship status, political or union affiliation, marital or partnership status, sex, sexual orientation or affectional preference, gender identity, familial status, genetic information or predisposition or characteristic, disability, status as a victim of domestic violence, status as a veteran or member of the U.S. military and related obligations, or any other characteristic protected by law. This policy applies to all terms and conditions of employment, including but not limited to, recruitment, hiring, job placement, compensation, benefits, training and apprenticeship, employee development, promotion, demotion, discipline, transfer, lay-off and recall, and termination. RiseBoro makes reasonable accommodations based on religion and/or disability as required by law, and requests for accommodation are to be directed to the Human Resources Department.

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