Job Opening for FINANCIAL WELLBEING COACH, CREDIT in Operation Hope (Dallas, TX 75201)



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Job Category : Business
Company Name: Operation Hope
Location : Dallas, TX 75201
Job Description : DEPARTMENT: HOPE Inside Retail Network
ACCOUNTABILITY: Reports to a Program Director
For twenty-five years Operation HOPE has been dedicated to empowering underserved communities through financial
literacy. Now, our work encompasses much more than financial education. Our work is about instilling knowledge and confidence in those we serve so they can experience, sometimes for the first time in their lives, financial dignity.
In this role you will coach in a manner that encourages measurable, positive outcomes in client development. You will serve as the primary point of contact addressing internal and external client interactions at the HOPE Inside with business partners and senior leadership levels. You will be based out of a HOPE Inside office (predominately hosted by a corporate partner).
Conduct client and consultant interactions using Strategic Client Management methodologies and tools
Recruit, build and lead clients in order to achieve strategic performance objectives.
Build productive relationships with Bank Partners for shared Client relationships
Promote Operation HOPE, Inc. solutions via social media
Schedule and facilitate workshops on financial literacy topics i.e. credit, money management
Coach individuals by phone and in-person
Liaison with partner and the community
Coordinate and schedule coaching sessions
Schedule workshops in the bank and the community
Maintain client data for impact reporting into the CRM system
Build and maintain community alliances and execute marketing objectives
Help clients build a debt reduction action plan
Bachelor’s degree is preferred, however will consider comparable 2+ years work experience in the financial industry
Must possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives
Must be savvy at internal and external communication techniques and messages
Strong contributor with analytical skills and the ability to identify and proactively communicate industry and governance trends to clients
Strong presentation skills with the ability to conduct group and individual
Highly experienced Financial Coach with outstanding people skills and ability to quickly form meaningful working partnerships
Good listener and self-starter with a demonstrated ability to work with minimal hands-on direction
Strong communication skills both verbally and in writing to conduct presentations and meetings
Expertise to effectively develop and influence others
Experience managing a volunteer program with recruiting and training
Multitask oriented with the ability to initiate, manage and maintain several projects and
program relationships simultaneously
Basic computer literacy a must: minimum proficiency in MS Word, Excel and PowerPoint
Professional demeanor and attire will be required in this position
High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating
personal integrity, resilience, and respect for others
Ability to deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services and platforms
This job requires personal transportation that will allow travel within the designated
market area
Requires an average of 50% business travel
Execution of information across various social media channels
Experience using Customer Relationship Management programs
Knowledge of interpreting Credit Report information
Experience building and maintaining financial budgets
Operation HOPE is an Equal Opportunity Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information or any other characteristic protected by

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