Mexican Consulate of Chicago, 204 South Ashland, Chicago, IL 60607
General Job Description
The Financial Coach is responsible for assisting with the implementation of financial literacy initiatives and one-on-one financial coaching. The Financial Coach helps community members create a financial plan that includes the establishment of financial goals, improvement of credit, savings and debt, and the access to financial products.
The Financial Coach is a member of the Financial Wellness department and the Community Wealth Building Pillar, and works with other staff to further TRP's mission through the promotion of financial literacy, sustainable homeownership, and wealth building.
Job Duties and Responsibilities
Provide one-on-one financial coaching services (approximately 20% of time).
Comprehensive one-on-one financial coaching and analysis for individuals looking to improve their financial wellness and financial security. The analysis includes review of credit, debt, savings, budgeting, financial goal setting, the access to financial products, and the development of a financial action plan.
Facilitate financial education workshops (approximately 80% of time).
Assist and support in the development and implementation of educational programs and workshops. Facilitate workshops for the community on various financial topics
Recruit community participants.
Maintain accurate data and reporting systems to effectively track client and program progress; adhere to all guidelines related to confidentiality of files and records.
Coordinate with other TRP staff to offer financial coaching and financial education services to clients across departments.
Work closely with other Financial Wellness staff to enhance and further develop current courses and expand services provided.
Cultivate, manage, and expand relationships with participants, leaders, TRP member institutions, and partners to promote and further TRP's Financial Wellness goals and organizational mission.
Maintain required job skills and core professional competencies.
Attend and participate in required educational programs and staff meetings.
Performs other duties as assigned.
Achievement of annual clients-served goal, including annual workshops and coaching goals.
Achievement of initial, six-month, and annual client financial follow-up.
Timely, quality production of workshop materials.
Timely, quality production of marketing/communication materials.
Timely follow-up with clients and accurate tracking of all communication.
Timely, quality, and accurate reporting, as assigned by the Financial Empowerment Manager.
Effective development of relationships and communication with member institutions, leaders, and partners.
Active participation in required staff and team meetings and programs.
Essential Knowledge and Skills
Bachelor's Degree is preferred. Two years’ experience in housing counseling, community development, finance, real estate, social work or related field required.
Experience in workshop development and adult training (minimum two years), including consumer financial education, teaching, and/or counseling; certification from HUD/NeighborWorks/NCLR a plus.
Certification from HUD/NeighborWorks/NCLR preferred in Financial Capability within one year of hire.
Bilingual in English and Spanish required.
Demonstrated ability to build relationships and work effectively with people of diverse social, faith, economic, and racial/ethnic backgrounds.
Excellent verbal, analytical, writing, and organization skills.
Demonstrated public presentation skills.
Proficient knowledge of MS Office and Internet required.
Highly motivated and demonstrated ability to work independently as well as part of a team.
Attention to detail.
Special Working Conditions and Demands
Willingness to work flexible hours as needed; evenings and weekends required.
Access to a car, valid driver’s license, and ability to travel within the metropolitan area and sometimes out of state.