Monday, December 14, 2015

Job Posting - Bridges to Career Opportunities Financial Coach


 Company Name:                           District 1199C Training & Upgrading Fund

Job Title:                                           Bridges to Career Opportunities Financial Coach
Type of Employment:                 Regular Full time
Supervisor:                                     Program Manager
Department:                                  College and Career Readiness 

Position Summary:
The primary responsibility of the Bridges to Career Opportunities (BCO) Financial Coach is to assist students with improving their financial literacy and increasing their credit score, income, and net worth.   This position works closely with internal occupational skills training program coordinators and will serve 263 students over three years.  This position begins on February 1, 2016.

Essential Functions and Responsibilities:
  • Interview and assess clients' overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information.
  • Meet with students every other week to develop a personalized financial plan including debt management plans, spending plans, and budgets to assist clients to meet financial goals.
  • Review changes to financial, family, or employment situations to determine whether changes to existing debt management plans, spending plans, or budgets are needed.
·         Monitor and record student financial information such as improved credit score, increased savings, and debt reduction in the ETO Database.
·         Help students set and achieve goals using financial products such as the Benefit Bank software to help connect students to public benefits
·         Provide access to VITA services and EITC
  • Assist students with calculating their available monthly income to meet debt obligations.
  • Work jointly with the Program Coordinator/Employment Coach to provide individual and group counseling and workshops
  • Facilitate workshops on topics such as budgeting, managing personal finances, financial literacy, credit report ratings, bankruptcy laws, consumer protection laws, wage attachments, and collection actions.
  • Work closely with internal occupational training coordinators to provide seamless services to students
  • Recommend educational materials or resources to clients on matters such as financial planning, budgeting, or credit.
  • Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs, declaring bankruptcy, making budget adjustments, or enrolling in debt management plans.
  • Refer clients to social service or community resources for needs beyond those of credit or debt counseling.
  • Advise clients and create action plans on housing matters, such as housing rental, homeownership, mortgage delinquency, or foreclosure prevention.
  • Conduct research to help clients avoid repossessions or foreclosures or remove levies or wage garnishments.
  • Attend meetings, webinars, conferences and seminars as required
  • Operate a variety of office equipment including audio/visual equipment.
  • Perform other duties as required

  • Minimum Bachelor’s Degree in counseling, social work, or accounting
  • Minimum 2 years’ experience providing financial planning services and/or counseling that included financial counseling
  • Experience with low income populations
  • Strong computer skills - Microsoft Excel; Microsoft Outlook; Microsoft Word, Windows Operating System, ETO Database

General Competencies Required:

Champions Mission: 
  • Understands and actively supports the mission of the Training Fund and District 1199C and the impact the organization has on its stakeholders.
  • Understands his/her role in supporting the growth of the Training Fund.
Commits to Service: 
  • Dedicated to meeting the expectations and needs of internal and external customers.
  • Treats colleagues as “internal customers” with commitment to understanding and addressing their expectations.
Delivers Excellence: 
  • Can be counted on to meet goals successfully, on time and to follow through.
  • Is solution oriented; takes initiative and ownership of work.
  • Takes pride in delivering a high quality product.
  • Spends time on what’s important; organizes and continuously prioritizes work.
Is Accountable for Results:
  • Achieves results by keeping commitments
  • Takes responsibility for actions, both individually and as a member of a team 
  • Acts ethically and with integrity.
  • Demonstrates a strong work ethic.
  • Responds flexibly to change; easily and positively makes transitions to the new and different.

Communicates Effectively: 
  • Communicates clearly and accurately in written and verbal form. 
  • Ensures that information is shared with whoever it will affect, directly or indirectly. 
  • Is open and respectful when giving or receiving feedback. 
  • Practices attentive and active listening.
  • Responds to conflict quickly and effectively.
  • Maintains composure under pressure.
  • Works collaboratively and cooperatively with others and across departments agency-wide.
  • Practices empathetic, non-judgmental communication.
Values Diversity: 
  • Contributes to a work environment in which individuals perceive that their uniqueness is respected and valued. 
  • Sees diversity as essential to the success of the organization

All applications and resumes should be submitted to Stephanie Webb at

DEADLINE: Monday, January 4, 2016

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