Financial Wellbeing Coach

TITLE:‭    ‬ Financial‭ ‬Wellbeing Coach

FLSA STATUS:‭ ‬        Full‭ ‬-‭ ‬Time,‭ ‬Non‭ ‬-‭ ‬Exempt
SALARY RANGE:‭     ‬$49,500‭ ‬– $52,000
SHIFT:‭                   ‬    Monday‭ ‬-‭ ‬Friday,‭ ‬8‭ ‬am‭ ‬-‭ ‬4‭ ‬pm

PRIMARY PURPOSE:‭ 

Employee will work in cooperation with the Director of the Office of Financial Empowerment‭ (‬OFE‭) ‬to‭ ‬recruit,‭ ‬build and lead clients to achieve strategic performance objectives.‭ ‬Responsible for successful coaching and consulting client using Strategic Client Management methodologies and tools,‭ ‬building productive relationships with bank partners for shared client relationships,‭ ‬promoting the Office of Financial Empowerment‭ (‬OFE‭) ‬and facilitating the integration of the annual joint client business planning processes.

JOB QUALIFICATIONS:

Bachelor‭’‬s degree in social work,‭ ‬human services,‭ ‬business administration‭ ‬or related field.‭ ‬Bilingual skills a plus.‭ ‬Two years of work-related experience developing and implementing financial education and instruction for adults and youth.‭ ‬Possess a Financial Coaching Certification or ability to obtain within six months of employment.‭ ‬Knowledge of financial literacy and counseling.‭ ‬Experience with the Financial Coaching and CRM models.‭ ‬Ability to work independently in a detailed oriented,‭ ‬organized and efficient manner.‭ ‬Ability to relate to others in caring manner,‭ ‬exhibiting professional conduct,‭ ‬appearance,‭ ‬and a positive attitude.‭ ‬Ability to effectively problem solve with the ability to convey suggestions/ideas in a constructive,‭ ‬nonjudgmental manner.‭ ‬Excellent communication and interpersonal skills‭; ‬ideally coaching and facilitation skills with adults in a professional and courteous manner.‭ ‬Self-motivated with ability to work independently,‭ ‬met deadlines without supervision and take ownership for financial research and continued learning.‭ ‬Self-starter with a demonstrated ability to work with minimal hands-on direction.‭ ‬Professional with strong presentation and meeting management skills with an ability to effectively develop and influence others.‭ ‬Strong contributor with analytical skills and the ability to identify and proactively communicate industry and governance trends to clients.‭ ‬Must possess both a strategic thinking expertise as well as an ability to plan and execute tactical actions to implement strategic objectives.‭ ‬Must be savvy at internal and external communication techniques and messages.‭ ‬Strong leadership and management skills.‭ ‬Ability to manage time and workload effectively including planning,‭ ‬organizing and prioritizing with attention to details.‭ ‬Possess outstanding people skills and ability to quickly form meaningful working partnerships.‭ ‬Ability to operate personal vehicle for business and possess a current valid Missouri or Illinois driver‭’‬s license and insurance.

ESSENTIAL‭ ‬JOB FUNCTIONS:

Work directly with clients to provide high-quality financial coaching through individual coaching.‭ ‬Schedule‭ & ‬coach individuals virtually and in-person.‭ ‬Provide continued support while actively engaging clients to promote financial wellbeing.‭ ‬Achieves program goals for client impact and service outputs,‭ ‬taking initiative with client outreach.‭ ‬Conduct workshops on personal finance topics and OFE services in the community and on other platforms.‭ ‬Work with city‭’‬s banking relationship partners to identify clients.‭ ‬Refer customers to the city‭’‬s banking relationship partners.‭ ‬Provide individual and family financial counseling services including the provision of appropriate community referrals.‭ ‬Maintain an understanding of current education legislation and needs related to financial literacy.‭ ‬Enthusiasm for serving others and the community is a must.‭ ‬On-going professional interaction with Treasurer‭’‬s Office executive management team,‭ ‬employees,‭ ‬elected officials,‭ ‬school leaders,‭ ‬community leaders,‭ ‬potential donors,‭ ‬banking representatives,‭ ‬parents,‭ ‬and students.‭ ‬Proficient in Microsoft Office Suite with the ability to master other software programs‭; ‬ability to utilize computer technology for communication,‭ ‬data gathering and reporting activities.‭ ‬Ability to stay informed of applicable federal rules and regulations.‭ ‬Research financial products,‭ ‬consumer rights and resources on an ongoing basis.‭ 

HOW TO APPLY:

EOE:

The City of St Louis Treasurer‭’‬s Office does not discriminate on the basis of race,‭ ‬color,‭ ‬national origin,‭ ‬ancestry,‭ ‬religion,‭ ‬age,‭ ‬disability,‭ ‬sex or sexual orientation,‭ ‬gender identity or expression,‭ ‬genetic information,‭ ‬veteran‭’‬s status‭ ‬or marital status.