Employee Success Coach & Financial Specialist

Core Responsibilities

• Provide Financial Coaching and/or Resource Connection

• Provide Staff and/or Client Financial Training

• Develop & Maintain Financial Toolkit

• Collaborate & Maintain Relationship with Community Partners

• Leverage Financial Knowledge & Expertise

What will you be doing in your role

• Provide financial coaching and training related to topics such as budgets debt reduction savings credit repair and money management.
• Engage participants by maintaining regular contact to monitor and track progress in response to coaching services.
• Develop and encourage implementation of an individualized service plan.
• Monitor and evaluate participant progress and adjust service plan and/or service delivery as necessary.
• Complete comprehensive assessments with participants according to established standards.
• Advocate and connect participants with other service providers or agencies in the community.
• Maintain all records of communication and data collected from participants in CCFWs online database system.
• Responsible for maintaining a toolkit that includes diverse financial resources.
• Familiarity with community resources and other supports.
• Network with community partners to cultivate professional relationships
• Cultivate positive relationships with internal and external partners and participate in collaborations.
• Research financial training offerings and attend training as appropriate.
• Develop and/or maintain employee training curriculum.
• Skilled in creating and presenting financial training to individual programs and large groups.
• Demonstrate proactivity within the program.
• Complete tasks in a timely manner.
• Send weekly log to track participant meetings.
• Hold yourself and others accountable for meeting expectations and are proactive about addressing issues.
• Maintain and prioritize confidentiality.
• Results-oriented and excel at problem solving in a solution-focused manner.
• Meet commitments and effectively manage your administrative duties.
• Encourage programs you work with to deliver services adhering to the highest ethical standards and best practices.
• Work collaboratively with program staff peers and agency leadership to support the overall goals of CCFW.
• Manage both short- and long-term projects and complete them on time.
• Prioritize multiple tasks seamlessly with excellent attention to detail.
• Foster an environment of shared accountability proactive collaboration and constructive communication.
• Remain up to date on evidence-based practices.
• Regularly meet with your program manager and colleagues as a group and individually to discuss progress towards goals expectations and performance.
• Work best in a team setting and communicate clearly concisely and effectively.
• Ability present financial trainings at all-staff and Town Hall meetings.
• Live out the mission and values of CCFW.

Are you the next Employee Success Coach & Financial Specialist

• A belief that ending poverty is possible
• Bachelors degree in finance and/or Social Work or a related field with at least 1-3 years of experience in financial services wealth management or similar OR a combination of education and experience.
• Knowledge or experience with a person-to-person advisory context saving strategies debt consolidation resources leveraging employee benefits household budget management etc.
• Experience in mentoring and/or coaching techniques preferred.
• Skilled in teaching 1:1 and small/large groups.

Heres the Good Stuff...

• Full-Time hourly position. Pay is determined by relevant experience work history education and internal equities.
• Medical/ Dental/ Vision/ Short Term Disability/ Accident Insurance/ Hospital Indemnity Insurance/ Critical Illness/ ID Shield
• Health Savings Account- CCFW contributes $110 per month.
• 100% Company paid Long Term Disability
• 100% Company paid Basic Life and AD&D Insurance
• 16 paid Holidays (including being closed Christmas Eve through New Years Day)
• Tiered PTO Accrual by tenure:
  • Vacation Time- 100 hours in your first year.
  • Sick Time- 48 hours in your first year.
• 403(b) with employer match from day one- up to 6%
• 3 weeks paid parental/critical illness leave
• Employee Assistance Program

• CCFW Participates in the Public Service Loan Forgiveness program (PSLF)

• Mentorship Program
• Wellness Program
• Financial Coaching

Im steps.
We want to know more about you! Send us your resume and cover letter through the Join our Team tab on our website: . Select the job posting and click the Apply now button at the top right of the posting. Be sure to complete all fields so we know who to contact!

Due to the volume of responses only qualified parties will be contacted. No phone calls please. Catholic Charities Fort Worth is an equal-opportunity employer.

Required Experience:

Unclear Seniority