Bilingual Financial Wellbeing Coach, Credit

  • Full Time
  • Houston
  • In-Office

Website Operation HOPE

Salary Range: $55,000.00 To 58,000.00 Annually
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. 

JOB SUMMARY 

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). 

DUTIES AND RESPONSIBILITIES 

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
Work with clients in Spanish and English 

REQUIRED SKILLS AND EDUCATION 

Bachelor’s degree is preferred, however, will consider comparable 2+ years of 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 in effectively develop and influencing 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 
Fluent in Spanish and English

PREFERRED SKILLS 

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 

EEO STATEMENT 

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
law. 

@ohfwc

HUD Certification not needed

To apply for this job please visit operationhope.org.

Scroll to Top