Career and Financial Coach

Position Description

Neighbors, Inc. is a nonprofit social service agency with more than 50 years of experience serving Dakota County and surrounding communities through high dignity basic needs services, including Hunger Relief, Clothing, Community Resources, and Financial Empowerment. Neighbors meets immediate needs while empowering individuals to move toward greater stability and self-sufficiency.

Position Overview

The Career and Financial Coach works closely with leadership in the development and service delivery of the Career and Financial Empowerment Program. The Program Coach works directly with clients to increase financial capability and wellbeing through the application of person centered, strength-based coaching techniques. In addition, this position assists clients who lack stability in their basic needs.

• Promote improved financial capability and wellbeing by providing financial coaching and education focusing on reducing asset poverty, wealth divides, and disparities in 1:1 and small group settings.
• Support financial growth through job-based coaching, educational pathway guidance and employment based self-advocacy
• Facilitate goal identification and setting, support clients in their achievement process.
• Assist with organizing, prioritizing and implementing strategies to build or rebuild credit in alignment with their goals.
• Interview clients to assess their needs, gather information, make referrals and assist with completing applications to available programs.
• Educate and encourage participant’s use of appropriate low-cost, convenient, and transparent financial products.
• Conduct work readiness training in 1:1 and small group setting covering topics including topics such as; resume development, soft skills, application, and interviewing assistance.
• Assess the need of and administer support services and incentives to program participants.
• Meet or exceed goals and outcomes established for the program.
• Build relationships with businesses that lead to family sustaining wages with benefits.
• Participate in financial empowerment program planning, implementation, and evaluation to assess outcomes and impacts.

Outreach – 20%

• Build community awareness of program offerings through recruitment and outreach activities and informational sessions.
• Develop a network of partnerships for accessible referrals.

Data Entry – 20%

• Maintain accurate and up to date documentation on participant enrollees.
• Submit data on appropriate program databases both internally (i.e. Apricot) and on required funder platforms (i.e. Workforce One) or other designated platforms.
• Pull data and compile reports as necessary for program evaluation purposes.

Other Job Functions: Assist with answering agency phones as needed.

• Assist with the Holiday Gift and other related programming as needed.

Job Qualifications

Minimum: 1 to 3 years of experience with financial and/or job coaching.

• Bachelor’s degree
• A demonstrably equivalent combination of experience and education may be considered.

Knowledge, Skills and Abilities

• Ability to assess social, economic, emotional and health needs of diverse, underserved, disenfranchised and economically challenged communities and individuals.
• Knowledge of best practices in personal finance, financial products, and services.
• Understand and facilitate access to federal, state, county and other social-economic programs and services.
• Working knowledge on current work readiness trends and practices.
• Capability to create pathways to employment opportunities for diverse populations.
• Knowledge of motivational, or other coaching techniques and styles.
• Ability to prioritize tasks and work independently and as a team member.
• Ability to advise people in crisis and make decisions, which lead to resolution.
• Ability to meet or exceed expected deadlines, outcomes and program requirements as prescribed by various funders including but not limited to government entities, private foundations, etc.
• Salesforce, Apricot, Workforce One or other CRM database experience preferred.
• Proficient with Microsoft Office products.
• Effective communicator in writing and speech
• Demonstrate a collaborative approach to problem solving.
• Able to be discreet and manage confidential information.

Physical Requirements: Ability to bend, sit, stand, and lift up to 25 pounds without risk of injury to self.

• Ability to sit at a desk for extended periods.

Additional Information

• Other duties as assigned.
• Eligible for employment in the United States.
• Periodically able to work evenings and weekends.
• Pass criminal, credit and vehicular background checks.

This job description is a good-faith representation of what the job entails and is subject to change.