Financial Coach- Georgia

Company: Capital Good Fund

Location: Atlanta, GA

Job Function: Other


Background

Capital Good Fund (“Good Fund”) is a nonprofit, U.S. Treasury-certified Community Development Financial Institution headquartered in Providence, RI. Founded in 2009, our mission is to create pathways out of poverty and advance a green economy through inclusive financial services. Good Fund employees are committed to using financial services to transform the lives of those we serve.

Summary

The Financial Coach’s primary responsibility is to provide holistic one-on-one Financial Coaching to participants, following the Capital Good Fund curriculum. The coach will successfully build and manage trusting relationships with individual participants, prepare and deliver workshops in various Financial Coaching topics and settings, and track and manage client payments. The Coaching curriculum covers debt management, credit building, budgeting, savings, banking, and related areas such as health and wellness.

Responsibilities

  • Provide one-on-one financial and health coaching in-person and remotely to participants, from inquiry to credit checks and relationship maintenance such as check-ins and surveys; 
  • Establish and maintain trusting relationships with participants
  • Develop actionable plans and provide resources to support the client in reaching their financial wellness goals
  • Deliver prepared financial knowledge workshops to groups of 5-500 either in-person or remotely, using a variety of tools such as PowerPoint, projectors, and Zoom
  • Assist the Manager in developing relationships with community partners;
  • Collaborate with coworkers to maintain and strengthen coaching curriculum and program offerings;
  • Ensure data integrity by taking detailed notes and correctly entering all client data into our customer database and periodically auditing for accuracy, ensuring Development has the data they need to report to funders;
  • Maintain participant confidentiality by following all security and communications standards when working with sensitive data or information.
  • Accommodate working late shifts based on client availability

Requirements

  • Possess a Bachelor’s degree or equivalent
  • Possess strong time management and communication skills
  • Experience in Customer Service Management programs and familiarity with data input and processing
  • Strong time management skills
  • Must be comfortable public speaking and presenting, both in-person and virtually, to groups of up to 500
  • Must be comfortable making cold calls as part of outreach strategy
  • Be able to empathize with people of different backgrounds and abilities
  • Must have access to transportation and be willing to travel
  • Experience working in low-income/distressed communities preferred
  • Experience developing community and business partner relationships preferred
  • Experience in financial services, business, or economics preferred
  • Experience in social work or the social service industry preferred
  • Familiarity with managing coaching/client relationships preferred
  • Experience in Salesforce, Google Suite, and Zoom preferred
  • Fluency in spoken and written Spanish preferred

Compensation and Benefits

This is a full-time forty hour-per-week position. The Financial Coach will earn an annual salary of $41,000 – $44,500 based on experience. 

In addition, the Financial Coach will receive a competitive benefits package that includes a 401(k) plan with a dollar for dollar employer match up to 4% of gross earnings, medical insurance with a $500/month employer subsidy, dental insurance fully covered by employer for routine dental care, 5 paid personal days per benefit year, 15 vacation days in the first year on staff, and the opportunity to apply for personal loans of up to $2,000 at 0% interest. Company perks include flexible scheduling, and 14 paid holidays!

How to Apply

Please send a one-page cover letter and accompanying résumé to jobs@capitalgoodfund.org.