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International Rescue Committee Financial Coach in United States

Requisition ID: req5334

Job Title: Financial Coach

Sector: Social Work

Employment Category: Regular

Employment Type: Full-Time

Open to Expatriates: No

Location: USA-Dallas, TX

Job Description

The Financial Coach has three primary areas of focus:

  • Coordinating and teaching financial literacy classes to newly arrived refugee and asylee clients;

  • Providing financial coaching and counseling services to clients on a one-on-one basis; and

  • Assisting clients in applying for loans through the Center for Economic Opportunity , the IRC’s subsidiary Community Development Financial Institution

The Financial Coach works closely with the Employment and Career Development teams to ensure client services are provided in an integrated, effective and consistent manner.

RESPONSIBILITIES

  • Lead the implementation of group Financial Literacy classes, including:

  • Organize and adjust the curriculum as necessary;

  • Coordinate logistics such as transportation, interpretation, and volunteer support;

  • Teach classes utilizing adult learning principles appropriate for a multicultural audience;

  • Accurately track participant attendance, data, and follow-up services

  • Conduct one-on-one financial coaching and counseling with clients, including:

  • Use data management system to document and reflect the outcome of clients’ progress in an accurate and timely manner;

  • Contribute to quarterly funder reports with program outcomes data and client stories;

  • Conduct community-facing workshops as a means of outreach and education. Topics may include budgeting, savings, banking, financial products, credit building, identity theft, and more; and

  • Maintain and develop new relationships with local financial institutions and community organizations as a means of increasing outreach efforts and funding opportunities.

  • Other duties as assigned.

Qualifications

  • A demonstrated understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building is required.

  • 2+ years’ experience in client counseling, case management, or coaching is required.Strong communication skills, both written and oral are required.

  • Demonstrated reporting and data/outcomes tracking in a database is required.Ability to provide financial counseling/coaching services in a culturally sensitive manner is required.

  • Previous work experience with the IRC’s target refugee and immigrant population and/or with populations affected by trauma is strongly preferred.

  • A bachelor’s degree from a four-year accredited institution is strongly preferred.

  • Professional experience in a financial counseling setting is strongly preferred.

  • Bilingual language skills in target population’s most frequently used languages is preferred.

  • Must have a car, insurance, and valid driver’s license. Must be willing to transport clients as needed in personal vehicle

Working Environment:

Professional office environment. Work may be conducive to a flex schedule, if needing to be available evenings to support clients. Schedule to be arranged through Supervisor, but not to go over 40 hours per week unless pre-authorized.

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