JOB SUMMARY
Provide individualized support through one-on-one wellness coaching to empower adults to set and attain short-term and long-term goals leading to self-sufficiency and connecting individuals to comprehensive wrap-around resources in the community to ensure holistic support. Activities and goal setting involve financial literacy, developing budgeting and money management skills, developing appropriate financial relationships, understanding smart debt options, navigating housing opportunities, employment support, and guidance for training/higher education.
ESSENTIAL DUTIES
Educate participants on the value of workforce program services, fostering long-term engagement to maintain membership level relationships..
Lead personalized workshops to help participants understand banking, budgeting, credit control, becoming educated consumers.
One-on-one coaching to help participants analyze their financial health, and develop a sustainable household budget.
Develop plans of action and provide tools, resources, accountability to the participant to help them meet their goals.
Research, identify, and develop partnerships with community resources, services providers, and financial institutions to meet participants’ needs.
Make appropriate referrals and integrate other community and partner program supports. Coordinate with partner program staff to ensure strategic alignment of financial wellness programming and other program goals.
Maintain consistent follow-up with participants to track progress, provide guidance, and adjust action plans as needed.
Administer evaluation tools to measure service impact and assess participant progress toward financial and personal goals.
Maintain files and database for all participant activity.
Collect, track, enter and report participant data for purpose of internal program monitoring on a weekly, monthly, and quarterly basis.
SECONDARY DUTIES
Perform related duties as assigned.
JOB SPECIFICATIONS
EDUCATION REQUIRED: Bachelor’s Degree from an accredited college in social or human services, economics, finance, education or a closely related field.
LICENSE/CERTIFICATION: Valid California Class C driver’s license preferred.
EXPERIENCE REQUIRED: Experience working with low-income populations and/or the ability to provide financial coaching services in a culturally sensitive manner.
Two years’ experience working in social services and/or non-profit programs.
Demonstrated experience and affinity for technology platforms that include tools such as Microsoft Office, video conferencing, webinars, social media, etc.
KNOWLEDGE REQUIRED: Credit, debt, and money management; savings and investment options; and safe financial products and services.
Leadership, public speaking, communication skills.
Familiarity with Goodwill’s mission and general company policies/procedures, which may be learned on-the-job.
Familiarity with office procedures, filling systems and equipment.
EQUIPMENT USED: Typical office equipment; vehicles.
SKILLS/APTITUDES/TEMPERAMENTS:
Ability to communicate effectively in English, both orally and in writing. Ability to communicate in basic Spanish desirable.
Ability to understand and comply with the protocols and state and federal program requirements related to workforce development and social services programs.
Ability to understand and follow Goodwill Mission Services Standard Operating Procedures.
Ability to understand and follow Goodwill Central Coast’s Code of Ethics
Strong presentation skills.
Ability to engage and motivate participants, a strong understanding of personal finances, and the ability to teach that knowledge to others.
Strong judgment, discretion, and problem identification and solving skills.
Quick learner who can work well independently.
Highly organized, detail-oriented, and flexible in a dynamic environment.
Team player who is resourceful, proactive, and comfortable working with diverse populations.
Ability to deal with people beyond giving and receiving instructions.
Ability to understand others’ feelings and personal viewpoints and adapt accordingly.
Ability to organize and utilize time effectively to coordinate participant schedules.
Ability to reason, make generalizations, evaluations, and decisions based on both sensory/judgmental and measurable/verifiable criteria.
Ability to understand and follow program-specific policies and procedures.
Ability to adhere to safe work practices as documented in Company policies; ability to report safety hazards/accidents promptly to supervisor or safety committee member.
EMOTIONAL EFFORT:
The job requires some emotional effort involving occasional short deadlines requiring little or no overtime. Work environment is routine with periods of isolated high activity/demand.
JOB SETTING
The job is performed in an enclosed, climatically-controlled office building. This may vary some when visiting other sites. Work is completed independently, one-on-one with the participant, and in a group setting with participants, participant/community meetings and in cooperation with other staff and referring agents.
PHYSICAL DEMANDS
The job is primarily sedentary with walking and standing as is necessary to carry out the job duties. Normal lifting and/or carrying is limited to approximately 15 lbs., with occasional lifting of up to 25 lbs. Heavier items (over 26 lbs.) are moved by using proper material handling equipment, assistance from another person or by work order request.
Normal or corrected talking, hearing, and seeing abilities are sufficient to perform required tasks.
