Financial Wellbeing Coach, Credit
$58,656–$58,656 year
Hybrid · Salt Lake City, Utah, United States
Job Summary
Financial Wellbeing Coach responsibilities include one-on-one coaching sessions in-person, via video, or by phone; developing personalized action plans; educating clients on budgeting, debt management, and savings; facilitating group workshops and building relationships with local partners and banks; delivering virtual and in-person workshops; managing client progress using CRM (Dynamics); and connecting clients with resources and community programs. The role emphasizes financial literacy as a civil-rights issue, requires strong communication, relationship-building, workshop facilitation, and the ability to meet production goals, while traveling within the designated market area as needed.
Required Qualifications
- Bachelor’s degree or 2+ years in financial industry
- Proficiency in MS Word, Excel, PowerPoint
- Strong communication and presentation skills
- Ability to travel within designated market area
- Empathetic and patient approach; culturally competent
- Professional demeanor and attire required
Desired Qualifications
- Bachelor’s degree preferred; 2+ years experience in financial industry considered eligible
- Experience with customer relationship management (CRM) programs
- Strong presentation and workshop facilitation skills
- Excellent communication and interpersonal skills
- Ability to meet monthly, quarterly, and annual production goals
- Proficiency with MS Word, Excel, and PowerPoint
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