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Financial Education Specialist/Instructor
Job Description Summary:
Responsible for the ongoing implementation of the Individual and Family Services financial education.
Attributes: The focus of this position is working with and through others, building and maintaining relationships, and working closely and accurately within established guidelines. There is a need for an effective communicator, someone who is able to stimulate and motivate others while being aware of and responsive to their needs and concerns in the areas of Financial Services. There will be many different people to meet and work with. The person in this position must be friendly and genuinely interested in working with clients. A persuasive, teaching style of communication is required to communicate the program and system. A faster-than-average pace will be the norm for this position. Detail work is a major focus of the job, and those details need to be handled quickly, correctly, and efficiently. This portion of the work will often focus on relationships with others; correct handling of details dealing with others is necessary to maintain and grow relationships.
Requirements High School Diploma or equivalent required. Teaching experience preferred; but not necessary, we will train you. Excellent communication skills, both verbal and written – English and Spanish a plus; self-motivating and able to work effectively with a minimum of supervision; computer literate and experience with MS Office suite of products; reliable transportation and valid Driver’s License; annual TB test; CPR/First Aid Training as required by program.
Responsibilities: Provides financial and other education classes at various program sites and within the homes of our client population in collaboration with team leaders; coordinates class schedules with Program manager, Program Coordinator and instructors; presents clear and unbiased information to workshop participants; one-on-one and in a class format; assists with developing and implementing a financial education curriculum for children,teens, and adults; willing to work week nights and Saturdays; maintains accurate records of presentations and attendance of participants; performs 30 day follow-ups with clients and documents outcomes; serves as a budgeting and financial coach with participants who can benefit from additional tutorials; interacts with clients in a professional manner, ensuring schedules are honored or rescheduled if needed, making sure that all information is kept confidential; maintains confidentiality of all participant information; facilitates pre and post evaluations represents organization at community meetings, events, or other gatherings.
Job Types: Full-time, Part-time, Commission.
PLEASE NOTE: We Believe that the best way for anyone to fully understand our passion for client services is for them to work with clients. Therefore majority of our staff members serve multiple roles which may include office duties and one to one client services with multiple clients.
Responsible for the ongoing implementation of the Individual and Family Services financial education.
Attributes: The focus of this position is working with and through others, building and maintaining relationships, and working closely and accurately within established guidelines. There is a need for an effective communicator, someone who is able to stimulate and motivate others while being aware of and responsive to their needs and concerns in the areas of Financial Services. There will be many different people to meet and work with. The person in this position must be friendly and genuinely interested in working with clients. A persuasive, teaching style of communication is required to communicate the program and system. A faster-than-average pace will be the norm for this position. Detail work is a major focus of the job, and those details need to be handled quickly, correctly, and efficiently. This portion of the work will often focus on relationships with others; correct handling of details dealing with others is necessary to maintain and grow relationships.
Requirements High School Diploma or equivalent required. Teaching experience preferred; but not necessary, we will train you. Excellent communication skills, both verbal and written – English and Spanish a plus; self-motivating and able to work effectively with a minimum of supervision; computer literate and experience with MS Office suite of products; reliable transportation and valid Driver’s License; annual TB test; CPR/First Aid Training as required by program.
Responsibilities: Provides financial and other education classes at various program sites and within the homes of our client population in collaboration with team leaders; coordinates class schedules with Program manager, Program Coordinator and instructors; presents clear and unbiased information to workshop participants; one-on-one and in a class format; assists with developing and implementing a financial education curriculum for children,teens, and adults; willing to work week nights and Saturdays; maintains accurate records of presentations and attendance of participants; performs 30 day follow-ups with clients and documents outcomes; serves as a budgeting and financial coach with participants who can benefit from additional tutorials; interacts with clients in a professional manner, ensuring schedules are honored or rescheduled if needed, making sure that all information is kept confidential; maintains confidentiality of all participant information; facilitates pre and post evaluations represents organization at community meetings, events, or other gatherings.
Job Types: Full-time, Part-time, Commission.
PLEASE NOTE: We Believe that the best way for anyone to fully understand our passion for client services is for them to work with clients. Therefore majority of our staff members serve multiple roles which may include office duties and one to one client services with multiple clients.
