Job details
Salary $53,000 - $55,000 a year job type full-time
Full job description
Department: hope program office of operations
Accountability: reports to president and area vice president
For the past twenty-four years operation hope has been dedicated to empowering underserved communities through financial literacyNow, our work encompasses much more than financial educationOur work is about instilling knowledge and confidence in those we serve so they can experience, sometimes for the first time in their lives, financial dignity.
Duties and responsibilities
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis
Help clients build a debt reduction action plan
Guide clients in the gathering of information such as bank account records, and business tax returns
Prepare and interpret client’s information such financial document summaries, and income projections
Analyze financial information obtained from clients to determine strategies for meeting clients financial objectives
Answer clients’ questions about the purposes and details of financial plans and strategies
Community outreach and marketing execution
Enter clients data into the crm system
Coach individuals by phone and in-person
Schedule and facilitate workshops on financial literacy topics
Build and maintain community alliances
Relationship management
Required skills and education
Bachelor’s degree is preferred, however will consider comparable 2+ years work experience in the financial industry
Presentation skills: the right candidate has the ability to conduct group and individual recruitment and training sessions for volunteers
Multitask oriented – the right candidate has the ability to begin, manage and complete several projects and program relationships simultaneously
Proficiency in ms word, excel and powerpoint will be required in this position
Professional demeanor and attire will be required
Access to personal transportation that will allow them to travel within the designated market
High-energy individual who demonstrates confidence, accountability, and professionalism as a leader with each interaction while demonstrating personal integrity, resilience, and respect for others
Ability to deliver client education and training by developing the appropriate awareness of financial product offerings
Demonstrate knowledge in fiduciary responsibilities and procedures when describing financial products services to clients
Requires an average of 50% business travel
Eeo statement
Operation hope is an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability
Status, sexual orientation, gender identity or expression, marital status, genetic information or any other characteristic protected by law.
@ohfwc
