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Financial/Micro Business Development Coach

For Champlain Valley Office of Economic Opportunity

The coach will assist clients to reach financial stability through both the Growing Money Program and the Micro Business Development Program (MBDP). In both programs, the Coach assists clients to create financial stability through one-on-one coaching, financial classes, and appropriate referrals. Within Growing Money services, the Coach will assist clients with spending, banking, savings education and skill development, debt reduction, and management of financial crisis situations. Within Microbusiness Development services, the coach is responsible for client intake, assessment, client interviews and business coaching, business plan development and market research, loan packaging assistance, small group facilitation and training, record keeping and data input, and reports. Both programs involve community outreach/marketing and other administrative activities as needed.

Summary of Essential Job Functions Participant support duties:  Interview prospective participants to determine eligibility and conduct assessments for referrals for services  Provide one-on-one financial coaching to assist participants with credit and related financial concerns.

Areas of coaching include but would not be limited to:

• Pulling and reviewing credit reports and FICO scores

• Creating and implementing spending and credit plans

• Assisting participants with activities that result in improved credit scores and reduction of debt

• Helping participants with understanding financial concepts, use of financial tools and access to financial resources

• Set financial goals with clients and help them implement strategies to stay on track with those goals.

• Help clients make short term financial decisions in midst of crisis • Help clients plan best uses for limited income (ex: paying to maintain essential living, rather than unsecured debts)

• Create and review budgets and credit building plans with goal of helping clients access affordable housing (Rent Right)

• Help low income clients identify and make use of needed forms of public assistance in order to make better use of available financial resources (food shelf, food stamps, Medicaid, etc.…)

• Help clients advocate for themselves when in financial crisis and understand their rights with creditors and debt collectors

 Conduct credit and financial education classes for program participants

 Refer participants for additional services to other CVOEO programs and other service agencies, as appropriate

 Conduct follow-up activities, including surveys and credit report reviews, with participants, as directed

 Act as a liaison between various business resources

 Schedule interpreters and have a comfort in working with them

 Participate in statewide MBDP meetings, communications and development

 Travel as needed within the four county area to meet with clients,

 Participate in professional growth opportunities offered by the program, including training in the area of credit services.

 Stay current on developments and trends in the area of credit and financial education, especially as it applies to social service populations

 Participate in team building and team activities to further program goals

 Participate as needed in the research, planning, development and evaluation of new program approaches, systems and initiatives

 Maintain a professional, disciplined, courteous and friendly attitude

2. Program marketing and recruitment duties:

 Help recruit participants for and market the services of the Growing Money Program and Micro Business Development Program.

3. Administrative duties:

 Ability to use standard office equipment – computer and printer, fax, copier, etc.

 Input data and extract reports from databases  Help with producing reports as needed

 Maintain accurate, organized and confidential participant data files

 Provide normal office support: answer the telephone, attend meetings, schedule classroom space, etc.

 Volunteer management (helping them settle in for classes, preparing class materials)

 Other duties as requested  

Nov 15, 2019
 Bachelor’s degree in business, education, or a related field  Three years of relevant business experience in supporting entrepreneurs to success and supporting individuals with limited financial resources  Strong computer skills; experience with database entry and Microsoft Office desired.  Excellent verbal and written communication skills required; bilingual abilities are a plus.  Ability to interact pleasantly and effectively with the public and staff and interest in working with diverse socio-economic groups  Experience in coaching/counseling and/or classroom teaching is desirable. Ability to learn these skills is essential  Compassion towards vulnerable people  Capacity and willingness to learn quickly  Very good organizational skills, with attention to detail  A committed team player with a willingness to take initiative  Understanding of the importance of supporting household financial empowerment within the context of CVOEO’s mission, and having a passion for that work.  Demonstrate a strong interest in learning more about one’s own financial issues as the basis for assisting others  Must be able and willing to work occasional evenings and weekends at events or meetings required.  Must hold a valid driver’s license, clean driving record, access to private transportation, and willingness and ability to travel extensively in state.  Ability to uphold safety standards
Bachelor’s degree in business, education, or a related field
We offer an excellent benefit package including health insurance, paid holidays, vacation, sick leave and a retirement plan. To apply, please submit a cover letter and resume by e-mail to: The review of applications begins immedi