Employee Success Coach & Financial Specialist

You'll join a mission-driven team and agency dedicated to supporting our clients. We have been entrusted with a 115-year legacy of doing good and we have set forth a bold goal of ending poverty in our community. Our services are uniquely positioned to address a myriad of key factors that keep families from reaching their bigger, brighter future. We have identified five different areas, or pathways, in which our programs create impact: financial resiliency, education credentials, emotional resiliency, resource stability, and employment. And we're growing our team to make it all happen!

• Provide Financial Coaching and/or Resource Connection
  
• Provide Staff and/or Client Financial Training
  
• Develop & Maintain Financial Toolkit
  
• Collaborate & Maintain Relationship with Community Partners
  
• Leverage Financial Knowledge & Expertise
  

• Provide financial coaching and training related to topics such as budgets, debt reduction, savings, credit repair, and money management.
  
• Engage participants by maintaining regular contact to monitor and track progress in response to coaching services.
  
• Develop and encourage implementation of an individualized service plan.
  
• Monitor and evaluate participant progress and adjust service plan and/or service delivery as necessary.
  
• Complete comprehensive assessments with participants according to established standards.
  
• Advocate and connect participants with other service providers or agencies in the community.
  
• Maintain all records of communication and data collected from participants in CCFW�s online database system.
  
• Responsible for maintaining a toolkit that includes diverse financial resources.
  
• Familiarity with community resources and other supports.
  
• Network with community partners to cultivate professional relationships
  
• Cultivate positive relationships with internal and external partners and participate in collaborations.
  
• Research financial training offerings and attend training as appropriate.
  
• Develop and/or maintain employee training curriculum.
  
• Skilled in creating and presenting financial training to individual programs and large groups.
  
• Demonstrate proactivity within the program.
  
• Complete tasks in a timely manner.
  
• Send weekly log to track participant meetings.
  
• Hold yourself and others accountable for meeting expectations and are proactive about addressing issues.
  
• Maintain and prioritize confidentiality.
  
• Results-oriented and excel at problem solving in a solution-focused manner.
  
• Meet commitments and effectively manage your administrative duties.
  
• Encourage programs you work with to deliver services adhering to the highest ethical standards and best practices.
  
• Work collaboratively with program staff, peers, and agency leadership to support the overall goals of CCFW.
  
• Manage both short- and long-term projects and complete them on time.
  
• Prioritize multiple tasks seamlessly with excellent attention to detail.
  
• Foster an environment of shared accountability, proactive collaboration and constructive communication.
  
• Remain up to date on evidence-based practices.
  
• Regularly meet with your program manager and colleagues as a group and individually to discuss progress towards goals, expectations, and performance.
  
• Work best in a team setting and communicate clearly, concisely, and effectively.
  
• Ability present financial trainings at all-staff and Town Hall meetings.
  
• Live out the mission and values of CCFW.
  

• A belief that ending poverty is possible
  
• Bachelor�s degree in finance and/or Social Work, or a related field with at least 1-3 years of experience in financial services, wealth management, or similar OR a combination of education and experience.
  
• Knowledge or experience with a person-to-person advisory context, saving strategies, debt consolidation resources, leveraging employee benefits, household budget management, etc.
  
• Experience in mentoring and/or coaching techniques preferred.
  
• Skilled in teaching 1:1 and small/large groups.
  

• Full-Time hourly position. Pay is determined by relevant experience, work history, education and internal equities.
  
• Medical/ Dental/ Vision/ Short Term Disability/ Accident Insurance/ Hospital Indemnity Insurance/ Critical Illness/ ID Shield
  
• Health Savings Account- CCFW contributes $110 per month.
  
• 100% Company paid Long Term Disability
  
• 100% Company paid Basic Life and AD&D Insurance
  
• 16 paid Holidays (including being closed Christmas Eve through New Years Day)
  
• Tiered PTO Accrual by tenure:
  

+ Vacation Time-

+ Sick Time-

• 403(b) with employer match from day one- up to 6%
  
• 3 weeks paid parental/critical illness leave
  
• Employee Assistance Program
  
• CCFW Participates in the Public Service Loan Forgiveness program (PSLF)
  
• Mentorship Program
  
• Wellness Program
  
• Financial Coaching
  

We want to know more about you! Send us your resume and cover letter through the "Join our Team" tab on our website: www.catholiccharitiesfortworth.org. Select the job posting and click the "Apply now" button at the top right of the posting. Be sure to complete all fields so we know who to contact!

Due to the volume of responses, only qualified parties will be contacted.

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Preferred* Networking

• Goal Setting
  
• Coaching
  

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Preferred* Enthusiastic: Shows intense and eager enjoyment and interest

• Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
  
• Dedicated: Devoted to a task or purpose with loyalty or integrity
  

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Preferred* Job Security: Inspired to perform well by the knowledge that your job is safe

• Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
  

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.