Financial Coach at Ascend Dallas in Dallas, TX

Company Description

The WiNGS Center at Ebby’s Place helps women become strong mothers, advocates for their own breast health care, financially secure, and successful in the workplace by providing resources and support. Join us in helping women find their path.

No Recruiters/Agencies and No phone calls

Job Description

PRIMARY RESPONSIBLITIES INCLUDE:

• Assist members in developing financial goals and creating action plans through 1:1 coaching sessions.
• Communicate effectively with members by engaging in active listening and critical questioning.
• Monitor and document participant progress toward member-driven financial goals through assessments, progress reports and case notes.
• Utilize the WiNGS Self-Sufficiency Calculator to help members access appropriate public benefits
• Maintain a working understanding of industry practices.
• Conduct ongoing evaluation of services and recommend improvements as necessary.
• Establish working relationships with community partners.
• Identify and connect members with financial and support products and services such as the WiNGS Individual Development Accounts (IDA’s) and Credit WiNGS.

Qualifications

• Bilingual/Spanish preferred; Bachelor’s degree in Social Work or related field preferred
• Demonstrated ability to establish and maintain positive working relationships with others; able to work independently and take initiative.
• Demonstrated written and verbal communication skills
• Working knowledge of Microsoft Office Suites including Word, Excel and Outlook
• Strong organizational and time management skills
• Ability to work flexible schedule (required to work some evenings/weekends)

Additional Information

WiNGS offers competitive compensation and comprehensive benefits, including medical, dental, vision, and life insurance, short- and long-term disability plans and retirement, as well as an environment where your professional growth and advancement are cultivated. WiNGS is an Equal Opportunity Employer.