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About the Role

This position involves conducting financial education workshops, representing the organization at community meetings, and providing one-on-one financial coaching to help clients establish budgets, set financial goals, and assist with rental applications. The role will expand to rental counseling upon obtaining HUD Housing Counselor certification.

Responsibilities

• Conduct in-person and online financial education workshops.
• Represent Balance at community meetings.
• Work with clients in-person or by phone to establish a budget and set financial goals.
• Assist rental participants with DAHLIA application assistance.
• Expand to rental counseling once a HUD Housing Counselor certification is completed.
• Work with clients from various socioeconomic backgrounds within the communities where they live and work.
• Provide one-on-one financial coaching sessions to assess clients' needs and develop specific strategies to resolve past and present financial concerns.
• Create personalized action plans that support clients' financial goals and provide continuing encouragement.
• Schedule appointments for clients, confirm daily appointments, and reschedule appointments as necessary.
• Conduct scheduled workshops for groups of clients on various financial topics.
• Collect, track and report required data using client management database.
• Perform elements of on-going casework as needed to provide service and problem-solving assistance for client inquiries and account management.
• Make appropriate referrals to other social supportive services.
• Successfully complete and pass the required training and participate in ongoing professional development.

Requirements

• Bilingual in Spanish.
• Experience in one or more of the following: financial services, financial planning, social work, community organizing, teaching or other related fields.
• Experience in community service such as volunteering, coaching or mentoring.
• Excellent interpersonal skills.
• Working knowledge of Microsoft Word, Excel, Outlook.
• Ability to use a client management database.
• Must successfully pass and obtain the following certifications within 90 days of employment: Financial Counselor Certification from the National Association of Certified Credit Counselors (NACCC), Money Coach certificate from Balance, HUD Housing Counseling Certification.

Skills

• Financial education
• Community outreach
• Client relationship management
• Budgeting
• Goal setting
• Rental application assistance
• Casework
• Referral services
• Microsoft Word
• Microsoft Excel
• Microsoft Outlook
• Client management database usage

Location

• San Francisco

Work Type

• Onsite
• Full-time

Experience Level

• One to two years related experience and/or training (financial services, financial counseling, banking, credit and collection) preferred.
• Experience working with clients from extremely low-income communities preferred.

Education Level

• Associate's degree from an accredited college.
• Bachelor's degree from an accredited college preferred.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• 403(b) retirement plan
• 3 weeks paid time off
• Paid federal holidays
• Extensive training program

About the Company

• Balance is a nationwide non-profit organization committed to helping individuals and families overcome their financial challenges and meet their goals.
• Through local and national education and counseling programs we provide help and hope to families overwhelmed by debt, facing foreclosure, struggling to master their money, caught in a cycle of over-priced fringe financial services, or trying to purchase their first home.
• Additional information about us can be found at www.bebalanced.org/about-us.

Equal Opportunity

• Balance is an Equal Opportunity Employer that does not discriminate on the basis of race, religion, color, sex, age, national origin or disability.