Operation HOPE

Financial Planning and Analysis

• Recruit clients, build trust, and lead clients toward strategic performance objectives
• Provide one-on-one financial coaching sessions in person, by video conference, or by phone
• Develop personalized financial action plans
• Educate clients on budgeting, debt management, savings strategies, and related topics
• Establish and maintain relationships with local strategic alliance partners
• Deliver financial literacy workshops and seminars in the community, virtually or in person
• Build productive relationships with bank partners for shared client relationships
• Encourage clients to enroll through the client portal
• Coach clients through Zoom, phone, and in-person appointments
• Monitor client progress through Dynamics CRM
• Connect clients with relevant resources, services, and financial products
• Attend community and networking events
• Stay updated on financial assistance programs, grants, and community resources
• Maintain accurate records of client activities, impact, and success stories
• Ensure data is captured in the Dynamics CRM system
• Serve as liaison with partners and the community
• Report to the Director of Operations

Bilingual Credit Financial Wellbeing Coach