Bilingual Credit Financial Wellbeing Coach

Operation HOPE

. Recruit clients, build trust, and lead clients toward strategic performance objectives .

Posted 9/23/2026full-timeChantilly • Virginia • United StatesJuniorMid-Level💰 $58,656 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in personal finance, budgeting, and debt management while effectively coaching clients through personalized financial action plans. Proficient in delivering financial literacy workshops and maintaining strong relationships with clients and community partners.

Highest-signal resume keywords

Fluency In English And SpanishPersonal Finance KnowledgeCustomer Relationship Management ExperiencePresentation And Workshop Facilitation SkillsProficiency In MS Word, Excel, And PowerPoint

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

BudgetingDebt ManagementSavings StrategiesFinancial CoachingFinancial Literacy EducationClient Progress MonitoringCredit Report InterpretationFinancial BudgetingData ManagementCommunity Resource Knowledge

Soft Skills

Excellent Communication SkillsInterpersonal SkillsTime ManagementProfessional DemeanorPublic Speaking Skills

Tools & Technologies

Dynamics CRMClient PortalVideo Conferencing ToolsMS WordMS ExcelMS PowerPoint

Industry Keywords

Financial Assistance ProgramsStrategic Performance ObjectivesNetworking EventsLocal Strategic Alliance PartnersClient Relationships

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Fluency in English and Spanish
Strong knowledge of personal finance, budgeting, debt management, and savings strategies
Excellent communication and interpersonal skills
Ability to meet deadlines and maintain effective time management
Bachelor's degree preferred; comparable 2+ years of work experience in the financial industry considered
Proficiency in MS Word, Excel, and PowerPoint required
Presentation and workshop facilitation skills
Ability to work independently with minimal hands-on direction
Professional demeanor and attire required
Personal transportation required for travel within the designated market area
Experience using Customer Relationship Management programs preferred
Knowledge of interpreting credit report information preferred
Experience building and maintaining financial budgets preferred
Public speaking skills in both English and Spanish preferred