Financial Wellbeing Coach, Credit

Operation HOPE

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

Posted 10/22/2026full-timeSaint Paul • Minnesota • United StatesJuniorMid-Level💰 $0 - $58,656 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial coaching, personalized financial action planning, and delivering financial literacy workshops. Proficient in client relationship management and data tracking using Dynamics CRM, with strong analytical and communication skills.

Highest-signal resume keywords

Financial CoachingDynamics CRM ProficiencyPersonal Finance KnowledgeWorkshop Presentation SkillsStrategic Thinking

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

Financial Action PlanningBudgetingDebt ManagementSavings StrategiesData EntryAnalytical SkillsTime ManagementMultitaskingProduction Goal AchievementClient Progress Monitoring

Soft Skills

Strong Communication SkillsEmpathyCultural CompetencyProfessional DemeanorResilience

Tools & Technologies

MS WordMS ExcelMS PowerPointZoomClient Portal

Industry Keywords

Financial IndustryCommunity ResourcesNetworkingFinancial LiteracyClient Relationships

About the role

Key responsibilities & impact

Recruit clients, build trust, and lead clients toward strategic performance objectives
Provide one-on-one financial coaching 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 relationships with local nonprofit, for-profit, and bank partners
Deliver virtual and in-person financial literacy workshops and seminars
Encourage clients to enroll through the client portal
Coach clients via 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
Track financial assistance programs, grants, and community resources
Maintain accurate client activity, impact, and success records
Enter and maintain data in the Dynamics CRM system
Serve as liaison with partners and the community
Report to the Director of Operations

Requirements

What you’ll need

Bachelor’s degree is preferred; comparable 2+ years of work experience in the financial industry will be considered
Proficiency in MS Word, Excel, and PowerPoint
Presentation skills to conduct workshops with varying numbers of attendees
Strong communication skills, verbally and in writing
Ability to work with minimal hands-on direction
Professional demeanor and attire required
Personal transportation required for travel within the designated market area
Strategic thinking and tactical execution skills
Analytical skills and ability to communicate industry and governance trends
Strong knowledge of personal finance, budgeting, debt management, and savings strategies
Ability to meet monthly, quarterly, and annual production goals
Ability to multitask and manage multiple projects and program relationships
Ability to meet deadlines and maintain effective time management
Empathetic and patient approach with diverse populations
Cultural competency, personal integrity, resilience, and respect for diverse populations