Financial Wellbeing Coach, Credit

Operation HOPE

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

Posted 10/21/2026full-timeChicago • Illinois • United StatesJuniorMid-Level💰 $60,000 - $62,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial coaching, client relationship management, and delivering financial literacy workshops. Proficient in developing personalized financial action plans and utilizing CRM tools to monitor client progress.

Highest-signal resume keywords

Financial CoachingClient Relationship ManagementBudgeting KnowledgeDynamics CRM ProficiencyWorkshop Presentation Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Personal Finance KnowledgeDebt ManagementSavings StrategiesFinancial BudgetingCustomer Relationship Management

Soft Skills

Strong Communication SkillsTime ManagementProfessional Demeanor

Tools & Technologies

MS WordMS ExcelMS PowerPointZoom

Industry Keywords

Financial IndustryClient PortalCommunity EngagementNetworking EventsCredit Report Interpretation

About the role

Key responsibilities & impact

Recruit clients, build trust, and lead them 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 and maintain relationships with local nonprofit, for-profit, and bank partners
Deliver virtual and in-person financial literacy workshops and seminars
Manage client relationships and encourage enrollment through the client portal
Coach clients through Zoom, phone, and in-person appointments
Monitor client progress toward financial goals using Dynamics CRM
Connect clients with relevant resources, services, financial products, assistance programs, and grants
Attend community and networking events
Maintain accurate client activity, impact, and success-story records in Dynamics
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 and ability 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
Strong knowledge of personal finance, budgeting, debt management, and savings strategies
Ability to meet monthly, quarterly, and annual production goals
Ability to meet deadlines and maintain effective time management
Experience using Customer Relationship Management programs preferred
Knowledge of interpreting Credit Report information preferred
Experience building and maintaining financial budgets preferred