Financial Coach, Workforce Development and Refugee Services

Who We Are: CAMBA is a community of staff, volunteers, clients, donors, neighbors and partners who work together to build an inclusive New York City, where all children and adults have access to the resources and supports they need to thrive. We take a comprehensive approach by offering more than 180 integrated programs in: Education & Youth Development, Family Support, Job Training & Employment Support Services, Health, Housing, and Legal Services. We reach more than 73,000 individuals and families, including almost 13,000 youth. CAMBA serves a diverse cross section of New Yorkers from new mothers in Brownsville to job seekers in the Rockaways. More than half of our clients are immigrants and refugees from around the globe. Over 85% of our families are in living in poverty, reflecting the challenges faced by nearly 1.7 million New Yorkers today. CAMBA’s Workforce Development and Refugee Services programs annually provide thousands of low income community members with culturally competent case management, employment, education, vocational training, benefits access, health, financial literacy and English language services, in house and by referral. CAMBA specializes in assisting those with special barriers to employment including low skilled workers, long-term unemployed, immigrants and refugees, limited English speakers, formerly homeless, seniors, formerly incarcerated, trauma survivors and victims of human trafficking. These programs are performance-based, and success is measured by meeting enrollment, employment placement, training, retention and case management goals. Position: Financial Coach Reports To: Program Manager Location: 2244 Church Ave, 4th Floor, Brooklyn, NY 11226 What The Financial Coach Does: Conduct 1:1 financial coaching to clients focused on topics which may include budgeting, banking, debt management, credit, and taxes. Assess client needs and develop individual financial budget action plans with each client. Make appropriate referrals to outside organizations and collaborate with case management team to integrate wraparound supports (i.e., benefits, tax preparation) into coaching sessions. Develop workshops on topics including but not limited to budgeting, banking, savings, cash management, and credit building. Present workshops in-person and remotely to program participants. Accurately tack participant attendance, data, follow-up services, and outcomes in case notes and appropriate tracking systems. Maintain client and program records in compliance with funder’s standards and CAMBA’s internal Quality Assurance protocol. Comply with all programmatic, contractual, and donor requirements. Build and maintain effective relationships with Financial Empowerment Centers, banks, Volunteer Income Tax Assistance (VITA) tax sites, and other community organizations. Coordinate with case management team to prioritize screening and follow-up calls to new and existing clients, to schedule appointments, and/or gather information/documentation as needed. Communicate and properly record all relevant client information/needs back to the case management team. Provide regular follow-up with financial coaching clients. Prepare marketing materials and conduct outreach to potential referral sources. Participate in staff meetings as requested. Other duties as assigned. Minimum Education/Experience Required: Bachelor’s Degree (B.A.) and one (1) year of experience in financial counseling or banking. Other Requirements: Relevant education and years of experience described above. High level of familiarity with the U.S. credit and banking system and experience with personal budgeting, banking, and credit counseling. Familiarity with NYC public benefits eligibility and access. Background in workshop development and public speaking. Excellent written and verbal communication skills. Client focused, culturally competent, empathetic, and flexible to the needs of clients. Ability to multi-task and work effectively in a fast paced, high volume, and deadline driven environment. Organized and detail oriented with strong documentation skills and a commitment to upholding confidentiality. Compensation: $60,000 annually When salary ranges are listed, the range would represent the low and high end for the applicable position & program. The salary offered would be based on various factors unique to each program and candidate. This includes but is not limited to experience, education, budget and/or program size, internal equity, skills and other factors that may be required for the position and organization. Status: Full-time (35 hours per week) Benefits: CAMBA offers a comprehensive benefits package including health insurance, dental insurance, 403(b) retirement plan with employer match, paid time off (vacation, personal, and sick time), and paid holidays. CAMBA is an Equal Opportunity Employer. We value a diverse workforce and inclusive workplace. People of color, people with disabilities, and lesbian, gay, bisexual, and transgender people are encouraged to apply. We consider all applicants without regard to race, color, religion, creed, gender, gender identity, gender expression, national origin, age, disability, socio-economic status, marital or veteran status, pregnancy status or sexual orientation. Powered by JazzHR