We have other current jobs related to this field that you can find below
-
Vice President of Finance
1 week ago
Concord, United States Concord Coach Lines Inc Full timeJob DescriptionJob DescriptionVice President of FinanceAbout Concord Coach LinesConcord Coach Lines was founded in 1967 and has grown organically over the last 57 years. Still family owned and operated, we currently run three different intercity transportation companies (Concord Coach, Dartmouth Coach, and Boston Express), employ more than 300 valuable staff...
-
Financial Center Manager
3 months ago
Concord, United States Bank of America Full timeJob Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Customer Service Representative
3 months ago
Concord, United States Apoyo Financiero Full timeJob DetailsLevel Entry Job Location CONCORD - CONCORD, CA Remote Type N/A Position Type Full Time Education Level Undisclosed Salary Range $18.00 - $19.00 Travel Percentage Undisclosed Job Shift Undisclosed Job Category Customer Service DescriptionApoyo Financiero Inc. is a fast-paced and rapid-growth Loan company serving under-banked communities. We have...
-
Absence Claims Management Specialist
2 hours ago
Concord, New Hampshire, United States Lincoln Financial Group Full timeWork Arrangement:Remote: This position allows for a work-from-home setup for employees residing outside of a commutable distance to an office location.About the Role:We are seeking a dedicated Integrated Absence Claims Specialist to enhance our expanding claims team.In this role, you will oversee a portfolio of Short-Term Disability claims and related...
-
Financial Sales Manager II
2 weeks ago
Concord, United States First Citizens Bank Full timeOverview: Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. As a Financial Sales Manager at...
-
Lead Risk Assessment Specialist
5 days ago
Concord, California, United States AmTrust Financial Full timePosition Overview:The Lead Risk Assessment Specialist is responsible for overseeing the underwriting and management of new and renewal accounts for assigned agents and producers, ensuring adherence to the underwriting, authority, and pricing standards set by the company. This role requires a deep understanding of AmTrust Financial's mission, vision, and...
-
Absence Claims Management Specialist
5 hours ago
Concord, New Hampshire, United States Lincoln Financial Group Full timeAlternate Locations: Work from Home; Omaha, NE; Phoenix, AZ; US Midwest; US Southwest; US WestWork Arrangement:Remote: This position allows for a work-from-home setup for employees who reside outside of a reasonable commuting distance to an office location.Relocation assistance: is not available for this position.Requisition #: 73155Role OverviewWe are...
-
Absence Claims Management Specialist
5 days ago
Concord, New Hampshire, United States Lincoln Financial Group Full timeAlternate Locations: Remote; Work from Home; Various US RegionsWork Arrangement:Remote: This position allows for a work-from-home setup for employees who reside outside a reasonable commuting distance to an office.Relocation assistance: is not available for this opportunity.Role OverviewWe are looking for a dedicated Integrated Absence Claims Specialist to...
-
Call Center Supervisor
3 weeks ago
Concord, United States LHH Full timeHealth Care Service Supervisor LHH Recruitment Solutions is currently seeking a Health Care Service Supervisor in Concord, CA. This position is full-time, direct hire, onsite, salary $80K - $110K.Responsibilities:Actively participates in meeting the goals of the department.Provides excellent service by using a positive and professional tone to assist callers...
-
Call Center Supervisor
3 weeks ago
Concord, United States LHH Full timeHealth Care Service Supervisor LHH Recruitment Solutions is currently seeking a Health Care Service Supervisor in Concord, CA. This position is full-time, direct hire, onsite, salary $80K - $110K.Responsibilities:Actively participates in meeting the goals of the department.Provides excellent service by using a positive and professional tone to assist callers...
-
Administrative Assistant Bookkeeping
2 weeks ago
Concord, United States AMERICA INSURANCE AND TAX SERVICE Full time $17 - $20Job DescriptionJob DescriptionBenefits/PerksCompetitive CompensationPaid Time OffCareer Growth OpportunitiesJob SummaryWe are seeking a talented Bookkeeper to join our team. In this role, you will work closely with the Accounting department to maintain accurate financial records and ensure the company’s compliance with all legal requirements. Your...
-
Mobile Associate, Bilingual
4 weeks ago
Concord, United States Disability Solutions Full timeAt T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and...
-
Administrative Assistant Bookkeeping
2 weeks ago
Concord, United States AMERICA INSURANCE AND TAX SERVICE Full time $17 - $20Job DescriptionJob DescriptionBenefits:Insurance AllowanceBonus based on performanceCompany partiesCompetitive salaryOpportunity for advancementPaid time offTraining & developmentBenefits/PerksCompetitive CompensationPaid Time OffCareer Growth OpportunitiesJob SummaryWe are seeking a talented Bookkeeper to join our team. In this role, you will work closely...
-
Child Development Specialist
3 days ago
Concord, United States Castlerock Consulting Full time $34 - $40Job DescriptionJob DescriptionAre you passionate about making a difference in the lives of infants and toddlers with developmental delays? As a child development Early Intervention Specialist (EIS), you will work directly with children aged 0-3 and their families via home visits and telehealth. Use your knowledge of child development to assess the child,...
-
Junior Mortgage Loan Originator
3 weeks ago
Concord, United States New Hampshire Community Loan Fund Full timeJunior Mortgage Loan Originator Starting salary is $60,000 with comprehensive benefits Concord, NH / Hybrid-working The Role Are you ready to make a significant impact in the lives of others? Do you possess the skills and experience needed to navigate the complex world of mortgage lending? Join us at the New Hampshire Community Loan Fund as a Junior...
-
Junior Mortgage Loan Originator
2 weeks ago
Concord, United States New Hampshire Community Loan Fund Full timeJunior Mortgage Loan Originator– Starting salary is $60,000 with comprehensive benefits – Concord, NH / Hybrid-working The Role Are you ready to make a significant impact in the lives of others? Do you possess the skills and experience needed to navigate the complex world of mortgage lending? Join us at the New Hampshire Community Loan Fund as a Junior...
-
Junior Mortgage Loan Originator
3 weeks ago
Concord, United States New Hampshire Community Loan Fund Full timeJunior Mortgage Loan Originator– Starting salary is $60,000 with comprehensive benefits – Concord, NH / Hybrid-workingThe RoleAre you ready to make a significant impact in the lives of others? Do you possess the skills and experience needed to navigate the complex world of mortgage lending? Join us at the New Hampshire Community Loan Fund as a Junior...
-
Junior Mortgage Loan Originator
4 weeks ago
Concord, United States DG Partnership Full timeJob DescriptionJob DescriptionJunior Mortgage Loan Originator– Starting salary is $60,000 with comprehensive benefits – Concord, NH / Hybrid-workingThe RoleAre you ready to make a significant impact in the lives of others? Do you possess the skills and experience needed to navigate the complex world of mortgage lending? Join us at the New Hampshire...
-
Junior Mortgage Loan Originator
4 weeks ago
Concord, United States New Hampshire Community Loan Fund Full timeJunior Mortgage Loan Originator– Starting salary is $60,000 with comprehensive benefits – Concord, NH / Hybrid-workingThe RoleAre you ready to make a significant impact in the lives of others? Do you possess the skills and experience needed to navigate the complex world of mortgage lending? Join us at the New Hampshire Community Loan Fund as a Junior...
-
Family Specialist II
2 weeks ago
Concord, United States Pacific Clinics Full timeThis Part Time Role Supports the Antioch AreaBilingual PreferredWho We Are Pacific Clinics is California's largest community-based nonprofit provider of behavioral and mental health services and supports. Our team of more than 2,000 employees speak 22 languages and are dedicated to offering hope and unlocking the full potential of individuals and families...
Financial Coach Bilingual
1 month ago
This role is based in San Francisco and is a hybrid between in-person and virtual coaching.
Are you the sort of person who gets up each day hoping for an opportunity to make another person's life better? Are you mission driven? So are we In fact, it's our mission to help individuals and families improve their financial lives and we are looking for a full-time Financial Coach with exceptional communication, customer service, and people skills to join our Smart Money Coaching team. The right person for this role has a positive disposition and feels eager to learn the job responsibilities in order to help the team support clients on their journey towards financial independence. Complete training is provided
Smart Money Coaching is flagship program of the San Francisco Office of Financial Empowerment (OFE). The OFE is a unique private-public partnership housed within the Office of the Treasurer of San Francisco that convenes, innovates, and advocates to strengthen the economic security and mobility of low income San Franciscans. BALANCE, in partnership with the OFE, offers Smart Money Coaching as a means to provide free, confidential, one-on-one financial coaching to individuals currently working, living or receiving services in San Francisco. Integrated into social service delivery, workforce development and public housing, Smart Money Coaching equips residents across the city to open a safe, affordable bank account, establish and build credit, reduce debt and save money. Our objective is to empower unbanked and financially insecure residents with the knowledge and resources to improve housing, employment, and overall financial health. Through strong partnerships with the Mayor's Office of Housing and Community Development, Human Services Agency, Department of Aging and Adult Services, San Francisco Public Library and Hope SF, Smart Money Coaching has served over 2,500 low-income San Franciscans.
In this position you will be responsible for conducting in-person and online financial education workshops, representing BALANCE at community meetings, and working with clients in-person or by phone to help establish a budget, and set goals to meet their financial objectives.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Duties include but are not limited to:
Work with clients from various socioeconomic backgrounds within the communities where they live and work. Such communities include Bayview Hunters Point, Visitacion Valley, Tenderloin, Chinatown, the Western Addition, and the Mission District;
Provide one-on-one financial coaching sessions to assess clients' needs and develop specific strategies to resolve past and present financial concerns;
Create personalized action plans that support clients' financial goals and provide continuing encouragement to clients to successfully accomplish their established plans;
Schedule appointments for clients, confirm daily appointments, and reschedule appointments as necessary;
Conduct periodic workshops for groups of clients on various financial topics;
Collect, track and report required data using client management database;
Perform elements of on-going casework as needed to provide service and problem-solving assistance for client inquiries and account management;
Make appropriate referrals to other social supportive services (Ex. public benefits, legal services, tax preparation);
Successfully complete and pass the required training and participate in ongoing professional development;
Meet quality and service standards related to coaching sessions, productivity, outreach, workshops, and helping clients to achieve financial outcomes.
Minimum Qualifications
Bilingual in Spanish
Associate's degree from an accredited college
Experience in one or more of the following: financial services, financial planning, social work, community organizing, teaching or other related fields
Experience in community service such as volunteering, coaching or mentoring
Excellent interpersonal skills
Working knowledge of Microsoft Word, Excel, Outlook
Ability to use a client management database
Preferred Qualifications
Bachelor's degree from an accredited college
One to two years related experience and/or training (financial services, financial counseling, banking, credit and collection)
Experience working with clients from extremely low-income communities
Certificates, Licenses, Registrations (Required after being hired)
Must successfully pass and obtain the following certifications within 90 days of employment;
Financial Counselor Certification from the National Association of Certified Credit Counselors (NACCC)
Money Coach certificate from BALANCE
WORK ENVIRONMENT
Employee will be assigned to work onsite with partnering organizations that are located in areas with high concentrations of poverty. Employee will be responsible for maintaining good rapport with site staff, clients and residents. The workspace is typically in a private office setting and the noise level is usually moderate.
ABOUT US
BALANCE is a nationwide non-profit organization committed to helping individuals and families overcome their financial challenges and meet their goals. Through local and national education and counseling programs we provide help and hope to families overwhelmed by debt, facing foreclosure, struggling to master their money, caught in a cycle of over-priced fringe financial services, or trying to purchase their first home. Additional information about us can be found at www.whyBalance.org
BALANCE offers a fun and collaborative environment with exceptional benefits for our employees which include medical, dental, vision, and life insurance; 403(b) retirement plan, 3 weeks paid time off, plus paid federal holidays, an extensive training program, and more
BALANCE is an Equal Opportunity Employer that does not discriminate on the basis of race, religion, color, sex, age, national origin or disability.
Job Type: Full-time
Salary: $33.60/hour
Location San Francisco Concord
