Financial Capability Building Specialist

6 days ago


Baltimore, Maryland, United States Bon Secours Full time
About the Role

Bon Secours is seeking a skilled Community Financial Services Specialist to join our team in West Baltimore. As a key member of our community, you will play a crucial role in supporting individuals and families in building financial capabilities, wealth, and providing tax preparation services.

Job Summary

We are looking for a highly motivated individual with a strong background in financial coaching, tax preparation, and community engagement. The successful candidate will be responsible for coordinating and delivering Bon Secours Community Works' (BSCW) financial services, tax preparation, financial education, 1:1 coaching and counseling. They will also maintain and track program metrics and grant compliance for grant-related services.

Key Responsibilities
  • Conduct client intake and assessments for financial services' programs.
  • Coordinate and deliver BSCW's financial education in group and/or 1:1 settings to community members, housing residents, and program participants.
  • Provide tax preparation services to individuals and businesses in the West Baltimore community and to individuals and families who qualify.
  • Develop and refine financial curriculum in budgeting, debt, credit, goal setting, emotional intelligence, and wealth building.
  • Monitor and report on grant compliance.
  • Conduct outreach and recruitment through multiple mechanisms, including virtual events, social media outreach, hiring fairs, and community events.
  • Compile and input data into assigned databases. Design program improvements strategies based on data analysis.
  • Manage partner relationships, including those with housing resident counselors and funders.
Requirements

To be successful in this role, you will need:

  • A Bachelor's Degree in Business, finance, social work, public health, human services, education, or tax preparation, advanced level.
  • At least 2+ years of progressive, related experience in case management, financial coaching, tax preparation, and community engagement.
  • Strong written and verbal communication skills.
What We Offer

Bon Secours offers a competitive salary range of $55,000 - $65,000 per annum, depending on experience. In addition to a comprehensive benefits package, including medical, dental, and vision plans, flexible spending accounts, life insurance, and retirement savings plan, we also offer paid time off, educational assistance, and more.



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