Money Canvas Coach

4 weeks ago

Appleton, United States TEKsystems Full time
Job DescriptionJob Description

Description

Behavioral Coaching:

Work with hundreds of individuals across academic, geographic, socioeconomic, cultural,

linguistic, and ethnic backgrounds each year to share foundational money management

lessons and spark healthier habits around budgeting, saving, and spending

Conduct one-on-one virtual money coaching sessions with participants by facilitating a

dialogue that prompts critical thinking and self-awareness while navigating a shared digital

experience.

Pilot experimental coaching protocols and techniques as a part of a test-driven environment

to merge behavior change with digital technology

Apply motivational interviewing techniques (e.g., active listening, probing questions,

withholding opinions/advice) to create a judgment-free space for participants to learn, reflect,

and commit to healthy behavior change

Create personalized action plans that align to participants’ goals, breaking major objectives

into practical, manageable steps.

Motivate, guide, and empower participants to progress through the Money Canvas program

and meet their financial wellness goals

Make appropriate referrals to other support services as needed (e.g., credit counseling)

Client Relationship Management:

Establish and maintain excellent relationships with participants to provide ongoing support

between sessions – address inquiries, reinforce new perspectives on money management,

celebrate progress, and work through setbacks

Maintain client data in a customer relationship management (CRM) platform, capturing all

required client information and documenting consistent and accurate client notes for impact

reporting and relationship handoffs

Coordinate and schedule coaching appointments while remaining responsive to daily inflows

of phone, text, and email communications with clients.

Ongoing Administrative Work:

Actively manage appointment calendar, input client and session data in a timely manner,

participate in professional development, and complete ongoing training as provided, on

programs and services

Communicate in a timely manner with your team and other stakeholders who may contact

employees, case workers from partner organizations)

Adheres to all policies guidelines related to Money Canvas operations, by being reliable to

work schedules and responsibilities, following regulatory and quality-control requirements.

Additional Skills & Qualifications

Bachelor’s degree

Minimum of two years of work experience in financial services, financial planning, economic

development, social work, community organizing, teaching, or other related fields

Strong empathy / high levels of emotional intelligence

Excellent communication skills and responsiveness

Demonstrated ability to work independently and productively in a virtual setting

High-energy individual who demonstrates confidence, accountability, and strong time

management skills.

Demonstrate flexibility and adaptive positive attitude in a constantly changing environment

Detail-oriented, with a willingness to learn new skills and techniques to promote quality,

efficiency, and successful customer outcomes

Proficiency in Microsoft Office – Word, Excel, Power Point, Outlook – and videoconferencing

platforms (e.g., MS Teams, Zoom)

Pay and Benefits

The pay range for this position is $22.00 - $22.00

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

� Medical, dental & vision

� Critical Illness, Accident, and Hospital

� 401(k) Retirement Plan � Pre-tax and Roth post-tax contributions available

� Life Insurance (Voluntary Life & AD&D for the employee and dependents)

� Short and long-term disability

� Health Spending Account (HSA)

� Transportation benefits

� Employee Assistance Program

� Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully remote position.

Application Deadline

This position will be accepting applications until Dec 20, 2024.

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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