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Financial Capabilities Coordinator

Oakland

  • Organization: IRC - International Rescue Committee
  • Location: Oakland
  • Grade: Mid level
  • Occupational Groups:
    • Banking and Finance
    • Managerial positions
  • Closing Date:

Job Overview: The IRC in Oakland seeks a Financial Capabilities Coordinator to support its Economic Empowerment programming for refugees and other immigrants. Financial counseling and coaching involves an ability to engage and motivate clients, a strong understanding of personal finances, and the ability to teach that knowledge to others. The Financial Capabilities team is responsible for assisting clients in developing plans that help them reach their goals and achieve financial stability. The Financial Capabilities Coordinator will oversee the provision of all financial coaching and counseling service delivery while also directly providing one-on-one coaching and conducting classes and workshops on topics such as budgeting, credit building, banking, and financial products.

 

Responsibilities include, but are not limited to:

Staff Management:

·       Provide leadership, development support and supervision to direct service staff by leading team meetings; providing individual supervision, coaching and goal setting; managing workload and prioritizing tasks; and helping staff troubleshoot challenges.

·       Ensure compliance of self and financial capabilities team with all policies, procedures, and protocols of the agency.

 

Client Services:

  • Assist clients in assessing and resolving current financial challenges, while providing a wide lens on

their financial health to shift the approach to proactive financial management

  • Work with the Financial Capabilities team to ensure that any changes to clients (new job,

new benefit, and change in credit score) are properly documented in relevant systems.

  • Develop workshop materials or tailor existing materials to meet the needs of the community. Workshop topics should be relevant to the community, and may include topics such as: budgeting, savings, banking products, credit building, and identity theft.
  • Capture client success stories

Program Oversight:

·       Ensure all programs fulfill funder and agency requirements for documentation, case files, data tracking and other areas of administrative compliance.

·       Coordinate quality assurance efforts by conducting periodic case file and electronic data reviews.

·       Monitor progress towards programmatic performance requirements and encourage the employment team towards these goals.  This includes program implementation, oversight, monitoring and evaluation for all grants in the portfolio.

·       Produce high-quality program reports for IRC headquarters and funders in a timely manner. 

·       Assist in grant writing activities and development of new program opportunities.

 

Team/Office Participation:

·       Participate in program meetings, staff development activities

·       Work as part of a team to provide comprehensive, strength-based services to IRC clients through coordination of cases and effective communication between team members and departments.

·       Represent IRC’s Financial Capabilities program in the local community; develop and maintain strategic partnership with community organizations such as: financial opportunity centers, housing agencies providing pathways to home ownership, consumer advocates and legal aid providers, and other relevant stakeholders.

·       Other duties as assigned.

Position Reports to:  Economic Empowerment Manager
Position directly supervises:
Financial Coaches, Income Supports Caseworkers, Americorps

Indirect Supervision: N/A
Other Internal and/or external contacts:

Internal: Collaborate closely with other departments where there is overlap in client caseload, including communication with other department managers. Coordinate with Finance, Community Relations and Development teams as needed.

External:  Community-based organizations, asset-building coalitions, funders

Job Requirements:

·       At least two years of related professional experience in financial capabilities, asset-building, or related field

·       Experience in a non-profit setting and prior experience working in financial capabilities space a plus

·       Experience managing staff and/or volunteers

·       Experience working in a diverse, and non-traditional setting with diverse client base

·       Strong knowledge of and interest in household/personal finance

·       Self- starter with excellent problem-solving skills combined with the proven ability to multi-task, prioritize duties, and manage time effectively.

·       Excellent verbal and written communication skills and an overall ability to be clear and concise in all communications

·       Fluency in English, both spoken and written; bilingual ability preferred. Preferably in Spanish, French, Arabic, Dari/Farsi and/or Pashto.

·       Exceptional organizational skills with proven attention to detail.

·       Proven ability to contribute both independently and as a key team member.

·       Proficient in Microsoft Office applications (Word, Excel, Outlook)

·       Ability to work both independently and in a dynamic, cross-functional team structure

·       Demonstrated ability to work effectively with stakeholders at all levels

·       Ability to manage and work through change in a proactive and positive manner.

·       Ability to travel regularly throughout the Bay Area

 

Working Environment: 

  • A combination of standard office environment, remote work, and ‘field’ time within the service delivery area to perform the above outlined responsibilities.
  • May require occasional weekend and/or evening work.

 

COVID-19 Vaccination Requirement: In accordance with IRC’s duty to provide and maintain a workplace that is free of known hazards and our commitment to safeguard the health of our employees, clients, and communities, IRC requires candidates who are selected for interview to furnish proof of vaccination against COVID-19 in order to be considered for this position.

 

Commitment to Diversity and Inclusivity: IRC is committed to building a diverse organization and a climate of inclusivity.  We strongly encourage applications from candidates who can demonstrate that they can contribute to this goal. 

 

Equal Opportunity Employer: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

 

US Benefits: We offer a comprehensive and highly competitive set of benefits.  In the US, these include: 10 sick days, 10 US holidays, 20-25 paid time off days depending on role and tenure, medical insurance starting at $120 per month, dental starting at $7 per month, and vision starting at $5 per month, FSA for healthcare and commuter costs, a 403b retirement savings plans with immediately vested matching, disability & life insurance, and an Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles. 

 

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