Outreach Coach

Outreach Coach
 
Organization Overview:
Community Services League (CSL), founded in 1916, is one of the Kansas City region’s largest social service providers. Through its mission and vision of collaborating on strategies that foster community stability and individual wellbeing, CSL maintains and delivers a variety of innovative anti-poverty programs that help move our community forward. CSL’s programming offers a full suite of case management, supportive coaching, and direct wrap-around services to assist our neighbors in creating stability in their lives and households. We assist individuals and families throughout the metro area, and, largely, our programming is in the areas of basic needs, family stability, workforce development, financial coaching, housing services, and community development.
 
Position Overview
 
The Outreach coach provides direct services to low to moderate-income individuals who are part of CSL’s litter control crew.  This individual will be responsible for meeting with team members on a daily basis to provide financial coaching, career readiness and family stability.  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. 
 
Responsibilities

• Provide one on one financial counseling/coaching
  • Teach clients about the value of their services and engage the client in a long-term relationship
  • Assist clients in resolving current financial situations, while providing a wide lens on their financial health to shift the approach to proactive financial management
  • Work with clients to complete a very detailed financial assessment
    • Work with the client to document a budget and provide strategies for budget improvements
    • Access the clients credit report/score and provide strategies for credit building
    • Document the client’s balance sheet and provide strategies for increasing net worth
  • Develop plans of actions and provide tools, resources, and accountability to the client to help them meet their goals
  • Understand other services offered by the agency, such as employment services and income supports counseling, and connect the clients to these other services
• Outcome tracking—track the stories and successes of program participants
  • Use Sales Force, a client management system, to document and reflect the outcome of their clients accurately and in a timely manner
  • Completing Combined Financial Assessment (CFA) for financial counseling clients
  • Working with the entire FOC team to ensure that any changes to the client’s CFA is properly documented
• Develop relationships with local financial institutions and community organizations
  • Work with mainstream financial institutions to understand the needs of the community so they can provide products and services that fit
  • Create a network of referral organizations to help you assist the client meet his goals (e.g. local housing counseling agency, legal aid, etc.)

• A strong understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building
• A bachelor’s degree from a four-year accredited institution
• Previous work experience in the financial sector (banking, lending, insurance, investments) is a plus
• Previous experience administering HUD’s Family Self-Sufficiency (FSS) program is a plus
• Strong communication skills, both written and oral 
• Previous work experience with the FOC’s target population, and/or the ability to provide financial counseling/coaching services in a culturally sensitive manner.   A good financial coach is able to relate well to team members and clients
• Proficient in Microsoft Word, Excel, and PowerPoint
• Internet and Resource Savvy

• Job Knowledge - Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; keeps abreast of current developments; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively.
• Use of Technology - Demonstrates required skills; adapts to new technologies; troubleshoots technological problems; uses technology to increase productivity; keeps technical skills up to date.
• Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.
• Communications - Expresses ideas and thoughts verbally; expresses ideas and thoughts in written form; exhibits good listening and comprehension; keeps others adequately informed; selects and uses appropriate communication methods.
• Adaptability - Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events.
• Quality - Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality.

• Teamwork  - A team player with a high energy level, strong interpersonal and multi-tasking skills, enthusiasm, initiative and flexibility who will represent Community Services League in a professional and ethical manner at all times.

• Creating a culture of diversity, equity, inclusion, and belonging for all.
   
• Being present, leading with care and compassion, while delivering on the promise 'nothing about me without me' .
   
• Embracing and promoting the values of trauma-informed care.
   
• Prioritizing people above process, encouraging all voices, and respecting all choices.
   
• Accountability and transparency, acting with courage to build connections across communities, while finding new ways to grow ourselves and those we serve.