Wealth Building Coach - Career Services

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 Summary:
 
The Wealth Building Coach will help add another layer of support to families living within Eastern Jackson County by helping them access an innovative match-savings program, growing their wealth, and rebuilding the community.
 
Reports to: Senior Vice President of Workforce Development
 
Responsibilities:
 
In the Wealth Building Coach role, you will provide the following services and oversight, plus any other duties as assigned by your supervisor. Main areas of responsibility include Program Recruitment and Program Administration.
 
Program Recruitment:

• Using a strengths’ based coaching model, the Wealth Building Coach will build community and neighbor trust with all those living in the targeted community.

• Recruit participants. Educate them on the program and sign them up as they are willing.

• Assist participants in connecting with the financial institution, open appropriate accounts, and become familiar with how the program will run.

• Help participants to set their goals based upon the program criteria. Be a partner in helping them move forward on their goals with coaching and follow-up.

• Support participants in connecting with the integrated services within Community Services League (CSL).

• Coordinate continuity of services with partner agencies and coordinate services in the community in a culturally competent manner. The coach may also need to seek out new community partners and resources.

• Meet people where they are and understanding that wealth building is a long-term, multi-tiered process and not a one-time event. An ongoing relationship with neighbors is an expectation.

• Be prepared to share all that CSL offers, explaining the coaching and integrated models we operate from to others.

• Help with special events (trainings, outreach, and individualized efforts) geared toward our community building approach for family stability.

• Attend required meetings with CSL staff and relevant industry meetings.

• Build and maintain strong community partnerships with organizations that will work with vulnerable populations.

Administration:
The Wealth Building Coach will:

• Files and Data:  Maintain accurate and up-to-date files on each neighbor, their accounts, and accuracy of CSL’s match.  All required databases will be kept up to date.

• Dual accountability must be maintained in the processing of client funds or matching funds.

• Reports to appropriate CSL team members will be made at least monthly.

• Maintain savings accounts information and ensure that neighbors are staying informed and up to date.

• Meet monthly with each family to assess how they are doing and what their current goals are.  Connect each family to necessary resources to continue building family and personal wealth.

• Work with appropriate CSL staff on grant requirements, outcomes and reporting.

• Determine when a neighbor can appropriately receive an interim disbursement of the funds.

• Will stay up to date with industry best practices, cultural competency and trauma informed practices related to wealth building.

• Ensure that the Senior Vice President of Workforce Development is informed of all needs and concerns, and informed with regular updates and reports.

 
A strong candidate must be able to work independently and take the initiative on getting things done within the given parameters; have strong networking skills; be organized and able to manage time; computer skills; and have strong team-building skills.
 
Preferred Qualifications:
Bachelor’s degree in a related field and/or a minimum of two years’ experience in similar field.

• Familiarity with Eastern Jackson County and surrounding communities and their resources

• Financial Coaching Training and/or previous work experience in Financial Services Industry with direct customer interaction.

• Must have experience and the capacity to work with neighbors in a wide variety of life circumstances, from a variety of backgrounds, and with a resiliency-minded lens.

• Working knowledge and experience of working with financial institutions and financial literacy.

Hours/Schedule:  The typical hours for this position are 8am-5pm, Monday-Thursday and 8am-12pm on Friday. From time to time, this schedule will vary depending on the needs of clients, partners, or programs.
 
Salary/Benefits:
Salary will be commensurate with experience with a salary range of $43,888-$55,369.  CSL offers an employee health insurance plan, and a retirement savings plan with company contributions, that is available after the required tenure is met.
 
Physical Demands & Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, talk and/or hear.  The employee is frequently required to use hands to handle information and work within various accounting systems by computer.  The employee is occasionally required to move throughout the office to assist, to interact with and communicate with staff. The employee must frequently lift and/or move up to 5 pounds.
 
Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:

• 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.

This position will be expected to uphold the Community Services League Mission, Vision and Core Values as stated below:
Mission: To partner with our neighbors by collaborating on strategies that foster community stability and individual wellbeing.
 
Vision: We envision communities where all people have equitable voice and choice to meet their basic needs and the resources to pursue their brightest future.
 
Core Values:

• 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.

Diversity Statement:
All employees must demonstrate a commitment to Community Services League’s Diversity, Equity, Inclusion & Belonging efforts.

Apply at:
https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=243269&clientkey=D0B3C2FFD20D99F9CB73F704753C8F0F