SUPPORTS TO ENCOURAGE LOW-INCOME FAMILIES

(SELF)

POSITION DESCRIPTION

Job Title:

Money Management Coach Reports To:

Program Director Classification:

Exempt, Full-time Approved By:

Gayle Drexler Date:

August 2026 SUMMARY The Money Management Coach is responsible for assisting agency clients in navigating financial matters. The Money Management Coach will work directly with clients to develop achievable financial goals.

JOB SPECIFICATIONS

Knowledge of :

Office management systems and procedures, excellent computer skills, including Internet, Outlook, Word, Excel and other current software as assigned.

Ability to:

Be sensitive to the needs of low-income and diverse populations Provide sound financial advice Provide excellent customer service, sometimes under high-pressure situations Work independently and problem-solve on behalf of clients Demonstrate appropriate work-related skills and behaviors to clients

Skills/Experience:

Demonstrates experience with and understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building Previous work experience with low-income individuals and those living below the poverty guidelines, and the ability to provide financial counseling/coaching services in a culturally sensitive manner Familiar with financial software designed to assist low-income clients Must possess excellent written and verbal communication skills

Education:

Bachelor's Degree preferred or other relevant work experience may be considered.

Licensure or Certification Requirements:

Must have a valid driver's license, be insurable, and have dependable transportation

SUPERVISORY RESPONSIBILITIES

This position has no supervisory responsibilities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Identify opportunities to assist clients in building or re-building credit and creating a working knowledge of financial management. Conduct community classes as needed. Work with clients to develop a financial plan based on client goals. Responsible for maintenance, accuracy, and completeness of client files, both paper and electronic. Includes entering service data, milestones and outcomes into various databases on a timely basis. Also includes securing necessary supporting client documentation and copying for files as needed. Participate in outreach, marketing and recruitment activities that promote the agency's goals and services, including client presentations. All employees of SELF are expected to demonstrate competency in the following areas:

Teamwork & Flexibility:

Willingness to make sure goals, tasks and assignments are met; to put the agency goals ahead of self-interests; help to reduce conflict and establish positive working relationships; adapt to changing priorities. Interaction with staff & Other agencies: Communicate effectively with other agency staff and other community agencies; show understanding and interest in assisting others; exhibit expected level of respect and sensitivity to others' views; respond and follow-up in a timely, professional manner. Interaction with

Consumers:

Communicate effectively with consumers/clients; show understanding and interest in meeting consumer needs and expectations; exhibit the highest level of respect and sensitivity; to respond and follow-up consistently in a timely, professional manner.

Initiative:

Accept responsibility for tasks and assignments; to demonstrate effective problem solving with routine supervisory involvement; meet required standards by showing willingness to take on or participate in tasks or activities outside the normal scope of the job.

Dependability:

Be available for normal working hours as assigned, with few occurrences (6-8) of unscheduled absenteeism or lateness with respect to reporting to work and/or returning from lunch or breaks. I have read and received a copy of this job description and agree to perform the responsibilities as described above. I understand that my job duties may change at any time with the approval of my supervisor or the executive director. I also understand that signature of this document does not constitute an employment contract of any kind. _______________________________ Employee Name (please print) _______________________________ _________________

Employee Signature Date Equal Opportunity Employer/Services Provider M/F/D/V Job Type:

Full-time Pay:

$39,000.00 - $47,000.00 per year

Benefits:

Dental insurance Flexible schedule Health insurance Paid time off Retirement plan Vision insurance

Physical Setting:

Office Experience:

Financial concepts: 2 years (Required)

Work Location:

Hybrid remote in Hamilton, OH 45011