Financial Coach

The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, economic wellbeing, and power to people devastated by conflict and disaster. Founded in 1933 at the call of Albert Einstein, the IRC is one of the world's largest international humanitarian non-governmental organizations (INGO), at work in more than 40 countries and 29 U.S. cities helping people to survive, reclaim control of their future and strengthen their communities. A force for humanity, IRC employees deliver lasting impact by restoring safety, dignity and hope to millions. If you're a solutions-driven, passionate change-maker, come join us in positively impacting the lives of millions of people world-wide for a better future.

BACKGROUND:

IRC Wichita has been assisting refuges since 2011. The Wichita office offers a range of services including trauma-informed family support, economic empowerment, education for youth and adults and immigration services. The IRC helps those in need to rebuild their lives and regain control of their future in their new home.

SCOPE OF WORK:

The Financial Coach will provide coaching and counseling services to refugees, immigrants, and other individuals who are enrolled in the Economic Empowerment program. Financial counseling and coaching involve an ability to engage and motivate clients, a strong understanding of personal finances, an understanding of the U.S. financial system, and the ability to transfer that knowledge to others. The Financial Coach is responsible for assisting clients in developing plans that help clients reach their goals and achieve financial stability. The Financial Coach is expected to focus on services in a one-on-one counseling format but will also provide group instruction in workshop settings. The Financial Coach will work with the IRC Wichita Economic Empowerment team and other direct service staff to ensure that clients are receiving financial education and assistance across these service areas. This position will also assist clients in completing applications for targeted loan products including credit-building, business, auto, and immigration loans. 

RESPONSIBILITIES:

Responsibilities include, but are not limited to: 

One-on-one financial counseling/coaching

• Assist clients in resolving current financial challenges, while providing a wide lens on their financial health to shift the approach to proactive financial management.
• Develop long-term relationships with clients around financial goals for their families.
• Develop plans of action and provide tools and resources while promoting client accountability to reach financial goals.
• Work with clients to provide strategies for budget improvements through personal budgets and detailed financial assessments.
• Understand other services offered by the IRC, such as employment, career development and microenterprise services.
• Work with external mainstream financial institutions to understand the needs of the community to assist with products and services that meet the identified needs.
• Other duties as assigned.

Workshop and training delivery

• 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, saving, banking products, credit building, taxes, and identity theft.
• Schedule and deliver workshops and trainings.

Consumer and business lending

• Coordinate with the IRC’s Center for Economic Opportunity (CEO) to administer consumer loan program and ensure applications (credit building, business, vocational education, auto, immigration) are compiled and submitted in a timely manner.

Outcome tracking

• Use Efforts to Outcome (ETO), a client data management system, to document and reflect the outcome of clients’ progress in an accurate and timely manner and in alignment with funder objectives.
• Complete Combined Financial Assessment (CFA) for financial counseling clients.
• Work with the Economic Empowerment team to ensure that any changes to the client’s CFA (new job, new benefits, change in credit score) are properly documented.
• Capture client success stores.
• Other duties as assigned.

REQUIREMENTS:

Education:

• Bachelor’s degree preferred.

Work Experience:

• Relevant professional experience in human services field required; minimum of 2 years’ experience strongly preferred.

Demonstrated Skills & Competencies:

• Demonstrated understanding of U.S. business climate and systems, business development, budgeting, asset building, and credit building, with experience in business counseling strongly preferred.
• Previous work experience with the IRC’s target refugee and immigrant population and/or with populations affected by trauma is strongly preferred.
• Ability to provide financial coaching and coaching services in a culturally sensitive manner.
• Strong relationship building, diplomacy, and networking skills; ability to effectively build internal and external relationships.
• Self-starter with excellent problem-solving skills combined with the proven ability to prioritize and manage time effectively.
• Attention to detail and accuracy in work product.
• Fluent in English, both spoken and written; proficiency in language(s) spoken by client group is desired.
• Proficient in Microsoft Office applications (Word, Excel, Outlook); ability to use the internet and other digital tools for data entry, research, and problem-solving purposes.
• Valid driver’s license and access to a personal, insured vehicle.

Working Environment: 

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

Compensation: (Pay Range: $20.40-$20.91) Posted pay ranges apply to US-based candidates. Ranges are based on various factors including the labor market, job type, internal equity, and budget.  Exact offers are calibrated by work location, individual candidate experience and skills relative to the defined job requirements.

Equal Opportunity Employer: IRC is an Equal Opportunity Employer. IRC considers all applicants on the basis of merit without regard to race, sex, color, national origin, religion, sexual orientation, age, marital status, veteran status, disability or any other characteristic protected by applicable law.

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 $143 per month, dental starting at $6.50 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.

Standard of Professional Conduct: The IRC and the IRC workers must adhere to the values and principles outlined in the IRC Way – our Code of Conduct. These are Integrity, Service, Accountability, and Equality.

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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 $143 per month, dental starting at $6.50 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. 

Equal Opportunity Employer: IRC is an Equal Opportunity Employer. IRC considers all applicants on the basis of merit without regard to race, sex, color, national origin, religion, sexual orientation, age, marital status, veteran status, disability or any other characteristic protected by applicable law.