The ProMedica Financial Coach will report to the Manager, Financial Stability and Workforce
Development and will work closely with other departments including clinical providers and
Paramount. In addition, the coach will work with external partners delivering community programs
and companies that enter into fee-for-service contracts. The Financial Opportunity Center Coach
will be sit on the Financial Opportunity Center (FOC) team.
POSITION SUMMARY
Financial Opportunity Centers (FOCs) are community-based centers that focus on the financial
bottom line for low-to-moderate income individuals. This means changing people's financial
behavior in a way that encourages them to make a long-term commitment to increasing income,
decreasing expenses and acquiring assets.
ProMedica Health Systems’ FOC is a first of its kind operation. Collaborations with the Local
Initiatives Support Corporation (LISC), United Way and the Toledo Community Foundation support
ProMedica’ commitment to providing integrated care and addressing social determinants of
health (SDOH) by offering financial coaching, job training and community health supports.
The ProMedica FOC Financial Coach uses strong interpersonal, communication and customer
service skills to facilitate financial coaching while simultaneously assisting with the integration of
services into other ProMedica organizational and community initiatives.
The ideal candidate must possess the ability to function in a fast-paced, team-oriented
environment and should be experienced and comfortable communicating both one-on-one and
with small groups of people on a variety of financial and social topics.
Job Requirements
- Ability to provide financial coaching services through a diverse and inclusive lens.
- Experience serving low-to-moderate income working populations required.
- Excellent social / interpersonal skills and writing ability commensurate with the
communication and reporting requirement of the position.
Knowledge and experience in employment, financial and income supports coaching,
counseling, and personal finances, particularly in the areas of budgeting, asset and credit
building.
- Ability to apply critical and strategic thinking.
- Must be willing to complete additional certifications within the first 6 months of hire,
including but not limited to financial coaching, credit counseling, and WorkKeys.
Years of Experience : 2-3 years in a financial coaching role. Experience and demonstrated success
in serving at-risk and / or low-to-moderate income populations. Experienced and comfortable
communicating one-on-one and with small groups of people on a variety of financial.
Preferred Qualification :
Education : Bachelor’s degree in social work, business, finance, or related field.
The above list of accountabilities is intended to describe the general nature and level of work performed by the incumbent;
it should not be considered exhaustive.
ProMedica
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