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Financial Coach - Bilingual Required

Remote: 
Full Remote
Contract: 
Salary: 
48 - 48K yearly
Experience: 
Mid-level (2-5 years)
Work from: 
Florida (USA), United States

Offer summary

Qualifications:

Bachelor's degree required, 3 years of financial service experience, 2 years in training or public speaking, Must be bilingual in English and Spanish.

Key responsabilities:

  • Empowering communities through financial education
  • Providing financial literacy workshops and one-on-one coaching
Grow Financial Federal Credit Union logo
Grow Financial Federal Credit Union

Job description

Overview:

At Grow Financial Federal Credit Union, we believe in service — to our 300,000 members, 600 team members and local communities. We’re not just your average bank. We’re a credit union, owned by our members and dedicated to serving people, not profit. We know that happy, engaged people provide the best service, so we live by our mantra: Be Bold. Be Great. Have Fun. Consistently named a Top Workplace by the Tampa Bay Times among multiple national awards we strive to develop a diverse, collaborative culture where you can grow personally and professionally.

 

Our “work from where you do your best work” strategy provides flexibility to our team members — who currently reside across the U.S. — with a variety of remote, hybrid and in-person roles. We enjoy plenty of opportunities to stay connected through video collaboration, digital tools, community service initiatives and numerous activities. Whether you thrive in a remote setting, prefer the energy of in-person collaboration or seek a balance between the two, you'll find your fit here. Join us as we seek to make things grow — people, communities, money and dreams.

 

Grow Financial is headquartered in Tampa, FL. For remote roles, candidates must be located in the following states: AL, AZ, AR, DE, FL, GA, ID, IN, IA, KS, KY, LA, MS, MO, MT, NE, NH, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, WV, WI, WY.

 

Some of our Benefits/Perks:

 

  • Medical/Dental/Vision Insurance
  • Employee discount on loans Team members qualify for a discount on consumer and mortgage loans.
  • Tuition Reimbursement of up to $5,250 per year for full-time team members.
  • Paid Time Off 15 days/year & over 10 Paid Holidays
  • Paid Volunteer Days Grow provides two bi-annual paid volunteer days to all team members.
  • Retirement Benefits (401K) Grow matches up to 8% for team members.
  • Growth Potential In-house training department dedicated to helping our team members reach their maximum potential.
Responsibilities:

This position will play a pivotal role in empowering low-income and under-served communities through financial education and coaching. The position involves actively engaging with community members to provide essential financial literacy tools, fostering sustainable financial practices, and promoting economic empowerment. The Financial Coach will deliver financial literacy workshops throughout Tampa Bay and provide one on one financial coaching.

 

Qualifications:

Required Skills/ Experience:

  • Bachelor of Arts/Science degree from an accredited college or university required.
  • Three years of financial service experience- cash handling, platform, sales, service or lending experience required.
  • Two years of corporate training, education, public speaking or related experience required.
  • Must be bilingual in English and Spanish.

 

Physical Demands:

  • Ability to move freely (standing, stooping, walking, bending, pushing and pulling) and lift up to a maximum of twenty-five (25) pounds without assistance.
  • Must be able to sit for extended periods of time.
  • Must be able to read, write, speak and type English and Spanish.
  • Must be able to hear and use a telephone.
  • Use of computer requires repetitive key strokes.

 

Work Environment:

  • This role is fully remote, with the option to work from our HQ or retail locations. 
  • As part of your week, you may occasionally travel within the Tampa Bay Area.
  • Qualified candidates must live in the Tampa Bay area.

 

 

 

 

​​An Equal Opportunity Employer Minorities/Females/Veteran/Disabled

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
EnglishEnglishSpanish
Check out the description to know which languages are mandatory.

Other Skills

  • Coaching
  • Public Speaking
  • Financial Literacy
  • Verbal Communication Skills
  • Sales

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