WHO WE ARE

Branches is on a mission to educate and inspire people through student, family, and financial wellness services in partnership with our communities.

We believe in meeting the needs of the next generation by addressing both the parent and the child simultaneously in our 2-Gen approach that supports a family’s wellbeing, ensuring that each family member is supported in reaching their full potential. Our holistic approach builds long term, ongoing relationships with local communities to leverage and promote collective impact for the families we serve.

POSITION SUMMARY

The Financial Wellness department within Branches, targets the well-being of the entire community through services fostering financial stability and long-term financial success. The programs take a Two-Generation Approach to serving families and primarily provides assistance in Miami-Dade County. The Junior Financial Coach will help the achievement of this mission by providing support to families while learning and working with Financial Coaches. Main responsibilities will include community outreach and recruitment, data collection and reporting, warm referrals, and overall support and ongoing communication with participants.

PRIMARY RESPONSIBILITIES

Direct Service

• Serve as first point of contact for financial coaching participants
• Provide intake and conduct a full assessment of financial coaching participants’ needs, particularly needs related to their financial health
• Offer financial coaching to participants which may include: goals, budget, credit, debt, taxes and referrals to other programs and resources
• Participant relationship management, including continuing and regular participant contact and communications
• Attend Financial Coach-participant meetings; take notes relative to action items, tasks, and decisions made during appointments
• Assist with answering participant questions when needed
• Assist with workshops, seminars and participant educational events
• Provide participants with regular updates on outreach activities and workshops provided
• Prepare taxes and amendments
• Other duties as assigned

Data and Administration

• Input financial coaching data into databases
• Document, track and monitor information on participants, goals, services and activities provided
• Follow-up and evaluate progress with participants
• Monitor and follow up with all action items from participant meetings
• Assist with signature collection from participants, scanning of documents or other tasks required during meetings
• Manage calendars, confirm and start appointment preparation for each appointment set
• Collect and develop monthly "Impact Stories" and other reports on direct service efforts, as requested

Project Coordination

• Implement project coordination, as assigned
• Complete progress reports on all assigned projects

Branches’ Way – Grow Deeper, Climb Higher

Worth— We believe each person has sacred value, is created in the image of God and has inherent self-worth. People matter and therefore are our priority.

Wonder— We dream and then co-create the future with students and families which means we do not wait for the future to just happen.

Welcome— At Branches all people are welcomed, received and valued in contrast to the rejection and exclusion that people all too often experience in the world.

With — What we do is transformational and not transactional. We connect with people and build relationships as opposed to treating people like a number or a service unit. Together we become the Branches family.

Walk— While the destination is important, we recognize the journey is the essential part. The day-to-day work we do is like walking with people on the journey in which we all explore, discover and become renewed.

Words– We create a positive, hopeful environment at Branches through the ways and the words we speak to others. Be our words fun, friendly, firm or whatever, we always affirm the other and speak with love

Benefits

As a full-time member of Branches, staff are eligible for the following benefits: affordable medical, dental, vision and short-term disability insurance, 15 paid holidays per year, vacation, and sick/personal time off, and 6% retirement matching with the 403 (B) plan.

WORKING CONDITIONS

This position will require working directly at one of our Lakeview or Florida City sites. If working conditions should be due to the pandemic, further guidance will be provided from the direct supervisor or the Human Resources personnel.

Education and Experience

• Bachelor’s degree is preferred, but not required. Preferably in social service or business fields.
• Basic understanding of consumer credit, money management, public benefits, other personal finance matters, and related public or private programs is a plus.
• Fluency in Spanish & English is a must.
• Experience and demonstrated success in serving at risk low-income populations.
• Experience in nonprofit sector preferred, especially participant services or case management.

Certifications in the following areas are required and should be completed within the timeframes indicated below:

• VITA (Volunteer Income Tax Assistance) - Advanced Tax Preparer- December 2023
• Credit Builder’s Alliance- Credit as an Asset- February 2024
• Change Machine- Modules in Assets, Banking, Credit, Debt, Taxes, Goals, Core, and Specialty- November 2023
• Freddie Mac- Credit Smart 12 Learning Modules- April 2024

*Candidate must be authorized to work in the United States. We do not sponsor employment visas. *