Financial Empowerment Program Manager

Guided by the overall strategic vision for the Financial Security Impact Area for United Way of the Plains, the Financial Empowerment Program Manager will guide community members as they navigate to financial stability. This full-time position will be responsible for delivering financial education, digital financial literacy, and financial coaching/counseling to the community. As part of this work, the Financial Empowerment Program Manager will participate in and lead community engagement activities, as assigned, with both the Free Tax Filing Services Program and the Bank On ICT Coalition. Through the involvement with these two programs, the Financial Empowerment Program Manager will convene and collaborate with area financial educators to close gaps in financial services and resources to the community.

Successful applicants in this role will possess strong interpersonal skills. The ability to connect with individuals and have a strong, yet gentle, communication style for the purpose of professional coaching and financial education is key to the success of this role.

Applicants for this role should also possess a foundational knowledge of personal finance and financial systems, deliver stellar customer service, and are successful in bringing groups of individuals together to address financial needs.

The Financial Empowerment Program Manager will report to the Director of Community Impact with oversight over United Way of the Plains Financial Security services.

KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS

• Provide financial empowerment services to area agencies and community members.
• Deliver financial education materials to the community through group sessions, individual counselling/coaching, and community events.
• Maintain a safe and secure environment for community members while they are being served.
• Coordination and facilitation of the Bank On ICT Coalition, including building and maintaining relationships with community partners and Coalition members; planning and hosting Coalition meetings, outreach events, and other activities; and facilitating and supporting programmatic collaborations.
• Assist in gathering and reporting on relevant data to support grant reporting and strategic outcomes that align with the Financial Security Impact Area.
• Assist in the planning and execution of events with area agencies and the community to provide financial education, resource navigation, and one-on-one financial coaching/counseling.
• Assist with issue-based collaborations within the Financial Security Impact Area.
• Convene a committee of area financial educators, counselors, coaches, and mentors as part of the Bank On ICT Coalition.
• Attend and participate in activities with the Volunteer Income Tax Assistance (VITA) Program.

Minimum requirements and qualifications:

• Associates degree or 2 years relevant work experience in personal finance, banking, customer service, social services, or mental health care.
• Proficiency using computers, including MS Office, the Internet, and databases.
• Strong written and oral communication skills.
• Strong relationship and team-building skills.
• Proven critical thinking skills.
• Able to manage multiple projects simultaneously.
• Capable of working effectively with limited supervision.
• Able to maintain confidentiality regarding sensitive information.

Non-Negotiable Hiring Criteria:

• Naturally curious and self-motivated in a never-ending pursuit of continuous improvement.
• Ability to interact in a positive way with individuals and groups.
• Must be flexible and multitask oriented; can adapt to changing priorities.
• Can work independently and responsibly while managing numerous projects simultaneously.
• Dependable and reliable to meet deadlines; remains calm under pressure.
• Lead by personal example; your word is your bond.
• Possess excellent judgment and creative problem-solving skills.
• Helps create a work environment that embraces and appreciates diversity.

Core Competencies for all United Way Professionals

• Mission-Focused: The United Way Professional’s top priority is to create real social change that leads to better lives and healthier communities. This competency drives their performance and professional motivations.
• Relationship-Oriented: The United Way Professional understands that people come before process and is astute in cultivating and managing relationships toward a common goal.
• Collaborator: The United Way Professional understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
• Results-Driven: The United Way Professional is dedicated to shared and measurable goals for the common good including creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.
• Brand Steward: The United Way Professional is a steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

How to Apply:

Submit your cover letter and resume via email to: careers@unitedwayplains.org with “Financial Empowerment Program Manager” in the subject line.