Analyst in Corporate & Investment Banking at BBVA supporting client engagement and strategic transaction execution. Opportunity to build a solid foundation in investment banking with exposure to high - profile corporates.
About the role
- Financial Wellbeing Coach providing one-on-one financial coaching and workshops at Operation HOPE. Empowering individuals and communities to achieve financial dignity and economic opportunity through comprehensive financial resources.
Responsibilities
- Join our team at Operation HOPE, a transformative and national non-profit organization committed to fostering financial empowerment and prosperity within communities and individuals.
- As a Financial Wellbeing Coach, you will be instrumental in shaping a future where financial security and knowledge are accessible to all.
- Our coaches pave the way for financial dignity, unlocking economic opportunities and enhancing financial well-being through comprehensive financial literacy workshops, personalized coaching, and access to community resources.
- Financial Literacy is the Civil Rights Issues of this generation. Be part of The Movement!
- Recruit, build trust, and lead clients to achieve strategic performance objectives.
- Provide one-on-one coaching sessions to clients, addressing their specific financial concerns and goals.
- Develop personalized action plans based on individual client needs and circumstances.
- Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
- Establish and maintain relationships with local strategic alliance partners, including other local non-profit and for-profit businesses.
- Deliver group workshops and seminars, on various financial literacy topics, within the community.
- Build productive relationships with Bank Partners for shared Client relationships.
- Connect clients with relevant resources, services, and financial products that align with their goals.
Requirements
- Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.
- Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
- Presentation skills - the right candidate can conduct workshops with a varying number of attendees.
- High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for diverse populations, while exhibiting cultural competency.
- Strong communication skills both verbally and in writing to conduct presentations and meetings.
- Self-starter with a demonstrated ability to work with minimal hands-on direction.
- Empathetic and patient approach while working with individuals from diverse backgrounds.
- Professional demeanor and attire will be required in this position.
- This job requires personal transportation for travel within the designated market area.
Benefits
- Health insurance
- Professional development opportunities
- Flexible work arrangements
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