Financial Coaching Generalist

Job Overview

Join our Team! Penquis, a social services agency serving Penobscot, Piscataquis, and Knox counties for over 50 years, is currently seeking a full-time Financial Coaching Generalist. As a Financial Coaching Generalist, you’ll be part of the Housing & Energy Services team, helping individuals and families build financial stability and work toward their goals. In this role, you’ll provide outreach, education, training, and one-on-one support to microenterprises, prospective homeowners, and low-income families seeking financial coaching. You’ll also work closely with community partners who support these individuals and families, helping connect people with the resources and guidance they need to move forward. This position covers Penobscot, Piscataquis, Knox, Waldo, Hancock and Washington counties. Travel to these counties will be as needed. This will be a hybrid position with the opportunity to work from home with requirements of weekly in-office hours.

Responsibilities

• Provide education and counsel potential homeowners on first time home buying; educate and counsel individuals interested in starting a business.
• Coordinate with partners and deliver training programs.
• Establish and maintain relationships with community members, economic development personnel, realtors, bankers, small business owners, trainers, local chamber, nonprofit partners, local government agencies, educational institutions, and other small business specialists.
• Provide appropriate referral and information, upon request.

Requirements

• Bachelor’s Degree in Business Administration, Education, or related field and 2-3 years’ experience in counseling or training for businesses, home ownership, or financial coaching, or equivalent experience in counseling or training for businesses, home ownership, or financing coaching.
• Must have excellent math/computational skills, extreme attention to detail, excellent written and verbal communication skills and computer proficiency and experience with word processing programs.
• Must be willing to travel and have reliable, insured transportation.
• Must be able to interact with the public in a professional manner and maintain client information in complete confidence.
• Upon hire and periodically thereafter, must comply with Penquis background check requirements with satisfactory results as outlined in current contract provisions.

Benefits

• 14 Paid Holidays (Including your Birthday!)
• Paid Time off +3 Days upon hire
• Paid training for all required certifications
• Dental/Health/Vision
• Retirement Plans
• Tuition Reimbursement
• Wellness Incentives
• Employee Assistance Program

Additional Details