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United Way of Greater New Bedford Financial Wellness Facilitator in New Bedford, Massachusetts

30 hours per week with the opportunity to become full-time at 37.5 hours per week Introduction: United Way of Greater New Bedford (UWGNB) has been a cornerstone of the SouthCoast since 1953, mobilizing people, partnerships, and resources to catalyze meaningful change. Through strategic collaboration, direct services, and financial investments, we identify community needs and create innovative initiatives to address them. As our community evolves, so do we continuously rising to meet new challenges, needs and opportunities. Summary As a Financial Wellness Facilitator, you\'ll play a pivotal role in United Way\'s financial security initiatives, splitting your time between two critical programs: 1) Financial Wellness at Work The Financial Wellness Facilitator serves as United Way\'s on-site contact at participating workplaces, helping employees address non-work-related challenges. By leveraging their deep knowledge of community resources, the Facilitator raises awareness, connects employees to services, and provides referrals to remove barriers that impact attendance and productivity. 2) Financial Wellness for Women The Financial Wellness Facilitator manages the 10-week program that helps women transform their lives through essential money management skills. They lead introductory workshops and work closely with participants and volunteer coaches to ensure successful collaboration and progress toward participants goals. Financial Wellness at Work: Essential Duties and Responsibilities Travel weekly to assigned workplaces on a consistent schedule, providing employees with one-on-one guidance and assistance navigating the local social service network. Schedule appointments and maintain office hours on-site and in the community to meet with employees who ask for help with non-work related issues Listen and ask questions to identify employee?s needs Empower the employee by working with them to develop a plan with multiple options to overcome the non-work related issue. Options may include ideas within that employee\'s existing personal support network (family/friends) or referrals to available public assistance and private provider options within the local social service network Provide applications and forms for available programs and assist employees with paperwork Serve as the liaisonto the participating financial institution for small-dollar loans Follows-up with employee to assess success or continued need Promote available community resources and financial literacyprogramming opportunities inside each company (ex. break rooms, staffing bulletin boards, company newsletters, Lunch & Learn programs, health fairs, company meetings, etc.) Works with employers at participating workplaces to help identify employees in need Financial Wellness for Women: Essential Duties and Responsibilities Responsible for overseeing the program including conducting the introductory workshop, overseeing coach/ participant success, and program evaluation. Attend and oversee workshops Lead the facilitation of the introductory workshops for both the coaches and participants as well as gather feedback from both groups Assist in recruitment of volunteer coaches Assist in matching coaches and participants Step in as the backup coach as necessary Weekly communications with participants and coaches and handling of issues and questions as they arise Education & Experience Bachelor\'s degree Three to five yearsexperience in financial literacy or project management Bi-lingual, Spanish preferred Skills Required Strong presentation, public speaking and facilitation skills Self-directed and flexible work style with limited supervision Strong organizational and program management skills Able to build rapport with a variety of constituents Creative thinking and problem-solving skills; resourceful Positive, non-judgmental attitude and good listening skills;

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