Financial Coach, Workforce Development and Refugee Services Programs

Full Time

Who We Are: CAMBA is a community of staff, volunteers, clients, donors, neighbors and partners who work together to build an inclusive New York City. CAMBA serves more than 65,000 individuals and families each year, citywide, including almost 13,000 youth. Our 180+ programs in over 100 locations improve the lives of a diverse cross section of New Yorkers. From homelessness prevention in Staten Island to supportive housing in the Bronx; from employment training in Manhattan to after school programs and college access in Brooklyn; from family shelter and support in Queens to increasing affordable housing across the city, CAMBA provides holistic services to help struggling New Yorkers stabilize their lives and become self-sufficient.

CAMBA’s comprehensive Workforce Development and Refugee Services Programs: Since our founding CAMBA has connected over 25,000 New Yorkers to full time jobs. Our workforce development initiatives grew out of our commitment to creating an equitable and inclusive New York City. Driven by racial and economic equality, we provide opportunities for the most economically and socially vulnerable to thrive.  We work with a vast diversity of job seekers, and specialize in assisting those with special barriers to employment including refugees, political asylees, immigrant professionals, young adults, victims of human trafficking and others, from over fifty countries of origin, who are striving to connect to career paths. We take a strength based approach to career development, matching participants to specific bridge trainings which allow them to benefit from the job opportunities we develop with our employer partners. Among other areas of specialization, we have expertise in matching STEM skilled immigrant professionals to engineering sector and IT jobs locally. These award winning programs are performance-based, and success is measured by meeting engagement, employment placement, training, and retention goals.

The Refugee Services Programs provide resettlement and cultural adjustment support, job training, placement and transitional support services to refugees and asylees during their 60 months of eligibility in the United States to help with any impediments to employment and self-sufficiency.

Position: Financial Coach

Reports To: Program Manager

Location: 2244 Church Avenue, 4th Floor, Brooklyn, NY 11226

What The Financial Coach Does:

  • Ensure all client and program records are kept in compliance with funder’s standards and implement CAMBA internal Quality Assurance protocol.
  • Conduct 1:1 financial coaching and counseling to clients. Tasks may include creating personal budgets, opening bank accounts, and taking out loans.
  • Assess client needs and develop individual financial budgets and action plans with each client.
  • Provide initial and follow-up individualized financial counseling sessions. Make appropriate referrals and work with the client’s Resettlement Coordinator to integrate other wraparound supports (i.e., benefits, tax preparation) into counseling.
  • Support the creation of new workshops in topics including but not limited to budgeting, banking, savings, cash management, and credit building. Present workshops in person and remotely to refugee program participants.
  • Accurately track participant attendance, data, follow-up services, and outcomes in case notes and appropriate tracking systems.
  • Successfully complete initial training assigned by supervisor.
  • Follow all programmatic, contractual, donor requirements.
  • Build and maintain effective relationships with colleagues, banks, Volunteer Income Tax Assistance (VITA) tax sites, and clients.
  • Coordinate with case management team to prioritize screening and follow up calls to new and existing clients, to schedule appointments and/or gather information/ documentation as needed, communicating and properly recording any relevant new client information/needs discovered back to the case management team.
  • Participate in administrative and staff meetings as requested.
  • May prepare appropriate marketing materials.
  • May market and outreach to potential referral sources

Minimum Education/Experience Required:

  • Bachelor’s degree (B. A.) and/or a combination of equivalent years of education and related work experience.

Other Requirements:

  • Experience in banking, financial coaching, financial education or counseling
  • Knowledge of, and commitment to, refugee services and workforce development.
  • High level of familiarity with the U.S. credit and banking system and experience with personal budgeting, banking, and credit counseling.
  • Demonstrated ability to communicate well with people of varied backgrounds. Prior experience working with refugees is preferred but not required.
  • Excellent organizational skills with a high level of attention to detail and computer literacy.
  • Strong written and verbal communication skills, including public speaking.
  • Ability to work independently and manage multiple tasks.
  • Proficient in English, both spoken and written; proficiency in language(s) spoken by a client group is desired; including Ukrainian, Russian, Spanish, Dari, Farsi, and/or Pashto.

Compensation: $60,000 annually
When salary ranges are listed, the range would represent the low and high end for the applicable position & program. The salary offered would be based on various factors unique to each program and candidate. This includes but is not limited to experience, education, budget and/or program size, internal equity, skills and other factors that may be required for the position and organization. 

Status: Full-time (35 hours per week)
: CAMBA offers a comprehensive benefits package including health insurance, dental insurance, 403(b) retirement plan with employer match, paid time off (vacation, personal, and sick time), and paid holidays.

CAMBA is an Equal Opportunity Employer. We value a diverse workforce and inclusive workplace. People of color, people with disabilities, and lesbian, gay, bisexual, and transgender people are encouraged to apply. We consider all applicants without regard to race, color, religion, creed, gender, gender identity, gender expression, national origin, age, disability, socio-economic status, marital or veteran status, pregnancy status or sexual orientation.

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