Job Postings

COMPLIANCE SPECIALIST

Axiom Bank, Maitland, FL (Orlando Metro Area)

General Responsibilities: 


The Compliance Specialist is responsible for functional segments of the Bank’s Compliance program, conducting, evaluating and reporting of financial institution activity to determine the adequacy and effectiveness of internal controls and compliance with existing bank policies, procedures and regulatory requirements.

The incumbent will devote significant time to ensuring compliance programs meet all applicable laws and regulations. Monitor and follow-up on outstanding compliance issues and ensure timely resolution.

Collaborate with management and staff in areas affected by changes in products, systems, vendors or personnel to ensure ongoing compliance, and to effectuate understanding and implementation of new policies and procedures.


To learn more and to apply, please refer to this link: 

http://axiombanking.hrmdirect.com/employment/job-opening.php?req=711162&&#job



FINANCIAL COACH(ES)

United Way of Miami Dade, United Way Center for Financial Stability

ROLE DESCRIPTION


United Way of Miami Dade is looking for two Financial Coaches of United Way Center for Financial Stability to provide the financial coaching function of the United Way Center for Financial Stability and assist with the integration into other United Way and community initiatives.


RESPONSIBILITIES INCLUDE:

  • Provide direct service including conducting trainings and one-on- one coaching, aimed at helping others build financial capability, change financial behavior, and achieve financial goals.
  • Conduct and coordinate intake and holistic assessments of individual and family clients
  • Educate clients on the value of financial capability services and engage clients in a longer-term coaching relationship as appropriate
  • Assist clients in identifying and addressing current financial opportunities and challenges, while providing a holistic perspective on overall financial stability in order to help clients move towards proactive financial management and long-term success
  • Develop individualized financial stability plans in collaboration with clients, assisting with goal-setting, money management, savings, credit building, debt management, utilization of financial services and products, tax preparation, benefit screening, employment services, etc.
  • Identify and refer participants to other community resources and services, as needed, to achieve clients’ financial goals
  • Identify, cultivate and maintain effective relationships with key providers of other community resources and services, coordinating efforts as needed in order to maximize client impact
  • Review financial plans to identify needs/gaps
  • Follow-up, monitor, and evaluate progress with clients
  • Track and compile outcomes of services provided; provide information and prepare reports on a regular basis
  • Perform outreach and attend events to market services, recruit clients and build relationships with partners
  • Promote United Way Center for Financial Stability to the Miami-Dade community, local businesses, the social service community and other key groups
  • Represent United Way at various community meetings, conferences, committees; attend and participate in UW special events to support our fundraising efforts.

To learn more and to apply, please refer to this link:

https://unitedwaymiami.org/job-postings/financial- coach-uwcfs/



HOUSING AND FINANCIAL COACH

Hispanic Unity of Florida

Summary:

The Housing and Financial Coach serves a dual role within two key components; the Housing program and the Financial Capability Services (FCS) program. The Housing and Financial Coach provides group and individuals coaching regarding financial issues, including thorough assessments and development of action plan to increase financial knowledge and obtain assets.


The overall purpose of the position is to provide housing counseling and financial coaching to participants in assisting them to better understand, manage and take control of their finances in order to reach their individual goals and put them on the path to homeownership and self- sufficiency.


Qualifications and Skills:

  • Bachelor’s degree in the area of business, finance or related field with a minimum of three years of experience in housing counseling and/or financial coaching services.
  • Must have excellent verbal and written skills
  • Attention to detail and excellent internal and external customer service skills
  • Fluency in English and Spanish a must, Creole a plus.
  • Ability to work effectively with a team and balance multiple priorities
  • Ability to maintain a professional appearance and relationship with clients and funders
  • Ability to work with people of diverse backgrounds
  • Ability to operate computer systems and software such as Microsoft Word, Excel, PowerPoint, Outlook and Internet


Additional Requirements:

1. Possession of or ability to obtain a valid Florida Driver’s License is required.

2. Independent travel is required.

3. Available to work evenings, weekends and maintain a flexible work schedule.

4. If selected, you will be required to pass a level 2 background check.


To learn more and to apply, please refer to this link:

http://www.hispanicunity.org/content/employment-opportunities- huf-0