Financial Coach
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EDUCATION
Bachelor’s degree required.
EXPERIENCE
Minimum of three (3) years work experience in a related field (i.e. financial aid, financial planning, banking, etc.) Bilingual in English and Spanish preferred.
Customer Service Experience
Experience working with security sensitive information and confidential records
Experience with word processing, database, spreadsheet and other computer skills
PeopleSoft experience preferred
KNOWLEDGE, SKILLS, AND ABILITIES
Prior employment in a job with a great deal of customer contact is require
Position requires strong commitment to customer service
Excellent public relations, interpersonal, oral and written skills
Ability to present to large groups
Ability to encourage and motivate
Ability to work independently; ability to handle multiple tasks, set priorities and meet deadlines
Ability to establish and build trust
Ability to follow through and monitor progress
Bachelor’s degree required.
EXPERIENCE
Minimum of three (3) years work experience in a related field (i.e. financial aid, financial planning, banking, etc.) Bilingual in English and Spanish preferred.
Customer Service Experience
Experience working with security sensitive information and confidential records
Experience with word processing, database, spreadsheet and other computer skills
PeopleSoft experience preferred
KNOWLEDGE, SKILLS, AND ABILITIES
Prior employment in a job with a great deal of customer contact is require
Position requires strong commitment to customer service
Excellent public relations, interpersonal, oral and written skills
Ability to present to large groups
Ability to encourage and motivate
Ability to work independently; ability to handle multiple tasks, set priorities and meet deadlines
Ability to establish and build trust
Ability to follow through and monitor progress