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Financial Literacy Coordinator

AmeriCorps of Chelan Douglas Community Action Council
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The Financial Literacy Coordinator (FLC) will greet guests and ensure client information is entered and current in the agency’s customer management system (CMS). The FLC will then assist people with appropriate referrals, both internally and externally, and track the referrals in the CMS. The FLC will provide and/or coordinate with the Financial Literacy Program Manager to conduct Financial Literacy classes to interested community members, develop an on-line financial literacy program that can be extended to in-person classes, and provide client data reports to the Financial Literacy Program Manager. The Financial Literacy Coordinator will be in charge of establishing and implementing the Financial Literacy courses on-line, setting the ground work for all future Financial Literacy courses. The FLC will follow an outcome-tracking process to ensure follow-up with people, including obtaining the status of intended outcomes.

Service Activities

Learn about community resources and share updates on community resources with others Conduct weekly Financial Literacy classes both on-line and in in-person Communicate with people in person, over the phone, via email and other remote options such as Zoom meetings Refer people appropriately to CPA's for the Tax Credit Data entry Track outcomes Prepare, run and present reports Analyze data and reports, share with others Coordinate meetings and informational sessions, including space scheduling Conduct outreach events to promote the financial literacy program

Community Need Addressed

Primarily people of Okanogan County who have low incomes, who would like to take financial literacy classes.

Position Outcomes

Support adult community members in improving their financial literacy skills.


Childcare assistance if eligible, Education award upon successful completion of service, Health coverage, Living allowance, Stipend, Student loan forbearance, Training

Education Benefits

College Degree

Skills you will gain

public speaking, data entry, tutoring, mentoring, time management, student engagement

Competencies You Will Develop

Demonstrate sensitivity and empathy, Lead group discussion, Listen to and consider others' viewpoints, Maintain open lines of communication with others, Speak clearly, in precise language and in a logical, organized and coherent manner, Turn taking, Write cleary and effectively
Creativity & Problem Solving
Able to identify and define the problem, Capable of generating possible solutions, Communicate the problem to appropriate personnel, Improvise, Provide relevant expertise, Select and implement well-considered solution
Derive consensus, Develop constructive working relationships and maintain them over time, Establish a high degree of trust and credibility with others, Interact professionally and respectfully with supervisors and co-workers, Stay positive and outcome oriented, Use appropriate strategies and solutions for dealing with conflicts and differences to maintain a smooth workflow
Accepts responsibility, Anticipate the consequences of decisions, Identify and prioritize the key issues involved to facilitate the decision making process, Involve people appropriately in decisions that may impact them, Quickly respond with a back-up plan if a decision goes amiss
Carefully consider which tools or technological solutions are appropriate for a given job, Consistently choose the best tool or technological solution for the problem at hand, Operate tools and equipment in accordance with established operating procedures, safety standards, and ethical guidelines, Seek opportunities to improve knowledge of tools and technologies that may assist in streamlining work and improving productivity
Able to prioritize various competing tasks, Create environment of contribution, Create plan of action, schedule tasks so that work is completed on time, Demonstrate the effective allocation of time and resources efficiently, Drive decision making, Effectively delegate tasks, Facilitate group planning, Set goals
Be pleasant, courteous, professional and respectful when dealing with internal and external customers or clients, Evaluate customer or client satisfaction, Honor the privilege of being able to work with and for those being served, Provide personalized, prompt, and efficient service to meet the requirements, requests and needs of customers, Recognize the importance of maintaining privacy and confidentiality of those being served, Understand and anticipate the needs of others, Understand the importance of one's role in the functioning of the organization, Understand the significance of maintaining a healthful and safe environment
  • Activity Types Hands On Activities, Office Activities, Professional Activities
  • Focus Areas Community & Nonprofit Development, Economic Security, Education & Youth
  • Length of Service 11 Months
  • Education Requirements High School Graduate
  • Placement Individual and Team Placements
  • Service Setting Community-based Nonprofit, Local Educational Agency, Volunteer Placement Organization
  • Weekly Training Hours 8

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