Financial Education Manager

Metrocrest Services
February 27, 2023
Farmers Branch, TX, Texas
Job Type


Working with Metrocrest:

Metrocrest Services is a team of volunteers, nonprofit partners, donors, and employees whose mission is to provide programs that lead to self-sufficiency and foster independence for individuals, families, and seniors. We are looking for team members who are compassionate, professional, and committed to serving their neighbors in need.

Position Description:

At Metrocrest Services, we are passionate about our team members, customers, and those we serve. The Financial Education Manager coordinates programs that provide financial independence for families through financial assessments, individual coaching, group classes, and other initiatives all focusing on reducing barriers and improving long term financial independence. The position requires advocacy and relationship building with clients, service providers and outside agencies related to financial education. The Financial Education Manager is a critical part of our bundled approach (Working Family Success) and requires collaboration with other agency department managers to implement programs. The perfect candidate will embrace our mission and bring a sense of humor and passion to their work.



  • Bachelor’s or Master’s degree in Finance, Accounting or Social Work or related field


  • Five years’ experience in banking, financial counseling, credit counseling
  • Working with families in the social services field
  • Non-profit experience preferred

Special Knowledge/Skills:

  • Knowledge of financial stability strategies for low-income families
  • Strong strategic planning, project management financial management and leadership skills; ability to prioritize tasks, efficiently manage timelines, and effectively lead internal indicatives
  • Demonstrates a strong understanding of the issues and barriers families face around savings/budget management/credit repair; committed to client dignity and empowerment; fosters an equitable and inclusive environment for all team members
  • Experience with group facilitation, training, and working in a collaborative environment.
  • Ability to develop services/programs and work effectively in teams led by others
  • Ability to work within a team that occasionally works remotely and navigate various technology platforms (Zoom, MS Office Suite - Teams, Outlook, Salesforce, Google Suite, etc.)
  • Effective interviewing techniques and procedures
  • Ability to interpret financial program regulations in a clear, accurate, and friendly manner to clients
  • Cultural humility; demonstrated ability to communicate clearly and work collaboratively with individuals from diverse and low-socioeconomic backgrounds
  • Ability to maintain confidentiality of records and information
  • Excellent communication skills and ability to follow up when interacting with employees, clients, or public using a telephone, in a face-to-face, or one-to-one setting

Major Responsibilities and Duties:

  • Develop and implement various tools and materials for Financial Education programs and services, including budget management, debt reduction, credit recovery and savings plans
  • Develop and/or coordinate educational workshops and various trainings in collaboration with community partners and/or instructors
  • Provide one-on-one financial coaching services including assessing financial situation and helping develop client focused spending, savings and debt management plans, improving/building cred, developing emergency savings funds.
  • Patriciate and contribute during strategic planning and decision-making discussions to regularly evaluate strategies that will support the Financial Education department’s growth
  • Identify opportunities and partnerships to encourage financial stability and continuous project improvement for upcoming initiatives
  • Develop contacts with local financial institutions and other community resources to increase availability of financial stabilization opportunities
  • Ensure that the Financial Education department provides information and referral to appropriate resources for education, training, and rehabilitation
  • Understand and effectively communicate the Financial Education department vision and goals
  • Collaborate with the Director of Housing and Support Services to develop and maintain measurable outcomes for the department and implement appropriate plans
  • Work with the Volunteer Manager to recruit, train and appreciate volunteers who will help staff the program
  • Work closely with additional departments to identify and address barriers to employment that clients may be facing to provide consistency in client services
  • Track and report program data and prepare demographic and other reports on regular basis, as specified by supervisor
  • Manage the client case files, records, and conduct follow-ups as needed
  • Manage department outcome tracking system and data as related to internal strategic metrics and grant expectations
  • Attend regularly scheduled meetings and any training, conferences, etc. as needed
  • Perform other duties as deemed necessary by the Director of Housing and Support Services

Supervisory Responsibilities:

Work in partnership both internal and external of Metrocrest Services to provide financial stability and self-sufficiency for families facing financial barriers/hardship.

No direct supervision of employees

Equal Employment Opportunity

Metrocrest Services provides equal employment opportunity to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, or any other characteristic protected by federal, state or local law.

In accordance with the ADA, Metrocrest Services is willing to consider any reasonable accommodation.

Application Instructions

Apply online through Indeed: Financial Education Manager, or send your resume to




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