Financial Health Coach - Community & Business Development

Help people take practical steps toward stronger financial futures—at scale. In this role, you will bring financial health education to organizations and communities through engaging workshops that reach thousands. You will translate complex topics into clear, actionable guidance for individuals, families, small businesses, and homebuyers. You will also help us strengthen community relationships by partnering with business development teams and sharing insights that improve how we serve.

As a Financial Health Coach in Community & Business Development, you support our customers’ success by helping communities build actionable financial health plans. You deliver impactful workshops in-person and virtually, meeting people where they are and tailoring content for diverse audiences. You partner closely with colleagues across the business to expand access to financial education and improve our programs through feedback and outcomes reporting.

Job responsibilities

• Deliver financial health workshops to large audiences (5,000+ participants) in organizations and communities, in-person and virtually
• Facilitate sessions for individuals, families, small businesses, and mortgage clients using the Chase Money Skills curriculum
• Provide accessible workshops by delivering in multiple languages and tailoring communication to audience needs
• Maintain Financial Health Coach certification and complete ongoing training and professional development
• Adapt workshop content and facilitation style for diverse communities and learning preferences
• Travel nationally or connect virtually to support scheduled programming as needed
• Partner with Business Development Managers to support relationship-building and acquisition efforts with middle market and commercial bank teams
• Collect participant and stakeholder feedback and report outcomes to support continuous improvement
• Organize and manage multiple workshops and initiatives simultaneously while meeting timelines and quality expectations
• Promote a strong controls environment by following risk and control expectations, procedures, and processes

Required qualifications, capabilities, and skills

• Certified Financial Health Coach or able to obtain certification within 6 months of hire
• Bachelor’s degree in Business, Finance, Education, Social Work, or a related field
• 3 years of experience in financial education, coaching, training, or a related role
• Experience delivering workshops or presentations to large audiences (for example, 1,000+ participants)
• Strong facilitation and presentation skills, with the ability to simplify complex financial topics
• Demonstrated knowledge of core financial health concepts and practical education approaches
• Ability to tailor content for individuals, families, small businesses, and mortgage-related topics
• Proficiency with virtual learning and digital communication platforms used to deliver remote sessions
• Strong written and verbal communication skills and the ability to build rapport with diverse audiences
• Willingness to travel nationally and work flexible hours to support workshop schedules
• Ability to follow risk and control expectations, procedures, and processes

Preferred qualifications, capabilities and skills

• Master’s degree in Business, Finance, Education, Social Work, or a related field
• Multilingual fluency (for example, Spanish, Chinese, Tagalog, or Arabic)
• Experience delivering workshops to very large audiences (5,000+ participants)
• Experience partnering with business development teams to support relationship-building efforts
• Demonstrated cultural competence and experience tailoring content for varied community audiences
• Strong project management skills supporting multiple initiatives at once
• Experience collecting feedback and translating it into measurable program improvements