About Financial Beginnings Oregon

Do you believe financial education just makes sense? And that our state would be better off if every Oregonian had the chance to become financially empowered? We agree with you! That's why Financial Beginnings Oregon provides free, accessible, financial education statewide.

Financial Beginnings Oregon (FBOR) is a 501c3 nonprofit working to empower Oregonians to take control of their financial futures by providing free, unbiased financial education programs. As an affiliate of Financial Beginnings USA, we partner with schools, community-based organizations and government agencies across the state to bring our financial literacy classes to the communities they serve. Financial Beginnings Oregon is a volunteer powered organization. Our team recruits and trains a pool of talented volunteers, often from the financial sector, that bring our programs to life throughout the state.

As an organization, we are committed to an Oregon that is diverse, equitable, and inclusive. We focus on reaching historically underserved communities with our financial education programs, with a particular focus on reaching low-income communities.

General Position Summary

The Volunteer Coordinator (VC) has the critically important role of ensuring that we have a strong pool of volunteers that are ready to sign up and lead impactful financial literacy classes for our community partners. Our volunteers are responsible for bringing our programs to life - and the Volunteer Coordinator will support our volunteers to do that by leading our work in four critical areas:

1. Point of Contact for all Volunteers. When our incredible volunteers need support, you'll be the person they reach out to.
2. Volunteer Placement. When our programs are requested, you'll be the one to tap our volunteer pool and place them in the opportunity.
3. Volunteer Preparation. You'll help to prepare our volunteers to be successful in the classrooms. This could include individual meetings, group training and developing and providing supplemental materials.
4. Stewarding our Volunteers. You'll be our volunteer advocate both internally and externally, ensuring that our organization recognizes and supports the passion and commitment of each of our volunteers.

Reports To

Program Manager

Works Closely With

Program Director, Program Coordinator, Executive Director, Staff at our national and affiliate branches, External Partners (volunteers, financial institutions, schools, & community-based organizations).

Position Location

We will consider both remote and Portland-based candidates equally. Candidates across Oregon are encouraged to apply. Remote employees are expected to travel to Portland about once a month.

Essential Job Responsibilities

Volunteer Recruitment, Onboarding and Training

• Support Program Manager in developing and executing volunteer recruitment activities to expand our volunteer pool.
• Organize and lead volunteer training, bringing in internal and external expertise when necessary.
• Provide ongoing support and coaching to volunteers as needed and requested.
• Leverage existing volunteer training resources and support development of new ones to prepare our volunteers to be successful in the classroom.

Volunteer Placement & Coordination

• Utilize a multitude of strategies for placing volunteers in opportunities - including, but not limited to, personal emails, calls, email campaigns, and cold calling volunteer partner organizations.
• Handle all administrative and coordination logistics related to placing volunteers.
• Support packaging and delivery of teaching materials to the classroom.

Volunteer Stewardship & Coordination

• Serve as the primary contact for all volunteer inquiries, responding within 24 hours to all requests.
• Work to resolve all volunteer inquiries independently and loop in team members when appropriate.
• Develop and implement volunteer appreciation activities.
• Identify and support development of training and stewardship events.
• Manage our volunteer database.

Monitoring, Evaluation and Learning

• Lead implementation of evaluation tools, including: surveys, questionnaires and focus groups.
• Ensure lessons are learned, documented, disseminated and remain accessible.
• In partnership with the Program Director, assist in creating materials that communicate our approach, impact and value for all Oregonians.
• Carry out classroom observations in-person using FBOR's survey tools and methods.

Influence & Representation

• Strive to meet volunteers and community organizations where they are - be flexible, accommodating and prompt.
• Represent FBOR professionally in all external communications and interactions.
• Understand and communicate our mission, values and programs passionately and effectively.
• Identify, develop and participate in external-facing events and working groups that broaden awareness and demand for our programs.
• Identify and participate in professional events, associations and working groups in the financial literacy and empowerment sector.

Strategy, Operations & Administration

• Take the lead on building the systems, tools and processes to strengthen our volunteer program.
• Lead development of digital and print materials to support volunteerism.
• Actively participate in annual work planning and goal setting.
• Ensure program files are maintained, orderly and accessible to the entire team.
• Support organizational administrative needs as necessary.
• Lead improvements to streamline volunteer program workflows.
• Enhance volunteer tracking systems.
• Schedule classes in our content management system

Additional Responsibilities as Necessary

Success Factors

The Volunteer Coordinator will be a team player that excels at cultivating mission-driven relationships, exceptionally well-organized and unafraid to make the "ask" to plug volunteers into opportunities.

Qualifications

• Background in organizing and leading training and professional development events.
• Demonstrated attention to detail, ability to follow direction and meet deadlines
• Action oriented, able to work independently and cooperatively with team members
• Able to balance competing priorities and be accountable to goals
• Effective communicator, both verbally and in writing, with strong diplomacy skills
• Flexibility is critical, with demonstrated willingness to adapt to the needs of the team and moment.

• Enthusiastic, personable and responsive with an ability to build relationships and trust quickly with people from diverse backgrounds.
• Ability to travel for in-person events.

• Bilingual (Spanish/English) preferred but not required.

Physical Requirements

The position involves sitting at a computer for extended periods of time and occasional travel. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.

Salary and Benefits

• $43,000-55,000 per year, DOE
• Annual bonus potential
• Flexible work environment
• 35-hour work week
• 20 days of paid time off (PTO) per year
• 11 paid holidays and 3 floating holidays
• Health and dental insurance
• Access to Employer-sponsored 401(k) with 6% employer match after one year
• Short-and long-term disability insurance
• Cell phone reimbursement

Non-Discrimination

Financial Beginnings Oregon is an Equal Opportunity Employer. We believe that financial education is one important way to combat oppression in our society. We will not discriminate on the bases of race, ethnicity, color, religion, gender expression/identity, age, national origin,, physical or mental disability, marital status, genetic information, socio-economic status, sexual orientation, immigration status, political affiliation, or military status, in any of our activities or operations. These activities include, but are not limited to, recruiting, hiring, promoting, compensating, and firing of staff; selection of volunteers, partners, and vendors; and provision of services. We are committed to providing an inclusive and welcoming environment for all.

We will provide reasonable accommodations to applicants and employees who need them for medical, religious, and/or personal reasons.

Equity and Inclusion

Financial Beginnings Oregon holds the principles of diversity, equity, and inclusion central to our work, both internally and externally. As we continue to expand and enhance our work in Oregon's underrepresented communities, we see it as an essential part of our growth to ensure that voices from those communities are both represented and heard at our organization. As such, we strongly encourage candidates from underrepresented communities to apply.