CAAB

Investing in People, Strengthening Communities

CAAB Seeks an Associate Program Manager, Matched Savings

The Associate Program Manager, Matched Savings is responsible for strategic management and day-to-day operations and communications of assigned matched savings and cash transfer programs, delivery of financial education classes and financial coaching sessions, client support, and account management.

 

JOB DESCRIPTION

ASSOCIATE PROGRAM MANAGER, MATCHED SAVINGS

BACKGROUND:

Capital Area Asset Builders (CAAB) is a non-profit organization whose mission is to create opportunities for low- and moderate-income individuals in the greater DC region to build financial security, savings, and wealth for the future. 

CAAB’s Matched Savings Programs allows qualified individuals to save a specific amount of money. Once they complete their program requirements, their savings will be matched by CAAB to use toward their approved asset purchases such as education, buying a home, business, emergency savings, etc. 

Position Summary: The Associate Program Manager, Matched Savings is responsible for strategic management and day-to-day operations and communications of assigned matched savings and cash transfer programs, delivery of financial education classes and financial coaching sessions, client support, and account management.  

JOB RESPONSIBILITIES: 

  • Fully understand all aspects of the assigned Program(s).
  • Teach CAAB’s financial education classes.
  • Compile financial education training materials for classes and coaching onsite and offsite.
  • Provide case management for clients participating in financial education and savings programs.
  • Enter critical client data into CAAB database system(s).
  • Develop and present program presentation and materials to CAAB participants and stakeholders.
  • Generate, review and distribute month-end and annual reports to CAAB management and partner organizations.  
  • Respond to participants’ inquiries via e-mail or phone and provide information related to their Savings Accounts.
  • Review client Applications for program eligibility and follow up with clients regarding missing documentation; prepare enrollment packets for accepted clients; contact program clients regarding matched savings account compliance; work directly with case management staff at partner agencies.
  • Work with CAAB staff to develop and distribute outreach and marketing materials for CAAB's programs, including providing descriptions and distributing materials to target outreach populations.
  • Represent Matched Savings Program and CAAB both virtually and at local events
  • Connect enrolled savers to CAAB's other areas of work and other resources as appropriate.
  • Manage the day-to-day program operations.
  • Other related duties as assigned.

QUALIFICATIONS:

  • Must have a Bachelor’s Degree in a relevant field or a minimum of three years of relevant experience.
  • Demonstrated experience in decision-making and managing multiple tasks simultaneously.
  • Expertise in using technology to record and share information, and streamline operations.
  • Have strong presentation skills. 

REQUIRED KNOWLEDGE AND SKILLS:

  • Organized with a strong attention to detail.
  • Able to work independently and under pressure.
  • Able to meet tight deadlines in a fast-paced environment under minimal supervision.
  • Excellent communication and technical writing skills, full command of MS Office products, technology skills.
  • Excellent presentation, time management and organization skills
  • Ability to listen to customer needs and promote financially sound decision-making.
  • Experience working with low- and moderate-income individuals and families
  • Cultural understanding and awareness of socio-economic matters in the Washington metropolitan region

DESIRED QUALIFICATIONS AND SKILLS:

  • A graduate degree or/and certification in finance, sales, marketing, or related fields
  • We support equal employment opportunity. We highly encourage people of color and bilingual to apply.
  • Knowledge of digital multimedia tools is a plus.

Hours: 9:00 AM - 5:00 PM Monday through Friday with some evening and weekend hours required as needed.

FBI/Police clearance and DC Child Protective Registry clearance are required.


HOW TO APPLY: Email your resume and cover letter to 


    About Capital Area Asset Builders

    Capital Area Asset Builders (CAAB) is a non-profit organization whose mission is to create opportunities for low- and moderate-income individuals in the greater DC region to build financial security, savings, and wealth for the future. 

    Connect with CAAB via our social media platforms:


    How to give

    Now, more than ever, non-profits like Capital Area Asset Builders (CAAB) need your help. Please support CAAB as we continue to help DC residents manage and/or improve their financial situation during these difficult times. If you can't afford to give a monetary gift, please visit our Amazon Wish List where you can choose from a variety of items that CAAB needs in order to better serve our community.

    or send a check or money order to
    Capital Area Asset Builders (CAAB)
    c/o Joseph Leitmann-Santa Cruz, CEO & Executive Director
    1100 H Street NW, Suite 200
    Washington, DC 20005