Provide one-on-one financial coaching sessions to assess needs and develop specific strategies to empower individuals to resolve financial problems, meet financial goals, and improving their overall well-being; Provide valuable information to clients about credit and debt issues, credit reports, housing issues, identity theft, money management, financial planning and retirement, student loans, bankruptcy, collections, consumer protection laws, court judgments, transitioning to safe and affordable banking, and wage garnishments; Assist clients in creating a personalized action plan with the purpose of supporting and motivating clients towards achieving financial goals; Provide continuing education, guidance, and resources to empower clients to successfully accomplish their established plans including resolving immediate problems and changing behaviors; and. Schedule appointments for clients, confirm daily appointments, and reschedule appointments as necessary; Follow the Phone Status Policy and remain on available status during the work day to respond to inbound and outbound call inquiries to answer questions, troubleshoot problems, provide information, deliver immediate counseling, and schedule appointments as needed; Conduct outbound calls for the purpose of follow-up and/or outreach; Collect, track and report required data and input call and session notes for every client and interaction using the client management database; and.