Specialist III, Business Accounts

Class Description

The purpose of this class is to manage the efficient operation of business operating accounts related to business services and student accounts and providing customer services to students using Onecard and TouchNet systems.

Minimum Requirements

Associate degree and Three (3) years full-time customer service and/or student account or financial account management experience, or high school diploma and 5 years of experience. Must have proven excellent customer service skills and experience in a business working environment with customers using phone, email and in person communications. Must be able to work some overtime, weekends, during peak periods and fill in for absences as needed. Must have experience using Microsoft Office applications and utilize Excel at the intermediate level to facilitate reporting and outreach. Must complete and pass Microsoft testing modules which includes Word and Excel and demonstrate the ability to type 40 wpm (Candidates with proof of current Microsoft Office Expert Specialist Certification do not need to test.). Experience working in Higher Education and student record keeping systems preferred.

Class Specific Essential Duties

1. Utilize Microsoft Excel to assist in reporting, data analysis and managing student finance, business services and Onecard accounts.
2. Develop, monitor and update Onecard administrative and student account reports.
3. Utilize data to address routine student inquiries regarding student balances and account usage.
4. Serve as point of contact over the phone for peer departments, and in person and online through customer relationship management system.
5. Coordinate information flow and knowledge sharing across departments that help staff make informed decisions and increase levels of customer service.
6. Prepare journal entries and reconciliations for business accounts.
7. Demonstrate consistent courtesy, tact, professionalism, and possess strong customer service skills when communicating with students and college constituents.

Position Specific Essential Duties

1. Manage papercut refunds – approving requests and entering refunds into the Papercut system, in addition to reversing charges on the students OneCard.
2. Management of OneCard services including; adding meal rewards, adding incentives, management, and adjustment of the annual clearance of funds from inactive accounts.
3. Management of the annual OneCard book credit process.
4. Responsible for the monthly OneCard bank reconciliation.
5. Responsible for the One Card banner reconciliation.
6. Responsible for the monthly OneCard bookstore invoice reconciliation.
7. Process monthly journal entries associated with OneCard.
8. Review and process weekly dining services reports and monthly invoice processing.
9. Coordinate the OneCard upgrades.
10. Troubleshoot OneCard printer and user issues, Renew Fargo printer warranties.
11. Troubleshoot 3rd-party vendor issues with Onecard.
12. Maintain and process Touchnet Hardware Maintenance and License Renewals.
13. Review and process the monthly bookstore refund report.
14. Responsible for the Pepsi and Sodexo vending reconciliation and payment.
15. Work with Campus Directors to test vending card payment readers, one card readers, and network connections.
16. Manage and track student finance and business services department related invoices.
17. Track commission and sales for all Business Services accounts.
18. Manage and Track MTA bus pass sales and Bookstore printing invoices.
19. Prepare reports for Book store financial aid credit sales and performance.
20. Co-manage OneCard Touchnet upgrades annually with Information Technology Services.