Student Financial Resource Assistant

Job Details

Description

• Serve as initial point of contact regarding the student financial account.
• Counsel students regarding payment options and eligibility requirements for federal, state and institutional aid programs
• Make contacts and/or referrals to other administrative staff and departments as appropriate
• Assist students with questions in reference to their student account
• Act as cashier
• Assist students and parents who are having difficulties navigating on-line enrollment, payment and financial aid processes
• Provide information, forms and/or one-on-one guidance regarding the student financial account
• Process payments towards the account and provides assistance to the student with all aspects of their student account
• Perform daily reconciliation of cash receipts and drawer totals.

Examples of Duties

Serve as a point of contact by phone or in person, regarding student financial services, to include: 70%

• Provide accurate information to all prospective and continuing students and/or parents regarding all aspects of the student financial account, educational costs and strategies for meeting college costs
• Using knowledge of federal, state and University policies and procedures, provide information and/or one-on-one guidance to students and/or parents, regarding the availability of financial aid opportunities, the application process, document submission, application deadlines, program eligibility and the posting of funds to the student account
• Answer questions concerning student account charges and billing
• Using professional judgment and guidance from supervisor, resolve issues related to enrollment holds, payment plans, charges and credits making adjustments to student records and accounts as approved
• Gather pertinent information regarding un-resolved issues
• Follow up with other staff within the Student Financial Services office and other University departments to resolve
• Provide follow up to student and/or parent regarding outcome of problem resolution
• Using the Banner system and/or in consultation with financial aid counselors, research, troubleshoot and resolve financial aid delays, including the status of applications while referring complex issues to the appropriate staff member
• Maintain a supply of student financial services related literature for students and parents in the lobby area
• Access student account for amount owed, process payments
• Collect student endorsement on alternative loan and scholarship checks
• Apply check to the student accounts
• Perform daily reconciliation of drawer total and cash receipts and prepare daily cashiering reports for Accounting Services
• Fiscally responsible for cash drawer in the amount of $500.00
• Provide general technical assistance to students and parents accessing TouchNet, Banner Self-service, University portal in order to access their student account

Review and respond to Service Tracking tickets: 30%

• Place departmental orders using Sci-Quest; Process travel and purchasing card packets as needed
• Complete and print end of day cashiering reports
• Send electronic files
• Receive and process electronic check returns; resubmit and collect as needed
• Assist with monthly review and collection activities as needed
• Assist with financial literacy program as needed
• Maintain website; review and manage content

Typical Qualifications

Education:

• Associate's degree
• Degree in Business or related field
• Education may be substituted for experience or experience may be substituted for education. Note that equivalencies are based on the following: AA = 2 years experience; BA/BS = 4 years experience; MA/MS = 6 years experience; PhD = 8 years experience

Experience:

• One year customer service experience required
• One year cashier experience required
• Previous Banner and Financial Aid experience preferred

Supplemental Information

The anticipated start date for this position is no sooner than 07/16/2026.