Posted 1mo ago

Financial Services Assistant

@ Southern Nazarene University
Bethany, Oklahoma, United States
OnsiteFull Time
Responsibilities:Enrolling Students, Processing Payments, Managing Data
Requirements Summary:High school diploma; 2+ years related experience; strong communication; proficient with computer software; data entry.
Technical Tools Mentioned:CRM systems, Colleague, Banner
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Job Description

Full Time / Hourly / Non-Exempt

WORK SCHEDULE

Monday through Friday 8:00 am – 5:00 pm

JOB SUMMARY

The Financial Services Assistant is a dual-function role responsible for the input of student data and initial financial enrollment. This position manages the enrollment of new undergraduate students in a payment plan and serves as a front-line cashier for the Business Office. The primary purpose is to ensure high-level customer service for new, incoming students while providing professional, accurate processing of university funds and student account payments.

RESPONSIBILITIES

Essential Functions:

  • Payment Plan Enrollment: Enroll new, undergraduate students in a payment plan with high levels of efficiency and accuracy.
  • Cashiering Operations: Process payments for tuition, fees, and other university income via cash, check, and credit card; manage the distribution of student refund checks.
  • Data Stewardship: Direct management of CRM data accuracy, including information collected at college fairs, church events, and on-campus recruitment activities.
  • Financial Reconciliation: Accurately balance the daily cash drawer and prepare bank deposits in accordance with university financial policies.
  • Academic Documentation: Process transcripts and other essential documentation for new applicants to ensure timely admissions decisions.
  • Customer Service: Provide professional communication and assistance to prospective students and parents regarding both application status and billing/payment plan inquiries.
  • Ability to work under pressure and meet deadlines
  • Ability to maintain positive interpersonal relationships
  • Ability to work independently
  • Ability to operate office equipment
  • Ability to provide quality customer service
  • Additional duties as assigned