Student Financial Services Representative

Job Title: Student Financial Representative Department: Enrollment Management-Student Financial Services Position Reports to (Position Title): Assistant Director, Student Financial Support Services Position Class/Position Type: Full-Time, Non-Exempt Job Summary This position serves as the ambassador and greeter for Student Financial Services, providing exceptional customer service and administrative support.

Responsibilities include

responding to inquiries via phone, email and in-person interactions, assisting students with financial services information, and ensuring smooth daily operations. Additionally, the position supports special projects and other duties assigned to enhance the efficiency and effectiveness of student financial services. Supervisory Responsibilities: None Duties and Responsibilities: Concierge Level Customer Service - represents JU and the student accounts office in a professional, friendly, and caring manner.

Answer phones, emails and in-person requests for financial services information in a timely manner. Collect payments from students. Accept deposits from auxiliary university offices, advancement, orthodontics, fine arts, athletics. Make daily deposits. Reconcile cash drawer for daily cash receipt sessions. Verify student health insurance information and code waivers.

Managing student payments, online payment processing, and daily reconciliations. Works with staff to assist with student account collections. Assist with creating, adjusting, and managing student payment plans. Transfer funds from student accounts to Dolphin 1 cards. Coordinate with the student ambassadors working the front desk to make sure someone is always available Performs other related duties or special projects assigned by supervisor.

Required Skills/Abilities: Excellent verbal and written communication skills Excellent organizational and multi-tasking skills Proficient in Word, Excel, and other software Excellent customer service skills Ability to maintain strict confidentiality Ability to think critically and use discretionary judgement Excellent problem-solving skills and resourcefulness Education, Certificates, Licenses, and Experience: High school diploma Associate’s degree preferred Excellent computer skills Customer service experience Some accounting experience preferred but not required Previous cash-handling experience Physical Requirements Must be able to lift and carry equipment and supplies weighing up to 20 pounds.

Must be able to bend, stoop, and reach. Manual dexterity to efficiently operate a computer keyboard and other business machines. Adequate hearing to communicate effectively in person and by phone. Important Note This is not an exhaustive list of all responsibilities, duties, and/or skills required for this position. The University reserves the right to amend and change responsibilities to meet organizational needs.

To Apply Interest applicants are asked to submit a resume with a JU application.