Financial Services Specialist

A successful Financial Services Specialist will join a team responsible for providing customer service and cashiering support related to student financial accounts at the University of Arizona's Busar's Office.

The Financial Services Specialist will provide general information and analyze detailed account information for students, both over the phone and in person. Cashiering duties involve processing student payments and departmental deposits. A successful Financial Services Specialist will be an excellent communicator, detail-oriented, and problem solver while participating in a team environment.

This position is entirely in-person, with no remote work options available.

Outstanding UA benefits include health, dental, and vision insurance plans; life insurance and disability programs; paid vacation, sick leave, and holidays; UA/ASU/NAU tuition reduction for the employee and qualified family members; retirement plans; access to UA recreation and cultural activities; and more!

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• Assist and advise customers by analyzing and interpreting student accounts primarily via telephone. Actively listening and collecting information from customers to help answer questions. Analyze billing account to help customers understand their charges and credits.
• Provide general University information to customers and departments. Provide instructions for processes, such as submitting a Stop Payment request online. Provide instructions on how to utilize Tuition Calculator online. Exchange information with other University departments such as Financial Aid and Registrars to help analyze student's account.
• Process routine financial transactions, including accepting payments, balancing the cash drawer, and preparing cash handling documentation. Assist with payment deferments, temporary loans, stop payments, reissued refund checks, and fee adjustments, following standard procedures and daily reports. Escalate issues as needed.

Knowledge, Skills, and Abilities

• Ability to relate to and communicate with university staff, students and the public.
• Skills in problem analysis, problem solving, and decision making.
• Ability to work in a detailed-oriented, team environment.
• Skills in both oral and written communication.
• Strong general math skills.
• Proficiency in use of computer software and programs such as MS Outlook, Word, Excel, and PowerPoint.
• Cash handling skills.

• Bachelor's degree, or equivalent advanced learning attained through experience.
• 1 year of relevant experience.

• Experience using enterprise systems such as PeopleSoft, UAccess Financial systems - Financial Aid, Bursar, Registration or Ad-mission process.
• Experience in handling payments, processing financial transactions, or working in a cash-handling role.
• Previous employment in a front-facing customer service position.