Financial Representative

California State University, Sacramento•Sacramento, CA

1d•$4,037 - $5,881•Onsite

About The Position

Under the general supervision of the Associate Bursar and University Cashier, the Financial Representative provides various services to assist the University’s students, faculty, and staff with their Campus ID Card (OneCard) and financial needs. This requires a thorough knowledge of University and Campus Cards systems and a thorough knowledge of office functions related to the operation of the Bursar’s Office. Financial Representatives also assist Student Affairs by advising students on their admission, financial aid, and registration status. This requires effective communication skills and the ability to demonstrate teamwork to ensure the success of the department goals and objectives and the success of the Bursar’s Office.

Requirements

Demonstrated experience providing high-quality customer service in a fast-paced office, financial, student services, or higher education environment.
Ability to professionally assist a diverse population of students, faculty, staff, and community members.
Strong verbal and written communication skills with the ability to clearly explain financial processes, policies, and procedures.
Ability to handle sensitive or complex situations with professionalism, tact, and discretion.
Experience processing financial transactions, payments, refunds, deposits, or reconciliations with a high level of accuracy and attention to detail.
Ability to identify and resolve account discrepancies and maintain accurate records.
Experience using financial systems, cashiering systems, databases, or student information systems.
Ability to quickly learn University systems, ID Card systems, and office technologies.
Demonstrated ability to manage multiple priorities, maintain accuracy, and meet deadlines in a busy operational environment.
Strong organizational and problem-solving skills.
Ability to work collaboratively with campus departments, external partners, and coworkers to support departmental goals and improve service delivery.
Commitment to maintaining a welcoming and inclusive work environment with diverse colleagues and constituents including faculty, students, staff, and members of the community.
Experience assisting or advising students regarding admissions, registration, financial aid, or related student services.
Ability to explain processes and guide individuals through complex procedures.
Ability to adapt to changing priorities, policies, and technologies while maintaining a positive and solution-oriented approach.
Demonstrated initiative in improving processes, supporting special projects, or contributing to operational enhancements.
Ability to handle confidential financial and student information responsibly and in compliance with institutional policies.
Satisfactory completion of the background check process.

Nice To Haves

Experience working in a university, bursar, cashiering, ID Card, financial aid, or student service office.
Familiarity with Campus ID card systems, Illumia (Transact, CashNet) systems, or student account operations.
Experience with reconciliation, reporting, or payment processing systems.

Responsibilities

Provides various services to assist the University’s students, faculty, and staff with their Campus ID Card (OneCard) and financial needs.
Advises students on their admission, financial aid, and registration status.
Assists with cashiering needs, such as registration payments and other fees owed to the University.