Student Financial Planning Counselor
Johnson & Wales University • Charlotte, NC8d • Onsite
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Student Financial Planning Counselor
Johnson & Wales University•Charlotte, NC
•Onsite
About The Position
Counsels students and parents on financing a JWU education; provides information on payment options, maintaining integrity of student records in accordance with regulations and standards
Requirements
- Minimum of a bachelor's degree
- Experience working in financial planning, student services or other related experience
- Excellent communication (oral and written), presentation, organizational, and interpersonal skills
- Proficiency with Microsoft Office, including Teams, Word, Excel, PowerPoint and Outlook
Nice To Haves
- Bachelor's degree in finance or a related field of study
- Experience working in higher education
- Experience using Banner
Responsibilities
- Meets with students and families to review their accounts, financial aid package and discuss payment options
- Advises students regarding their financial obligations upon enrollment to the university
- Participates in a rotation schedule to staff the first point of contact service area (e.g. front desk) for visitors and callers
- Answers customer questions in a professional and courteous manner providing accurate information and/or referring to the appropriate staff members
- Audits students' accounts to verify the accounts are current and accurate
- Performs other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
501-1,000 employees
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