Financial Services Client Care Specialist - Whitewater, United States - University of Wisconsin System

University of Wisconsin System

Verified Company

Whitewater, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

INTRODUCTION:

The Financial Services Department in the Division of Administrative Affairs at the University of Wisconsin-Whitewater seeks a Financial Services Client Care Specialist (Financial Specialist II, FN007).

JOB DUTIES:

The Financial Services Client Care Specialist is one of four specialists assigned to the Student Financial Services Office, which includes the Cashiering and Student Accounts units.

These positions complete tasks as assigned for the rotation within the units. Assignments could include customer communications, counter service, daily cashiering duties, loan processing, collections, refunding, third party billing, etc. depending on what is needed at the time of the academic and fiscal year.

The employee is required to know FERPA guidelines for confidential information, imaging and document storage techniques, appropriate cash handling processes, State and UW System collection requirements, and UW System and campus policies and procedures.

This is a University Staff position which reports to the Associate Bursar and works standard customer service hours of 7:45 a.m.

- 4:30 p.m.

QUALIFICATIONS:

Minimum Qualifications:

Minimum of oneyear experience in customer service, administrative support or retail cash handling OR educational equivalent

Preferred Qualifications:

Experience with banking, cash handling, and reconciliations
Knowledge of accounting and bookkeeping principles, practices and processes, such that would be obtained from years of experience or formal training in accounting
Previous experience working with federal regulations and developing and implementing procedures to comply with them
Knowledge of collection policies, practices, procedures and laws; analytical and negotiation skills
Proficient in the use of computers, including Microsoft Office (Word, Excel) and Adobe specifically experience with pivot tables and mail merges

Knowledge, Skills and Abilities:

Demonstrated exceptional customer service aptitude and ability
Demonstrated exceptional interpersonal, oral, and written communication skills to work with all levels of staff, students, parents, and general public
Keen attention to detail and understanding of adequate supporting documentation for transactions
Ability to multitask and meet deadlines
Ability to work with individuals from diverse socioeconomic, cultural, and ethnic backgrounds
Willingness and ability to be an active participant in following applicable safety rules and regulations including necessary training and drills

RESPONSIBILITIES:

A. Customer Service
A2. Follow communication procedures, guidelines, and policies. Ensure FERPA requirements are met before providing confidential and personal information.
A3. Actively listen to customers' concerns, issues, and questions, and resolve to your best ability.
A4. Identify, assess and research customers' needs, and provide accurate, valid, and complete information.
A5. Respond and resolve customer complaints and/or concerns in a professional, positive, and calm manner. Advise customers on the issues discussed, and/or ensure their issues are resolved by another staff member when needed. Follow up with other campus departments or staff when appropriate.
A6. Keep accurate records of customer communications and interactions by imaging documents and recording information within WINS.
A7. Assist and monitor student employee activities at the window. When needed, work the customer service windows to accept payments and answer questions and/or concerns.
A8. Assist with training of student employees.

B. Cashiering Processes
B2. Coordinate morning processes and set up for the day.
B3. Review GL output reports and follow up on any variances from the prior day's activities. Coordinate resolution of any problems before information is loaded to GL.
B4. Process department deposits, ensuring accuracy in accounting codes, sales tax reporting, and tender types. Provide assistance to department staff for policy and procedures for deposits, cut off dates, etc.
B5. Receipt transactions and answer questions at Cashier's window.
B6. Perform bookkeeping and check writing services for student and faculty organizations on campus.

Prepare monthly reports, open and close accounts, work with student organizations to understand and report sales tax on all applicable revenue generating activities.

Train faculty advisors and officers on the use of student faculty accounts.
B7. Review student refund edit reports, identify discrepancies and issues, and facilitate corrections as needed. Process student refunds.
B8.

Facilitate the daily cash and revenue balancing process between cash collections, checks and other forms of tender with the register reports.

Complete daily balance report checkout form at end of day.
B9. Ensure all documents are imaged and match the daily report.
B10. Research miscellaneous checks and electronic wires, and perform other troubleshooting tasks within