Financial Representative

Job no: 558162

Work type: Staff

Location: Sacramento

Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Probationary, Full Time, On-site (work in-person at business location)

Priority Final date to receive applications:
Wednesday, October 14th @ 11:55pm PST (Posting will remain open until filled)

Eligible on-campus applicants in California State University Employees Union (CSUEU) Bargaining Units 2,5,7, and 9 will be given first consideration in the recruitment.

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  (One Card) 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.

Non-Exempt (eligible for overtime compensation)

Anticipated Hiring Range: $4037 per month (Step
1) - $4118 per month (Step
2)

CSU Classification Salary Range: $4037 per month (Step
1) – $5881 per month (Step 20)

Salary step placement will be determined based on relevant qualifications and professional experience.

Regular (Probationary)

Full-Time

The Bursar’s Office is the main artery for the majority of financial activity at the University. Our office is responsible for serving students, staff and faculty with their cashiering needs, such as registration payments and other fees owed to the University.

Thorough knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices.

Equivalent to three years of progressively responsible financial record-keeping experience which has provided the above knowledge and abilities.

Any equivalent combination of education and experience which provides the required knowledge and abilities.

Customer Service Experience

• 1. Demonstrated experience providing high-quality customer service in a fast-paced office, financial, student services, or higher education environment.
• 2. Ability to professionally assist a diverse population of students, faculty, staff, and community members.

Communication Skills

• 3. Strong verbal and written communication skills with the ability to clearly explain financial processes, policies, and procedures.
• 4. Ability to handle sensitive or complex situations with professionalism, tact, and discretion.

Financial and Cash Handling Experience

• 5. Experience processing financial transactions, payments, refunds, deposits, or reconciliations with a high level of accuracy and attention to detail.
• 6. Ability to identify and resolve account discrepancies and maintain accurate records.

Technical and Systems Knowledge

• 7. Experience using financial systems, cashiering systems, databases, or student information systems.
• 8. Ability to quickly learn University systems,  systems, and office technologies.

Organization and Attention to Detail

• 9. Demonstrated ability to manage multiple priorities, maintain accuracy, and meet deadlines in a busy operational environment.
• 10. Strong organizational and problem-solving skills.

Teamwork and Collaboration

• 11. Ability to work collaboratively with campus departments, external partners, and coworkers to support departmental goals and improve service…