Student Financial Services Representative

Full-time

Chester, PA

Educational Services

About the position

Widener University is currently seeking a Student Financial Services Representative in the Office of the Bursar/Enrollment Services. This full-time, in-person role is crucial for assisting all University students and staff with transactions related to Financial Aid, Bursar, Registrar, and One Card. The representative will be responsible for answering a wide variety of questions posed by potential and current students, staff, faculty, and visitors to the University. The position requires a commitment to providing high-quality customer service in various contexts, including in-person, telephone, and virtual interactions. It is essential to note that this position mandates 100% in-person employment, emphasizing the importance of direct engagement with the university community. The Student Financial Services Representative will handle a range of responsibilities, including reviewing students' financial aid, processing add/drop of classes for the Registrar, facilitating changes in meal plans, issuing student employment contracts, and providing other services to support various units on campus. This role also involves processing in-person student and departmental cash and check payments, advising students and staff on financial status processes, and initiating, reviewing, and updating student accounts for financial assessment and payment transactions. Additionally, the representative will prepare and reconcile daily cash receipts for the head cashier, ensuring accurate financial management within the office. Secondary responsibilities include data entry of course schedules, dispensing student employment contracts, processing Enrollment Management forms, instructing students on web-based transactions, and resolving holds on student records. The representative will also perform other duties as assigned, contributing to the overall efficiency and effectiveness of the Office of the Bursar/Enrollment Services.

Responsibilities

• Provide high quality customer service to all constituents, including prospective and current students, their families, and partners on campus in in-person, telephone, and virtual contexts.
• Review students' financial aid, process add/drop of classes for the Registrar, facilitate changes in meal plans, issue student employment contracts, and provide other services to support other units on campus.
• Process in person student and/or departmental cash and check payments.
• Advise students, staff and special program participants regarding financial status processes, procedures, and requirements; advise on alternative courses of action and consequences.
• Initiate, review and update student accounts for financial assessment and payment transactions.
• Process miscellaneous charges to student accounts.
• Prepare and reconcile daily cash receipts for head cashier.
• Data enter course schedules as needed.
• Dispense student employment contracts.
• Receive, process, and disburse all pertinent Enrollment Management forms.
• Instruct students on Web-based transactions, resolve holds on student records and other duties as assigned.

Requirements

• High School Diploma or equivalent.
• Customer service experience in an office environment preferred.
• Demonstrated excellent communication and organizational skills.
• Demonstrated significant attention to detail.
• Experience in demonstrating diplomacy, tact and confidentiality in dealing with students and faculty.
• Proficiency in the Microsoft Office Suite (Word, Excel, Outlook, etc.).
• Demonstrated ability in web-based software, e-mail and using the Internet.
• Must be organized, flexible, and able to handle multiple tasks simultaneously.
• Superior interpersonal skills and excellent oral and written communication skills.
• Demonstrated ability to interact effectively with students, staff, faculty, and external constituents.

Nice-to-haves

• Experience using Ellucian/Colleague software
• Customer service experience in higher education, especially financial service
• Experience in front-line service role