Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.
Position Title:
Financial Services Client Care Specialist - Financial Services
Job Category:
University Staff
Employment Type:
Regular
Job Profile:
Financial Specialist II
Job Duties:
Attention:
Financial Services in the Division of Finance and Administrative Affairs at the University of Wisconsin-Whitewater seeks a Financial Services Client Care Specialist (Financial Specialist II, FN007).
Summary:
The Financial Specialist is one of four specialists assigned to Student Financial Services, which oversees student billing and payment activities and campus cashiering. These positions complete tasks assigned for rotation within the office. 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.
CONDITIONS OF APPOINTMENT:
University of Wisconsin-Whitewater does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources. UW-Whitewater is not an e-verify employer, therefore STEM extensions are not options for work authorization.
Key Job Responsibilities:
Customer Service
Manage incoming phone calls and communications (email, mail, social media, etc).
Follow communication procedures, guidelines, and policies. Ensure FERPA requirements are met before providing confidential and personal information.
Actively listen to customers’ concerns, issues, and questions, and resolve to your best ability.
Identify, assess, and research customers’ needs, and provide accurate, valid, and complete information.
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.
Keep accurate records of customer communications and interactions by imaging documents and recording information within WINS and/or Workday.
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.
Assist with training of student employees.
Cashiering Processes
Act as liaison with bank to receive ACH information, and apply funds received to appropriate ledger accounts. Maintain accurate accounting of all transactions and research any ACH discrepancies.
Coordinate morning processes and set up for the day.
Review GL output reports and follow up on any variances from the prior day’s activities.
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.
Receipt transactions and answer questions at customer window.
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.
Review student…