Student Business Services Representative (Finance)

Department: Student Business Services Salary: Commensurate with education and experience
Description:

The Student Business Services Representative is responsible for cashiering functions, daily reconciliations and balancing of cash drawer, preparing of deposit journals and accounting cash reports. This position helps to handle front-end questions and route other questions/issues to the director. Serves a high volume of traffic and helps maintain customer satisfaction, office operations, and overall student success. Serves as first point of contact and is trained in all general student financial information to guarantee all who contact the office are given the highest level of customer service.

Duties:

• Customer Service and Counter Functions: Serves as the first contact and primary source of student financial information to students, faculty and staff. Collects appropriate payments via check, cash, bank draft and/or credit cards, and disburse accurate funds as needed. Processes payments in a manner that ensures accuracy. Prepares and submits appropriate journals and receipts to customers. Maintains an organized, clean and neat cashier counter. Re-stocks service areas with pertinent information.
• Registration Functions: Advises, educates and assists students with student accounts, various payment plan options, payment methods, refund process, and timeline to pay for classes/courses. Updates and applies student records accurately with payments received, third party vouchers, appropriate payment plan opted by student, parking and other miscellaneous charges. Assesses accuracy, completeness and conformance to University reporting and procedural standards. Ensures the security of University funds and records are kept locked and secure from unauthorized access.
• Billing, Receivable and Collection Functions: Provides functional assistance for student receivables accounting. Provides information to students on the importance of paying outstanding student balances and the significances of non-payment of student accounts. Responds to inquiries regarding receivables within 3 business days. Notifies supervisor of any disputes or discrepancy on student accounts being billed on behalf of schools or departments in a timely manner. Maintains the University internal controls as they relate to FERPA and other state and federal guidelines related to higher education.
• Course Fees: Assists in adding and/or updating course fees for the Spring, Summer and Fall semesters. Runs daily queries and make any necessary changes at the course or class level. Works closely with all four schools regarding any changes and/or discrepancies.
• PeopleSoft Student Financials Accounting and Reconciliation: Ensures proper accountability of daily receipts and cash for accurate balancing and reconciliation by making daily deposits, keeping the cash register current, entering all incoming and outgoing monies, and end-of-day checkout. Prepares appropriate bank deposit voucher and general ledger journals with documentation to submit to General Accounting for approval and performs related duties as assigned.

Required Qualifications:

1. High School diploma or GED
2. Minimum two years of cash-handling, bookkeeping or accounting experience in an online computerized environment.
3. Experience working with MS Word and Excel.

Preferred Qualifications:

• Associate's degree in a related field.
• Two years of cashier and customer service experience in the banking industry or in higher education.
• Experience with PeopleSoft Financial System.
• Customer service-related training.

Knowledge, Skills and Abilities:

• Must have working knowledge of accounting principles as well as strong analytical skills.
• Excellent verbal, written, interpersonal and customer service skills, demonstrating a service oriented attitude.
• Working knowledge of Microsoft Office suite including; Word, Excel, and PowerPoint.
• Ability to multi-task as well as the ability to manage competing priorities and interruptions.
• Ability to maintain a high level of confidentiality.
• Thorough knowledge of FERPA and other state and federal guidelines related to higher education.

All positions at the University of Houston-System are security sensitive and will require a criminal history check.

The University of Houston System and its universities are an Equal Opportunity Institution.