OSU-OKC · 3 months ago
Financial Success Coach -SSOC
OSU-Oklahoma City is seeking a Financial Success Coach to provide individualized financial strategies and referral recommendations for students at risk for attrition due to financial reasons. The role involves counseling students and families on financial aid opportunities and collaborating with campus resources to support student success and retention.
Higher Education
Responsibilities
Provide individualized financial strategies and referral recommendations for students at risk for attrition due to financial reasons
Understand student financial struggles, the campus resources for addressing them, and the collaborative efforts required to work as a campus wide team to help students succeed
Understand the student need/financial burden and work directly with Scholarships and Financial Aid staff to address immediate monetary needs of students via intervention activities, education, and financial counseling
Counsel students and families regarding opportunities for financial aid, loans, scholarships, work-study, part-time jobs, etc
Support OSU-OKC's recruitment and retention mission through presentation of information and student communications
Seek out students at risk for attrition by electronic, text, written, verbal, and in person means and follow up with all contacts to encourage students to engage in successful college behaviors
Establish and maintain an effective system for monitoring and assessing student usage of the Financial Success Coach and their outcomes
Schedule periodic classroom visits to promote the Student Success & Opportunity Center (SSOC) and its services
Work with the Assistant Director of Student Success and other subject experts to develop, maintain, and deliver workshops to be delivered in the SSOC or individual classrooms as requested
Assist students with general questions, computer help, or in connecting with campus resources
Answer phone calls and check phone messages regularly
Organize and maintain various files, including confidential files
Complete all mandatory training and participate in a minimum of two professional development opportunities each year
Perform other duties as assigned
Qualification
Required
Bachelor's degree or higher.(degree must be conferred on or before agreed upon start date)
Minimum of two years work experience providing customer service, problem solving, and effective communication with diverse constituents
Experience in providing financial education or comparable position
Knowledge of and ability to follow college policies and procedures
Knowledge of educational tutoring, principles, practices, techniques, and theory
Knowledge of student success initiative development and implementation
Knowledge of student resources, referrals, and services
Skill in listening to issues, synthesizing information, and reaching sound conclusions
Skill in presenting ideas and concepts orally and in writing to various audiences and adapting communication style to that audience
Ability to network effectively to forge strong stakeholder relationships that maximize retention efforts
Ability to relate to various populations and to maintain composure when faced with difficult situations
Ability to multi-task and organize, prioritize, and follow multiple projects and tasks through to completion with an attention to detail
Ability to analyze problems, identify solutions and take appropriate action, resolve problems using independent judgment and decision-making processes
Ability to handle multiple tasks and prioritize effectively with a high degree of accuracy and attention to detail
Ability to communicate diplomatically, clearly, and effectively, both verbally and in writing to exchange information, give/receive instructions and respond to inquiries appropriately
Strong interpersonal skills and sensitivity to a multicultural environment in an effort to work and communicate effectively with all students, faculty, staff, and community partners
High degree of initiative to work independently and collaborate in a team environment
Demonstrated knowledge of office technologies including but not limited to office computers, fax machines, scanners, internet, Microsoft Office (Word, Excel, Access, PowerPoint, Outlook)
Passion for assisting customers and representing the OSU-OKC and OSU brand with positivity and professionalism
Demonstrated history of ethical and professional behavior
Preferred
Bachelor's degree in education, social work, or human services, or a bachelor's degree with relevant experience assisting high school students, college students, or adult learners
Experience providing instruction, success coaching, or counseling to adult learners
Company
OSU-OKC
OSU–Oklahoma City develops and delivers collegiate level career and transfer educational programs, professional development and support services which prepare individuals to live and work in an increasingly technological and global community.
Funding
Current Stage
Growth StageCompany data provided by crunchbase