Financial Services Specialist jobs in United States
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University of Arizona · 1 day ago

Financial Services Specialist

The University of Arizona is seeking a Financial Services Specialist to manage customer service and cashiering activities related to student financial accounts. The role involves processing transactions, providing support to students and parents, and ensuring compliance with university policies and procedures.

EducationHigher EducationNon ProfitUniversities
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H1B Sponsor Likelynote

Responsibilities

Processes routine student account transactions including billing, fee assessments, payments, refunds, stop payments, and reissued checks
Provides front-line and phone support to students, parents, and internal customers by responding to basic inquiries related to tuition, fees, billing statements, payments, and account balances
Analyzes and interprets standard student account information and provides general University information in accordance with established guidelines
Accepts cash and check payment transactions and balances cash drawer at end of day
Processes payment deferments, verifies and issues temporary loans, and completes cash reporting documents in office
Follows established policies, procedures, and internal controls to ensure compliance with University, state, and federal requirements. Escalates non-routine issues to senior staff or supervisors as appropriate
Acts as a liaison between students and other student-facing departments, exchanging information with other University departments such as Financial Aid and Registrars to help analyze student’s account
Provides support for unit programs and projects. Utilizes basic knowledge of University systems and department tools to assist with assigned tasks and participates in projects under the direction of supervisor and senior professionals

Qualification

Cash handling skillsCustomer serviceProblem analysisMicrosoft OfficePeopleSoftGeneral math skillsOral communicationWritten communicationTeamwork

Required

Bachelor's degree or equivalent advanced learning attained through experience required
1 year of relevant work experience required
Skill in problem analysis, problem solving, and decision making
Ability to work in a detailed-oriented, team environment
Skill in both oral and written communication
Strong general math skills
Proficiency in use of computer software and programs such as Microsoft Outlook, Word, Excel, and PowerPoint
Cash handling skills

Preferred

Working experience with PeopleSoft and/or UAccess Financial systems, Financial Aid, Bursar, Registration, or Admissions process
Two years of experience counting, receiving, or disbursing money and executing financial transactions
Five years of increasingly responsible office/clerical experience

Benefits

Health, dental, and vision insurance plans
Life insurance and disability programs
Paid vacation, sick leave, and holidays
U of A/ASU/NAU tuition reduction for the employee and qualified family members
Retirement plans
Access to U of A recreation and cultural activities

Company

University of Arizona

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University of Arizona is a public research university that offers bachelor’s, master’s, doctoral, and professional degree courses.

H1B Sponsorship

University of Arizona has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (138)
2024 (119)
2023 (146)
2022 (135)
2021 (146)
2020 (93)

Funding

Current Stage
Late Stage
Total Funding
$88.9M
Key Investors
US Department of EnergyGoogle.orgNational Science Foundation
2024-12-10Grant· $0.61M
2024-06-04Grant· $1M
2023-09-07Grant· $30M

Leadership Team

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Chad Herzog
Associate Vice President, Arizona Arts
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Company data provided by crunchbase