Financial Services Specialist

The position is responsible for customer service and cashiering activities related to student financial accounts at the University of Arizona Bursar's Office. Customer service duties include providing general information and analyzing detailed account information for students, both over the phone and in person. Cashiering duties involve processing student payments and departmental deposits.

When you join the Finance & Budget organization, you become part of a smart, driven team that thrives on solving complex challenges. We align our business practices with the university's priorities and cultivate talented teams who find purpose in creating simpler, more effective systems that drive institutional success. Our focus is clear: developing our people, transforming our work, and elevating our role.

Outstanding U of A benefits include 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; and more!

The University of Arizona has been recognized for our innovative work-life programs. For more information about working at the University of Arizona and relocations services, please click here.

Customer Service and Student Account Processing:

• 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.

Cash Handling & Compliance:

• 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.

Communication and Department Support:

• 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.

Knowledge, Skills, and Abilities (KSAs):

• 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.

This job posting reflects the general nature and level of work expected of the selected candidate(s). It is not intended to be an exhaustive list of all duties and responsibilities. The institution reserves the right to amend or update this description as organizational priorities and institutional needs evolve.

• Bachelor's degree or equivalent advanced leaning attained through experience required.
• 1 year of relevant work experience required.

• 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.