Description:
Under the direction of the Manager, Student Accounts, the Student Accounts Advisor (SAA) staff will provide efficient, accurate and timely front-line cashiering and customer service to students, visitors, and other campus partners. Provides up-to-date financial information and assistance with understanding accounts and university policies and processes. Meets with students to provide ongoing financial counselling as it relates to their financial health at the University, works with past due accounts and collection of outstanding debt.
Key Activities:
Student Accounts – Frontline:
- Is the primary key customer service contact, projecting a positive, professional, and friendly image. Provides exemplary customer service coverage for demanding Control Desk setting.
- Responds effectively and timely to all inquiries.
- Performs cashiering functions; reconciling daily receipts, preparing bank deposits and processing electronic payments
- Exercises expert judgement reviewing and assessing student account activity and makes necessary correction where appropriate.
- Communicates a strong understanding of financial information and university policies and procedures. Responsible for emailing students about account and tax related messages.
- Performs refunding functions (this includes data entry, running EFT payments and entering wire payment requests into 3 party software).
- Audits weekly payment runs for students (this is part of cashiering function).
- Issues income tax receipts and responds to related inquiries. Analyse student tax forms for inconsistencies and revise tax forms when necessary.
- Process adjustments, charges, and credits to student accounts. (Includes fee waivers).
- Supports back office by clearing outstanding deposits and resolving missing student payments.
- Assists with the administration of the sponsorship process by saving and coding sponsor waivers.