Financial Planning Coach I
Financial Planning Coach I
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Job Description
Campus
OSU-Stillwater
Contact Name & Email
Susan Dale
Work Schedule
Monday through Friday 8:00am-5:00pm
Appointment Length
Regular Continuous/Until Further Notice
Hiring Range
$19.23 - $20.67
Priority Application Date
For full consideration please apply by. Resumes will be accepted until position is filled.
Special Instructions to Applicants
For full consideration please include a resume cover letter and contact information for three professional references.
About this Position
Financial Planning Coaches provide individualized financial strategies and referral recommendations for students at risk for attrition due to financial reasons. These specialists 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. They understand the student need/financial burden and leverage financial resources and opportunities in Enrollment Management and across campus. Financial Planning Coaches work directly with other Scholarships and Financial Aid staff to address immediate monetary needs of students via intervention activities education and financial counseling. Counsel students and families regarding missed opportunities for financial aid loans scholarships work-study part-time jobs etc. Must use professional judgment in determining student circumstances that warrant intervention and assistance. Support OSUs 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. Facilitate student outreach with current/new strategies throughFPCand campus offices academic colleges and campus student support offices.
Required Qualifications
- Bachelors (degree must be conferred on or before agreed upon start date)
Zero-two years of experience in a comparable position.
Customer Service experience preferred.
Experience serving/working with students/families with financial issues. Ability to work in a dynamic and measured environment that focuses on student success and retention. Requires an excellent customer service attitude and ability to participate in a team setting. Maintain confidentiality and sensitivity in handling student information.
A passion for student success an ability to form creative solutions and a positive attitude is strongly desired.
Monday-Friday 8am-5pm; 40hrs per week
Completion ofOSUAmbassador Program or comparable program required within first year after hire (pending availability of scheduled classroom coursework).- Certifications Registrations and/or Licenses:
- Skills Proficiencies and/or Knowledge: Proficient in Microsoft Office and database applications. Skilled with Microsoft Excel and using data. Strong interpersonal communication and problem solving skills. Knowledge of financial aid structure at campus state and federal levels. A passion for customer service and assisting students.
Preferred Qualifications
- Masters
Three or more years of experience in student development advising coaching financial aid and/or related areas. Experience in OSUs student management and financial database systems and federal databases. Experience serving/working with students/families with college transition issues. Experience in student retention theories and initiative. Knowledge of financial aid structure at campus state and federal levels. Ability to work in a dynamic and measured environment that focuses on student success and retention.
- Certifications Registrations and/or Licenses:
- Skills Proficiencies and/or Knowledge:
Familiar withOSUcomputer systems and applications. Proficient in Microsoft Office University web-based applications (Banner Slate etc.) and database (SAS) tools. Strong interpersonal communication and problem-solving skills.
Employment Type
Full-Time
