Cashier and Customer Services Specialist

California State University, Monterey Bay; Monterey (CA); On-site; USD 48,769 - 51,748; Full time

Benefits offered by this job

Premium benefits package

Housing near main campus

Housing allocation policy

Job summary

California State University, Monterey Bay is seeking an Accounting Technician II to support Student Financials. The role handles a high-volume cashiering workflow, processes tuition-related payments, and ensures accurate fee calculations and record keeping.

The position requires strong knowledge of GAAP, solid Excel/Word skills, and excellent customer service. It is full-time, non-exempt, and located on the CSUMB campus in Monterey, CA.

Qualifications

• Three years of progressively responsible financial record-keeping experience.
• Education: any equivalent combination of education and experience.
• Strong customer service orientation.
• Specialized training with accounting systems and Microsoft Office tools.

Responsibilities

• Communicates university policies and procedures to students, staff and the public; resolves problems using established policies.
• Performs general cashiering duties including tuition-related transactions and fee calculations; maintains records and reconciles daily.
• Resolves holds on student accounts; ensures confidentiality under FERPA and state law.
• Produces CSUMB ID Cards for students, staff and faculty; assists with meal plan inquiries and related issues.
• Distributes payroll checks and reimbursements to students, staff and faculty.

Skills

Excel

Word

Financial analysis

Customer service orientation

Tools

PeopleSoft/Oracle

CashNet

CBORD

CSU Common Management System

Microsoft Office

Job description

Classification: Accounting Technician II

Hours: Full-time / 40 hours per week

FLSA: Non-exempt

Anticipated Hiring Salary Range: $4,370 - $4,637* mo. (steps 5-8)

CSU Salary Schedule

• CSUMB provides pay scales representing its good faith estimate of what the university reasonably expects to pay for this position. The pay offered to a selected candidate will be determined on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, and CSU systemwide pay for comparable jobs.

Priority Screening Date: August 16, 2025

Recruitment Status: Open Until Filled

Employment with the California State University System

About Csumb

California State University, Monterey Bay is a mid‑sized university in California’s Central Coast that grants undergraduate and graduate degrees. Powered by an inspiring Founding Vision Statement , CSUMB is part of the nation’s largest four‑year public university system, California State University , which educates nearly 460,000 students every year.

With a vibrant, diverse student body of over 7,000 students, CSU Monterey Bay is both a Minority Serving Institution and a Hispanic Serving Institution. Our staff and faculty transform students’ lives with a focus on student success and engagement through experiential learning, service learning, and a strong emphasis on multicultural and global perspectives. CSUMB’s sustainability goal is to be carbon neutral by 2030.

The university’s Strategic Plan prioritizes inclusive excellence through recruiting and investing in developing a diverse body of faculty, staff and administrators. Many appreciate living and working close to the shores of beautiful Monterey Bay, with easy access to recreational areas from Big Sur to Santa Cruz. Nearby opportunities for collaborative research include working in the Monterey Bay National Marine Sanctuary and Silicon Valley, and with colleagues at local research universities, including UC Santa Cruz and Stanford University.

As one of the 22 campuses in the CSU system, CSUMB offers excellent benefits, including access to below‑market‑rate rental housing on East Campus, and competitive salaries for faculty and staff. With proximity to the San Francisco Bay Area and San Jose, opportunities for faculty, staff and students are as endless as the shores of the nearby Pacific Ocean.

Purpose

Under the general supervision of the Cashiering and Student Accounting Services Manager, the Cashier and Customer Service Specialist provides a variety of administrative and support services for Student Financials, receives and distributes payments, and acts as a front‑line contact assisting a steady stream of customers, current/prospective students, staff, faculty, parents and community members. Works in a high‑volume, high‑touch department with phone, email and in‑person communications.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following

• Communicates established university policies and procedures to current/prospective students, staff, faculty, and the general public regarding student accounts, obtaining clarification from others when more extensive interpretation is required. Interprets, applies and explains State and University policies and procedures to clients, external agencies and the general public. Explains account details to students, faculty and staff. Addresses and resolves a wide range of common and unique problems using reasoning and judgment. Implements practical, thorough and creative solutions requiring in-depth knowledge of the University and pertinent regulations, processes and structures. Attends resource fairs and other university wide events to educate established university policies and procedures.
• Performs general cashiering duties including processing a high volume of tuition related transactions; ensures student registration eligibility and calculates fees and tuition. Receives payments and ensures compliance with internal control procedures and reconciles accurately on a daily basis. Maintains files and records.
• Meets with students and/or parents to resolve student financial and course registration holds, using in-depth knowledge of the various hold programs and processes at the university. Maintains confidentiality as outlined in Department of Education’s Family Educational Rights and Privacy Act and California’s Educational Code Chapter 13 regarding sensitive student issues.
• Produces ID Cards for CSUMB students, staff and faculty. Assists with questions regarding meal plan balance inquiries and other issues related to the ID card.
• Distributes payroll checks and reimbursements to students, staff and faculty.

Other Functions

• Perform other job‑related duties and special projects as assigned.

Knowledge, Skills And Abilities

Working knowledge of: Comprehensive knowledge of financial record‑keeping, mathematical and general office methods, procedures, and practices; and basic knowledge of Generally Accepted Accounting Principles (GAAP).

Ability to: Must be able to apply accounting procedures and practices to the analysis of basic accounting problems; analyze and interpret accounting data; apply problem solving techniques in finding solutions to basic accounting problems; understand and apply applicable rules, regulations, policies, and procedures; use current computer word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems, such as student accounting, cashiering and student financial aid; work independently; and make sound decisions and recommendations regarding accounting activities.

Minimum Qualifications

Experience: Equivalent to three (3) years of progressively responsible financial record‑keeping experience which has provided the above knowledge and abilities.

Education: Any equivalent combination of education and experience which provides the required knowledge and abilities.

Specialized Skills

Technical fluency with Excel and Word; skilled in analysis and evaluation leading to the development or improvement of accounting policies, procedures, and/or practices. Experience with information systems preferably Peoplesoft/Oracle Student Financials or equivalent student financial system and experience running and/or creating reports. Strong customer service orientation.

Preferred Qualifications/Desirable Experience

Experience in an educational environment, preferably in student support services work. Specialized training in administrative/clerical support. Equivalent to four years of general office clerical work experience under general supervision which has involved supporting, monitoring, coordinating clerical work through a system of internal procedures and internal controls to ensure the efficient operation of an organization and demonstrated knowledge and abilities.

Knowledge of and experience with Microsoft Word, Excel, PeopleSoft (student records and accounts), CashNet (cashiering system), CBORD (declining balance system). Technical fluency with Oracle/PeopleSoft, CSU Common Management System or equivalent information system; Microsoft Office Professional; Google, Workspace (Gmail, Docs, Sheets, Drive, Calendar, Forms, etc.); 25Live; intranet drives; and internet browsers.

Bilingual desired.

Preferred Qualifications

Technical fluency with Oracle/PeopleSoft, CSU Common Management System or equivalent information system; Microsoft Office Professional; Google Workspace (Gmail, Docs, Sheets, Drive, Calendar, Forms, etc.); 25Live; intranet drives; and internet browsers.

Special Conditions Of Employment & Position Designations

• All offers of employment are contingent upon the successful completion of a background check (including a criminal records check).
• The person holding this position will have a duty to report to the Campus Title IX Officer information pertaining to discrimination, harassment, sexual misconduct, sexual exploitation, dating violence, domestic violence, stalking, and retaliation and is required to comply with the requirements set forth in CSU Executive Order EO 1095, EO 1096, and EO 1097 as a condition of employment.
• The person holding this position is considered a “mandated reporter” under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
• This position is required to comply with confidentiality requirements outlined in the Department of Education’s Family Educational Rights and Privacy and California’s Educational Code Chapter 13 regarding sensitive student issues.
• This position has been designated as a sensitive position with:
  • responsibility for the care, safety and security of people (including children and minors), animals and CSU property
  • access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards .
  • access to, or control over, cash, checks, credit cards, and/or credit card account information
• May require occasional evenings and/or weekend work.

Physical Environment

Office environment with standard equipment and tasks. The position requires working at a computer and desk for extended periods of time. May require travel between campus offices and off‑campus locations.

The health and safety of our students, faculty, and staff remain our highest priority. While on campus, students, faculty, staff, and the community will be expected to follow all campus safety mandates.

Benefits/Perks

• CSUMB offers a premium benefit package that includes outstanding vacation, health, dental and vision plans; membership in the California Public Employees Retirement System (CalPERS); and 15 paid holidays a year.
• The University Corporation at Monterey Bay also provides access to affordable housing near main campus.
• The allocation of housing is subject to several factors, including availability, eligibility criteria, and specific program guidelines.

For more information, visit the Employee Benefits Summary.

For more information, visit: https://csumb.edu/ corporation/employee-housing

CSUMB is not a sponsoring agency for staff or management positions.

Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting Human Resources at [phone] or emailing [e-mail].

All employees must be eligible for employment in the U.S.

Education Code 89521 Requirements: Applicants will be required to disclose whether they have received a final administrative decision or final judicial decision determining that they have committed sexual harassment within the last 7 years only after a determination is made that they meet the minimum qualifications for the position, and before an offer of employment is extended. Applicants who reach the final stages of the application process must also sign a release form that authorizes the release of information by the applicant’s current and/or former employers to the CSU concerning any substantiated allegations of misconduct.

General Information

CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at https://csumb.edu/clery/asr-and-fsr-notices-availability/ .

CSUMB is a smoke and tobacco‑free campus.

Equal Opportunity Employer

CSUMB is an Equal Opportunity employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter‑group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability.