Financial Planning Coach I

Oklahoma-State-University; Stillwater (OK); On-site; USD 26,000 - 28,000; Full time

Job summary

Oklahoma State University Stillwater is seeking Financial Planning Coaches to deliver individualized financial strategies and outreach to students at risk due to financial challenges. You will coordinate with Scholarships and Financial Aid to address urgent monetary needs and guide students toward available aid opportunities.

The role emphasizes collaboration, data-driven counseling, and maintaining confidentiality while supporting the university's recruitment and retention mission through

Qualifications

• Bachelor's degree required or conferred by start date.
• 0–2 years' experience in a comparable position; customer service experience preferred.
• Additional post-secondary education may substitute for years of experience.

Responsibilities

• Provide individualized financial planning and counseling for students at risk of attrition due to finances.
• Collaborate with Scholarships and Financial Aid staff to address students' immediate monetary needs.
• Mentor students on missed opportunities for aid and resources; support recruitment and retention goals.

Skills

Interpersonal skills

Communication

Problem solving

Customer service

Education

Bachelor's degree

Master's degree (preferred)

Tools

Microsoft Office

Excel

Banner / Slate / SAS databases

Job description

Campus

OSU-Stillwater

Contact Name & Email

Susan Dale, [e-mail]

Work Schedule

Monday through Friday, 8:00am-5:00pm

Appointment Length

Regular Continuous/Until Further Notice

Hiring Range

$19.23 - $20.67

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 OSU's 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 through FPC and campus offices, academic colleges, and campus student support offices.

Required Qualifications

Financial Planning Coach I:

• Bachelor's Degree(degree must be conferred on or before agreed upon start date)
• Zero - two years' experience in comparable position
• Customer service experience preferred

Additional post-secondary education beyond requirements may substitute for years of required experience.

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.

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.

Completion of OSU Ambassador Program or comparable program required within first year after hire (pending availability of scheduled classroom coursework).

Preferred Qualifications

• Master's
• Three or more years of experience in student development, advising, coaching, financial aid and/or related areas.
• Experience in OSU's 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.
• Customer Service experience preferred.

Skills, Proficiencies, and/or Knowledge:

Familiar with OSU computer 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.