Financial Representative

California State University, Sacramento; Sacramento, Northern (CA, KY); Hybrid; USD 45,000 - 66,000; Full time

Job summary

California State University, Sacramento is seeking a Financial Representative to support campus ID Card (OneCard) operations and cash handling in the Bursar’s Office. Under supervision, you will assist students, faculty, and staff with payments and card services.

This role requires knowledge of University systems, accuracy in financial record-keeping, and the ability to communicate clearly. The position emphasizes teamwork and delivering excellent service within a busy university environment.

Qualifications

• Three years of progressive financial record-keeping experience.
• Experience in a fast-paced office, financial, student services, or higher education environment.
• Ability to explain financial processes, policies, and procedures.
• Strong attention to detail and accuracy in records.

Responsibilities

• Assist with Campus ID Card (OneCard) and financial needs.
• Advise students on admission, financial aid, and registration status.
• Provide exceptional customer service in a high-volume office.
• Maintain accurate financial records and handle transactions.
• Collaborate with campus departments to improve service delivery.

Skills

Customer service

Communication

Student advising

Cash handling

Education

Equivalent combination of education and experience

Tools

Cashiering systems

Financial databases

Student information systems

Job description

Position Summary

Under the general supervision of the Associate Bursar and University Cashier, the Financial Representative provides various services to assist the University’s students, faculty, and staff with their Campus ID Card (OneCard) and financial needs. This requires a thorough knowledge of University and Campus Cards systems and a thorough knowledge of office functions related to the operation of the Bursar’s Office. Financial Representatives also assist Student Affairs by advising students on their admission, financial aid, and registration status. This requires effective communication skills and the ability to demonstrate teamwork to ensure the success of the department goals and objectives and the success of the Bursar’s Office.

FLSA

Non-Exempt (eligible for overtime compensation)

Anticipated Hiring Range

$4037 per month (Step 1) - $4118 per month (Step 2)

CSU Classification Salary Range

$4037 per month (Step 1) - $5881 per month (Step 20)

Recruitment Type

Regular (Probationary)

Time Base

Full-Time

Department Information

The Bursar’s Office is the main artery for the majority of financial activity at the University. Our office is responsible for serving students, staff and faculty with their cashiering needs, such as registration payments and other fees owed to the University.

Thorough knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices.

Experience

Equivalent to three 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.

Customer Service Experience

• 1. Demonstrated experience providing high-quality customer service in a fast-paced office, financial, student services, or higher education environment.


• 2. Ability to professionally assist a diverse population of students, faculty, staff, and community members.

Communication Skills

• 3. Strong verbal and written communication skills with the ability to clearly explain financial processes, policies, and procedures.


• 4. Ability to handle sensitive or complex situations with professionalism, tact, and discretion.

Financial and Cash Handling Experience

• 5. Experience processing financial transactions, payments, refunds, deposits, or reconciliations with a high level of accuracy and attention to detail.


• 6. Ability to identify and resolve account discrepancies and maintain accurate records.

Technical and Systems Knowledge

• 7. Experience using financial systems, cashiering systems, databases, or student information systems.


• 8. Ability to quickly learn University systems, ID Card systems, and office technologies.

Organization and Attention to Detail

• 9. Demonstrated ability to manage multiple priorities, maintain accuracy, and meet deadlines in a busy operational environment.


• 10. Strong organizational and problem-solving skills.

Teamwork and Collaboration

• 11. Ability to work collaboratively with campus departments, external partners, and coworkers to support departmental goals and improve service delivery.


• 12. Commitment to maintaining a welcoming and inclusive work environment with diverse colleagues and constituents including faculty, students, staff, and members of the community.

Student Support and Advising

• 13. Experience assisting or advising students regarding admissions, registration, financial aid, or related student services.


• 14. Ability to explain processes and guide individuals through complex procedures.

Adaptability and Initiative

• 15. Ability to adapt to changing priorities, policies, and technologies while maintaining a positive and solution-oriented approach.


• 16. Demonstrated initiative in improving processes, supporting special projects, or contributing to operational enhancements.

Confidentiality and Professional Judgment

• 17. Ability to handle confidential financial and student information responsibly and in compliance with institutional policies.

Conditions of Employment

• Satisfactory completion of the background check process.

Preffered Qualifications

• 18. Experience working in a university, bursar, cashiering, ID Card, financial aid, or student service office.


• 19. Familiarity with Campus ID card systems, Illumia (Transact, CashNet) systems, or student account operations.


• 20. Experience with reconciliation, reporting, or payment processing systems.

Sacramento State is located in the heart of California’s capital city, five miles from State Capitol. T

The lush, 300-acre park-like campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the \"Farm-to-Fork Capital,\" is one of the most ethnically diverse and livable cities in the country, with a population of half of a million.

“As California's capital university, Sacramento State transforms lives by preparing all students to lead, serve, and succeed. We are committed to our designations as a Hispanic Serving Institution, an Asian American Native American Pacific Islander Serving Institution, and a Black Serving Institution, and to intentionally serving students reflective of these designations and all students who have been historically underserved in education.”

As evidenced by the values embedded in our Hornet Honor Code , Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued. Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning.

Equal Employment Opportunity

California State University, Sacramento is an Affir

Jeanne Clery Campus Safety Act Notification

Pursuant to the Jeanne Clery Campus Safety Act, the current Annual Security Report (ASR) is available for viewing at https://www.csus.edu/clery .

The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Sacramento State for the last three (3) calendar years. Paper copies are available upon request by emailing the Clery Director at [e-mail] .

Under the Clery Act, this position may be designated as a Campus Security Authority (CSA) depending upon the role on campus and/or job duties. If this position is identified by the Director of Clery Compliance as a CSA position, you will be notified via email and will be assigned the appropriate training in CSU Learn.

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.

A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with California State University, Sacramento. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University, Sacramento employees who apply for the position.

Out of State Employment

Sacramento State, as part of the CSU system, is a State of California Employer. As such, the University requires all employees (up)on date of hire to reside in the State of California.

Candidate must furnish proof of eligibility to work in the U.S. California State University, Sacramento is not a sponsoring agency for staff and management positions (ie. H-1-B Visa).

Note to Applicants

Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement.