Purpose of Position
The Student Account Advisor supports the effective operation of the Office of Student Accounts by leading and training front-line staff and student workers, presenting at New Maverick Orientation, resolving escalated inquiries in person and by email, and providing back-office assistance with payment transfers, hold removals, and accounting-related requests. This position promotes excellent customer service and helps ensure responsive, accurate support for the campus community.
Essential Functions
- Serves as the primary troubleshooter for issues ranging from simple to complex, ensuring the campus community’s needs are met.
- Provides training to all new staff while serving as a subject matter expert for reference.
- Acts as a liaison between front-line staff and Student Accounts Management.
- Provides professional, comprehensive, efficient, and courteous customer service while overseeing daily cashiering and financial operations.
- Ensures front-line staff accurately balance cash drawers at the end of each business day, process departmental deposits, analyze charges and payments, process vouchers and wire transfers, post payments, and manage interim deposits, cash replenishment, and change orders.
- Balances the vault and prepares the daily bank deposit.
- Performs and oversees a variety of accounting and administrative functions, including but not limited to processing credit card chargebacks, refund reversals, stop payment requests, returned checks, nursing and cash loans, class roll adjustments, and Flywire refunds.
- Oversees the student refund process, assists with third-party billing and collections, and processes and distributes all incoming mail.
- Leads campus marketing and outreach efforts to increase student awareness of Student Accounts Office services; presents information to both small and large audiences about student account services at New Maverick Orientation.
- Collaborates with the Student Money Management Center to coordinate student financial outreach initiatives across campus.
- Performs other duties as assigned.
Required Qualifications
- Bachelor’s degree and two (2) years of business, finance, accounting, customer service, cash management, or related experience, or six (6) years of an equivalent combination of education and experience.
Preferred Qualifications
- Bachelor's degree in business, finance, or accounting and three (3) years of related experience.
- Higher education experience is a plus.
- Banking or financial institution experience preferred.
Knowledge, Skills & Abilities
- Experience assisting customers by email and/or in person.
- Ability to multitask and excel in a fast-paced environment.
- Comfortable with public speaking.
- Computer skills, including Microsoft Office Suite, data entry, and basic math skills.
Work Schedule
- Monday through Friday; 8:00am through 5:00pm
Benefits Information
Position is benefit eligible: Yes
We are proud to offer a comprehensive benefits package to our employees at the University.
https://www.uta.edu/hr/employee-benefits