Financial Assistant 4

Yale University New Haven , CT 06501

Posted 2 months ago

Essential Duties

1.Ensures compliance with bank regulations, timelines and standards.2. Coordinates multiple systems for bank card programs.3.

Prepares specialized financial file transmissions.4. Uses specialized systems and processes with multiple decision points to accomplish tasks.5. Audits and approves financial records.6.

Respond to inbound calls, emails and walk-up inquiries. Probes customers with leading questions to assess customer inquiries.7. Identifies, interprets, analyzes and researches issues and seeks resolution to ensure customer satisfaction and adherence to University policy.8.

Determines process for resolution by using sound judgement and resourcefulness.9. Resolve routine and non-routine issues utilizing technologies and process/functional skills.10. Maintains documentation and communicates resolution to appropriate contact.11.

Routes inquires to appropriate resolution resource according to business rules and procedures.12. Works with other organizational units and outside entities to resolve inbound inquires and achieve proper resolution within target timeframes.13. Supports knowledge management and continuous improvement initiatives.

Identifies and suggests service center enhancements.14. Maintains appropriate level of process, functional and technical knowledge and participates in training to continue to develop such knowledge.15. Monitors personal performance metrics and strives to meet identified targets.

Required Education and Experience

Six years of related work experience, four of them in the same job family at the next lower level and a high school level education; or four years of related work experience and an Associate's degree; or an equivalent combination of experience and education.Must have recent (within the past 4 years) experience in a bank setting.

Background Check Requirements

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. Please visit www.yale.edu/hronline/careers/screening/faqs.html for additional information on the background check requirements and process.

Position Focus:

Working under the direction of the University's Treasury Manager the Treasury Cashier's primary responsibilities include research and posting of sponsored and non-sponsored accounts receivable payments, analyzing incoming payments, auditing, approving and depositing cash sales, processing lockbox deposits, autonomously creating electronic files including bank deposit, dispense cash, gift cards and prepaid cards for spend authorization fulfillment, disbursing cash to students, resolving issues and responding to inquiries from students, faculty and staff. To accomplish these primary responsibilities the Cashier must coordinate and oversee several programs and processes within Treasury Services while adhering to critical daily deadlines. In addition, the Cashier will be responsible for providing exceptional customer service via phone, email and in person.


Preferred Education, Experience and Skills:

Demonstrated ability to independently create and troubleshoot file transmissions. Workday experience.

Posting Disclaimer

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position. Employees will be assigned specific job-related duties through their hiring departments.

Affirmative Action Statement:

Yale University considers applicants for employment without regard to, and does not discriminate on the basis of, an individual's sex, race, color, religion, age, disability, status as a veteran, or national or ethnic origin; nor does Yale discriminate on the basis of sexual orientation or gender identity or expression. Title IX of the Education Amendments of 1972 protects people from sex discrimination in educational programs and activities at institutions that receive federal financial assistance.

Questions regarding Title IX may be referred to the University's Title IX Coordinator, at TitleIX@yale.edu, or to the U.S. Department of Education, Office for Civil Rights, 8th Floor, Five Post Office Square, Boston MA 02109-3921. Telephone: 617.289.0111, Fax: 617.289.0150, TDD: 800.877.8339, or Email: ocr.boston@ed.gov.



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