Financial Assistant 4

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 file transmissions including bank deposit, dispensing 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.

Required Skills And Abilities

• Highly detail oriented and accurate.
• Highly organized, self-motivated and efficient.
• Ability to resolve issues using sound judgement.
• Excellent oral and written communication skills.
• Experience in a fast-paced high-volume customer service environment.
• Strong computer skills including MS Office, banking systems and transmission files.
• Ability to reconcile daily financial activity including cash.
• Demonstrated good attendance record.

Principal Responsibilities

• Ensures compliance with bank regulations, timelines and standards.
• Coordinates multiple systems for bank card programs.
• Prepares specialized financial file transmissions.
• Uses specialized systems and processes with multiple decision points to accomplish tasks.
• Audits and approves financial records.
• Responds to inbound calls, emails and walk-up inquiries.
• Probes customers with leading questions to assess customer inquiries.
• Identifies, interprets, analyzes and researches issues and seeks resolution to ensure customer satisfaction and adherence to University policy.
• Determines process for resolution by using sound judgement and resourcefulness.
• Resolves routine and non-routine issues utilizing technologies and process/functional skills.
• Maintains documentation and communicates resolution to appropriate contact.
• Routes inquiries to appropriate resolution resource according to business rules and procedures.
• Works with other organizational units and outside entities to resolve inbound inquiries and achieve proper resolution within target timeframes.
• Supports knowledge management and continuous improvement initiatives.
• Identifies and suggests service center enhancements.
• Maintains appropriate level of process, functional and technical knowledge and participates in training to continue to develop such knowledge.
• 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.

Health Requirements

Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.

Posting Disclaimer

The hiring rate of a role is determined in accordance with the provisions outlined in the respective collective bargaining agreement. 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 position. Employees will be assigned specific job-related duties through their hiring department.

The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual's sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.

Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

Yale University is a tobacco-free campus.