26-66 Customer Service Specialist (Fiscal Technician) - Bursar’s Office na West Chester University, PA

About the Department

Join a vibrant campus community whose excellence is reflected in its diversity and student success.  West Chester University of Pennsylvania’s Bursar’s Office invites applicants for the position of Customer Service Specialist. (Fiscal Technician)

West Chester University, a member of the Pennsylvania State System of Higher Education, is a public, comprehensive institution committed to offering high-quality undergraduate education, selected post-baccalaureate and graduate programs, and a variety of educational and cultural resources for its students, alumni, and citizens of southeastern Pennsylvania. We are a community of educators dedicated to developing graduates who succeed personally and professionally and contribute to the common good.

WCU proudly offers a positive and purposeful work environment; comprehensive employee benefits including health, vision, and dental insurance along with many wellness programs; a commitment to work-life balance including generous paid vacation, paid sick time, military leave and paid time off for most major holidays; and a University mission to support employee personal and professional growth including a tuition waiver for self and family members, training and development, and advancement opportunities. 

The mission of the Bursar’s Office is to assist students and families in meeting their financial obligations to the University by providing accurate and timely billing, a variety of payment options, and superior customer service.

Reporting to the Assistant Vice President of Student Financial Services and Bursar, the Customer Service Specialist serves as first point of contact for the Bursar’s Office; works to ensure excellent service is provided to University constituents including students, parents, faculty and staff; and coordinates and delivers a full range of administrative services to the Bursar’s Office. This is a confidential assignment requiring the utmost respect and privacy.

The ideal candidate will demonstrate customer service, administrative and higher education experience; excellent organizational, analytical and problem-solving skills; an understanding of student accounts and basic accounting procedures and the ability to effectively communicate and collaborate with a diverse campus community.

Responsibilities: 

• Greet and receive visitors
• Answer incoming calls 
• Manage department email accounts and respond to inquiries
• Provide counseling about payment obligations and offer payment options 
• Analyze student accounts to ensure that transactions are properly applied 
• Assist with all non-cash aspects of student accounts
• Maintain student accounts including activating accounts and placing and removing holds 
• Maintain AVP files 
• Schedule AVP meetings and appointments
• Track department and reconcile expenditures (SAP)  
• Coordinate and maintain departmental records retention policy
• Act as payroll liaison for the department
• Maintain time and attendance reports
• Process overtime hours
• Maintain office equipment
• Monitor and maintain supply inventory 
• Obtain price quotes from purchasing and outside vendors
• Distribute mail
• Process of work orders and equipment maintenance
• Other related duties as assigned

Position Duties

• One year as a Fiscal Assistant OR 
• Three years of work involving the maintenance of fiscal or financial records, including one year of responsible work which involves the application of accounting or fiscal principles and practices; and graduation from high school OR 
• One year of experience in maintaining and reviewing fiscal records and an Associate degree in accounting or business administration OR
• Any equivalent combination of experience and training
• Demonstrated proficiency in the use of Microsoft Office Suite including Outlook, Word, Excel, and Teams

Required Knowledge, Skills and Abilities:

• Thorough knowledge of bookkeeping principles and practices
• Knowledge of modern office practices and equipment
• Some knowledge of accounting principles and methods
• Ability to perform detailed work involving written or numerical data and to make arithmetical calculations rapidly and accurately
• Ability to prepare financial reports and statements
• Ability to apply and adapt established methods to financial transactions

Minimum Qualifications

• Experience in an administrative or receptionist role
• Customer service experience
• Excellent written communication skills
• Higher education experience
• Experience with higher education software including Nelnet, Banner and SAP

Other Qualifications

Candidates should apply online at https://www.schooljobs.com/careers/wcupa. A cover letter, resume, and contact information for three professional references are required. Incomplete applications will not be reviewed.

Review of applicants will begin immediately and continue until the position is filled.

Applicants must successfully complete the interview process to be considered as a finalist. All offers of employment are subject to and contingent upon satisfactory completion of all pre-employment background checks.

Developing and sustaining a diverse faculty and staff advances West Chester University’s educational mission. West Chester University is an Affirmative Action - Equal Opportunity Employer.