Job Function:

Minimum Education:

Minimum Experience:

Preferred Experience:

Duties and Responsibilities:

• Develop and present financial wellness presentations to BSU stakeholders on topics regarding financial planning and budgeting for higher education. Develop and implements campus outreach events to promote/provide financial wellness services to students at BSU and create and maintain a professional, welcoming atmosphere for students accessing SFS financial wellness resources for services and information.
• Develop and continually refresh the financial wellness website with new content, create or acquire resources in all media types for distribution to students and families. Work with external partners to provide financial wellness learning opportunities in the form of workshops, webcasts, webinars, etc. Work with all other campus partners that are providing financial wellness programs to select populations in order to work as a team or to provide complimentary services.
• Connect with Cardinal Central, BSU’s one stop shop to reference and follow up on services linked to financial wellness, also work as a liaison to Cardinal Central to streamline all financial wellness needs. Provide one-on-one counseling sessions, working with students to help them understand essentials of personal finance, establish a basic level of financial wellness, and apply money management techniques to manage their finances.
• Encourage students to adopt and practice good financial habits, working with them to develop household budgets and strategies to help them live within their means and achieve financial stability. Support students in resolving current sensitive financial situations, providing information from campus/community resources and gov’t agencies to address their immediate needs (i.e. OFAS, housing, Student Affairs, food banks, etc.).
• Work with students in completing detailed financial assessments, reviewing their credit reports and FICO credit scores, and educate them on understanding credit, finance charges and interest rates. Support students in developing strategies to reduce and avoid debt, and to protect their credit.
• Provide referrals to BSU departments for additional assistance such as Advising, Student Success, Career Services, Wellness Center, Cardinal Central, Financial Aid, Veterans Affairs, etc.
  Coordinate work efforts with BSU stakeholders and outside social service agencies to help students obtain needed services and attain goal of financial stability.
• Maintain records and prepare reports to document all counseling/coaching sessions and related activities.
• Track program participants to assess outcome of financial counseling and success in achieving academic, training, and career advancement goals. Attend and participate in departmental meetings and provide findings to management. Provide information to students, parents, and others regarding regulations relating to student tuition, deferment/payment plan, refunds, penalties, delinquencies, etc. by phone, in-person, and email.
• Demonstrate commitment to providing excellent customer service and provide tailored and sound financial advice/planning to resolve sensitive and potentially confrontational situations.
• Assign and review work, orient and train students, and make recommendations in all areas related to supervision, including but not limited to, interviewing and selection, compensation, performance appraisal, training, discipline and career development.
• Perform other related duties as assigned.