Financial Planning Coach I - Full-time / Part-time

Position Details Req ID: req17325 Position Title: Financial Planning Coach I Position Type: Staff Full-Time Position Number: AS7255 OSU Campus: Stillwater Department: Scholarships and Financial Aid Location Address:
General Academic Building
Stillwater, Oklahoma, 74078
United States Hiring Supervisor: Robert Raab Hiring Range
(Contingent upon available funding): 38,040.00 - 41,100.00, Salary Work Schedule: Monday-Friday, 8am-5pm; 40hrs per week Faculty Appt Period: Job Summary: Financial Planning Coaches provide individualized financial strategies and referral recommendations for students at risk for attrition due to financial reasons. These specialists understand student financial struggles, the campus resources for addressing them, and the collaborative efforts required to work as a campus wide team to help students succeed. They understand the student need/financial burden and leverage financial resources and opportunities in Enrollment Management and across campus. Financial Planning Coaches work directly with other Scholarships and Financial Aid staff to address immediate monetary needs of students via intervention activities, education, and financial counseling. Counsel students and families regarding missed opportunities for financial aid, loans, scholarships, work-study, part-time jobs, etc. Must use professional judgment in determining student circumstances that warrant intervention and assistance. Support OSU’s recruitment and retention mission through presentation of information and student communications. Seek out students at risk for attrition by electronic, text, written, verbal, and in person means and follow up with all contacts to encourage students to engage in successful college behaviors. Facilitate student outreach with current/new strategies through FPC and campus offices, academic colleges, and campus student support offices. Special Instructions to Applicants Please include a cover letter, resume and list of professional references with your completed application. Education & Experience Position Qualifications:

Required Qualifications: 

Bachelor's Degree

Zero-two years of experience in a comparable position.Customer Service experience preferred.Experience serving/working with students/families with financial issues. Ability to work in a dynamic and measured environment that focuses on student success and retention. Requires an excellent customer service attitude and ability to participate in a team setting. Maintain confidentiality and sensitivity in handling student information.A passion for student success, an ability to form creative solutions, and a positive attitude is strongly desired.Monday-Friday, 8am-5pm; 40hrs per weekCompletion of OSU Ambassador Program or comparable program required within first year after hire (pending availability of scheduled classroom coursework).

Proficient in Microsoft Office and database applications. Skilled with Microsoft Excel and using data. Strong interpersonal, communication, and problem-solving skills. Knowledge of financial aid structure at campus, state, and federal levels. A passion for customer service and assisting students.

Preferred Qualifications:

Master's degree

Three or more years of experience in student development, advising, coaching, financial aid and/or related areas. Experience in OSU’s student management and financial database systems, and federal databases. Experience serving/working with students/families with college transition issues. Experience in student retention theories and initiative. Knowledge of financial aid structure at campus, state, and federal levels. Ability to work in a dynamic and measured environment that focuses on student success and retention.

Familiar with OSU computer systems and applications. Proficient in Microsoft Office, University web-based applications (Banner, Slate, etc.) and database (SAS) tools. Strong interpersonal, communication, and problem-solving skills.

Oklahoma State University (OSU) strives to provide a safe study, work, and living environment for its faculty, staff, volunteers and students. To support this environment and comply with applicable laws and regulations, OSU conducts pre-employment background checks on final candidates. Offers of employment are contingent upon the successful completion of a background check. The type of background check conducted varies by position and can include, but is not limited to, criminal (felony and misdemeanor) history, sex offender registry, motor vehicle history, financial history, and/or education verification. Background checks will be conducted when required by law or contract and when, in the discretion of the university, it is reasonable and prudent to do so.

Oklahoma State University, as an equal opportunity employer, complies with all applicable federal and state laws regarding non-discrimination and affirmative action. Oklahoma State University is committed to a policy of equal opportunity for all individuals and does not discriminate based on race, religion, age, sex, color, national origin, marital status, sexual orientation, gender identity/expression, disability, or veteran status with regard to employment, educational programs and activities, and/or admissions. For more information, visit eeo.okstate.edu.