Campus

OSU-Oklahoma City

Contact Name & Email

Abbey Hardin, abbey.hardin@okstate.edu

Work Schedule

Monday – Friday, occasionally includes some evenings and weekends

Appointment Length

Regular Continuous/Until Further Notice

Hiring Range

$17.92 - $18.64

Hourly

Special Instructions to Applicants

Resume and cover letter are required for full consideration.

About this Position

Job Summary:

The Financial Success Coach provides individualized financial strategies and referral recommendations for students at risk for attrition due to financial reasons. They work closely with the Student Success and Opportunities Center (SSOC) team to support student need and ensure progress toward degree completion.

The Financial Success Coach understands 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 work directly with Scholarships and Financial Aid staff to address immediate monetary needs of students via intervention activities, education, and financial counseling. Counsel students and families regarding opportunities for financial aid, loans, scholarships, work-study, part-time jobs, etc. Support OSU-OKC’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.

Required Qualifications

• Bachelor’s degree or higher.(degree must be conferred on or before agreed upon start date)
• Minimum of two years work experience providing customer service, problem solving, and effective communication with diverse constituents.
• Experience in providing financial education or comparable position.

Knowledge, Skills, and Abilities:

• Knowledge of and ability to follow college policies and procedures.
• Knowledge of educational tutoring, principles, practices, techniques, and theory.
• Knowledge of student success initiative development and implementation.
• Knowledge of student resources, referrals, and services.
• Skill in listening to issues, synthesizing information, and reaching sound conclusions.
• Skill in presenting ideas and concepts orally and in writing to various audiences and adapting communication style to that audience.
• Ability to network effectively to forge strong stakeholder relationships that maximize retention efforts.
• Ability to relate to various populations and to maintain composure when faced with difficult situations.
• Ability to multi-task and organize, prioritize, and follow multiple projects and tasks through to completion with an attention to detail.
• Ability to analyze problems, identify solutions and take appropriate action, resolve problems using independent judgment and decision-making processes.
• Ability to handle multiple tasks and prioritize effectively with a high degree of accuracy and attention to detail.
• Ability to communicate diplomatically, clearly, and effectively, both verbally and in writing to exchange information, give/receive instructions and respond to inquiries appropriately.
• Strong interpersonal skills and sensitivity to a multicultural environment in an effort to work and communicate effectively with all students, faculty, staff, and community partners.
• High degree of initiative to work independently and collaborate in a team environment.
• Demonstrated knowledge of office technologies including but not limited to office computers, fax machines, scanners, internet, Microsoft Office (Word, Excel, Access, PowerPoint, Outlook).
• Passion for assisting customers and representing the OSU-OKC and OSU brand with positivity and professionalism.
• Demonstrated history of ethical and professional behavior.

Preferred Qualifications

• • Bachelor's degree in education, social work, or human services, or a bachelor's degree with relevant experience assisting high school students, college students, or adult learners.
  • Experience providing instruction, success coaching, or counseling to adult learners.

Essential Job Functions:

1. Provide individualized financial strategies and referral recommendations for students at risk for attrition due to financial reasons.
2. 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.
3. Understand the student need/financial burden and work directly with Scholarships and Financial Aid staff to address immediate monetary needs of students via intervention activities, education, and financial counseling.
4. Counsel students and families regarding opportunities for financial aid, loans, scholarships, work-study, part-time jobs, etc.
5. Support OSU-OKC’s recruitment and retention mission through presentation of information and student communications.
6. 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.
7. Establish and maintain an effective system for monitoring and assessing student usage of the Financial Success Coach and their outcomes.
8. Schedule periodic classroom visits to promote the Student Success & Opportunity Center (SSOC) and its services.
9. Work with the Assistant Director of Student Success and other subject experts to develop, maintain, and deliver workshops to be delivered in the SSOC or individual classrooms as requested.
10. Assist students with general questions, computer help, or in connecting with campus resources.
11. Answer phone calls and check phone messages regularly.
12. Organize and maintain various files, including confidential files.
13. Complete all mandatory training and participate in a minimum of two professional development opportunities each year.
14. Perform other duties as assigned.

 The duties listed in this job description are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position.

Working Conditions:

• Must be able to work flexible hours to include some nights and weekends.
• Work will be performed in an office environment with a significant amount of public contact, in person, by telephone, via email, and various communication platforms.

Physical Requirements:

• Duties require extended periods of sitting, talking and listening.
• Duties require extensive use of computers, telephones and other office equipment.
• Requires possible lifting of up to 25 lbs. (If an object weights more than 45 lbs., OSU-Oklahoma City requires this to be a two-person lift).

The work environment and physical demands described here are representative of those required by an employee to perform the essential functions of this job with or without reasonable accommodation.