Talent.com
Financial Success Coach -SSOC
Financial Success Coach -SSOCOklahoma State University • Oklahoma City, OK, United States
No se aceptan más aplicaciones
Financial Success Coach -SSOC

Financial Success Coach -SSOC

Oklahoma State University • Oklahoma City, OK, United States
Hace 1 día
Tipo de contrato
  • A tiempo parcial
Descripción del trabajo

Campus

OSU-Oklahoma City

Contact Name & Email

Abbey Hardin,

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-OKCs 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

  • Bachelors degree or e 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

  • Bachelors degree in education, social work, or human services, or a bachelors 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 :

  • Provide individualized financial strategies and referral recommendations for students at risk for attrition due to financial reasons.
  • 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.
  • 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-OKCs 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.
  • Establish and maintain an effective system for monitoring and assessing student usage of the Financial Success Coach and their outcomes.
  • Schedule periodic classroom visits to promote the Student Success & Opportunity Center (SSOC) and its services.
  • 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.
  • Assist students with general questions, computer help, or in connecting with campus resources.
  • Answer phone calls and check phone messages regularly.
  • Organize and maintain various files, including confidential files.
  • Complete all mandatory training and participate in a minimum of two professional development opportunities each year.
  • 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.

    Crear una alerta de empleo para esta búsqueda

    Coach • Oklahoma City, OK, United States

    Ofertas relacionadas
    Successful Sales Entrepreneurs

    Successful Sales Entrepreneurs

    Munger Agency • Alex, OK, us
    A tiempo completo
    Quick Apply
    We are seeking dynamic and motivated individuals to join our team who have been Successful Sales Entrepreneurs in their chosen field and would like to build their own agency in the Financial Servic...Mostrar más
    Última actualización: hace 29 días
    Financial Counselor

    Financial Counselor

    Oklahoma Heart Hospital • Oklahoma City, OK, United States
    A tiempo completo
    Join Our Team at Oklahoma Heart Hospital (OHH).At OHH, we believe that patient care is truly at the heart of everything we do. Our dedicated team members are involved in every step of our patients' ...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Financial Advisor

    Financial Advisor

    First Command Financial Services • Oklahoma City, OK, United States
    A tiempo completo
    Financial Advisor Careers at First Command : .Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...Mostrar más
    Última actualización: hace 1 día • Oferta promocionada
    Financial Advisor

    Financial Advisor

    Wisepath Group • Yukon, OK, US
    A tiempo completo
    Quick Apply
    Financial Advisor – Build an Independent Practice with Fortune-500-Level Resources Wisepath Financial Group , DBA Strategic Financial Concepts (SFC) • Flexible / Hybrid Why Advisors Cho...Mostrar más
    Última actualización: hace más de 30 días
    Private Wealth Management Client Relationship Analyst

    Private Wealth Management Client Relationship Analyst

    Morgan Stanley • Oklahoma City, OK, United States
    A tiempo completo
    Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions...Mostrar más
    Última actualización: hace 4 días • Oferta promocionada
    Chief Financial Officer - OKC

    Chief Financial Officer - OKC

    Catholic Charities of the Archdiocese of Oklahoma City • Oklahoma City, OK, United States
    A tiempo completo
    Catholic Charities of the Archdiocese of Oklahoma City is seeking a Chief Financial Officer to direct and oversee the financial activities of Catholic Charities. The CFO will work closely with the e...Mostrar más
    Última actualización: hace 14 días • Oferta promocionada
    Financial Consultant Sr- Remote

    Financial Consultant Sr- Remote

    Prime Therapeutics • Oklahoma City, OK, United States
    Teletrabajo
    A tiempo completo
    We help people get the medicine they need to feel better and live well.It fuels our passion and drives every decision we make. Financial Consultant Sr- Remote.The Senior Financial Consultant provide...Mostrar más
    Última actualización: hace 21 días • Oferta promocionada
    Veteran & Military Spouse Talent Community

    Veteran & Military Spouse Talent Community

    CBRE • Oklahoma City, OK, United States
    A tiempo completo
    Veteran & Military Spouse Talent Community.Accounting / Finance, Administrative, Building Management, Capital Markets, Communications / Public Relations, Data & Analytics, Data Centers, Engineering / Mai...Mostrar más
    Última actualización: hace 21 días • Oferta promocionada
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data Annotation • Oklahoma City, Oklahoma
    Teletrabajo
    A tiempo completo +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Mostrar más
    Última actualización: hace 19 días • Oferta promocionada
    Financial Advisor with Mentorship

    Financial Advisor with Mentorship

    Pierce General Agency • Oklahoma City, OK, United States
    A tiempo completo
    Starting Draw with Variable Perks.Join the Award-Winning Pierce General Agency!.The Pierce General Agency proudly serves families across most of the state, offering trusted financial guidance to th...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Advisor, Finance Operations (Cash Application)

    Advisor, Finance Operations (Cash Application)

    Cardinal Health • Oklahoma City, OK, United States
    A tiempo completo
    What Finance Operations contributes to Cardinal Health.Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares an...Mostrar más
    Última actualización: hace 21 días • Oferta promocionada
    Client Success Partner | Remote

    Client Success Partner | Remote

    The Blue Haven Life • Oklahoma City, OK, us
    Teletrabajo
    A tiempo completo
    Quick Apply
    Connect virtually with clients.Educate and guide them through solutions.Great communication and follow-up skills.Remote role with flexible schedule. Commission-based with growth opportunities.Strong...Mostrar más
    Última actualización: hace 27 días
    Remote Manager in Training- CS / Sales

    Remote Manager in Training- CS / Sales

    Global Elite • Oklahoma City, OK, US
    Teletrabajo
    A tiempo completo
    Remote Manager In Training - CS / Sales.Join Our Team as a Sales Manager - Work from Anywhere! Are you an experienced and motivated individual looking to elevate your career in customer service and s...Mostrar más
    Última actualización: hace 26 días • Oferta promocionada
    Financial Advisor II -Labor Benchmarking - Texas

    Financial Advisor II -Labor Benchmarking - Texas

    Baylor Scott & White Health • Oklahoma City, OK, United States
    A tiempo completo
    The Financial Analyst II Labor Benchmarking is a position that requires you to live in Texas.Serves as the key financial resource for the Labor Benchmarking Team. Provides financial research require...Mostrar más
    Última actualización: hace 21 días • Oferta promocionada
    Financial Advisor

    Financial Advisor

    Northwestern Mutual • Oklahoma City, OK, United States
    A tiempo completo
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Healthcare CFO : Strategy, Growth & Operations

    Healthcare CFO : Strategy, Growth & Operations

    BE Smith on behalf of McBride Orthopedic Hospital • Oklahoma City, OK, United States
    A tiempo completo
    A leading orthopedic specialty hospital in Oklahoma City is seeking a Chief Financial Officer to lead strategic financial planning and oversight. The ideal candidate will have a Bachelor's Degree in...Mostrar más
    Última actualización: hace 2 días • Oferta promocionada
    Financial Solutions Advisor Registration Candidate - Oklahoma Market

    Financial Solutions Advisor Registration Candidate - Oklahoma Market

    Bank of America • Oklahoma City, OK, United States
    A tiempo completo
    Financial Solutions Advisor Registration Candidate - Oklahoma Market.Broken Arrow, Oklahoma;Tulsa, Oklahoma; Oklahoma City, Oklahoma. Tulsa, Oklahoma; Oklahoma City, Oklahoma; Tulsa, Oklahoma; Okla...Mostrar más
    Última actualización: hace 21 días • Oferta promocionada
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • Oklahoma City, OK, United States
    A tiempo completo
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada