MoneyCoach

The MoneyCoach connects individually with incoming and current students to provide financial coaching services which may include financial literacy, budgeting and counseling on financial aid options to fund their education through graduation.

The MoneyCoach Will Have:

Integrity: Accountability for doing the right thing by exercising good judgment and honesty. Ability to create a safe environment for students and families and team members, including having emotional intelligence and self-awareness. Transparency and thoughtfulness in communication.

Care: Prioritization of creating the best experience possible for each person we encounter and at every step of the student experience. Providing service to others by being friendly, approachable and inclusive. Commitment to collaboration and to being a team player with a positive attitude.

Inclusivity: The ability to work with a diverse group of people and having the ability to relate and be relatable to all those we serve.

Intentionality: Strong work ethic and contribution to the excellence of the Division of Enrollment Management and OU; self-motivation. Consistency in meeting deadlines and responding in a timely manner.

Innovation: Possession of a natural curiosity to learn and a continual pursuit of personal and professional growth in the field of college enrollment management. A focus on innovation, displaying an understanding of positive change and possessing a strong analytic ability. Efficiency by researching best practices, making creativity a priority.

Essential Duties:

• Provide a full range of student financial services support to students, parents, and the public by responding to inquiries and requests for assistance in person, online or by phone.  
• Deliver a holistic counseling experience focusing on academic and degree progress, financial wellness, student retention and graduation rates.
• Participate in on-going professional training and development with federal financial aid, financial coaching, money management, and related certification requirements.
• Planning and delivering workshops and educational products to the diverse OU community concerning financial education. 
• Analyze, review, and take action on student case load assignments to identify roadblocks, problems, or other potential threats to retention and graduation. 
• Meet on a regular and as needed basis with prospective students either in person or by phone to provide financial coaching services during recruitment and summer enrollment sessions. 
• Collaborate with the Office of Admissions and Recruitment to assist with recruitment efforts and financial planning for prospective students.
• Assists with development and administration of office polices and procedures.
• Performs various duties as needed to successfully fulfill the function of the position. 

**This position will be located in Norman with a flexible and/or part-time remote option possible after required training period. This position is also eligible to participate in our Launch Advancement Program and receive up to $7,500 upon completion. *** 

Required Education:  Bachelor's degree.

Equivalency/ Substitution:  Will accept 48 months of equivalent experience in lieu of a Bachelor's degree.

Skills:

• Effective verbal and written communication skills
• Computer skills, including proficiency in navigating and maintaining databases
• Detail oriented for accuracy of data and information
• Highly organized and ability to handle multiple projects and deadlines
• Ability to communicate well and build quickly with students, faculty and staff

Certifications:

•   None

Advertised Physical Requirements:

• Sit for long periods of time.  Ability to bend, lift, stoop and carry.  Ability to engage in repetitive motions. Standard office environment.  Frequent exposure to pressure caused by deadlines and busy periods. Ability to work effectively with a wide range of constituencies. 

Departmental Preferences:

• Prefer experience in the Student Services arena and/or financial institutions

Special Instructions: If you are selected as a final candidate for this position, you will be subject to The University of Oklahoma Norman Campus Tuberculosis Testing policy.  To view the policy, visit https://hr.ou.edu/Policies-Handbooks/TB-Testing.

Why You Belong at the University of Oklahoma: The University of Oklahoma fosters an inclusive culture of respect and civility, belonging, and access, which are essential to our collective pursuit of excellence and our determination to change lives. The unique talents, perspectives, and experiences of our community enrich the learning, and working environment at OU, inspiring us to harness our innovation, creativity, and collaboration for the advancement of people everywhere.

Equal Employment Opportunity Statement: The University of Oklahoma, in compliance with all applicable federal and state laws and regulations, does not discriminate based on race, color, national origin, sex, sexual orientation, genetic information, gender identity, gender expression, age, religion, disability, political beliefs, or status as a veteran in any of its policies, practices, or procedures. This includes, but is not limited to, admissions, employment, financial aid, housing, services in educational programs or activities, and health care services that the University operates or provides.