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Financial Wellness Specialist
Southern Utah University in Cedar City, Utah
Date Posted 06/04/2021
Admin-Business And Financial Management
Salary $33,000 - $35,000  USD Per Year
Employment Type Fulltime
Application Deadline Open until filled

Students often enroll in college with a very limited understanding of the financial realities of paying for college, anticipating expenses, how to save and why it is important, tracking and monitoring spending, identifying needs vs. wants, creating and sticking to a budget, the good and bad of loans/credit cards, and utilizing financial resources on campus. Southern Utah University's Financial Wellness office addresses this reality by providing students and families with the financial tools needed to succeed in their academics and beyond. We do so through one-on-one financial counseling, supporting students with budgeting and financial goal setting, presentations on federal financial aid options, and outreach to students facing financial hardships who are at risk of withdrawing from the university. Our efforts have resulted in an over 30% decrease in students reporting finances as their reason for leaving SUU.

The Financial Wellness Specialist will work closely with the Coordinator of Financial Literacy and Completion in developing, implementing, and facilitating a wide array of duties, initiatives and programs that enhance students' financial awareness and literacy and support overall student retention and completion.

Duties and Responsibilities:

  • Create educational financial literacy content (especially video and social media content) to be shared with incoming and current students, parents, faculty, and staff.
  • Meet with incoming students during personalized visits to review their financial aid and develop a plan for paying for their college costs.
  • Develop rapport and productive relationships with students, faculty and staff by creating engaging, responsive, and welcoming environments for individuals to grow and gain new skills.
  • Take ownership over a cohort of students and provide support for their continued success achieving their academic and financial goals by helping them address challenges inside and outside of school, including, but not limited to, developing successful financial habits, attaining work experience, financial aid assistance, referrals to on- and off-campus services as needed, etc.
  • Create and deliver presentations on topics of financial wellbeing.
  • Increase the visibility of the Financial Wellness office by creating events to engage the campus community such as FAFSA Nights in the Nest and Financial February.
  • Develop and implement outreach campaigns to encourage more students to take advantage of the services offered by the Financial Wellness office.
  • Track and compile data on all students, faculty, and staff engaged through Financial Wellness initiatives and provide follow up outreach as needed.
  • Support the Financial Wellness office in its commitment to increasing access to educational advancement and gainful employment for underserved groups on campus.
  • Occasional evening and weekend work and travel will be required.
  • Other duties as assigned.

Education and Experience Requirements:

  • Associate's degree required, Bachelor's degree preferred.
  • Knowledge of financial literacy and counseling issues; and budgeting/debt reduction, problem-solving and intervention strategies.
  • Knowledge and understanding of applicable federal rules and regulations.
  • Skill in interpreting and effectively communicating to a diverse audience, both in one-on-one sessions and group presentations.
  • Proven self-motivation and organizational abilities to plan and independently execute projects/tasks within specific deadlines.
  • Must be comfortable working directly with students in-person, via email and through texting; must understand, or get to know, the culture of the division of Student Affairs and appropriate method(s) for student engagement.
  • Ability to exercise good judgment, successfully assess, balance, and prioritize numerous competing concerns.
  • Demonstrated ability to interact effectively with students, parents, and families.
  • Outstanding written, verbal and interpersonal skills - excellent interpersonal and oral communication skills to include proven effectiveness in speaking on a one-on-one basis and making oral presentations before groups.
  • Ability to diffuse frustrated students and remain calm in intense conversations.
  • Demonstrated experience in successfully coordinating and overseeing large-scale campus-wide events.
  • Experience working with and commitment to diverse students, parents, families, and communities.
  • Experience in using Canvas, Banner, Gmail, Google docs, graphic design programs, etc

Hiring Decisions:

Hiring decisions will be made based on the candidate's proven abilities in the following criteria, giving priority to the criteria in the order stated below:

  • Values a student-centered organization and shows an interest in proactively treating each student in a holistic manner.
  • The ability to connect with a diverse group of students in a positive and meaningful way.
  • Relevant experience demonstrating an ability to support and actively contribute to divisional priorities of persistence, retention, student success, and completion.
  • Ability to maintain respectful, courteous, positive, and professional relationships with students, co-workers, customers, supervisors, and outside constitutes.
  • Ability and willingness to adapt to changes in the workplace, requirements, schedules, priorities, and goals.
  • Proven, demonstrable, and verifiable skills directly related to the requirements and qualifications for this job and the overall priorities of Student Affairs.
  • Degrees earned.

Documents Needed to Apply:

  • Cover Letter
  • Resume
  • Contact information for 3 professional references

Southern Utah University is committed to maintaining a community which recognizes and values the worth and dignity of every person; fosters tolerance, understanding, and mutual respect among its members; and encourages individual commitment to personal responsibilities in equal measure with personal rights. In pursuit of its goal of academic excellence, the University seeks to develop and nurture diversity. The University believes that diversity among its many members strengthens the institution, stimulates creativity, promotes the exchange of ideas, and enriches campus life.

Southern Utah University does not discriminate against any member of the University community on the basis of race, religion, color, sex, age, national origin, sexual orientation, gender identity, disability status, veteran status, pregnancy, pregnancy-related condition, genetic information, or other bases protected by applicable law in employment, treatment, admission, access to educational programs and activities, or other University benefits or services.

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