CLASSIFICATION TITLE: Accounting Technician I

UNION CODE: R07

FT/PT: Full-time   

PAY PLAN: 12-month   

WORKPLACE TYPE: On-site (work in-person at business location)

ANTICIPATED HIRING RANGE: $3,688 - $4,000

• However, offer amount will be commensurate with candidate’s experience, education, skills, and training.

CSU CLASSIFICATION SALARY RANGE: $3,688 - $5,787

PAY BASIS: Monthly  

BENEFITS: CSUB offers a best-in-class benefit package for eligible employees that includes an array of medical plans, choice of dental plans, vision coverage, retirement participation in CalPERS, CSU tuition waiver, up to 24 vacation days per year, sick leave with unlimited accrual, 14 paid holidays per year and more!  See our benefits website for additional information.

CANDIDATES ELIGIBLE TO APPLY: Open to all qualified applicants

POSITION PURPOSE: Within Business and Administrative Services, and as part of Student Financial Services (SFS), the Cashier’s Office serves as a central collection point for all remittances to the University and the Auxiliary business units, including student and non-student accounts receivable.

The Accounting Technician I, under direct to general supervision of the Director of Accounting and Reporting, Student Financial Services, and under the lead direction of the Lead Cashier, performs well established cashiering tasks and tasks related to accounts receivable. In addition, the incumbent provides excellent customer service in responding to and answering standard inquiries from staff and students about cashiering functions and directing them to appropriate resources as needed.

DUTIES & RESPONSIBILITIES:

Cashiering Functions

• Receive money, make change, and prepare receipts.
• Distribute petty cash upon receipt of proper paperwork.
• Reconcile cash drawers and troubleshoot variances.
• Prepare bank deposits, order cash, and maintain cash boxes.
• Operate bulk coin counter and bulk currency counter.
• Post a variety of transactions to the cashiering and accounting systems quickly and accurately.
• Receive, verify, and distribute reimbursement and pay checks.
• Run reports, prepare spreadsheets, and maintain files.

Customer Service

• Assist students and staff at the Cashiering window and over the phone, by answering questions, providing, and collecting forms as needed, and directing customers to appropriate resources on campus.
• Communicate well established policies and procedures to staff and students. Refer more complex questions to appropriate staff member for assistance.

Administrative Tasks

• Make photocopies, scan documents, and perform other routine office tasks as needed.

REQUIRED QUALIFICATIONS:

EDUCATION & EXPERIENCE – Equivalent to one year of clerical accounting or financial record-keeping experience that includes direct customer contact. Any combination of education and experience which provides the required knowledge and abilities will be considered.

SKILLS, KNOWLEDGE & ABILITIES (SKA’s) –

• Regular and reliable attendance is required.
• Ability to demonstrate attention to detail in reviewing financial documents for accuracy, completeness, validity, and adherence to standards.
• Ability to compute and post numbers and handle funds rapidly and accurately.
• Ability to maintain files and records; identify, trace, and correct errors.
• Ability to receive and follow direction.
• Ability use current computer word processing, spreadsheets, databases, online calendaring, email, software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems, such as student accounting, cashiering and student financial aid.
• Ability to perform math calculations with speed and accuracy and be familiar with financial record keeping methods.
• Ability to read, understand, and explain student accounts.
• Ability to investigate and analyze standard problems. Ability to anticipate basic problems and address them proactively.
• Ability to review, analyze, interpret, communicate, and apply well established policies and procedures.
• Ability to remain flexible to meet customer demand levels.
• Ability to produce professional communications that meet high standards for appearance, grammar, spelling, and clarity.
• Demonstrated customer service experience requiring a very high level of diplomacy and professionalism.
• Ability to use tact and diplomacy to effectively handle a broad range of high level and sensitive interpersonal situations with diverse personalities, and to respond appropriately to conflicts and problems.
• Ability to initiate, establish, and foster communication and teamwork by maintaining a positive, cooperative, productive work atmosphere in the University with the ability to establish and maintain effective working relationships within a diverse population and with those from various cultural backgrounds.
• Demonstrated communication skills; ability to effectively communicate information in a clear and understandable manner, both verbally and in writing.
• Thorough knowledge of English grammar, spelling and punctuation.
• Ability to interpret, communicate and apply policies and procedures.
• Ability to maintain a high degree of confidentiality.
• Excellent organizational and time management skills with the ability to set own priorities to coordinate multiple assignments with fluctuating and time-sensitive deadlines.
• Working knowledge of or ability to quickly learn University infrastructure.
• Must be willing to travel and attend training programs off-site for occasional professional development.
• Must be able to work overtime, occasional holidays, and adjust working hours to meet special jobs. May be called back periodically to perform work as needed on an emergency basis.

PREFERRED QUALIFICATIONS:

• Experience in the cashiering office, bursar’s office, or student finance office at an educational institution or experience as a teller in the banking industry.
• Hands on experience in PeopleSoft Student Finance and CASHNet software.
• Demonstrated skills in an institutional/educational environment utilizing a customer-oriented and service-centered attitude.

PHYSICAL DEMANDS: LIGHT WORK – involves mainly sitting, up to 25% standing or walking; lifting medium weight objects limited to 25 pounds.

ENVIRONMENTAL FACTORS: N/A

SPECIAL CONDITIONS:

SCREENING: Only those applicants possessing experience most directly related to the immediate needs of the office will be invited to appear before a Qualifications Appraisal Board for the purpose of appraising training, experience, and interest in the position.

CALIFORNIA STATE UNIVERSITY EMPLOYEES UNION: It shall be the policy of the CSU in filling vacant CSUEU bargaining Units 2, 5, 7 & 9 positions to fill such vacancies from among qualified individuals currently employed on-campus except when it is determined that it is necessary to appoint outside applicants to meet campus workforce diversity goals or to provide specialized skills and abilities that are not available from current employees.

BACKGROUND CHECK: Satisfactory completion of a background check (including a criminal records check) is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.

SENSITIVE POSITION: Sensitive positions are designated by the CSU as requiring heightened scrutiny of individuals holding the position, based on potential for harm to children, concerns for the safety and security of the people, animals, or property, or heightened risk of financial loss to the CSU or individuals in the university community.

MANDATED REPORTER: Not a reporter.

GENERAL INFORMATION: It is the policy of California State University, Bakersfield to hire only United States citizens and aliens lawfully authorized to work in the United States. All new employees will be required to present documentation verifying their right to accept employment. You will also be requested to present a social security card at the time of initial appointment in compliance with state payroll regulations.  State regulations require that every state employee sign the Oath of Allegiance prior to commencing the duties of his/her State employment, except legally employed non-citizens. These individuals are required to sign the Declaration of Permission to Work.

EEO STATEMENT: California State University, Bakersfield is committed to Equal Employment Opportunity.  Applicants will be considered without regard to gender, race, age, color, religion, national origin, sexual orientation, genetic information, marital status, disability or covered veteran status.