4009 Lead Cashier

POSITION IDENTIFICATION

TITLE Lead Cashier

CLASSIFICATION NUMBER 4009

GRADE 14

CLASSIFICATION Nonexempt

IMMEDIATE SUPERVISOR Supervisor, Bursar's Office

GENERAL FUNCTION

The Lead Cashier processes more complex transactions, controls access to the vault, provides guidance to Accounting Technicians in the Bursar’s Office, researches transactions, determines where transactions should be posted when there are questions, and performs overrides. Within an overall context of serving as a customer service representative of the University, the Lead Cashier answers questions coming by phone or through the Bursar Office email accounts.

MINIMUM ACCEPTABLE QUALIFICATIONS

Education: A high school diploma or the equivalent is required. Specialized training beyond the high school level emphasizing cash handling, accounting for cash, purchasing, business office procedures, and/or bookkeeping or accounting is preferred. Additional years of education beyond high school in accounting or a related field may be substituted for all or part of the experience requirement.

Experience: At least three years of progressively responsible bookkeeping, purchasing, and/or accounting experience is required.

Skills: Exceptional aptitude in accounting procedures, tested and proven clerical aptitude to include complex filing systems, the ability to operate a 10-key calculator and functional knowledge of keyboarding are required. The ability to learn, apply, and communicate policies, procedures, and regulations relevant to assigned account functions and make basic mathematical computations rapidly and accurately are required. Excellent communication and interpersonal skills are required. Functional knowledge of spreadsheet software (such as Excel), word processing software (such as Word), and other business-related software programs are required. The ability to develop knowledge of, respect for, and skills to engage with those of other cultures or backgrounds is required.

Effort: Accounting Technician positions are primarily sedentary.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Serves as Lead Cashier by providing guidance to Bursar’s Office Accounting Technicians, providing overrides for cashiers, controlling access to the vault, processing void and refund requests, processing returned items from the bank, and providing information to customers and University departments .

2. Performs more complex cashiering functions, such as Dual Credit and Worker’s Compensation payments and Bookstore cash received and buyback funds.

3. Processes payments from students, faculty, staff, or customers for fees, merchandise, or services by receiving cash, check, or credit card charges, verifying the payee and that the amount rendered covers the amount owed, entering payment into the database.

4. Provides check-cashing services to student, faculty, staff, and customers by receiving personal checks and verifying the information contained on them, debiting the cash drawer, and disbursing the correct amount to the customer.

5. Ensures the security of University funds by assuming custody and full responsibility for operating cash and receipts, performing standard accountability functions at the completion of work period, and completing required cashier reports and/or forms.

6. Supports the Supervisor, Bursar’s Office by completing the Daily Reconciliation and bank deposit as needed.

7. Promotes a positive and professional image of the department by being knowledgeable about various federal and state regulations, University policies and procedures, and departmental policies and procedures, answering questions asked by students, faculty, staff, parents, vendors, or others doing business with the department or University, and referring questions or issues beyond the scope of the job to an appropriate administrator.

8. Provides customer service by explaining bills, charges, contracts, etc. to clients, customers, parent, or patients within the guidelines of HIPAA or FERPA, explaining University policies, and resolving problems or referring them to higher authority for resolution.

9. Assists with the development of a competent staff by training, orienting, or providing guidance to Bursar’s Office employees regarding departmental policies and procedures, unique and specific Accounting Technician duties, and the operation of appropriate equipment and computer software.

13. Contributes to a work environment that encourages knowledge of, respect for, and development of skills to engage with those of other cultures or backgrounds.

14. Remains competent and current by attending professional development courses, software training classes, and courses and/or training sessions as directed by the supervisor or required by the University.

15. Contributes to the overall success of the Division of Financial Services by performing other essential duties and responsibilities as assigned, maintaining high levels of accuracy, maintaining a professional demeanor and appropriate levels of confidentiality, and providing excellent customer service.

SUPERVISION

The Lead Cashier is supervised by the Supervisor, Bursar’s Office.

OFFICE OF HUMAN RESOURCES

APRIL 2021

JOB FAMILY 1

Factor 1: Educational/Experience Requirements of the Job

Level 4.0 - 500 Points: A combination of education and experience equivalent to a Level 4 as indicated by the Equivalencies Chart, when permitted by the Minimum Acceptable Qualifications.

Factor 2: Complexity and Technical Mastery

Level 5.0 - 580 Points: Advanced skill in oral and written communication, the ability to make basic mathematical calculations, the ability to understand and follow instructions, knowledge of moderately complex or other work procedures, the ability to work independently and coordinate a variety of activities and events, specific professional skills, and/or skills in managing a wide variety of complex processes are required.

Factor 3: Responsibility for the Work of Others

Level 5.0 - 180 Points: Supervision and training of moderate numbers of student and/or part-time or temporary workers may be required where the nature of supervision is largely confined to scheduling work, assigning tasks, and reviewing completed work. Supervision at this level may also involve directing the work assignments of a small number of permanent, full-time employees. Supervisory tasks include providing substantial input into the process of screening and hiring employees and providing performance information for other supervisors to use as part of the employee evaluation processes. Supervisory duties typically involve a small but significant portion of work day activities.

Factor 4: Guidelines

Level 3.0 - 220 Points: The work involves carrying out a group of procedures using the general methods and desired results indicated by the supervisor. Typically, standard operating procedures, handbooks, and/or reference manuals exist for most procedures, but the incumbent must select from the most appropriate of several guidelines, and make minor adjustments to methods. The incumbent uses judgment in interpreting and adapting guidelines such as University policies, regulations, precedents, and work directions for application to specific cases or problems. The incumbent makes decisions regarding most deviations from the guidelines but major deviations from guidelines are referred to the supervisor. Assignments are related in function and objective, but processes, procedures, or software varies from one assignment to another. Based on assignment, incumbents use diverse but conventional methods, techniques, or approaches. Jobs at this level may perform work that is moderately complex, but normally performed within a fairly narrow and specific functional area.

Factor 5: Contacts

Level 4.0 - 205 Points: The purpose of interactions is to solve recurring and structured problems, to provide specialized or technically precise information to others, and/or to plan or coordinate work efforts with other employees. Contacts involve cooperation and coordination and may involve the organization of activities of programs requiring working relationships among several parties. While contacts may require some level of persuasion, potential for conflicts and disputes are relatively minor. Interactions are moderately structured and routine and may involve employees in different functions, students, and/or the general public.

Factor 6: Work Impact

Level 4.0 - 475 Points: Work activities normally address conventional problems or situations with established methods to supply other employees with information, services, or products they use to perform their work. Work products or services facilitate the work of other employees and directly affects the ability of other employees to timely complete specific tasks or processes. Work activities may affect the quality of services provided to moderate numbers of employees, students, or the public, and the services, information, or products provided have significant effects on the welfare of the affected groups.

Factor 7: Physical Effort and Work Environment

Level 1.0 - 25 Points: The work environment consists of exposure to physical conditions typical of a normal office environment. Most of the job is performed while sitting, although the work may require occasional standing or walking and/or the lifting and carrying of small objects.