Financial Assistant 4, Treasury

About the role

Working at Yale means contributing to a better tomorrow. Whether you are a current resident of our New Haven-based community, eligible for opportunities through the New Haven Hiring Initiative, or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome. Discover your opportunities at Yale!

Job Posting Date: 09/16/2026; Job Category: Administrative Support; Bargaining Unit: L34; Compensation Grade: Labor Grade D

Responsibilities

Working under the direction of the University’s Treasury Manager the Treasury Cashier’s primary responsibilities include research and posting of sponsored and non-sponsored accounts receivable payments, analyzing incoming payments, auditing, approving and depositing cash sales, processing lockbox deposits, autonomously creating electronic file transmissions including bank deposit, dispense cash, gift cards and prepaid cards for spend authorization fulfillment, disbursing cash to students, resolving issues and responding to inquiries from students, faculty and staff. To accomplish these primary responsibilities the Cashier must coordinate and oversee several programs and processes within Treasury Services while adhering to critical daily deadlines. In addition, the Cashier will be responsible for providing exceptional customer service via phone, email and in person.

Principal Responsibilities:

1. Ensures compliance with bank regulations, timelines and standards.
2. Coordinates multiple systems for bank card programs.
3. Prepares specialized financial file transmissions.
4. Uses specialized systems and processes with multiple decision points to accomplish tasks.
5. Audits and approves financial records.
6. Respond to inbound calls, emails and walk-up inquiries. Probes customers with leading questions to assess customer inquiries.
7. Identifies, interprets, analyzes and researches issues and seeks resolution to ensure customer satisfaction and adherence to University policy.
8. Determines process for resolution by using sound judgement and resourcefulness.
9. Resolve routine and non-routine issues utilizing technologies and process/functional skills.
10. Maintains documentation and communicates resolution to appropriate contact.
11. Routes inquires to appropriate resolution resource according to business rules and procedures.
12. Works with other organizational units and outside entities to resolve inbound inquires and achieve proper resolution within target timeframes