Financial Assistant, Treasury, Intern
Skip the busywork
ApplyBolt rewrites your resume for this exact role and hits submit. You just pick the jobs.
About this 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!
Hourly Range
Overview
Working under the direction of the University’s Treasury Manager the Treasury Intern’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 Intern must coordinate and oversee several programs and processes within Treasury Services while adhering to critical daily deadlines. In addition, the Intern will be responsible for providing exceptional customer service via phone, email and in person.
Essential Duties
Uses specialized systems and processes to accomplish tasks.
Audits and approves financial records.
Respond to inbound calls, emails and walk-up inquiries. Probes customers with leading questions to assess customer inquiries.
Identifies, interprets, analyzes and researches issues and seeks resolution to ensure customer satisfaction and adherence to University policy.
Determines process for resolution by using sound judgement and resourcefulness.
Resolve routine and non-routine issues utilizing technologies and process/functional skills.
Maintains documentation and communicates resolution to appropriate contact.
Routes inquires to appropriate resolution resource according to business rules and procedures.
Supports knowledge management and continuous improvement initiatives.
Maintains appropriate level of process, functional and technical knowledge and participates in training to continue to develop such knowledge.
Monitors personal performance metrics and strives to meet identified targets.
This position is onsite full-time and requires appropriate office attire and good attendance.
Required Skills and Abilities
Strong technical and organizational skills in addition to excellent written and verbal communication skills, in a professional environment.
A high level of integrity, accuracy, dependability, enthusiasm, and confidentiality.
Experienced and/or proficient in Microsoft Office applications (Excel, Word, and PowerPoint).
Ability to work well both independently and in team settings.
Job Description
Complete assignments, as requested. Required Education and Experience Will vary depending on the specific title of the position. Some undergraduate/graduate positions may specify a student of a specific degree program, field of study, etc. Required License(s) or Certification(s) Will vary depending on the specific title of the position. Physical Requirements Physical Requirements:Job Posting Date
01/12/2026Job Category
Temporary/CasualBargaining Unit
NONCompensation Grade
No GradeCompensation Grade Profile
HourlyTime Type
Full timeDuration Type
Temporary / Casual (Fixed Term)Work Model
HybridLocation
150 Munson Street, New Haven, Connecticut
Background Check Requirements
All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.
Health Requirements
Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.
Posting Disclaimer
The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the position. Employees will be assigned specific job-related duties through their hiring department.
The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.
Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).
Note
Yale University is a tobacco-free campus.