Intern
Baylor University – Financial Foundations
Description of Office
Financial Foundations is a financial education program sponsored by Student Financial Services
and designed to help students understand personal money management. The program offers
individual appointments with the coordinator as well as workshops on important financial topics
such as:
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Student loans: “Learn about the different options available and what you can do today to
start managing the loans you may currently have.”
Creating a personal budget: “Learn about different budgeting tools to help you set up and
manage a personal budget so you can balance your income and expenses.”
Sources for college funding: “Discuss how to apply for financial aid and jobs to help you
pay for college.”
Credit cards and identity theft: “Learn about credit and how to avoid identity theft.”
Educational tools: “Financial Foundations is working to improve retention, student debt
load, Baylor loan repayment and four year graduation rate.”
Responsibilities/Projects Co-managed by Student Intern
Office Hours: 12-20/week; Student Office Visits Per Week: 3-5 students/week; Workshops: 48/semester; Classroom presentations as requested
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Responds to student emails regarding requests for further information regarding money
management.
Updates Student Financial Foundations website to give current information Assists with
weekly Financial Foundations (FF) tweet media with helpful financial advice.
Promotes FF program using Chapel announcement, printed marketing, table talks at New
Student Orientation, Parent League and Lariat articles, and Lariat advertisements.
Develops relationships with departments across campus such as Success Center, Truett
Seminary, Parent League, Multicultural Affairs, and Campus Living & Learning, and
Career Services to enhance the FF program.
Prepares/coordinates presentations for workshops.
Researches tools for financial success and benchmarking data.
Researches and prepares grant applications to secure additional funding for Financial
Foundations.
Co-manages FF scholarship—distribution, marketing, review.
Answers phones and greets guests on as needed basis.
Filling and clerical responsibilities as needed.
Immediate goals include—
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Focus on first generation students to improve retention rate –introduce Financial
Foundations to “First in Line Summer Advantage” student
Improve student interaction and visibility of the program (ie. resources, technology,
counseling)
Introduce financial education in a first year experience class using iGrad or other similar
curriculum
Increase Success Center interaction
Requirements
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Interpersonal skills
Critical thinking individual
Presentation skills
Creative thinking abilities
Strong time management skills to be able to complete multiple tasks at the same time
Self-motivated and driven personality
Strong technology skills in Microsoft Word, PowerPoint, Publisher, and Excel