SoFi
New Account Specialist
CA - Sacramento
Sponsorship not specifiedDetected 4 days ago
Customer SupportCommunicationProblem SolvingOrganizational Skills
About the role
- The New Account Specialist is responsible for enhancing the customer experience through highly accurate transaction processing while knowledgeably and courteously answering customer questions regarding banking services.
- Follows bank policies and procedures and adheres to applicable government regulations.
- Balances each day's transactions and verifies cash totals.
Responsibilities
- Verifies cash received from vault and balances cash drawer daily. Performs various administrative duties such as filing, answering phones, ordering supplies and maintaining work areas in a neat, orderly and professional manner.
Requirements
- Required Minimum 1 year cash handling and customer service experience
- Must have excellent analysis, observation and decision-making skills.
- High degree of accuracy with strong organizational skills
- Ability to work independently and as a team member
- Ability to work varied days/hours as business dictates.
Compensation
- The base pay range for this role is listed below.
- Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
Benefits
- Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
- Compensation and Benefits
- To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
- Must be able to work flexible hours, as scheduled and Monday through Saturday, work at any of the bank's locations, as needed.
Company info
- Shape a brighter financial future with us.
- Together with our members, we're changing the way people think about and interact with personal finance.
- We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals.
- The industry is going through an unprecedented transformation, and we're at the forefront.
- We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way.
- Join us to invest in yourself, your career, and the financial world.
- Performs a variety of account maintenance duties including new account opening.
- Main Office Location: Live Oak, CA 95953
- Customer Service:
- Provides excellent customer service by handling customer requests competently and courteously including prompt acknowledgment of every customer.
- Understands the Bank's product and service offerings and identifies customer financial needs and offers solutions by engaging the customer in an appropriate conversation and establishing rapport.
This listing is sourced directly from SoFi's careers page and normalized into a canonical job model.