Who we are
- Shape a brighter financial future with us.
- Together with our members, we’re changing the way people think about and interact with personal finance.
Who we are
- SoFi Technologies, Inc. is a leading digital financial services company committed to helping people achieve financial independence through innovative lending, banking, investing, and financial tools. Through its national bank subsidiary, SoFi Bank, N.A.—formerly Golden Pacific Bank, N.A.—SoFi combines cutting-edge technology with the strength and regulatory framework of a nationally chartered bank. Together, we deliver modern, member-first financial solutions while upholding the trusted banking foundation established by Golden Pacific Bank.
The role
- Provide accurate, courteous and efficient services to Golden Pacific’s Bank customers. Support and promote GPB’s strategic plan and branch goals by cross-selling the products and services offered by the bank.
What you’ll do:
- Actively cross-sell and refer GPB’s deposit and loan products.
- Accept and process deposits, including checking, savings, certificates of deposit, and individual retirement accounts.
- Cash checks and process withdrawals for checking and savings customers within limits set forth on the cashing limit card.
- Process the redemption of U.S savings bonds, cashiers checks; collect applicable service charges.
- Receive loan payments, reserve payments, installment loans and mortgage payments. 6. Process stop payments and disputes.
- Develop product knowledge to recognize sales and cross-sales opportunities.
- Position requires compliance with all federal and state laws. The employee will complete required training and will be accountable for compliance with all Federal and State laws related to their job description.
- Represent Golden Pacific Bank with a high level of integrity and professionalism.
- Adhere to bank policies and support Management decisions and goals in a positive, professional manner.
What you’ll need
- High school diploma or GED and one year of cash handling experience
- Excellent written and oral communication skills; ability to communicate effectively and projects a professional image when giving and taking information in writing, in person and over the phone.
- Basic word processing and computer database skills with accurate typing/keyboarding skills (50 wpm).
- Effective interpersonal skills with the ability to work with individuals and groups at all organization levels; ability to work independently and as part of a team.
- Excellent customer service skills with the ability to respond to inquiries or complaints effectively and timely.
- Ability to take initiative and prioritize tasks; good time-management, organization, problem-prevention and problem-solving skills.
- Strong analytical ability with active listening skills.
- Ability to work accurately with close attention to detail.
- Ability to maintain confidentiality of sensitive information.
- Ability to study and apply new information.
- Possess a work ethic that includes neatness, honesty, punctuality and accuracy.
Nice to have
- 1 year of banking experience preferred
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