SO
Salary
Undisclosed
Experience
Mid
Job Type
Full-time
Posted
5 days ago
Boost your chances at sofi
Tailor your resume to this exact job and generate a matching cover letter in about 60 seconds with JobEase — our AI application assistant.
- ATS-optimized resume
- Personalized cover letter
- Match score & keyword gaps
Free to start · no card required
Get more other jobs in your inbox
Verified daily — no ghost listings.
About This RoleAI processing…
Employee Applicant Privacy Notice
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
Key Responsibilities
- 1Help lead daily branch and teller operations, ensuring accuracy, efficiency, and a strong customer experience.
- 2Provide coaching, direction, training, and support to tellers and serve as a trusted resource for the team.
- 3Step in to oversee branch operations when the Branch Manager is unavailable.
- 4Deliver high-touch, white-glove customer service while navigating transactions and manual processes with accuracy and urgency.
- 5Process customer transactions and account maintenance, including new account opening.
- 6Manage teller balancing, cash ordering, vault operations, deposits, withdrawals, transfers, and other daily banking activities.
- 7Research and resolve transaction discrepancies and provide teller approvals and operational guidance.
- 8Support teller scheduling, onboarding, and training.
- 9Help create a positive, collaborative environment by taking initiative, supporting teammates, and approaching challenges with a solutions-oriented mindset.
- 10Identify customer needs and connect them with appropriate Bank products and services.
- 11Ensure branch activities follow Bank policies, procedures, and regulatory requirements.
Requirements
- 2+ years of banking or financial services experience preferred.
- 1+ year of leadership or team-lead experience is preferred and we’re also open to someone ready for their next step who has demonstrated leadership through coaching, training, taking ownership, or serving as a go-to resource for their team.
- Punjabi bilingual proficiency is highly preferred and would be especially valuable in supporting our customers.
- Spanish bilingual proficiency is also preferred and considered a plus.
- A genuine passion for delivering exceptional, white-glove customer service.
- A positive, proactive, and solutions-oriented mindset with the ability to bring positive energy to the team.
- Ability to take ownership, prioritize effectively, and act with urgency while maintaining accuracy.
- Strong communication, organizational, and problem-solving skills.
- Ability to coach, support, and encourage others while promoting accountability and teamwork.
- Strong attention to detail and ability to remain composed in a fast-paced branch environment.
- Flexibility to work Monday through Saturday and support other Bank locations as needed.
Perks & Benefits
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Apply to This Job in Minutes
Generate ATS-optimized resume + cover letter + interview prep with Jobease.ca AI. Complete your application faster.
75% of AI Resumes Get Rejected
Beat the ATS with Jobease.ca's AI Resume Builder. Optimized for real hiring systems.
Build My ResumeProfile Match
Loading…Checking your profile against this job…
Posted
5 days ago
Job Overview
SalaryUndisclosed
Job TypeFull-time
Work ModelOn-site
ExperienceMid
LocationNot specified
Categoryother
Share This Job
Track All Your Applications
Never lose track again. Jobease.ca organizes every application, interview, and follow-up.
Organize My Search