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New Account Specialist

sofi· 62 open roles

Location TBD On-siteFull-time2 weeks ago
Salary
$45,000 - $70,000
Experience
Mid
Job Type
Full-time
Posted
2 weeks ago
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About This Role

The New Account Specialist enhances customer experience through accurate transaction processing and knowledgeable customer service, while adhering to bank policies and regulations.

Key ResponsibilitiesAI-extracted

  • 1
    Provides excellent customer service by handling customer requests competently and courteously.
  • 2
    Understands the Bank's product and service offerings and identifies customer financial needs and offers solutions.
  • 3
    Resolves customer questions and/or problems by making observations, listening and asking questions.
  • 4
    Accepts and processes deposits, night drop deposits, loan payments, cashes checks and processes other transactions according to established procedures.
  • 5
    Opens new accounts accurately following established procedures and obtains supporting documentation as required.
  • 6
    Verifies cash received from vault and balances cash drawer daily.

RequirementsAI-extracted

  • High school diploma or general education degree (GED) Required
  • Minimum 1 year cash handling and customer service experience
  • Excellent customer service, communication, interpersonal and problem-solving skills
  • Proficient in the use of personal computers and related software

Perks & BenefitsAI-extracted

Competitive base pay
Comprehensive and competitive benefits (visit Benefits at SoFi page for details)
Flexible hours, including Monday through Saturday
Opportunity to work in a dynamic and growing financial services company
Typically: Health coverage
Typically: Paid Time Off (PTO)
Typically: Retirement plan

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