Accounts Representative
SoFi
Live Oak, CA, USA
Posted on Thursday, September 14, 2023
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The Role:
The Accounts Representative will provide accurate, courteous and efficient services to Golden Pacific Bank Customers. Please note, this position is on-site, 5 days a week.
What you'll Do:
- Accept and process deposits, including checking, savings, certificates of deposit, individual retirement accounts and federal taxes.
- Cash checks and make withdrawals for checking and savings customers within limits set forth on cashing limit card.
- Order and redeem U.S savings bonds, cashiers checks and travelers’ checks; collect applicable service charges.
- Process payments and stop payments requests.
- Open new accounts and input new account information.
- Handle incoming phone calls and respond to customer inquiries daily.
- Develop level of product knowledge to recognize sales/cross-sales opportunities.
- Position requires compliance with all Federal and State law. 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.
- Assist with the branch monthly certifications.
- Assist with outgoing wire transfer requests.
- Assist with opening and closing of the branch.
- Perform other duties as assigned.
What You'll Need:
- Good 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.
Compensation and Benefits
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.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.