Member Service Representative

Responsibilities

• Provide industry-leading customer service via phone, chat, and email regarding banking, investment, and credit card products
• Resolve member inquiries and troubleshoot issues to achieve First Call Resolution (FCR)
• Document all customer correspondence accurately in internal systems
• Educate members on financial tools and features using consultative techniques
• Manage customer expectations regarding timelines and resolutions
• Proactively share product insights and feedback with management

Requirements

• Previous customer service or call center experience
• High school diploma or GED
• Proficiency in Google Suite
• Ability to work flexible shifts including days, evenings, and nights
• Ability to attend onsite training in Cottonwood Heights for up to 6 weeks
• Must pass a FINRA fingerprint background check
• Strong verbal and written communication skills

About the Company

SoFi is a next-generation financial services company and national bank using innovative, mobile-first technology to help millions of members reach their financial goals.