Branch Operations Specialist

SoFi SoFi · Fintech · Sacramento, CA · BUL

This role is a Branch Operations Specialist at SoFi, a financial services company. The primary responsibilities involve providing customer service, processing teller transactions, managing vault operations, and assisting with staff supervision and training. The role also includes cross-selling bank services and performing account maintenance. It requires accuracy, organizational skills, and the ability to work independently and as a team. Experience in cash handling and customer service is preferred.

What you'd actually do

  1. Directs the day to day operations activities of the associates area including: teller balancing, ordering cash, cash vault balancing, posting deposits, withdrawals, transfers, loan payments, cashing checks, and credit card payments.
  2. Coaches, reviews, and provides direction on daily workflows to branch tellers.
  3. Cross-sells Bank’s services to customers by recognizing/anticipating their wants and needs and suggesting products and services to meet those wants and needs.
  4. Processes customers transactions presented in the teller lobby, by mail, by night depository, and by all similar methods. Ensures accuracy of all transaction posting and documentation.
  5. Reconciles and proofs daily transactions, and balances transaction totals to actual cash, checks, and other negotiable items on hand. Researches transaction documentation to locate and correct errors and out-of-balance conditions.

Skills

Required

  • High degree of accuracy with strong organizational skills; able to manage priorities and workflow.
  • Ability to work independently and as a team member.
  • Able to communicate with people at all levels and various backgrounds.
  • excellent analysis, observation and decision-making skills.
  • able to work under high pressure situations and a stressful atmosphere and should remain composed.
  • able to work flexible hours, as scheduled and Monday through Saturday, work at any of the bank's locations, as needed.

Nice to have

  • Minimum 1 year cash handling and customer service experience preferred.
  • Preferred High school diploma or general education degree (GED).