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Innovation Endeavors

Member Service Representative



Sales & Business Development
Jacksonville, FL, USA
Posted on Friday, June 21, 2024

Employee Applicant Privacy Notice

Who we are:

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The role

As a SoFi Member Service Representative, you will be responsible for providing best-in-class service for SoFi’s financial service products, including bank and investment accounts. You will support SoFi’s fast-paced and high-growth environment by responding to inbound inquiries from SoFi Members across multiple communication channels, primarily phone and chat. You will play an integral role in providing strong customer service to SoFi Members by taking ownership of Member’s concerns and seeing them through to resolution.

What you’ll do:

  • Provide industry-leading customer service that leverages soft skills, balancing being efficient and ultimately leading to First Call Resolution (FCR)
  • Respond to customer inbound inquiries via phone, chat, and email regarding the SoFi Checking & Savings, SoFi Money, Samsung Money by SoFi, and SoFi Invest products
  • Timely and accurately deliver information to SoFi Members while notating correspondence after each customer contact is handled
  • Take ownership of resolving member inquiries and attempt to foresee causes for additional inquiries
  • Exercise consultative techniques demonstrating advocacy for customers, effective call control, and educating members on various tools/features to help them get their money right
  • Troubleshoot, advocate, and show genuine empathy in conversations to deescalate simple or complex inquiries
  • Meet or exceed specific performance metrics designed to measure the core responsibilities of the role
  • Proactively share insights with management regarding inquiries, concerns, and or complaints to improve our products, operations, and policies
  • Expand the scope of your primary role to support other lines of business based on business needs
  • Receive inbound calls and chats, raise service request tickets, send emails, and perform callbacks to client customers
  • Problem solves, communicates, and promptly handles escalated issues requiring special handling through coordination with various internal departments to find resolutions to customer queries/issues/concerns
  • Manage customer expectations on timeline and resolution. Find the best solutions to ensure customer requirements are met
  • Proactively follow up on outstanding issues with internal functional areas and with external clients.
  • Treat customers in a consistent, courteous, and efficient manner according to quality monitoring guidelines and SoFi Member Experience standards

What you’ll need:

  • Previous customer service experience, preferably in a similar industry or Call Center environment
  • Strong verbal and written communication skills
  • Experience with providing world-class customer service and meeting critical deadlines in a dynamic, rapidly changing environment
  • Active listening skills to understand customer needs and provide effective solutions
  • Basic computer skills with solid proficiency in Google Suite
  • Empathy and patience in dealing with customer inquiries and concerns
  • Ability to handle high-stress situations and irate customers with professionalism
  • Willingness to learn and stay updated on company policies, products, and services
  • Adaptability to handle a variety of customer queries and requests
  • Time management and organizational skills to handle multiple inquiries simultaneously
  • Ability to work days, evenings, and nights. Operation hours are between Monday- Thursday 8:00 AM - 10:00 PM EST/ Friday 8:00 AM -8:00 PM EST
  • Experience handling high-volume transactions across multiple channels of communication
  • High school diploma or GED required
  • Must successfully pass FINRA fingerprint background check


  • Adaptable
  • Emotional Intelligence
  • Ability to multitask
  • Empathy
  • Initiative
  • Critical thinker
  • Team Player
  • Coachable
  • Resilient
  • Disciplined
  • Ambitious
  • Goal oriented
  • Positive spirit
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.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
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
SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
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.