New Account Specialist

November 3, 2026

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The RoleThe New Account Specialist is responsible for enhancing the customer experience through highly accurate transaction processing while knowledgeably and courteously answering customer questions regarding banking services. Follows bank policies and procedures and adheres to applicable government regulations. Performs a variety of account maintenance duties including new account opening. Balances each day’s transactions and verifies cash totals.Main Office Location: Live Oak, CA 95953What You’ll DoCustomer ServiceProvides excellent customer service by handling customer requests competently and courteously, including prompt acknowledgment of every customer.Understands the bank’s product and service offerings and identifies customer financial needs, offering solutions by engaging the customer in an appropriate conversation and establishing rapport.Resolves customer questions and/or problems by making observations, listening, and asking questions, and refers the customer to a supervisor or appropriate department.OperationsAccepts and processes deposits, night drop deposits, loan payments, cashes checks, and processes other transactions according to established procedures.Approves customer transactions in accordance with established authority levels and limits.Opens new accounts accurately following established procedures and obtains supporting documentation as required.Verifies cash received from vault and balances cash drawer daily. Performs administrative duties such as filing, answering phones, ordering supplies, and maintaining work areas in a neat, orderly and professional manner.Assists the Banking Center Manager and/or Operations Supervisor in completing branch certifications.Reviews NSFOD reports in the absence of the Banking Center Manager and/or Operations Supervisor.Carries out supervisory duties in accordance with established policies and procedures in the absence of the Banking Center Manager and/or Operations Supervisor.Approves other teller’s transactions up to the assigned limit.Assists customers in resolving complex issues.ComplianceMaintains current knowledge of branch operations, bank products and services and applicable regulations. Operates in compliance with operational regulations and security policies and procedures.Reviews and approves Regulation CC holds for other BSSs in the branch.Reviews and approves CTRs and OFAC reports for the branch.Other ResponsibilitiesSupports and promotes the bank vision, mission and core values, organizational structure and policies and procedures.Exhibits excellent analysis, observation, and decision‑making skills.Works under high‑pressure situations and a stressful atmosphere, remaining composed.Maintains a high degree of accuracy with strong organizational skills, managing priorities and workflow.Works independently and as a team member.Communicates with people at all levels and from various backgrounds.Works varied days and hours as business dictates, including flexible hours and Monday through Saturday shifts at any of the bank’s locations as needed.What You’ll NeedHigh school diploma or general education degree (GED).Minimum of 1 year of 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.Compensation and BenefitsThe 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 ourBenefits at SoFipage!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.SoFi is committed to an inclusive culture. 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.#J-18808-Ljbffr

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