Bank Operations Specialist
at SoFi
Yuba City
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.
Employee Applicant Privacy Notice
Who we are:
The role:
We are seeking a Central Operations Specialist to join our Central Operations Department. We’re searching for a driven individual who will ensure efficiency and adherence across all departments. The ideal candidate will have banking operations experience, be friendly, possess solid interpersonal skills, attentive to detail and problem-solution oriented. Respond promptly to customer service requests for information and support while delivering superior customer service.
As a Central Operations Specialist in the Central Operations Department, you will be responsible for providing excellent customer service, completion of jobs in a timely manner while adhering to Bank regulations and procedures.
What you’ll do:
- Provide quality professional service at all times and ensure that a professional image of the Bank is maintained both internally and externally.
- Daily Exception item processing and charge-backs.
- Daily Fraud Monitoring
- Complete ATM GL Balancing, ACH Processing, and Wire Processing
- Complete reconcilement of bank controlled accounts
- Provide Online Banking, Telephone banking, and Remote Deposit support.
- Set up and customer maintenance of Central Operations products; ACH, RDC, Business Online Banking, Positive Pay
- Process Reg. E and Fraud Dispute claims.
- Legal Order processing.
- MTX transaction entry processing.
- Process telephone stop payments, change of addresses, and transfer of funds.
- Assist with Escheatment and State Bar reporting.
- Respond to customer phone calls in a positive and professional manner.
- Compliance with all Federal and State Laws and adherence to Regulations.
- Essential functions are not limited to this list.
Central Operations Specialist will work in the Central Operations Department within our Yuba City, CA Branch location.
What you’ll need:
- Minimum of a High School diploma / GED
- 2+ plus years banking operations experience
- Good working knowledge of all branch operational functions, products, procedures, and compliance.
- Strong analytical ability with active listening skills
- Ability to work accurately with close attention to detail.
- Ability to maintain confidentiality of sensitive information.
- Communications skills and the ability to provide excellent customer service.
- Strong computer skills with the capacity of learning new programs.
- Ability to manage multiple projects at one time and to work independently, as well as within a team environment.
Nice to have:
Strong familiarity with the following:
- Operating systems (Windows, etc),
- Office suites (Microsoft Office, G Suite),
- Presentation software (PowerPoint, Keynote),
- Spreadsheets (Excel, Google Spreadsheets, etc.),
- Communication and collaboration tools (Slack, Zoom, etc.)]
Why you’ll love working here: Please do not add additional company information or copy into the job description in Greenhouse. This info will automatically post there.
- Competitive salary packages and bonuses
- Comprehensive medical, dental, vision and life insurance benefits
- Generous vacation and holidays
- Paid parental leave for eligible employees
- 401(k) and education on retirement planning
- Tuition reimbursement on approved programs
- Monthly contribution up to $200 to help you pay off your student loans
- Great health & well-being benefits including: telehealth parental support, subsidized gym program
*These benefits are only applicable to full time employees
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 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.