SoFi Logo

SoFi

Member Service Representative, Credit Card

Posted Yesterday
Be an Early Applicant
Easy Apply
Hybrid
Jacksonville, FL
20-20 Hourly
Junior
Easy Apply
Hybrid
Jacksonville, FL
20-20 Hourly
Junior
As a Member Service Representative, you will provide exceptional customer service for financial products, responding to inquiries via phone, chat, and email. You'll resolve member concerns, troubleshoot issues, and collaborate with internal departments while meeting performance metrics.
The summary above was generated by AI

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 Credit Card and Bank 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 Credit Cards, Checking & Savings, SoFi Money, and Samsung Money by SoFi accounts
  • 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 evenings and nights. Operation hours are between Monday- Thursday 8:00 AM - 10:00 PM MST / Friday 8:00 AM -8:00 PM
  • Experience handling high-volume transactions across multiple channels of communication
  • High school diploma or GED required
  • Must successfully pass FINRA fingerprint background check 
  • Ability to attend onsite training - 6 weeks of training in office
  • Hourly pay $20.00
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 RightsSoFi 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 [email protected].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.

Top Skills

Google Suite

SoFi New York, New York, USA Office

Our New York office, located in the meat-packing district, provides an open work environment and is a hub for our finance teams. Our large conference, flexible work spaces, huddle rooms, and shared community areas allows our teams to openly collaborate while looking at some spectacular views.

Similar Jobs at SoFi

3 Hours Ago
Easy Apply
Hybrid
2 Locations
Easy Apply
Senior level
Senior level
Fintech • Mobile • Software • Financial Services
The Director of L&D is responsible for creating a scalable learning ecosystem for Operations employees, focusing on training, development, and data-driven strategies to enhance customer experience.
Top Skills: AIData AnalysisInstructional DesignLearning Management Systems
Yesterday
Easy Apply
Hybrid
2 Locations
Easy Apply
Junior
Junior
Fintech • Mobile • Software • Financial Services
As a Fraud Prevention and Detection Specialist, conduct reviews of suspicious accounts, handle fraud inquiries, and assist in fraud policy implementation while ensuring compliance and communication across teams.
Top Skills: MS Office
Yesterday
Easy Apply
Hybrid
2 Locations
Easy Apply
Junior
Junior
Fintech • Mobile • Software • Financial Services
The Associate Manager, Global Ops Controls is responsible for enhancing operational integrity, implementing controls, managing risks, and ensuring compliance with policies. Duties include documenting controls, risk assessments, overseeing teams, and collaborating with internal audits and operational teams to improve processes and reduce risks.

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account