SoFi is looking for a Research and Adjustments Associate to investigate and resolve transaction research requests made by internal staff and members, ensuring timely issue resolution and exceptional member service.
Requirements
Minimum of 1 year of relevant banking operations experience
Knowledge of ACH, Banking Transactions is preferred but not required
Ability to analyze data while demonstrating exceptional attention to detail and accuracy
Proven ability to work independently, prioritizing tasks in order of importance to meet deadlines
Proven excellent problem-solving skills
General accounting knowledge
Responsibilities
Complete research requests for internal staff and customers with a high sense of urgency including meeting service and communication standards
Manage member follow-up on research and/or follow-up items as requested by members or partners within the bank including transaction research on ACH, Wires, Zelle and Debit Card etc.
Perform account maintenance which could include account closing/reopen
Work in partnership with the fraud team on fraud issues including account takeover
Leverage analytical skills to problem-solve member issues and to escalate issues that may relate to a bank incident or issue
Assist with posting, incident, and settlement issues, as needed
Review and process transactions pertaining to banking operations services
Other
High school diploma – required
Solid written and communication skills
Individuals at this level are expected to use some independence of thought but to refer more complex problems to department management.
The hours of the position will be 8:00am – 5:00pm, Monday through Friday. These hours may change as volumes adjust to meet daily deadlines.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
