SoFi · 2 hours ago
Member Service Representative
Cottonwood Heights, UT
Full-time
Onsite
New Grad, Entry Level
$20/hr - $20/hrSoFi is a next-generation financial services company and national bank focused on changing the way people interact with personal finance. As a Member Service Representative, you will provide exceptional service for SoFi’s financial products, addressing inquiries primarily through phone and chat while ensuring a positive experience for members.
CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
Responsibilities
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 SoFi's banking, investment and credit card 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 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
Qualification
Required
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 6:00 AM - 8:00 PM MST/ Friday 6:00 AM -6:00 PM MST
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 if required - 6 weeks of training may be in office
Salt Lake City office only (located in Cottonwood Heights)
Company
SoFi
SoFi is a finance company that offers a range of lending and wealth management services.
Founded in 2011
1001-5000 employees
H1B Sponsorship
SoFi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (157)
2024 (121)
2023 (131)
2022 (118)
2021 (81)
2020 (42)
Funding
Current Stage
Public CompanyTotal Funding
$12.25BKey Investors
Fortress Investment GroupPGIMQatar Investment Authority
2025-12-04Post Ipo Equity· $1.5B
2025-07-29Post Ipo Equity· $1.5B
2025-04-17Post Ipo Debt· $3.2B
Leadership Team
Anthony Noto
CEO
Jeremy Rishel
Chief Technology Officer
Recent News
The Motley Fool
2025-12-26
2025-12-24
2025-12-24
Company data provided by crunchbase