Member Service Representative

SoFi•Jacksonville, FL

24d•$20

About The Position

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 bank and investment 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 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

Requirements

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 8:00 AM - 10:00 PM EST/ Friday 8:00 AM -8:00 PM EST
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
Ability to work 2 days in office after training is completed

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