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.

Who we are:

So Fi Technologies, Inc. is a leading digital financial services company committed to helping people achieve financial independence through innovative lending, banking, investing, and financial tools. Through its national bank subsidiary, So Fi Bank, N.A.—formerly Golden Pacific Bank, N.A.—So Fi combines cutting-edge technology with the strength and regulatory framework of a nationally chartered bank. Together, we deliver modern, member-first financial solutions while upholding the trusted banking foundation established by Golden Pacific Bank.

The role

Provide accurate, courteous and efficient services to Golden Pacific’s Bank customers. Support and promote GPB’s strategic plan and branch goals by cross-selling the products and services offered by the bank.

What you’ll do:

• Actively cross-sell and refer GPB’s deposit and loan products.

• Accept and process deposits, including checking, savings, certificates of deposit, and individual retirement accounts.

• Cash checks and process withdrawals for checking and savings customers within limits set forth on the cashing limit card.

• Process the redemption of U.S savings bonds, cashiers checks; collect applicable service charges.

• Receive loan payments, reserve payments, installment loans and mortgage payments. 6. Process stop payments and disputes.

• Develop product knowledge to recognize sales and cross-sales opportunities.

• Position requires compliance with all federal and state laws. The employee will complete required training and will be accountable for compliance with all Federal and State laws related to their job description.

• Represent Golden Pacific Bank with a high level of integrity and professionalism.

• Adhere to bank policies and support Management decisions and goals in a positive, professional manner.

What you’ll need:

• High school diploma or GED and one year of cash handling experience

• Excellent written and oral communication skills; ability to communicate effectively and projects a professional image when giving and taking information in writing, in person and over the phone.

• Basic word processing and computer database skills with accurate typing/keyboarding skills (50 wpm).

• Effective interpersonal skills with the ability to work with individuals and groups at all organization levels; ability to work independently and as part of a team.

• Excellent customer service skills with the ability to respond to inquiries or complaints effectively and timely.

• Ability to take initiative and prioritize tasks; good time-management, organization, problem-prevention and problem-solving skills.

• Strong analytical ability with active listening skills.

• Ability to work accurately with close attention to detail.

• Ability to maintain confidentiality of sensitive information.

• Ability to study and apply new information.

• Possess a work ethic that includes neatness, honesty, punctuality and accuracy.

Nice to have:

• 1 year of banking experience preferred

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 So Fi page!
So Fi 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
So Fi is committed to an inclusive culture. As part of this commitment, So Fi 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.

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.