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Branch Operations Specialist
SoFi
Operations
Sacramento, CA, USA
Posted on Jun 27, 2025
Employee Applicant Privacy Notice
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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.
Description:
A Branch Operations Specialist provides superior quality customer service and a positive banking experience for customers. Processes teller transactions including cashing checks, receiving and processing deposits and withdrawals, making transfers, balancing teller drawer and other assistance as requested. Ensures accurate and timely processing of transactions in accordance with established teller policies and procedures. Provides guidance, assistance, and approvals for tellers as necessary regarding customer transactions and other teller matters. Assists with associates work schedules, training of new or less experienced associates, enforces teller & banker policies and procedures. Performs a variety of account maintenance duties including new account opening. Balances each day’s transactions and verifies cash totals.
Essential Functions
- Directs the day to day operations activities of the associates area including: teller balancing, ordering cash, cash vault balancing, posting deposits, withdrawals, transfers, loan payments, cashing checks, and credit card payments.
- Coaches, reviews, and provides direction on daily workflows to branch tellers.
- Cross-sells Bank’s services to customers by recognizing/anticipating their wants and needs and suggesting products and services to meet those wants and needs.
- Processes customers transactions presented in the teller lobby, by mail, by night depository, and by all similar methods. Ensures accuracy of all transaction posting and documentation.
- Reconciles and proofs daily transactions, and balances transaction totals to actual cash, checks, and other negotiable items on hand. Researches transaction documentation to locate and correct errors and out-of-balance conditions.
- Performs and manages vault operations as assigned, including ordering cash, verifying cash deliveries and pick-ups, vault balancing, vault cash disbursements, processing of loose and bulk coin, night depository transactions, mail transactions, collection items, check proofing, and similar functions.
- Assist in supervision of teller & banker staff to assure effective utilization of personnel
- Opens and closes teller facilities during scheduled workdays, as assigned.
- Performs as Vault Teller.
- Promote and maintain positive relations with all contacts, customers and potential customers.
- Performs other related duties as necessary or assigned
- Complies with federal and state regulations and all established bank policies and procedures.
Other Responsibilities
- Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
- Must have excellent analysis, observation and decision-making skills.
- Individuals should be able to work under high pressure situations and a stressful atmosphere and should remain composed.
- High degree of accuracy Strong organizational skills; able to manage priorities and workflow
- Ability to work independently and as a team member
- Able to communicate with people at all levels and various backgrounds
- Must be able to work flexible hours, as scheduled and Monday through Saturday, work at any of the bank's locations, as needed.
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 Rights
SoFi is committed to embracing diversity. 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 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.