Bilingual English and Spanish Member Loyalty Representative (R14338)

Oportun•Anaheim, CA

11d

About The Position

Oportun is seeking a full-time Bilingual English and Spanish Member Loyalty Representative to create a rewarding member service experience and educate members and communities about Oportun’s financial services. The role combines member service, transaction processing, sales, and community outreach. More than 50% of the time is spent on outreach at Oportun locations, partner locations, and community events. Representatives may work independently or with a team, including time alone in a store without direct supervision, and must travel between designated work locations within a reasonable commuting distance. The role involves intermittent computer use for approximately 3–6 hours per day, standing while assisting members, and light housekeeping to maintain a welcoming store environment. Sitting is allowed for non-member-facing tasks. Representatives may occasionally unpack and store office or cleaning supplies and must be able to work outdoors year-round for outreach activities.

Requirements

Must be bilingual in English and Spanish.
Must be available to work weekends and follow a flexible rotating schedule based on store needs; schedules are set every two weeks.
Must have regular, reliable, and predictable attendance.
Must be willing and able to work outdoors year-round for designated outreach activities.
Must be able to lift and/or move objects weighing up to 25 pounds as needed.
Basic computer skills and ability to operate office equipment such as phones, scanners, and iPads.
Ability to organize and file paper documents.
Must be outgoing, sales-focused, and enjoy speaking with people.
Must enjoy helping members and prospective members through outreach and educational activities.
Comfort navigating complexity and moving forward without perfect information.
Clear communication skills and willingness to give and receive direct feedback.

Nice To Haves

Customer service, cashier, sales, or hospitality experience.

Responsibilities

Welcome members and provide quality member service.
Process transactions while following company policies and procedures and protecting members’ information.
Work independently or as part of a team to meet daily lending and servicing goals.
Educate potential members about Oportun’s services through outreach at stores, partner locations, and community events.
Build relationships with local businesses and explain how Oportun’s services can help their customers.
Conduct outreach at flea markets, community events, and Lending As A Service (LAAS) partner locations to increase awareness, capture leads, and assist with applications.
Engage people near Oportun retail locations, encourage store visits, and assist with applications.
Support community outreach and marketing events by distributing flyers and educating the local community about Oportun’s products and services.
Use iPads or help potential members scan QR codes to start applications during outreach.
Perform light housekeeping, including collecting trash, sweeping, mopping, and cleaning windows as needed.
Use a computer for administrative tasks and member servicing.
Travel between designated work locations, including outreach activities, within a reasonable commuting distance.
Serve as a role model for Oportun’s Core Values: On a Mission, As One, to Make it Better, Now.