Bilingual English and Spanish Member Loyalty Representative (R14352)

Oportun•Anaheim, CA

About The Position

Oportun is seeking a bilingual English- and Spanish-speaking Member Loyalty Representative to create a rewarding member service experience and educate members and local communities about Oportun’s financial services. The role combines member service, transaction processing, sales, and community outreach at Oportun stores, partner locations, and community events. Outreach activities take up more than 50% of the work time and may include building relationships with local businesses, increasing awareness, capturing leads, and assisting potential members with applications. The position also involves maintaining a clean and welcoming store, completing administrative tasks, and traveling between designated work locations within a reasonable commuting distance. The posting describes the role as part-time in its compensation section, despite also referring to full-time work earlier.

Requirements

Must be bilingual in English and Spanish.
Must be available to work weekends and have flexibility for a rotating schedule based on store needs; schedules are set every two weeks.
Must maintain 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 up to 25 pounds as needed.
Must have basic computer skills and be able to operate office equipment such as phones, scanners, and iPads.
Must be able 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.
Customer service, cashier, sales, or hospitality experience is identified as relevant experience.

Responsibilities

Welcome members and provide quality service.
Process transactions while following company policies and procedures and protecting members’ information.
Work independently or as part of a team, including in a store without direct supervision, and work toward daily lending and servicing goals.
Conduct outreach at Oportun locations, partner locations, and community events to inform potential members about Oportun’s services, increase awareness, capture leads, and assist with applications.
Build relationships with local businesses and explain how Oportun’s services can help their customers.
Engage people at and around Oportun retail locations, encourage store visits, and assist with applications.
Support community outreach and marketing events by distributing flyers and educating the community about Oportun’s products and services.
Use iPads or assist potential members with scanning QR codes to start applications during outreach.
Keep the work area and store presentable, including collecting trash, sweeping, mopping, and cleaning windows as needed.
Use a computer intermittently for administrative tasks and member service.
Travel between designated work locations, including outreach activities, within a reasonable commuting distance.
Organize and file paper documents.
Model Oportun’s Core Values: On a Mission, As One, to Make it Better, Now.