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 the company's financial services. The role combines customer service, transaction processing, lending and servicing activities, and extensive outreach at Oportun stores, partner locations, and community events. Outreach activities take up more than 50% of the time and include building relationships with local businesses, promoting Oportun’s services, generating leads, and helping potential members begin applications. Representatives may work independently or with a team, including periods alone in a store without direct supervision. The role also involves light housekeeping, intermittent computer and office-equipment use, organizing documents, and travel between designated work locations within an ordinary commuting distance. The position requires weekend availability and a flexible rotating schedule based on store needs.

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 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 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 sought.

Responsibilities

  • Welcome members warmly 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.
  • Conduct outreach at Oportun locations, partner locations, and community events to educate potential members about Oportun’s services.
  • Build relationships with local businesses and explain how Oportun’s services may benefit their customers.
  • Generate awareness and leads at flea markets, community events, and Lending As A Service partner locations, and assist potential members with starting applications.
  • Engage with people 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 help potential members scan QR codes to start applications during outreach.
  • Keep the work area and store presentable through light housekeeping, including collecting trash, sweeping, mopping, and cleaning windows as needed.
  • Perform administrative and member-servicing tasks using a computer intermittently.
  • Travel between designated work locations, including outreach activities, within a reasonable commuting distance.
  • Demonstrate Oportun’s Core Values: On a Mission, As One, to Make it Better, Now.

Benefits

  • Employee Assistance Program (EAP)
  • Life and disability insurance
  • Accident coverage
  • Eight paid hours of volunteer time off (VTO) each year
  • Employee Assistance Fund (OEAF)
  • 401(k) retirement savings
  • Travel assistance
  • Paid training
  • Competitive pay and sales incentives
  • Growth opportunities
  • Flexible schedules
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