Bilingual English and Spanish Member Loyalty Representative

Overview

Bilingual English and Spanish Member Loyalty Representative — Gilroy, CA

Oportun (Nasdaq: OPRT) is a mission-driven financial services company that puts its members' financial goals within reach. With intelligent borrowing, savings, and budgeting capabilities, Oportun empowers members with the confidence to build a better financial future. Since inception, Oportun has provided more than $21.3 billion in responsible and affordable credit, saved its members more than $2.5 billion in interest and fees, and helped its members set aside an average of more than $1,800 annually.

Working at Oportun means being part of a diverse, equitable and inclusive culture where we all feel a sense of belonging and are encouraged to share perspectives. This inclusive culture is connected to our performance and ability to fulfill our mission of delivering affordable credit to those left out of the financial mainstream. We celebrate inclusivity through our employee resource groups.

Oportun is seeking qualified candidates with customer service, cashier, sales, or hospitality experience to work full-time. Our Member Loyalty Representatives focus on creating a rewarding and unique member service experience. They listen, help, and connect with people at all touchpoints, including in stores and in the communities around our stores through personal outreach activities. You will educate our members and communities about our inclusive, affordable financial services that empower them to build a better future.

• Welcome members with a warm greeting and provide quality member service.
• Seamlessly process all transactions, following company policies and procedures and protecting members’ information.
• Work as a team or independently, including time alone in the store without direct supervision, while exceeding daily goals in lending and servicing activities.
• Engage in outreach to inform and educate potential members about Oportun’s services more than 50% of the time at Oportun locations, partner locations and/or community events. Activities include:
  • Building relationships with local businesses and speaking with owners and employees about how Oportun’s services can help their customers.
  • Conducting outreach at local flea markets, community events, and LAAS partner locations to increase awareness, capture leads, and assist with starting applications.
  • Engaging with people at and around retail locations to encourage store visits and assist with applications.
  • Supporting community outreach and marketing events by distributing flyers and educating the local community about Oportun and its products and services.
  • Using iPads or assisting potential members with scanning QR codes during outreach efforts to start new applications.
• Light housekeeping to keep the work area inviting and presentable, including trash collection, sweeping, and cleaning as needed.
• Use a computer intermittently (approx. 3-6 hours per day) for administrative tasks and servicing members.
• Stand while assisting members; sitting is allowed during non-member-facing tasks.
• Occasionally unpack and store office or cleaning supplies.
• Ability to travel between designated work locations (including outreach activities) within a reasonable commuting distance as part of standard job duties.
• Be a role model for Oportun’s Core Values:
  On a Mission, As One, to Make it Better, Now.

• Must be bilingual (English/Spanish).
• Outgoing, sales-focused, and enjoy speaking with people.
• Love to help members, including prospective members through outreach and educational activities.
• Available to work weekends with a rotating schedule based on store needs (schedules set every two weeks).
• Regular, reliable, and predictable attendance to support store operations.
• Willing and able to work outdoors year-round to identify new sales opportunities and promote products and services through designated outreach activities.
• Ability to lift and/or move objects 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.

• Medi…