Bilingual English and Spanish Member Loyalty… at Oportun · Santa Rosa

Summary: Oportun is a mission-driven financial services company that empowers its members to achieve their financial goals. The Member Loyalty Representative is responsible for creating a rewarding member service experience, educating members about Oportun's services, and engaging in community outreach activities. Responsibilities: - Welcome members with a warm greeting and provide quality member service - Seamlessly process all transactions, while following company policies & procedures and protecting our members’ information - Work as a team or independently, including time alone in the store without direct supervision or with coworkers, while exceeding daily goals in our lending and servicing activities - Enjoy informing and educating potential members about Oportun’s services by engaging in outreach efforts more than 50% of the time at Oportun locations, partner locations and/or community events. Activities include: - Building relationships with local businesses (e.g., mechanic shops, dental offices, furniture stores) and speaking with local business owners and their employees about how Oportun’s services can help their customers - Conducting outreach efforts at local flea markets, community events, and at our Lending As A Service (LAAS) partner locations to increase awareness capture leads, and assist with starting applications - Actively engaging with people at and around Oportun’s retail locations, encouraging store visits, and assisting with applications - Supporting community outreach and marketing events, by passing out flyers and educating the local community about Oportun and its products and services; and - Using iPads or assisting potential members with scanning QR codes during outreach efforts to start new applications - Light housekeeping to keep the work area and store location inviting and presentable to all who visit, including daily collection of trash, sweeping, mopping, and window cleaning as needed - Use a computer intermittently (approx. 3-6 hours per day) for administrative tasks and for servicing members - Stand while assisting members; sitting is allowed during non-member-facing tasks - Occasionally unpack and store office or cleaning supplies - Must have the ability to travel between designated work locations (including outreach activities) within a reasonable commuting distance as part of standard job duties. Travel will be limited to sites considered part of an ordinary commute - Be a role model for Oportun’s Core Values: On a Mission, As One, to Make it Better, Now Required Qualifications: - Must be bilingual (English/Spanish) - Must be outgoing, sales-focused, and enjoy speaking with people - Must love to help members, including prospective members through outreach and educational activities - Must be available to work weekends and be flexible with a rotating work schedule of hours based on store needs. Schedules are set every two weeks - Must have regular, reliable, and predictable attendance to support store operations - Must be willing and able to work outdoors year-round to identify new sales opportunities and promote company 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 Required Skills: Office equipment operation, Paper document organization, Outgoing, Sales-focused, Enjoy speaking with people, Bilingual English and Spanish Benefits: Medical, Dental, Vision, Flexible Spending Accounts (FSAs), EAP, Life and Disability insurance, Accident coverage, Paid Time Off, 16 paid hours (VTO) to participate in volunteer activities each year, Employee Assistance Fund (OEAF), 401(k) retirement savings, Travel Assistance, Paid Training, Competitive pay, plus sales incentives $$$, Growth opportunities, Flexible schedules, Opportunity to positively impact your community