Member Loyalty Representative

2 Months ago • All levels

Job Summary

Job Description

The Member Loyalty Representative creates a rewarding member service experience by listening, helping, and connecting with people. Responsibilities include processing transactions, following company procedures, and protecting member information. This role involves working independently and with a team to exceed lending and servicing goals. The representative will inform potential members about Oportun's services through outreach efforts, building relationships with local businesses, conducting outreach at community events, and assisting with applications. They will also perform light housekeeping and use a computer for administrative tasks.
Must have:
  • Bilingual in English and Spanish
  • Outgoing and sales-focused
  • Enjoy helping members
  • Willing to work weekends
Perks:
  • Medical, Dental, Vision insurance
  • Paid Time Off
  • 401(k) retirement savings
  • Paid Training
  • Growth opportunities
  • Flexible schedules

Job Details

ABOUT OPORTUN

Oportun (Nasdaq: OPRT) is a mission-driven fintech that puts its 2.0 million 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 $16.6 billion in responsible and affordable credit, saved its members more than $2.4 billion in interest and fees, and helped its members save an average of more than $1,800 annually. Oportun has been certified as a Community Development Financial Institution (CDFI) since 2009.

 

WORKING AT OPORTUN


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

POSITION OVERVIEW

Oportun is currently seeking qualified candidates with customer service, cashier, sales, or hospitality experience to work Full-Time. At Oportun, we consider our customers to be our members, and the primary focus of our Member Loyalty Representatives is to create and generate a rewarding and unique member service experience. Our Member Loyalty Representatives are passionate about listening, helping, and connecting with people at all touchpoints, such as in our stores and in the communities around our stores through personal outreach activities. As a key member of our team, you will make the mission of Oportun come to life by educating our members and communities about our inclusive, affordable financial services that empower them to build a better future.

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.

AS A VALUABLE MEMBER OF OUR TEAM, YOU’LL RECEIVE

  • 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

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About The Company

Oportun (Nasdaq: OPRT) is a digital banking platform that puts its 2.2 million members' financial goals within reach. With intelligent borrowing and savings, Oportun empowers members with the confidence to build a better financial future. Since inception, Oportun has provided more than $17.8 billion in responsible and affordable credit, saved its members more than $2.3 billion in interest and fees, and helped our members save an average of more than $1,800 annually. For more information, visit Oportun.com.

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