Oportun
financial services
BilingualEnglishandSpanishMemberLoyaltyRepresentative
“Bilingual English and Spanish Member Loyalty Representative at Oportun. Skills: Member Loyalty, customer service, sales, outreach. Welcome members with a warm greeting and provide quality member service.. Seamlessly process all transactions, while following company policies”
What You'll Achieve.
create and generate a rewarding and unique member service experience; empower members with the confidence to build a better financial future; 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.
Industry & Context.
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., Ability to lift and/or move objects up to 25 pounds, as needed., Be willing and able to work outdoors year-round to identify new sales opportunities and promote company products and services through designated outreach activities.
What They're Looking For.
Must Have
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., 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.
What You'll Do.
Welcome members with a warm greeting and provide quality member service.
Seamlessly process all transactions
while following company policies
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 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
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 sitting is allowed during non-member-facing tasks.
Occasionally unpack and store office or cleaning supplies.
How You'll Work.
Communication Scope
Bilingual English and Spanish; educating our members and communities
Applying for this Bilingual English and Spanish Member Loyalty Representative role?
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