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.

Requirements

• 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

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
• Growth opportunities
• Flexible schedules
• Opportunity to positively impact your community