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
• Competitive pay, plus sales incentives $$
• Growth opportunities