Bilingual English and Spanish Member Loyalty Representative R14053

About the role

Oportun is actively seeking a full-time Bilingual English and Spanish Member Loyalty Representative to join our team in Phoenix, Arizona. In this role, you will serve as a critical bridge between our financial services and the communities we support. You will own the responsibility of being the primary point of contact for members, ensuring their experience is smooth, respectful, and empowering. This position requires a unique blend of operational diligence and community-facing energy, where your presence directly impacts member retention and brand trust. You will balance the energy of in-store operations with the dynamic pace of active community outreach to promote affordable credit solutions. Your daily work will involve explaining complex financial terms in simple language, turning confusion into clarity for every member you encounter. Ultimately, you will help drive lending goals while building lasting relationships that empower families financially.

Key facts

What you'll do

• Greet members with a warm smile and provide efficient transaction processing while rigorously protecting member data security at all times.
• Dedicate over 50 percent of your time to conducting outreach at community events, flea markets, and partner locations to build local awareness.
• Establish strong relationships with local business owners to clearly explain Oportun services and the benefits of membership.
• Leverage iPads and QR codes to guide potential members through the initial stages of the application process with patience and accuracy.
• Maintain a clean and organized store environment by performing mopping, sweeping, and trash collection duties as part of daily responsibilities.
• Complete focused administrative tasks on a computer for 3 to 6 hours daily, ensuring accurate record-keeping and reporting.
• Travel regularly between local work sites and outreach locations as required to meet team objectives and member needs.
• Function effectively both independently and within a team setting to consistently meet lending and service goals.
• Utilize strong communication skills to de-escalate concerns and provide exceptional customer service in high-volume situations.
• Monitor inventory levels and assist with stock organization to support smooth store operations during peak hours.
• Document member interactions with precision to ensure follow-up opportunities and accurate service history tracking.
• Support promotional campaigns by distributing educational materials and explaining financing options to diverse audiences.

Requirements

• Must be fluent in both English and Spanish to effectively communicate with members and colleagues in all interactions.
• Must possess previous experience in sales, hospitality, cashiering, or customer service roles within a fast-paced environment.
• Must be capable of working a rotating schedule that includes weekends, with shifts assigned every two weeks based on operational needs.
• Must demonstrate a willingness to work outdoors in various weather conditions during outreach activities and community engagement.
• Must be able to stand for extended periods and safely lift up to 25 pounds during routine job duties.
• Must maintain reliable and predictable attendance to ensure consistent coverage of shifts and member needs.
• Must comply with all company policies, procedures, and security protocols regarding member information and financial data.
• Must meet all eligibility requirements as defined by Oportun's employment standards and regulatory guidelines.

Skills & tools

• Demonstrate basic computer proficiency to navigate software systems and complete digital documentation accurately.
• Bring experience with office equipment including scanners, phones, and iPads to perform daily tasks efficiently.
• Show an ability to organize and maintain paper files in a structured and secure manner for easy retrieval.

Practical notes

This role includes a comprehensive benefits package featuring medical, dental, vision, life and disability insurance, and accident coverage to support your well-being. The position also offers a 401(k) retirement savings plan, flexible spending accounts, and an employee assistance fund for eligible needs. You will receive paid training to ensure success in your responsibilities, along with paid time off to manage personal commitments. The role additionally provides 16 hours of annual volunteer time off to support community engagement. Compensation for this position includes a base salary plus sales incentives, rewarding high performance and member satisfaction.

Work location details specify that the position is based in Phoenix, Arizona, requiring physical presence at the store and various outreach sites. Travel between these locations is a standard and expected part of the role. The engagement is full-time, with hours to be determined based on operational requirements and peak member service periods. All applicants must meet the eligibility criteria and requirements outlined in this listing, and no additional qualifications outside those listed will be considered. This job description is intended to provide a clear overview of duties and expectations, and it is not an exhaustive list of all tasks that may be encountered.