Bilingual English and Spanish Member Loyalty Representative

About the role

This role delivers a welcoming, member-focused experience in support of Oportun's mission. The representative engages members and communities using bilingual skills in English and Spanish. This position strengthens inclusive financial service access for members.

Every role in this field shares a few habits: clear communication, structured thinking, and steady follow through. Teams hold regular meetings, review progress, and adjust plans. Success usually depends on how well you work with others, not just how hard you try. Successful professionals in any field share a few habits: they take notes, keep commitments, and communicate in writing. Teams value people who make their work easy to review and build on.

Key facts

What you'll do

Members receive a warm greeting and quality service that reflects Oportun's values. Transactions are processed accurately while protecting member information and following company policies. Teamwork or independent work is performed, including unsupervised store time, to exceed daily lending and servicing goals. Community engagement happens near Oportun retail locations by encouraging visits and helping with applications. Flyers are distributed and community members learn about Oportun's products and services during outreach. iPads and QR codes are used to start new applications during outreach activities. Computers support administrative tasks and member servicing for approximately three to six hours each day. Office or cleaning supplies are occasionally unpacked and stored as needed.

Requirements

The posting states a bachelor's degree requirement. Bilingual ability in English and Spanish is mandatory. Candidates are outgoing, sales-focused, and enjoy speaking with people. A passion for helping members, including prospective members through outreach and education, is required. Availability for weekends and flexible, rotating schedules every two weeks based on store needs is mandatory. Consistent, reliable, and predictable attendance supports store operations. Willingness to work outdoors year-round to identify sales opportunities and promote products is required. Lifting and moving objects up to 25 pounds as needed is required. Basic computer skills and operation of phones, scanners, and iPads are required. Organizing and filing paper documents is required. The ability to travel within a reasonable commuting distance on ordinary routes is required.

Nice to have

Not applicable.

Skills & tools

Not applicable.

Practical notes

This role requires a degree as stated in the listing. The position involves both indoor store work and outdoor community outreach. Schedule details are confirmed every two weeks.

Typical interview steps

Hiring processes usually combine a screening conversation with one or more interview rounds. Candidates can expect questions about their experience, a scenario or case, and a chance to ask their own questions. Preparation and specific examples from past work carry the most weight. Whatever the role, preparation is visible. Reviewing the company's product, the job description, and your own past work before the conversation is the strongest step.

Good to know

Customer service roles in financial services often combine in-person and community engagement. Bilingual communication skills are valuable in serving diverse member needs. Outreach activities support awareness and enrollment in financial services. Tools such as iPads and QR code scanning are used during member engagement. The position operates within a team culture focused on inclusion and belonging.

Career growth

Careers in this field grow through a mix of experience, responsibility, and demonstrated results. Early years build skills; later years build ownership. Many professionals switch focus areas or companies to keep growing. Growth in any career comes from scope, results, and reputation. Take on work that is slightly uncomfortable, and make sure others can see the outcomes.

About the company

About the location

Salt Lake City, UT, offers a growing financial services market and access to a diverse community.