Oportun. Inc

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WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?   Our Customer Loyalty Representative creates and generates a rewarding and unique customer service experience.  At Oportun, Customer Loyalty Representatives are passionate about listening, helping, and connecting with people.  As a key member of our team, you will make the mission of Oportun come to life by educating our customers about our responsible affordable loans and the benefits of establishing credit through our loans. You are goal oriented and results driven while always exhibiting the Oportun Values.    We are a mission-driven financial services company and we provide you the tools and training to make you successful. You’ll be measured by your customer service, punctuality and attendance as well as your ability to consistently achieve your goals through outreach. Outreach entails engaging with potential clients in person to increase community awareness about Oportun. For example, you will be expected to visit and build relationships one-on-one, with surrounding businesses and at local community events outside of the store.   HOW TO BE SUCCESSFUL?   - Develop and maintain great customer relationships with service excellence in mind, while promoting the Oportun brand to create return customers. - Build relationships and lead Outreach for our retail stores. - Meet personal and team goals by obtaining referrals and ensuring that new and returning customers are aware of the value and benefits of our products. - Enjoy community involvement. Increase outreach and awareness by building partnerships and holding events at local businesses, nonprofit organizations, churches, schools, and community events. - Deliver first-class customer service while accurately processing loan applications with all the proper documentation consistent with our compliance standards to limit the number of non-approved applications and improving loan turn-around time. - Demonstrate Internal and external communication skills through customer education, promotion and conversion. - Quickly and accurately learn our products, services and procedures and meet policy and regulatory requirements. - Responsibly manage cash handling, taking cash payments and balancing a cash drawer. - Comply with all regulatory and audit requirements. - Work positively as a team within the company mission to serve our customers as the most important consideration. - Be a role model by living Oportun’s Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment.
Req No.
2021-10599
Department
Retail Division
Remote / WFH
No
Location
US-CA-Los Angeles
Type
Regular Full-Time
WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?   Our Customer Loyalty Representative creates and generates a rewarding and unique customer service experience.  At Oportun, Customer Loyalty Representatives are passionate about listening, helping, and connecting with people.  As a key member of our team, you will make the mission of Oportun come to life by educating our customers about our responsible affordable loans and the benefits of establishing credit through our loans. You are goal oriented and results driven while always exhibiting the Oportun Values.    We are a mission-driven financial services company and we provide you the tools and training to make you successful. You’ll be measured by your customer service, punctuality and attendance as well as your ability to consistently achieve your goals through outreach. Outreach entails engaging with potential clients in person to increase community awareness about Oportun. For example, you will be expected to visit and build relationships one-on-one, with surrounding businesses and at local community events outside of the store.   HOW TO BE SUCCESSFUL?   - Develop and maintain great customer relationships with service excellence in mind, while promoting the Oportun brand to create return customers. - Build relationships and lead Outreach for our retail stores. - Meet personal and team goals by obtaining referrals and ensuring that new and returning customers are aware of the value and benefits of our products. - Enjoy community involvement. Increase outreach and awareness by building partnerships and holding events at local businesses, nonprofit organizations, churches, schools, and community events. - Deliver first-class customer service while accurately processing loan applications with all the proper documentation consistent with our compliance standards to limit the number of non-approved applications and improving loan turn-around time. - Demonstrate Internal and external communication skills through customer education, promotion and conversion. - Quickly and accurately learn our products, services and procedures and meet policy and regulatory requirements. - Responsibly manage cash handling, taking cash payments and balancing a cash drawer. - Comply with all regulatory and audit requirements. - Work positively as a team within the company mission to serve our customers as the most important consideration. - Be a role model by living Oportun’s Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment.
Req No.
2021-10598
Department
Retail Division
Remote / WFH
No
Location
US-CA-Los Angeles
Type
Regular Full-Time
The Store Team Leader is responsible for the management and execution of day-to-day operations of a store within a district.  This includes driving consistency in sales and quality of customer service as well as strict adherence to all formal processes and Standard Operating Procedures. This includes the supervision and coaching of our store Customer Service Representatives (CSRs) to deliver sales results that meet or exceed monthly goals.    Store Team Leaders are passionate developers of people with a strength for delivering results and an amazing customer service experience and will be responsible for delivering monthly check-in reviews with the CSRs and developing action plans using a positive performance model.  Successful Store Team Leaders drive results through in-store support, community outreach and relationship building. This position will require working flexible shifts including days, nights and weekends and presents a unique opportunity to influence the lives of others while fulfilling the Oportun mission. - Develop and lead a high performing, highly motivated team of Customer Service Representatives through selection, coaching and development in partnership with the District manager, peer Store Team Leads, Retail Training Associates (where applicable) in order to effectively impact results - Leverage daily production reports in order to build plans to meet or exceed monthly store team goals and Ensure the store is pro-actively driving additional new customers into the store through community marketing, establishing relationships and gathering referrals from existing customers - Performs interviews of prospective CSR candidates and influences the decision in partnership with the District Manager - Confirm that all CSRs have completed all assigned training and have read and understand all communications and updates - Perform monthly check-in performance evaluations on all store CSRs and coach and manage using positive performance to meet and exceed expectations. Is responsible for Positive Performance conversations as well as corrective action in partnership with the DM and People and Culture team - Manages Labor; CSR shift swaps, PTO, timecard corrections, availability and timecard approvals - Maintain operational, procedural and regulatory oversight as well as provide coaching and guidance to ensure the store and CSRs pass all “in-store” and “phone” quality audits - Helps and guides CSRs in resolving everyday issues and when to escalate to the DM or the appropriate HQ support partners. Respond to customer inquiries or complaints in person or over the phone in a professional manner - Perform CSR and various other administrative duties as directed by District Manager
Req No.
2021-10597
Department
Retail Division
Remote / WFH
No
Location
US-IL-Cicero
Type
Regular Full-Time
WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?   Our Customer Loyalty Representative creates and generates a rewarding and unique customer service experience.  At Oportun, Customer Loyalty Representatives are passionate about listening, helping, and connecting with people.  As a key member of our team, you will make the mission of Oportun come to life by educating our customers about our responsible affordable loans and the benefits of establishing credit through our loans. You are goal oriented and results driven while always exhibiting the Oportun Values.    We are a mission-driven financial services company and we provide you the tools and training to make you successful. You’ll be measured by your customer service, punctuality and attendance as well as your ability to consistently achieve your goals through outreach. Outreach entails engaging with potential clients in person to increase community awareness about Oportun. For example, you will be expected to visit and build relationships one-on-one, with surrounding businesses and at local community events outside of the store.   HOW TO BE SUCCESSFUL?   - Develop and maintain great customer relationships with service excellence in mind, while promoting the Oportun brand to create return customers. - Build relationships and lead Outreach for our retail stores. - Meet personal and team goals by obtaining referrals and ensuring that new and returning customers are aware of the value and benefits of our products. - Enjoy community involvement. Increase outreach and awareness by building partnerships and holding events at local businesses, nonprofit organizations, churches, schools, and community events. - Deliver first-class customer service while accurately processing loan applications with all the proper documentation consistent with our compliance standards to limit the number of non-approved applications and improving loan turn-around time. - Demonstrate Internal and external communication skills through customer education, promotion and conversion. - Quickly and accurately learn our products, services and procedures and meet policy and regulatory requirements. - Responsibly manage cash handling, taking cash payments and balancing a cash drawer. - Comply with all regulatory and audit requirements. - Work positively as a team within the company mission to serve our customers as the most important consideration. - Be a role model by living Oportun’s Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment.
Req No.
2021-10596
Department
Retail Division
Remote / WFH
Yes
Location
US-IL-Aurora
Type
Regular Part-Time
WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?   Our Customer Loyalty Representative creates and generates a rewarding and unique customer service experience.  At Oportun, Customer Loyalty Representatives are passionate about listening, helping, and connecting with people.  As a key member of our team, you will make the mission of Oportun come to life by educating our customers about our responsible affordable loans and the benefits of establishing credit through our loans. You are goal oriented and results driven while always exhibiting the Oportun Values.    We are a mission-driven financial services company and we provide you the tools and training to make you successful. You’ll be measured by your customer service, punctuality and attendance as well as your ability to consistently achieve your goals through outreach. Outreach entails engaging with potential clients in person to increase community awareness about Oportun. For example, you will be expected to visit and build relationships one-on-one, with surrounding businesses and at local community events outside of the store.   HOW TO BE SUCCESSFUL?   - Develop and maintain great customer relationships with service excellence in mind, while promoting the Oportun brand to create return customers. - Build relationships and lead Outreach for our retail stores. - Meet personal and team goals by obtaining referrals and ensuring that new and returning customers are aware of the value and benefits of our products. - Enjoy community involvement. Increase outreach and awareness by building partnerships and holding events at local businesses, nonprofit organizations, churches, schools, and community events. - Deliver first-class customer service while accurately processing loan applications with all the proper documentation consistent with our compliance standards to limit the number of non-approved applications and improving loan turn-around time. - Demonstrate Internal and external communication skills through customer education, promotion and conversion. - Quickly and accurately learn our products, services and procedures and meet policy and regulatory requirements. - Responsibly manage cash handling, taking cash payments and balancing a cash drawer. - Comply with all regulatory and audit requirements. - Work positively as a team within the company mission to serve our customers as the most important consideration. - Be a role model by living Oportun’s Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment.
Req No.
2021-10595
Department
Retail Division
Remote / WFH
Yes
Location
US-IL-Elgin Cook
Type
Regular Part-Time
WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?   Our Customer Loyalty Representative creates and generates a rewarding and unique customer service experience.  At Oportun, Customer Loyalty Representatives are passionate about listening, helping, and connecting with people.  As a key member of our team, you will make the mission of Oportun come to life by educating our customers about our responsible affordable loans and the benefits of establishing credit through our loans. You are goal oriented and results driven while always exhibiting the Oportun Values.    We are a mission-driven financial services company and we provide you the tools and training to make you successful. You’ll be measured by your customer service, punctuality and attendance as well as your ability to consistently achieve your goals through outreach. Outreach entails engaging with potential clients in person to increase community awareness about Oportun. For example, you will be expected to visit and build relationships one-on-one, with surrounding businesses and at local community events outside of the store.   HOW TO BE SUCCESSFUL?   - Develop and maintain great customer relationships with service excellence in mind, while promoting the Oportun brand to create return customers. - Build relationships and lead Outreach for our retail stores. - Meet personal and team goals by obtaining referrals and ensuring that new and returning customers are aware of the value and benefits of our products. - Enjoy community involvement. Increase outreach and awareness by building partnerships and holding events at local businesses, nonprofit organizations, churches, schools, and community events. - Deliver first-class customer service while accurately processing loan applications with all the proper documentation consistent with our compliance standards to limit the number of non-approved applications and improving loan turn-around time. - Demonstrate Internal and external communication skills through customer education, promotion and conversion. - Quickly and accurately learn our products, services and procedures and meet policy and regulatory requirements. - Responsibly manage cash handling, taking cash payments and balancing a cash drawer. - Comply with all regulatory and audit requirements. - Work positively as a team within the company mission to serve our customers as the most important consideration. - Be a role model by living Oportun’s Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment.
Req No.
2021-10591
Department
Retail Division
Remote / WFH
No
Location
US-CA-Stockton
Type
Regular Part-Time
WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?   Our Customer Loyalty Representative creates and generates a rewarding and unique customer service experience.  At Oportun, Customer Loyalty Representatives are passionate about listening, helping, and connecting with people.  As a key member of our team, you will make the mission of Oportun come to life by educating our customers about our responsible affordable loans and the benefits of establishing credit through our loans. You are goal oriented and results driven while always exhibiting the Oportun Values.    We are a mission-driven financial services company and we provide you the tools and training to make you successful. You’ll be measured by your customer service, punctuality and attendance as well as your ability to consistently achieve your goals through outreach. Outreach entails engaging with potential clients in person to increase community awareness about Oportun. For example, you will be expected to visit and build relationships one-on-one, with surrounding businesses and at local community events outside of the store.   HOW TO BE SUCCESSFUL?   - Develop and maintain great customer relationships with service excellence in mind, while promoting the Oportun brand to create return customers. - Build relationships and lead Outreach for our retail stores. - Meet personal and team goals by obtaining referrals and ensuring that new and returning customers are aware of the value and benefits of our products. - Enjoy community involvement. Increase outreach and awareness by building partnerships and holding events at local businesses, nonprofit organizations, churches, schools, and community events. - Deliver first-class customer service while accurately processing loan applications with all the proper documentation consistent with our compliance standards to limit the number of non-approved applications and improving loan turn-around time. - Demonstrate Internal and external communication skills through customer education, promotion and conversion. - Quickly and accurately learn our products, services and procedures and meet policy and regulatory requirements. - Responsibly manage cash handling, taking cash payments and balancing a cash drawer. - Comply with all regulatory and audit requirements. - Work positively as a team within the company mission to serve our customers as the most important consideration. - Be a role model by living Oportun’s Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment.
Req No.
2021-10588
Department
Retail Division
Remote / WFH
No
Location
US-CA-Delano
Type
Regular Part-Time
WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?   Our Customer Loyalty Representative creates and generates a rewarding and unique customer service experience.  At Oportun, Customer Loyalty Representatives are passionate about listening, helping, and connecting with people.  As a key member of our team, you will make the mission of Oportun come to life by educating our customers about our responsible affordable loans and the benefits of establishing credit through our loans. You are goal oriented and results driven while always exhibiting the Oportun Values.    We are a mission-driven financial services company and we provide you the tools and training to make you successful. You’ll be measured by your customer service, punctuality and attendance as well as your ability to consistently achieve your goals through outreach. Outreach entails engaging with potential clients in person to increase community awareness about Oportun. For example, you will be expected to visit and build relationships one-on-one, with surrounding businesses and at local community events outside of the store.   HOW TO BE SUCCESSFUL?   - Develop and maintain great customer relationships with service excellence in mind, while promoting the Oportun brand to create return customers. - Build relationships and lead Outreach for our retail stores. - Meet personal and team goals by obtaining referrals and ensuring that new and returning customers are aware of the value and benefits of our products. - Enjoy community involvement. Increase outreach and awareness by building partnerships and holding events at local businesses, nonprofit organizations, churches, schools, and community events. - Deliver first-class customer service while accurately processing loan applications with all the proper documentation consistent with our compliance standards to limit the number of non-approved applications and improving loan turn-around time. - Demonstrate Internal and external communication skills through customer education, promotion and conversion. - Quickly and accurately learn our products, services and procedures and meet policy and regulatory requirements. - Responsibly manage cash handling, taking cash payments and balancing a cash drawer. - Comply with all regulatory and audit requirements. - Work positively as a team within the company mission to serve our customers as the most important consideration. - Be a role model by living Oportun’s Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment.
Req No.
2021-10582
Department
Retail Division
Remote / WFH
No
Location
US-CA-Los Angeles
Type
Regular Full-Time
WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?   Our Customer Loyalty Representative creates and generates a rewarding and unique customer service experience.  At Oportun, Customer Loyalty Representatives are passionate about listening, helping, and connecting with people.  As a key member of our team, you will make the mission of Oportun come to life by educating our customers about our responsible affordable loans and the benefits of establishing credit through our loans. You are goal oriented and results driven while always exhibiting the Oportun Values.    We are a mission-driven financial services company and we provide you the tools and training to make you successful. You’ll be measured by your customer service, punctuality and attendance as well as your ability to consistently achieve your goals through outreach. Outreach entails engaging with potential clients in person to increase community awareness about Oportun. For example, you will be expected to visit and build relationships one-on-one, with surrounding businesses and at local community events outside of the store.   HOW TO BE SUCCESSFUL?   - Develop and maintain great customer relationships with service excellence in mind, while promoting the Oportun brand to create return customers. - Build relationships and lead Outreach for our retail stores. - Meet personal and team goals by obtaining referrals and ensuring that new and returning customers are aware of the value and benefits of our products. - Enjoy community involvement. Increase outreach and awareness by building partnerships and holding events at local businesses, nonprofit organizations, churches, schools, and community events. - Deliver first-class customer service while accurately processing loan applications with all the proper documentation consistent with our compliance standards to limit the number of non-approved applications and improving loan turn-around time. - Demonstrate Internal and external communication skills through customer education, promotion and conversion. - Quickly and accurately learn our products, services and procedures and meet policy and regulatory requirements. - Responsibly manage cash handling, taking cash payments and balancing a cash drawer. - Comply with all regulatory and audit requirements. - Work positively as a team within the company mission to serve our customers as the most important consideration. - Be a role model by living Oportun’s Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment.
Req No.
2021-10581
Department
Retail Division
Remote / WFH
No
Location
US-CA-Buena Park
Type
Regular Full-Time
WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?   Our Customer Loyalty Representative creates and generates a rewarding and unique customer service experience.  At Oportun, Customer Loyalty Representatives are passionate about listening, helping, and connecting with people.  As a key member of our team, you will make the mission of Oportun come to life by educating our customers about our responsible affordable loans and the benefits of establishing credit through our loans. You are goal oriented and results driven while always exhibiting the Oportun Values.    We are a mission-driven financial services company and we provide you the tools and training to make you successful. You’ll be measured by your customer service, punctuality and attendance as well as your ability to consistently achieve your goals through outreach. Outreach entails engaging with potential clients in person to increase community awareness about Oportun. For example, you will be expected to visit and build relationships one-on-one, with surrounding businesses and at local community events outside of the store.   HOW TO BE SUCCESSFUL?   - Develop and maintain great customer relationships with service excellence in mind, while promoting the Oportun brand to create return customers. - Build relationships and lead Outreach for our retail stores. - Meet personal and team goals by obtaining referrals and ensuring that new and returning customers are aware of the value and benefits of our products. - Enjoy community involvement. Increase outreach and awareness by building partnerships and holding events at local businesses, nonprofit organizations, churches, schools, and community events. - Deliver first-class customer service while accurately processing loan applications with all the proper documentation consistent with our compliance standards to limit the number of non-approved applications and improving loan turn-around time. - Demonstrate Internal and external communication skills through customer education, promotion and conversion. - Quickly and accurately learn our products, services and procedures and meet policy and regulatory requirements. - Responsibly manage cash handling, taking cash payments and balancing a cash drawer. - Comply with all regulatory and audit requirements. - Work positively as a team within the company mission to serve our customers as the most important consideration. - Be a role model by living Oportun’s Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment.
Req No.
2021-10580
Department
Retail Division
Remote / WFH
No
Location
US-CA-San Rafael
Type
Regular Full-Time
WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?   Our Customer Loyalty Representative creates and generates a rewarding and unique customer service experience.  At Oportun, Customer Loyalty Representatives are passionate about listening, helping, and connecting with people.  As a key member of our team, you will make the mission of Oportun come to life by educating our customers about our responsible affordable loans and the benefits of establishing credit through our loans. You are goal oriented and results driven while always exhibiting the Oportun Values.    We are a mission-driven financial services company and we provide you the tools and training to make you successful. You’ll be measured by your customer service, punctuality and attendance as well as your ability to consistently achieve your goals through outreach. Outreach entails engaging with potential clients in person to increase community awareness about Oportun. For example, you will be expected to visit and build relationships one-on-one, with surrounding businesses and at local community events outside of the store.   HOW TO BE SUCCESSFUL?   - Develop and maintain great customer relationships with service excellence in mind, while promoting the Oportun brand to create return customers. - Build relationships and lead Outreach for our retail stores. - Meet personal and team goals by obtaining referrals and ensuring that new and returning customers are aware of the value and benefits of our products. - Enjoy community involvement. Increase outreach and awareness by building partnerships and holding events at local businesses, nonprofit organizations, churches, schools, and community events. - Deliver first-class customer service while accurately processing loan applications with all the proper documentation consistent with our compliance standards to limit the number of non-approved applications and improving loan turn-around time. - Demonstrate Internal and external communication skills through customer education, promotion and conversion. - Quickly and accurately learn our products, services and procedures and meet policy and regulatory requirements. - Responsibly manage cash handling, taking cash payments and balancing a cash drawer. - Comply with all regulatory and audit requirements. - Work positively as a team within the company mission to serve our customers as the most important consideration. - Be a role model by living Oportun’s Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment.
Req No.
2021-10579
Department
Retail Division
Remote / WFH
No
Location
US-CA-Santa Rosa
Type
Regular Part-Time
WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?   Our Customer Loyalty Representative creates and generates a rewarding and unique customer service experience.  At Oportun, Customer Loyalty Representatives are passionate about listening, helping, and connecting with people.  As a key member of our team, you will make the mission of Oportun come to life by educating our customers about our responsible affordable loans and the benefits of establishing credit through our loans. You are goal oriented and results driven while always exhibiting the Oportun Values.    We are a mission-driven financial services company and we provide you the tools and training to make you successful. You’ll be measured by your customer service, punctuality and attendance as well as your ability to consistently achieve your goals through outreach. Outreach entails engaging with potential clients in person to increase community awareness about Oportun. For example, you will be expected to visit and build relationships one-on-one, with surrounding businesses and at local community events outside of the store.   HOW TO BE SUCCESSFUL?   - Develop and maintain great customer relationships with service excellence in mind, while promoting the Oportun brand to create return customers. - Build relationships and lead Outreach for our retail stores. - Meet personal and team goals by obtaining referrals and ensuring that new and returning customers are aware of the value and benefits of our products. - Enjoy community involvement. Increase outreach and awareness by building partnerships and holding events at local businesses, nonprofit organizations, churches, schools, and community events. - Deliver first-class customer service while accurately processing loan applications with all the proper documentation consistent with our compliance standards to limit the number of non-approved applications and improving loan turn-around time. - Demonstrate Internal and external communication skills through customer education, promotion and conversion. - Quickly and accurately learn our products, services and procedures and meet policy and regulatory requirements. - Responsibly manage cash handling, taking cash payments and balancing a cash drawer. - Comply with all regulatory and audit requirements. - Work positively as a team within the company mission to serve our customers as the most important consideration. - Be a role model by living Oportun’s Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment.
Req No.
2021-10578
Department
Retail Division
Remote / WFH
No
Location
US-TX-Houston
Type
Regular Full-Time
The Store Team Leader is responsible for the management and execution of day-to-day operations of a store within a district.  This includes driving consistency in sales and quality of customer service as well as strict adherence to all formal processes and Standard Operating Procedures. This includes the supervision and coaching of our store Customer Service Representatives (CSRs) to deliver sales results that meet or exceed monthly goals.    Store Team Leaders are passionate developers of people with a strength for delivering results and an amazing customer service experience and will be responsible for delivering monthly check-in reviews with the CSRs and developing action plans using a positive performance model.  Successful Store Team Leaders drive results through in-store support, community outreach and relationship building. This position will require working flexible shifts including days, nights and weekends and presents a unique opportunity to influence the lives of others while fulfilling the Oportun mission. - Develop and lead a high performing, highly motivated team of Customer Service Representatives through selection, coaching and development in partnership with the District manager, peer Store Team Leads, Retail Training Associates (where applicable) in order to effectively impact results - Leverage daily production reports in order to build plans to meet or exceed monthly store team goals and Ensure the store is pro-actively driving additional new customers into the store through community marketing, establishing relationships and gathering referrals from existing customers - Performs interviews of prospective CSR candidates and influences the decision in partnership with the District Manager - Confirm that all CSRs have completed all assigned training and have read and understand all communications and updates - Perform monthly check-in performance evaluations on all store CSRs and coach and manage using positive performance to meet and exceed expectations. Is responsible for Positive Performance conversations as well as corrective action in partnership with the DM and People and Culture team - Manages Labor; CSR shift swaps, PTO, timecard corrections, availability and timecard approvals - Maintain operational, procedural and regulatory oversight as well as provide coaching and guidance to ensure the store and CSRs pass all “in-store” and “phone” quality audits - Helps and guides CSRs in resolving everyday issues and when to escalate to the DM or the appropriate HQ support partners. Respond to customer inquiries or complaints in person or over the phone in a professional manner - Perform CSR and various other administrative duties as directed by District Manager
Req No.
2021-10577
Department
Retail Division
Remote / WFH
No
Location
US-CA-Anaheim
Type
Regular Full-Time
WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?   Our Customer Loyalty Representative creates and generates a rewarding and unique customer service experience.  At Oportun, Customer Loyalty Representatives are passionate about listening, helping, and connecting with people.  As a key member of our team, you will make the mission of Oportun come to life by educating our customers about our responsible affordable loans and the benefits of establishing credit through our loans. You are goal oriented and results driven while always exhibiting the Oportun Values.    We are a mission-driven financial services company and we provide you the tools and training to make you successful. You’ll be measured by your customer service, punctuality and attendance as well as your ability to consistently achieve your goals through outreach. Outreach entails engaging with potential clients in person to increase community awareness about Oportun. For example, you will be expected to visit and build relationships one-on-one, with surrounding businesses and at local community events outside of the store.   HOW TO BE SUCCESSFUL?   - Develop and maintain great customer relationships with service excellence in mind, while promoting the Oportun brand to create return customers. - Build relationships and lead Outreach for our retail stores. - Meet personal and team goals by obtaining referrals and ensuring that new and returning customers are aware of the value and benefits of our products. - Enjoy community involvement. Increase outreach and awareness by building partnerships and holding events at local businesses, nonprofit organizations, churches, schools, and community events. - Deliver first-class customer service while accurately processing loan applications with all the proper documentation consistent with our compliance standards to limit the number of non-approved applications and improving loan turn-around time. - Demonstrate Internal and external communication skills through customer education, promotion and conversion. - Quickly and accurately learn our products, services and procedures and meet policy and regulatory requirements. - Responsibly manage cash handling, taking cash payments and balancing a cash drawer. - Comply with all regulatory and audit requirements. - Work positively as a team within the company mission to serve our customers as the most important consideration. - Be a role model by living Oportun’s Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment.
Req No.
2021-10575
Department
Retail Division
Remote / WFH
No
Location
US-CA-Yuba City
Type
Regular Part-Time
WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?   Our Customer Loyalty Representative creates and generates a rewarding and unique customer service experience.  At Oportun, Customer Loyalty Representatives are passionate about listening, helping, and connecting with people.  As a key member of our team, you will make the mission of Oportun come to life by educating our customers about our responsible affordable loans and the benefits of establishing credit through our loans. You are goal oriented and results driven while always exhibiting the Oportun Values.    We are a mission-driven financial services company and we provide you the tools and training to make you successful. You’ll be measured by your customer service, punctuality and attendance as well as your ability to consistently achieve your goals through outreach. Outreach entails engaging with potential clients in person to increase community awareness about Oportun. For example, you will be expected to visit and build relationships one-on-one, with surrounding businesses and at local community events outside of the store.   HOW TO BE SUCCESSFUL?   - Develop and maintain great customer relationships with service excellence in mind, while promoting the Oportun brand to create return customers. - Build relationships and lead Outreach for our retail stores. - Meet personal and team goals by obtaining referrals and ensuring that new and returning customers are aware of the value and benefits of our products. - Enjoy community involvement. Increase outreach and awareness by building partnerships and holding events at local businesses, nonprofit organizations, churches, schools, and community events. - Deliver first-class customer service while accurately processing loan applications with all the proper documentation consistent with our compliance standards to limit the number of non-approved applications and improving loan turn-around time. - Demonstrate Internal and external communication skills through customer education, promotion and conversion. - Quickly and accurately learn our products, services and procedures and meet policy and regulatory requirements. - Responsibly manage cash handling, taking cash payments and balancing a cash drawer. - Comply with all regulatory and audit requirements. - Work positively as a team within the company mission to serve our customers as the most important consideration. - Be a role model by living Oportun’s Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment.
Req No.
2021-10573
Department
Retail Division
Remote / WFH
No
Location
US-CA-Anaheim
Type
Regular Full-Time
WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?   Our Customer Loyalty Representative creates and generates a rewarding and unique customer service experience.  At Oportun, Customer Loyalty Representatives are passionate about listening, helping, and connecting with people.  As a key member of our team, you will make the mission of Oportun come to life by educating our customers about our responsible affordable loans and the benefits of establishing credit through our loans. You are goal oriented and results driven while always exhibiting the Oportun Values.    We are a mission-driven financial services company and we provide you the tools and training to make you successful. You’ll be measured by your customer service, punctuality and attendance as well as your ability to consistently achieve your goals through outreach. Outreach entails engaging with potential clients in person to increase community awareness about Oportun. For example, you will be expected to visit and build relationships one-on-one, with surrounding businesses and at local community events outside of the store.   HOW TO BE SUCCESSFUL?   - Develop and maintain great customer relationships with service excellence in mind, while promoting the Oportun brand to create return customers. - Build relationships and lead Outreach for our retail stores. - Meet personal and team goals by obtaining referrals and ensuring that new and returning customers are aware of the value and benefits of our products. - Enjoy community involvement. Increase outreach and awareness by building partnerships and holding events at local businesses, nonprofit organizations, churches, schools, and community events. - Deliver first-class customer service while accurately processing loan applications with all the proper documentation consistent with our compliance standards to limit the number of non-approved applications and improving loan turn-around time. - Demonstrate Internal and external communication skills through customer education, promotion and conversion. - Quickly and accurately learn our products, services and procedures and meet policy and regulatory requirements. - Responsibly manage cash handling, taking cash payments and balancing a cash drawer. - Comply with all regulatory and audit requirements. - Work positively as a team within the company mission to serve our customers as the most important consideration. - Be a role model by living Oportun’s Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment.
Req No.
2021-10572
Department
Retail Division
Remote / WFH
No
Location
US-CA-Santa Ana
Type
Regular Full-Time
WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?   Our Customer Loyalty Representative creates and generates a rewarding and unique customer service experience.  At Oportun, Customer Loyalty Representatives are passionate about listening, helping, and connecting with people.  As a key member of our team, you will make the mission of Oportun come to life by educating our customers about our responsible affordable loans and the benefits of establishing credit through our loans. You are goal oriented and results driven while always exhibiting the Oportun Values.    We are a mission-driven financial services company and we provide you the tools and training to make you successful. You’ll be measured by your customer service, punctuality and attendance as well as your ability to consistently achieve your goals through outreach. Outreach entails engaging with potential clients in person to increase community awareness about Oportun. For example, you will be expected to visit and build relationships one-on-one, with surrounding businesses and at local community events outside of the store.   HOW TO BE SUCCESSFUL?   - Develop and maintain great customer relationships with service excellence in mind, while promoting the Oportun brand to create return customers. - Build relationships and lead Outreach for our retail stores. - Meet personal and team goals by obtaining referrals and ensuring that new and returning customers are aware of the value and benefits of our products. - Enjoy community involvement. Increase outreach and awareness by building partnerships and holding events at local businesses, nonprofit organizations, churches, schools, and community events. - Deliver first-class customer service while accurately processing loan applications with all the proper documentation consistent with our compliance standards to limit the number of non-approved applications and improving loan turn-around time. - Demonstrate Internal and external communication skills through customer education, promotion and conversion. - Quickly and accurately learn our products, services and procedures and meet policy and regulatory requirements. - Responsibly manage cash handling, taking cash payments and balancing a cash drawer. - Comply with all regulatory and audit requirements. - Work positively as a team within the company mission to serve our customers as the most important consideration. - Be a role model by living Oportun’s Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment.
Req No.
2021-10536
Department
Retail Division
Remote / WFH
No
Location
US-CA-Woodland
Type
Regular Full-Time
WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?   Our Customer Loyalty Representative creates and generates a rewarding and unique customer service experience.  At Oportun, Customer Loyalty Representatives are passionate about listening, helping, and connecting with people.  As a key member of our team, you will make the mission of Oportun come to life by educating our customers about our responsible affordable loans and the benefits of establishing credit through our loans. You are goal oriented and results driven while always exhibiting the Oportun Values.    We are a mission-driven financial services company and we provide you the tools and training to make you successful. You’ll be measured by your customer service, punctuality and attendance as well as your ability to consistently achieve your goals through outreach. Outreach entails engaging with potential clients in person to increase community awareness about Oportun. For example, you will be expected to visit and build relationships one-on-one, with surrounding businesses and at local community events outside of the store.   HOW TO BE SUCCESSFUL?   - Develop and maintain great customer relationships with service excellence in mind, while promoting the Oportun brand to create return customers. - Build relationships and lead Outreach for our retail stores. - Meet personal and team goals by obtaining referrals and ensuring that new and returning customers are aware of the value and benefits of our products. - Enjoy community involvement. Increase outreach and awareness by building partnerships and holding events at local businesses, nonprofit organizations, churches, schools, and community events. - Deliver first-class customer service while accurately processing loan applications with all the proper documentation consistent with our compliance standards to limit the number of non-approved applications and improving loan turn-around time. - Demonstrate Internal and external communication skills through customer education, promotion and conversion. - Quickly and accurately learn our products, services and procedures and meet policy and regulatory requirements. - Responsibly manage cash handling, taking cash payments and balancing a cash drawer. - Comply with all regulatory and audit requirements. - Work positively as a team within the company mission to serve our customers as the most important consideration. - Be a role model by living Oportun’s Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment.
Req No.
2021-10535
Department
Retail Division
Remote / WFH
No
Location
US-CA-Sacramento
Type
Regular Full-Time
WHAT DOES A CUSTOMER LOYALTY REPRESENTATIVE DO AT OPORTUN?   Our Customer Loyalty Representative creates and generates a rewarding and unique customer service experience.  At Oportun, Customer Loyalty Representatives are passionate about listening, helping, and connecting with people.  As a key member of our team, you will make the mission of Oportun come to life by educating our customers about our responsible affordable loans and the benefits of establishing credit through our loans. You are goal oriented and results driven while always exhibiting the Oportun Values.    We are a mission-driven financial services company and we provide you the tools and training to make you successful. You’ll be measured by your customer service, punctuality and attendance as well as your ability to consistently achieve your goals through outreach. Outreach entails engaging with potential clients in person to increase community awareness about Oportun. For example, you will be expected to visit and build relationships one-on-one, with surrounding businesses and at local community events outside of the store.   HOW TO BE SUCCESSFUL?   - Develop and maintain great customer relationships with service excellence in mind, while promoting the Oportun brand to create return customers. - Build relationships and lead Outreach for our retail stores. - Meet personal and team goals by obtaining referrals and ensuring that new and returning customers are aware of the value and benefits of our products. - Enjoy community involvement. Increase outreach and awareness by building partnerships and holding events at local businesses, nonprofit organizations, churches, schools, and community events. - Deliver first-class customer service while accurately processing loan applications with all the proper documentation consistent with our compliance standards to limit the number of non-approved applications and improving loan turn-around time. - Demonstrate Internal and external communication skills through customer education, promotion and conversion. - Quickly and accurately learn our products, services and procedures and meet policy and regulatory requirements. - Responsibly manage cash handling, taking cash payments and balancing a cash drawer. - Comply with all regulatory and audit requirements. - Work positively as a team within the company mission to serve our customers as the most important consideration. - Be a role model by living Oportun’s Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment.
Req No.
2021-10531
Department
Retail Division
Remote / WFH
No
Location
US-CA-Santa Ana
Type
Regular Part-Time
The Store Team Leader is responsible for the management and execution of day-to-day operations of a store within a district.  This includes driving consistency in sales and quality of customer service as well as strict adherence to all formal processes and Standard Operating Procedures. This includes the supervision and coaching of our store Customer Service Representatives (CSRs) to deliver sales results that meet or exceed monthly goals.    Store Team Leaders are passionate developers of people with a strength for delivering results and an amazing customer service experience and will be responsible for delivering monthly check-in reviews with the CSRs and developing action plans using a positive performance model.  Successful Store Team Leaders drive results through in-store support, community outreach and relationship building. This position will require working flexible shifts including days, nights and weekends and presents a unique opportunity to influence the lives of others while fulfilling the Oportun mission. - Develop and lead a high performing, highly motivated team of Customer Service Representatives through selection, coaching and development in partnership with the District manager, peer Store Team Leads, Retail Training Associates (where applicable) in order to effectively impact results - Leverage daily production reports in order to build plans to meet or exceed monthly store team goals and Ensure the store is pro-actively driving additional new customers into the store through community marketing, establishing relationships and gathering referrals from existing customers - Performs interviews of prospective CSR candidates and influences the decision in partnership with the District Manager - Confirm that all CSRs have completed all assigned training and have read and understand all communications and updates - Perform monthly check-in performance evaluations on all store CSRs and coach and manage using positive performance to meet and exceed expectations. Is responsible for Positive Performance conversations as well as corrective action in partnership with the DM and People and Culture team - Manages Labor; CSR shift swaps, PTO, timecard corrections, availability and timecard approvals - Maintain operational, procedural and regulatory oversight as well as provide coaching and guidance to ensure the store and CSRs pass all “in-store” and “phone” quality audits - Helps and guides CSRs in resolving everyday issues and when to escalate to the DM or the appropriate HQ support partners. Respond to customer inquiries or complaints in person or over the phone in a professional manner - Perform CSR and various other administrative duties as directed by District Manager
Req No.
2021-10521
Department
Retail Division
Remote / WFH
No
Location
US-IL-Chicago
Type
Regular Full-Time