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.
2022-11680
Department
Retail Division
Remote / WFH
No
Location
US-CA-Anaheim
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.
2022-11679
Department
Retail Division
Remote / WFH
No
Location
US-CA-Anaheim
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.
2022-11676
Department
Retail Division
Remote / WFH
No
Location
US-TX-Porter Montgomery
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.
2022-11675
Department
Retail Division
Remote / WFH
No
Location
US-FL-Hollywood
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.
2022-11674
Department
Retail Division
Remote / WFH
No
Location
US-CA-San Diego
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.
2022-11671
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.
2022-11664
Department
Retail Division
Remote / WFH
No
Location
US-TX-Katy
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.
2022-11661
Department
Retail Division
Remote / WFH
No
Location
US-CA-Pomona
Type
Regular Full-Time
- Good judgment and razor focus on Leadership, People, Sales, Accomplishments, Operations, and Product - You demonstrate the Oportun Values: Service, Excellence, Courage, Innovation, Care, and Empowerment. - Servant Leadership style is at the top for us. You always focus on the needs of your team and your colleagues before you consider your own. You acknowledge other people's perspectives, give them the tools, and support they need to meet their goals, involve them in decisions where appropriate, and build a sense of community. - You know when to make the tough decisions and hold your team and yourself accountable, yet always recognize/celebrate individual & team success - Develop district-level strategies to achieve your stores financial and production, operational, sales, and customer-service goals, while addressing each store’s outstanding strengths and challenges. - Lead 18 Stores and their employees as well as an Assistant District Manager. - Meet regularly with your team to discuss day-to-day operations, upcoming events inside and outside the stores, promotions, and training - Enjoy participating in community events, side by side with your teams, and serving as an ambassador for Oportun’s brand and competitive product - Can be counted on to lead performance, operational compliance, team dynamics, and a positive store environment our customers can enjoy - Gain a deep understanding of our products & how they work - Know our customers, competitors, and be able to educate others on what makes Oportun different   You’ve read this far and know that this kind of high-level mission driven position has a lot riding on it. But is it a match for your talents?   Let’s take a look at the details:
Req No.
2022-11659
Department
Retail Division
Remote / WFH
Yes
Location
US-FL-
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.
2022-11629
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.
2022-11609
Department
Retail Division
Remote / WFH
No
Location
US-CA-Chula Vista
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.
2022-11603
Department
Retail Division
Remote / WFH
No
Location
US-CA-Pomona
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.
2022-11600
Department
Retail Division
Remote / WFH
No
Location
US-CA-Fontana
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.
2021-11597
Department
Retail Division
Remote / WFH
No
Location
US-FL-Tampa
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.
2021-11594
Department
Retail Division
Remote / WFH
No
Location
US-NM-Albuquerque
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.
2021-11570
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.
2021-11537
Department
Retail Division
Remote / WFH
No
Location
US-TX-Farmers Branch
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.
2021-11536
Department
Retail Division
Remote / WFH
No
Location
US-CA-San Francisco
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.
2021-11525
Department
Retail Division
Remote / WFH
No
Location
US-CA-Redwood City
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.
2021-11511
Department
Retail Division
Remote / WFH
No
Location
US-TX-Dallas
Type
Regular Full-Time