FT Customer Service Representative (Bilingual: English/Spanish)

Oportun Financial Corporation Sacramento , CA 94204

Posted 2 weeks ago

Overview

ABOUT OPORTUN

Oportun is a mission-driven, technology-powered provider of inclusive, affordable financial services and a certified Community Development Financial Institution (CDFI).

We seek to serve the 100 million people in the US who are shut out of the financial mainstream because they are credit invisible or are mis-scored because they have limited credit history. By lending money to hardworking, low-to-moderate income individuals, we help them move forward in their lives, demonstrate their creditworthiness, and establish the credit history they need to access new opportunities.

Since 2006, we have lent over $6.8 billion through over 3.1 million affordable small dollar loans and have helped over 730,000 people start establishing credit. In recognition of inventive approach, we were recognized by Time Magazine as one of 50 Genius Companies inventing the future.

The Bay Area News Group recognized Oportun as a Top Workplace in 2019. Come and be a part of our community of employees, partners, and customers who are devoted to expanding financial opportunity for millions. When we work together, we can make life better.

Responsibilities

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.

Qualifications

WHAT KEY REQUIREMENTS ARE NEEDED?

  • Bilingual English/Spanish (Required)

  • Service Experience (Required)

  • Sales experience (Required)

  • Customer-oriented: Approachable and proactive in meeting and exceeding customer needs and providing excellent service

  • Results-oriented: Use appropriate strategies to achieve and/or exceed goals

  • Strong communication and listening skills with a high degree of professionalism and ability to interact effectively with individuals from diverse backgrounds in-person and over the phone

  • Utilize good judgment, initiative and problem solving consistent with our compliance standards to resolve Oportun's customer concerns and ensure a positive customer experience outcome

  • Have a positive attitude

  • Must be a team player and work well with others

  • Detail oriented

  • Basic computer proficiency and systems knowledge

  • Need to be flexible and adaptable for team, customer needs and scheduling (Stores are open 7 days a week typically between 9 a.m. to 7 p.m.)

  • High School diploma or equivalent preferred

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Customer Service Representative

Public Storage

Posted 1 week ago

VIEW JOBS 10/20/2020 12:00:00 AM 2021-01-18T00:00 Job Description Company Description Public Storage is committed to providing a safe environment to the public, our customers, and our family of employees! We are Public Storage, the self-storage industry leader established in 1972. And with over 2,500 locations across 38 states, we're still growing! We continue to shape the way the industry operates by offering innovative new ways for customers to secure storage space. With online rentals and additional contactless options, there's never been a more exciting time to join our team. And, we've transitioned to a socially-distant business model, so you don't need to worry about training as part of a group or working in a crowded space. You will learn about our safety guidelines and many in-store precautions designed to keep you and our customers safe, because your health and well-being matters to us and we don't take it lightly! Job Description As a Property Manager, you provide superior customer service and a positive experience to all customers, but not in the early morning or late at night. You enjoy providing solutions to customers and selling products and services. You do not mind splitting your time between the office and outdoors to ensure the grounds and buildings are at a quality you can be proud of. If this is you, you have found your fit; our full-time Property Manager position is perfect for you and we will train you to succeed! * Work independently at multiple locations within your District; spend time both inside and outside our property offices. * Make sure your customer service skills translate into a positive move-in experience; get customer reviews that will make you proud! * Recommend storage solutions and assist customers with their storage needs. * Perform cleaning and maintenance, such as keeping surfaces and high-touch areas clean; sweeping, mopping, picking up trash and wiping windows. * Make customer calls to answer questions about their account and collect payments. * Conduct daily physical storage unit inspection; confirm inventory availability and ensure spaces are secure and/or ready to rent. * Manage, audit, balance cash drawer; prepare and make daily deposits. * Take pride in the appearance of your property; maintain a clean and debris-free location. * Sell packing and moving supplies. * Exceed company goals and expectations at your assigned properties and get rewarded for it! Job Benefits * Full-time work schedule - 40 hours a week - 9:30 am to 6:00 pm * Benefits - medical, dental, vision, 401(k), Paid Time Off, Sick Time * Best-in-class training - learn a variety of skills and build your resume * Career progression opportunities * Hourly rate of $14.00 * On-site company housing at many locations * Safe, socially-distant work environment Qualifications * Successful candidates come from a variety of customer-centered environments including retail, restaurant, fast food or other service based companies Additional Information * All your information will be kept confidential according to EEO guidelines. Videos To Watch * Privacy Policy Req ID:743999722278429 Application Instructions Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you! Public Storage Sacramento CA

FT Customer Service Representative (Bilingual: English/Spanish)

Oportun Financial Corporation