Relationship Associate

About the Role

The Relationship Associate position is an entry-level role designed as the first step in a career path with Grameen America. The role requires a motivated individual who excels at delivering exceptional customer service, enjoys outreach, working with people, and contributing to member recruitment and branch outreach efforts. A positive attitude, strong communication skills, and a willingness to learn are essential. The Relationship Associate reports to the Branch Manager.

On-Site Work Requirements

Employees are expected to work in person at both the branch and in the community. A minimum of three (3) days per week at the branch is required, with up to five (5) days per week based on operational needs and supervisor discretion.

Key Responsibilities

• Relationship Management
• Conduct weekly center meetings for loan repayments, program updates, and educational discussions.
• Build strong and positive relationships with members to support retention and business growth.
• Respond to member inquiries promptly and professionally; assist with problem-solving and engagement.
• Conduct in-person home verification and business visits.
• Uphold high standards of service, quality, and productivity.
• Adhere to all company policies and procedures.
• Recruitment & Outreach
• Conduct outreach through various channels within branch neighborhoods, requiring regular local travel.
• Engage in in-person and virtual touchpoints with entrepreneurs and potential members at local businesses, residential, and commercial areas.
• Conduct info sessions and group training at various community locations.
• Recruit new members to achieve designated membership growth targets.
• Financial Methodology
• Monitor member loan activity, ensuring compliance with loan criteria, disbursement guidelines, and repayment schedules.
• Reconcile and accurately input payment data into internal systems, ensuring proper documentation and compliance.

Requirements & Tech Stack

• Bilingual proficiency in English and Spanish.
• Strong customer service and communication skills.
• High level of integrity, discipline, punctuality, and work ethic.
• Ability to multitask, manage time effectively, and maintain strong attention to detail.
• Basic numeric and problem-solving skills.
• Collaborative and self-motivated; able to work independently and as part of a team.
• Flexibility to work varied hours (early mornings/evenings) Monday through Friday.
• Comfortable using computers, email, smartphones, tablets (iPad), Zoom, and related technologies.
• Willingness to learn.
• Valid driver’s license required depending on business location.

Qualifications

• High School diploma or equivalency preferred.
• Alternatively, two years of relevant work experience is required.
• Familiarity with Microsoft Word and Excel is a plus.

What We Offer You

• Medical, dental, and vision insurance plans
• Paid Holidays, vacation and sick time
• 401K retirement savings plans
• Flexible Spending Account (FSA)
• Training and development opportunities
• Wellness program with two free coaching sessions per month
• And more!