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Relationship Associate

VALID8 Financial

About the Job The Relationship Associate position is an entry‑level role at Grameen America, designed to be the first step in a career path within the organization. The associate delivers exceptional customer service, engages in outreach activities, and contributes to member recruitment and outreach efforts for the branch. A positive attitude, strong communication skills, and a willingness to learn are key to success in this role. The Relationship Associate reports to the Branch Manager. On‑Site Work Requirements It is mandatory to be physically present in the branch with a minimum of three days up to five days, depending on the branch’s requirements. This may also include in‑community on the ground activities. Requirements to be present in the branch are subject to change at any time at the discretion of the organization. Based on GAI business priorities and staffing needs, the organization reserves the right to reassign you to another branch within a 30–40‑mile radius if needed. Key Responsibilities as a Relationship Associate Conduct weekly center meetings to collect and follow‑up on loan repayments, share program updates, and lead educational discussions. Build strong and positive relationships with members to support both retention and business growth. Respond to member inquiries promptly and professionally, assisting with problem solving and engagement. Conduct in‑person home verification and business visits to verify the legitimacy and accuracy of borrower information. Uphold high standards of service, quality, and productivity. Adhere to all company policies and procedures. 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 with required notifications. Perform outreach through various channels within the neighborhoods your branch serves, including in‑person and virtual touch points with entrepreneurs and potential future members at local businesses and residential and commercial areas. Use outreach techniques to grow the program by recruiting new members and achieving designated membership growth targets. Assist with other related duties as assigned to support team and organizational goals. The Skills You Will Bring 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, smartphones, email, Zoom, and related technologies. Willingness to learn and adapt to change. Education and Experience High school diploma or equivalency preferred, or two years of relevant work experience required. Familiarity with Microsoft Word and Excel is a plus. Requirements Valid driver’s license required depending on business location. Benefits Medical, dental, and vision insurance plans Paid holidays, vacation, and sick time Training and development opportunities Wellness program with two free coaching sessions per month Equal Opportunity Employer Grameen America is an Equal Opportunity Employer (EEO) committed to diversity and inclusion in its workplace. Employment decisions are based on job requirements and individual skills and qualifications without regard to race, ethnicity, color, religion, sex, gender, gender identity, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. Grameen America, Inc. participates in the E‑Verify program. Visa sponsorship is not provided. Must be able to legally work in the U.S. #J-18808-Ljbffr VALID8 Financial

Vacancy posted 4 days ago
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