Relationship Associate

Grameen America•Houston, TX

2d•Onsite

About The Position

The Relationship Associate is an entry-level position and a first step in a career path at Grameen America. The role supports member relationships, recruitment, community outreach, and financial methodology at a branch. The associate delivers customer service, engages with entrepreneurs and prospective members, helps achieve membership growth targets, and supports the organization’s mission of providing affordable financial services and business support to low-income women entrepreneurs. The position reports to the Branch Manager. It requires physical presence in the branch at least three days and up to five days, depending on branch needs, and may include working in the community. Branch attendance requirements may change, and the employee may be reassigned to another branch within a 30–40-mile radius based on business priorities and staffing needs. The role involves regular local travel for outreach and flexibility to work varied hours, including early mornings and evenings, Monday through Friday.

Requirements

Bilingual proficiency in English and Spanish.
Strong customer service and communication skills.
High integrity, discipline, punctuality, and work ethic.
Ability to multitask, manage time effectively, and maintain attention to detail.
Basic numeric and problem-solving skills.
Ability to work independently and collaboratively as part of a team.
Flexibility to work varied hours, including early mornings and evenings, Monday through Friday.
Comfort using computers, smartphones, email, Zoom, and related technologies.
Willingness to learn and adapt to change.
High school diploma or equivalent preferred, or two years of relevant work experience required.
Valid driver’s license required depending on business location.
Must be legally authorized to work in the U.S.; visa sponsorship is not provided.

Nice To Haves

Familiarity with Microsoft Word and Excel.

Responsibilities

Conduct weekly center meetings, collect and follow up on loan repayments, share program updates, and lead educational discussions.
Build positive relationships with members to support retention and business growth.
Respond promptly and professionally to member inquiries and assist with problem-solving and engagement.
Conduct in-person home verifications and business visits to verify borrower information.
Maintain high standards of service, quality, and productivity, and follow company policies and procedures.
Conduct local community outreach through in-person and virtual contact with entrepreneurs and prospective members at businesses and residential and commercial areas.
Conduct information sessions, group training, and other outreach activities at community locations.
Recruit new members to help achieve designated membership growth targets.
Monitor member loan activity for compliance with loan criteria, disbursement guidelines, and repayment schedules.
Reconcile and accurately enter payment data into internal systems, maintaining proper documentation and completing required notifications.
Perform other related duties and activities as assigned to support team and organizational goals.