Relationship Associate

Grameen America•Brooklyn, NY

2d•Onsite

About The Position

The Relationship Associate is an entry-level position at Grameen America, designed as a first step in a career path with the organization. The role supports member service, relationship management, recruitment, outreach, and loan-related operations. The position reports to the Branch Manager. The associate works with members through weekly center meetings, responds to inquiries, helps resolve problems, and conducts home and business visits to verify borrower information. The role also involves local community outreach and recruitment, including in-person and virtual engagement, information sessions, and group training. Associates monitor loan activity, reconcile and enter payment data, and follow applicable loan criteria, disbursement guidelines, repayment schedules, and documentation requirements. The role requires physical presence in the branch at least three days and up to five days per week, depending on branch requirements. Work may also take place in the community and requires regular local travel. The organization may reassign the associate to another branch within a 30–40-mile radius. Hours may vary, 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 equivalency preferred, or two years of relevant work experience required.
Valid driver's license required depending on business location.
Must be legally able 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 to 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 to member inquiries promptly and professionally and assist with problem solving and engagement.
Conduct in-person home verification and business visits to verify the legitimacy and accuracy of borrower information.
Maintain high standards of service, quality, and productivity and follow company policies and procedures.
Conduct local outreach through in-person and virtual touch points with entrepreneurs and potential members at businesses and in residential and commercial areas.
Hold information sessions and group training 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 required notifications.
Perform other related duties as assigned and support team projects and organizational priorities.