Relationship Associate

Grameen America•Long Beach, CA

2d•Onsite

About The Position

The Relationship Associate is an entry-level role and the first step in a potential career path with Grameen America. The role supports member relationships, recruitment, and outreach for the branch, delivering customer service and contributing to membership growth. The position reports to the Branch Manager. The employee must work onsite at the branch at least three days and up to five days per week, depending on branch requirements. Work may also include fieldwork in the community. Onsite requirements may change at the organization’s discretion. Based on business priorities and staffing needs, the employee may be reassigned to another branch within a 30–40-mile radius. The role includes regular local travel within the neighborhoods served by the branch. Outreach may involve in-person and virtual contact with entrepreneurs and prospective members at local businesses and in residential and commercial areas, as well as information sessions and group training at community locations. The schedule may vary, including early mornings and evenings, Monday through Friday. A valid driver’s license is required depending on the business location. High school diploma or equivalency is preferred, or two years of relevant work experience is required. Familiarity with Microsoft Word and Excel is a plus. Applicants must be legally authorized to work in the United States; visa sponsorship is not provided.

Requirements

Bilingual proficiency in English and Spanish.
Strong customer service and communication skills.
Integrity, discipline, punctuality, and a strong 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, depending on business location.
Legally authorized to work in the United States; 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 promptly and professionally to member inquiries and assist with problem solving and engagement.
Conduct in-person home verification and business visits to confirm 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 contact with entrepreneurs and prospective members in the branch’s neighborhoods.
Hold information sessions and group training at community locations.
Recruit new members and use outreach techniques to 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 and support changing team and organizational priorities as assigned.