Relationship Associate

Grameen America•Charlotte, NC

2d•Onsite

About The Position

The Relationship Associate is an entry-level position and the first step in a potential career path with Grameen America. The role focuses on delivering customer service, managing member relationships, and conducting recruitment and outreach to help the branch grow its membership. The Relationship Associate reports to the Branch Manager. The position requires working in person at 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. Branch attendance requirements may change, and reassignment to another branch within a 30–40-mile radius may occur based on business priorities and staffing needs. Regular local travel is required for outreach and community activities. The Associate conducts center meetings, supports members with inquiries and problem-solving, verifies borrower information through home and business visits, and monitors loan activity and repayment processes. Outreach includes in-person and virtual engagement, information sessions, and group training to recruit new members and meet membership growth targets. The role also involves entering and reconciling payment information and following company policies and procedures. The position offers $17.37 per hour. 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.
High integrity, discipline, punctuality, and work ethic.
Ability to multitask, manage time effectively, and maintain attention to detail.
Basic numerical 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 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 neighborhoods served by the branch.
Hold information sessions and group training at locations in the community.
Recruit new members through outreach activities to meet 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 documentation and completing required notifications.
Perform other related duties and support additional projects or priorities as assigned.