Relationship Associate

Grameen America, Inc.; Dallas (TX); On-site; USD 19,729 - 28,100; Full time

Benefits offered by this job

Medical, dental, and vision insurance plans

Paid Holidays, vacation and sick time

401K retirement savings plans

Flexible Spending Account (FSA)

Opportunity for advancement

Job summary

A nonprofit financial organization in Dallas seeks a motivated Relationship Associate to engage with low-income women entrepreneurs. Your role includes managing member relationships, conducting outreach, and ensuring loan compliance. Ideal candidates will have strong communication skills and be bilingual in English and Spanish. Competitive benefits are offered including medical insurance and paid time off.

Qualifications

• Valid driver's license required depending on business location.
• Experience in customer service roles preferred.
• Willingness to learn and engage with community members.

Responsibilities

• Conduct weekly center meetings to collect loan repayments.
• Build strong relationships with members for business growth.
• Conduct outreach to recruit new members.

Skills

Bilingual proficiency in English and Spanish

Strong customer service and communication skills

Ability to multitask and manage time effectively

Basic numeric and problem-solving skills

Education

High School diploma or equivalency

Tools

Microsoft Word

Microsoft Excel

Job description

About Us

Grameen America is a nonprofit microfinance organization dedicated to helping low-income women entrepreneurs build businesses to enable upward financial mobility. We envision an inclusive society in which all entrepreneurs, regardless of gender, race or income, have access to fair and affordable financial services. We provide affordable capital, credit- and asset-building, education and peer support to enable our members to boost their business income, create jobs and transform communities.

Location: Dallas, TX

Salary: $17.36 per hour

About The Job

The Relationship Associate position is an entry level position at GAI, designed to be the first step in a career path with the organization. We are seeking a motivated individual who thrives on delivering exceptional customer service, engaging in outreach activities, enjoys working with people, providing excellent customer service, and contributing to member recruitment and outreach efforts of 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

Grameen America operates on the ground, within the communities we serve. Employees are expected to work in person at both the branch and in the community based on program needs and in consultation with their Branch Manager. At a minimum, employees must be present at the branch at least three (3) days per week but based on operational needs you may be required to be onsite for up to five (5) days per week per your supervisor’s discretion.

Key Responsibilities

• Relationship management: Conduct weekly center meetings to collect and follow up with loan repayments, share program updates, and lead educational discussions.
• Build strong and positive relationships with members to support retention and business growth.
• Respond to member inquiries promptly and professionally, assist with problem solving and engagement.
• Conduct in-person home verification and business visits to verify and ensure the legitimacy and accuracy of borrower information.
• Uphold high standards of service, quality, and productivity.
• Adhere to all company policies and procedures.

Recruitment & Outreach

• Conduct outreach through various channels within the neighborhoods your branch serves, which requires regular local travel. This includes in-person and virtual touch points with entrepreneurs and potential future members at local businesses, residential and commercial areas, etc. Outreach activities also include conducting information sessions, group training, etc. at various locations within the community.
• Use outreach techniques to grow the program by recruiting new members to achieve designated membership growth targets.

Financial Methodology

• 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.

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, email, smartphones, tablets (iPad), Zoom, and related technologies.
• Willingness to learn.

Education And Experience

• High School diploma or equivalency preferred, or two years of relevant work experience required.
• Familiarity with Microsoft Word and Excel a plus.

Requirements

Valid driver’s license required depending on business location.

What We Offer You

• Medical, dental, and vision insurance plans
• Paid Holidays, vacation and sick time
• 401K retirement savings plans
• Flexible Spending Account (FSA)
• Wellness platform with 2 free coaching sessions a month
• Opportunity for advancement
• And more!

Grameen America is an Equal Opportunity Employer (EEO) committed to diversity and inclusion in its workplace. Grameen America employment decisions are based on job requirements and individual skills and qualifications without regard to the applicant’s 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 not provided. Must be able to legally work in the U.S.