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Relationship Associate

Job in Westchester, Cook County, Illinois, 60154, USA
Listing for: Valid8 Financial, Inc.
Full Time position
Listed on 2026-06-28
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service, Banking & Finance
Salary/Wage Range or Industry Benchmark: 35000 - 50000 USD Yearly USD 35000.00 50000.00 YEAR
Job Description & How to Apply Below

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.

Founded by Nobel Peace Prize laureate Muhammad Yunus in 2008, Grameen America is now the fastest growing nonprofit microfinance organization in the U.S., having achieved tremendous milestones in its first 16 years. We have invested in 220,000 low‑income women entrepreneurs while demonstrating measurable impact. Our members have repaid their loans at a rate of over 99% and have become economic drivers in their communities.

About

the Job

The Relationship Associate position is an entry‑level role 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

It is mandatory to be physically present in the branch with a minimum of three days to five days per week, depending on the branch’s requirements. This may also include in‑community onsite presence. Requirements to be present in the branch are subject to change at any time at the discretion of the organization. Based on GAI business priorities and staffing needs, we reserve the right to reassign you to another branch within a 30–40‑mile radius if needed.

Key Responsibilities as a Relationship Associate
  • Conduct weekly center meetings to collect and follow‑up on loan repayments, share program updates, and host educational discussions.
  • Build strong and positive relationships with members to support both 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 confirm the legitimacy and accuracy of borrower information.
  • Uphold high standards of service, quality, and productivity.
  • Adhere to all company policies and procedures.
  • Conduct outreach through various channels within the neighborhoods served by the branch. This includes regular local travel, in‑person and virtual touchpoints with entrepreneurs, potential future members at local businesses, residential and commercial areas, and information sessions or group training at community locations.
  • Use outreach techniques to grow the program by recruiting new members to meet designated membership growth targets.
  • 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, smartphones, email, Zoom, and related technologies.
  • Willingness to learn and adapt to change.
Education and Experience
  • High School diploma or equivalency preferred, or two years of relevant work experience required.
  • Familiarity with Microsoft Word and Excel is a plus.
Requirements

Valid driver’s license required depending on business location.

What We Offer You
  • Medical,…
Position Requirements
10+ Years work experience
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