Branch Manager

Additional Qualifications and Skills

The following qualifications are strongly preferred. If you meet some, but not all, you are still encouraged to apply; we value employees with a willingness to learn.

• A minimum of two years supervisory experience required.
• Must be familiar with federal and state banking regulations.
• Notary Public registration required or obtained within 90 days of hire.
• Excellent interpersonal, demonstrated written and verbal communication, business development, sales and training skills necessary.
• Must display a high level of comfort and sensitivity working within the diverse and multicultural atmosphere of the MGH/Partners/Harvard communities.
• Position requires local area travel to various affiliate locations.
• Must pass a mandatory reference and background screening, which includes an OFAC check.

Additional Information

Please provide a cover letter with your application.

• Please note: Harvard University requires a pre-employment reference and background screening, which includes OFAC (Office of Foreign Assets Control).
• Harvard University is unable to provide work authorization and/or visa sponsorship.
• This position has a 90-day orientation and review period.

The health of our workforce is a priority for Harvard University. With that in mind, we strongly encourage all employees to be up-to-date on CDC-recommended vaccines.

Accessibility:
Harvard University welcomes individuals with disabilities to apply for positions and participate in its programs and activities. If you would like to request an accommodation or have questions about the physical access provided, please contact our University Disability Resources Department.

EEO Statement

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.

Basic Qualifications

• Bachelor's degree or equivalent work experience required
• Minimum of 3 years' relevant work experience

Position Description

Harvard Federal Credit Union (Harvard FCU) has a dynamic small-business atmosphere where every member of the team has a significant impact on our success. Our headquarters and flagship branch are located in the heart of Harvard Square, surrounded by shops, restaurants, and the vibrant University community. We are looking for talented, member-centric individuals to join our growing team. If you have energy, enthusiasm, and thrive in a fast-paced environment, please read on.

Responsibilities:
Under the direction of the AVP for Branch Administration, the Branch Manager manages the operations, sales and service provided at the Harvard FCU branches, and serves as the primary contact for the Harvard/MGH/Partners HealthCare community. The Branch Manager supervises branch staff, providing leadership and coaching, encouraging high-quality service, efficient operations and effective sales of Harvard Federal Credit Union products and services.

Duties:

• Oversees and monitors all branch operations, including timely and accurate daily balancing, security, and monthly audit procedures (money orders, instant issue debit card stock, branch and teller cash, and ATMs).
• Actively seeks opportunities to increase Harvard FCU's visibility, develop memberships and new business in deposits, consumer loans and residential mortgages within the Harvard/MGH/Partners organizations. Develops and maintains strong business relationships with key affiliate personnel and performs scheduled on-site visits to these organizations. Supports Community Outreach Specialist with planning, participation, and coordination of benefit fairs, seminars and other related member educational programs and activities.
• Supervises, trains and evaluates staff to increase their productivity and effectiveness, and deliver efficient, consistent and courteous service excellence. Maintains positive staff morale and a harmonious working environment.
• Promotes sales and actively sells Harvard FCU products and services, and supports and encourages branch staff to do the same with training and motivation. In line with Credit Union goals and objectives, develops, communicates and achieves branch and individual sales plans to increase the member base and develop multiple member relationships. Demonstrates effective account retention efforts.
• Holds consumer loan signing authority and acts within established approval guidelines. Emphasizes timely loan processing and closing, and provides staff with expertise regarding underwriting to maintain loan quality.
• Suggests methods for improving branch operations efficiency. Measures and evaluates branch performance. Recommends changes in facilities, staffing levels, hours, etc. to better meet member needs and to improve productivity. Detects problem areas, and recommends solutions.
• Acts as a primary resource, providing direction and expertise to staff and Harvard FCU members. Resolves escalated member inquiries or issues.
• Ensures compliance with federal and state laws and regulations, as well as Harvard FCU's internal policies and procedures.
• Participates in hiring, career development, evaluation and termination of employees. Ensures branch has adequate staffing. Ensures training and development for staff. Promotes and supports goal setting for performance evaluation.
• Participates in Retail Services planning and projects, as well as the product development process and writing of policies and procedures.
• Oversees the physical appearance of the branch, taking necessary action to ensure that required standards are maintained.
• Collaborates with other Harvard FCU managers on staffing, planning, strategic and operational issues that impact all retail staff.
• May need to travel at late notice to provide coverage at any branch, depending on the needs of the business.
• Performs other job-related duties and assignments as required or directed.

Commitment to Equity, Diversity, Inclusion, and Belonging

Harvard University views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a campus culture where everyone can thrive. We strive to create a community that draws upon the widest possible pool of talent to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values.

Benefits

We invite you to visit Harvard's Total Rewards website (https://hr.harvard.edu/totalrewards) to learn more about our outstanding benefits package, which may include:

• Paid Time Off: 3-4 weeks of accrued vacation time per year (3 weeks for support staff and 4 weeks for administrative/professional staff), 12 accrued sick days per year, 12.5 holidays plus a Winter Recess in December/January, 3 personal days per year (prorated based on date of hire), and up to 12 weeks of paid leave for new parents who are primary care givers.
• Health and Welfare: Comprehensive medical, dental, and vision benefits, disability and life insurance programs, along with voluntary benefits. Most coverage begins as of your start date.
• Work/Life and Wellness: Child and elder/adult care resources including on campus childcare centers, Employee Assistance Program, and wellness programs related to stress management, nutrition, meditation, and more.
• Retirement: University-funded retirement plan with contributions from 5% to 15% of eligible compensation, based on age and earnings with full vesting after 3 years of service.
• Tuition Assistance Program: Competitive program including $40 per class at the Harvard Extension School and reduced tuition through other participating Harvard graduate schools.
• Tuition Reimbursement: Program that provides 75% to 90% reimbursement up to $5,250 per calendar year for eligible courses taken at other accredited institutions.
• Professional Development: Programs and classes at little or no cost, including through the Harvard Center for Workplace Development and LinkedIn Learning.
• Commuting and Transportation: Various commuter options handled through the Parking Office, including discounted parking, half-priced public transportation passes and pre-tax transit passes, biking benefits, and more.
• Harvard Facilities Access, Discounts and Perks: Access to Harvard athletic and fitness facilities, libraries, campus events, credit union, and more, as well as discounts to various types of services (legal, financial, etc.) and cultural and leisure activities throughout metro-Boston.

Work Format Details

This position is based on site in Boston, Massachusetts. Position may require travel to all branch locations in the Cambridge, Boston and Somerville areas. This may include during emergency situations (if applicable). Additional details will be discussed during the interview process. Certain visa types may limit work location. Individuals must meet work location sponsorship requirements prior to employment.

Interviews for this position may be conducted via telephone and Zoom video conferencing, based on the department's current presence on campus.

About Us

Harvard FCU is one of the fastest growing credit unions in the country and a leader in our industry. As a not-for-profit cooperative, we put our members' best interests first in all that we do. We are passionate about service and fanatical about solving problems. Integrity and transparency are the foundation of Harvard FCU's philosophy. Our mission is to enhance our members' lives by developing and offering trustworthy products that are easy to understand, easy to use and best suited to meet their financial needs.