Branch Manager

18-Jan-2022

Harvard University Employees Credit Union

56892BR

Job-Specific Responsibilities

Reporting to the Assistant Vice President, Branch Administration, the Branch Manager: 

•    Oversees and monitors all Branch operations. Ensures timely and accurate daily branch balancing. Responsible for branch security and monthly audit procedures in regards to money orders, instant issue debit card stock, branch and teller cash, and ATMs.
•    Actively seeks opportunities to increase HUECU 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. Performs scheduled on-site visits to these organizations. Supports Community Engagement Specialist with active planning, participation in, and coordination of benefit fairs, seminars and other related member educational programs and activities.
•    Supervises, organizes, trains and evaluates staff in order to increase their productivity and effectiveness and to deliver efficient, consistent and courteous service excellence.  Maintains positive employee morale and a harmonious working environment.
•    Promotes sales and actively sells HUECU products and services and supports and encourages branch staff to do the same with training and motivation.  In line with HUECU 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.  Supports emphasis on loan processing and closing in a timely manner.  Provides expertise to staff regarding underwriting to maintain loan quality.
•    Suggests methods for improving efficiency of branch operations. Measures and evaluates branch performance using various measurement tools and reports. Recommends changes in facilities, staffing levels, hours, etc. necessary 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 Credit Union members. Receives and resolves escalated inquiries or issues from members.
•    Assures compliance with federal and state laws and regulations, as well as HUECU’s internal policies and procedures.
•    Participates in hiring, career development, evaluation and termination of employees.  Assures branch location has adequate staffing. Assures training and development opportunities for new and existing staff.  Promotes and supports goal setting for objective 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 Branch 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.

Typical Core Duties

• Responsible for effective staff management for a group or team of employees, including hiring and orientation, training and development, workflow and performance management, and the promotion of an inclusive and innovative work environment
• Manage operations of branch including customer service, branch balancing, physical appearance and security; ensure adequate personnel coverage for branch location; identify opportunities to streamline and improve processes and recommend changes in facilities, staffing levels, and branch hours
• Develop, communicate and achieve individual sales plans to increase member base
• Assist in developing retail products and services including vendor selection, writing policies and procedures and product changes
• Hold loan signing authority and act within established approval guidelines
• Responsible for IRA plan management, including annual reporting requirements and mandatory distributions
• Ensure financial compliance with University policies and procedures and applicable legal rules and banking regulations

Basic Qualifications

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

Additional Qualifications and Skills

The following qualifications are strongly preferred. If you meet some, but not all, we still encourage you to apply.  HUECU values 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.

Physical Requirements

• Ability to exert up to 35 pounds of lifting force occasionally

Working Conditions

Interview and onboarding activity for this position may be conducted via telephone & Zoom video conferencing, based on the department’s current presence on campus. 

If you accept our offer and join the team, your position will be based in our Harvard Square Branch in Cambridge, MA and at other branch locations as required for coverage. 

Please note this position is designated as Essential Personnel which will require you to provide on-site support as determined by management, and COVID-19 testing will be required.

Harvard University Employees Credit Union (HUECU) is an on-campus community and all positions are based in Boston and Cambridge.

The majority of jobs at HUECU are hybrid remote/office. During the initial 90-day training period, new employees may be expected to work in the office more frequently, up to full time. When appropriate, remote work must be performed in a state in which Harvard is registered (CT, MA, MD, ME, NH, NY, RI, NH, and VT).  Additional details and expectations will be discussed during the interview process.

Harvard will require COVID vaccination for all Harvard community members who will have any on-campus presence. Individuals may claim exemption from the vaccine requirement for medical or religious reasons. More information regarding the University’s COVID vaccination requirement and exceptions may be found at the University’s COVID-19 Vaccine Information webpage: http://www.harvard.edu/coronavirus/covid-19-vaccine-information/. 

Harvard continues to place the highest priority on the health, safety and wellbeing of its faculty, staff and students, as well as the wider community. Information and details can be found via Harvard’s Coronavirus Workplace Policies website: https://hr.harvard.edu/corona-virus-workplace-policies.

Additional Information

The Harvard University Employees Credit Union (HUECU) 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 HUECU’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.
HUECU 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.   

Please provide a cover letter with your application and upload as one document.   

Please note:  

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

 Diversity, Inclusion & Belonging: 
Harvard's commitment to Diversity, Inclusion and Belonging is rooted in our belief in drawing on the widest possible pool of talent to unify excellence and diversity. Our community strives to uphold these beliefs by honoring the rights, differences, and dignity of others and embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values. Harvard aims to foster a campus culture where everyone can thrive, a key to which is ensuring that we each experience a profound sense of inclusion and belonging. 

Total Rewards:  

Harvard’s Total Rewards Program is designed to attract, retain, and reward the performance of talented employees. Comprehensive benefits, generous paid time-off, access to education and professional development, and a vibrant campus with abundant cultural and recreational opportunities create a competitive and compelling total rewards package. As a Harvard staff member, you enjoy many perks that come with working for one of the top employers in Massachusetts.

 Time Off: 3 - 4 weeks accrued paid vacation, paid holiday break, 12 accrued paid sick days, 12.5 paid holidays, and 3 paid personal days per year (prorated based upon date of hire within the calendar year )
Medical/Dental/Vision: We offer a variety of excellent medical plans, dental & vision plans, all coverage begins as of your start date.
Retirement: University-funded retirement plan with full vesting after 3 years of service.
Tuition Assistance Program (TAP): $40 per class at the Harvard Extension School and discounted options through participating Harvard grad schools. 

Harvard University Employees Credit Union: Our employees credit union provides a complete line of services for all your financial needs. 

Transportation: 50% discounted MBTA pass as well as additional options to assist employees in their daily commute.
Wellness options: A variety of programs and classes at little or no cost, including stress management, massages, nutrition, meditation, and complimentary health services.
Access: to athletic facilities, libraries, campus events and many discounts throughout metro Boston.  

Learn more: https://hr.harvard.edu/totalrewards   

Location

USA - MA - Cambridge

Job Code

F0556M Banking Mgt II

Department

Harvard University Employees Credit Union

Union

00 - Non Union, Exempt or Temporary

Pre-Employment Screening

Credit, Criminal, Identity, Prohibited Parties

Schedule

M - F 35.00hrs per week/ 7 hours per day default schedule but additional hours will be required, either early or late Thursdays and early Saturday hours as necessary.  Will be expected to attend after hours meeting and events as required. This is an Exempt position.

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.

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.