Branch Manager

Job Description

Harvard Federal Credit Union (Harvard FCU) offers a dynamic, small-business atmosphere where every team member significantly impacts our success. We seek a talented, member-centric individual who will thrive a fast-paced environment.

Under the direction of the VP of Retail, the Branch Manager oversees operations, sales, and service at Harvard FCU’s Massachusetts General Hospital branch in Boston, MA. As the primary community contact and brand ambassador, the Branch Manager leads branch staff, fostering high-quality service, efficient operations, and effective sales of Harvard FCU products and services.

Job-Specific Responsibilities

Commitment to Service Excellence

• Lead by example by delivering exceptional service to members, and internal teams.
• Foster a culture of responsiveness, empathy, and thorough follow-through.
• Ensure operational processes reflect the warmth and attentiveness members expect.
• Promote seamless, efficient, and supportive internal service interactions.
• Ensure all members have access to our services.

Empathetic and Solution-Oriented Support

• Reinforce a culture of care through empathetic, efficient team interactions.

Operational Oversight

• Manage all branch operations: scheduling, opening/closing, daily balancing, security, and audits.
• Ensure consistent, courteous service excellence.

Driving Results

• Grow deposits and drive membership growth by engaging with existing members, sourcing leads, and building new business relationships.
• Ensure compliance with federal/state laws and internal policies.
• Achieve sales goals through strategic initiatives and member engagement.
• Participate in performance meetings and communicate effectively with staff via daily huddles and monthly meetings.

Sales Focus

• Develop and implement sales strategies to promote Harvard FCU products.
• Monitor performance, identify improvement areas, and implement corrective actions.
• Train and mentor staff on sales techniques and member engagement.
• Collaborate with marketing to support campaigns and retain existing members.

Community Engagement

• Represent Harvard FCU in the community and at networking events.
• Actively promote membership growth and increase visibility within partner organizations and local communities.
• Maintain strong relationships with affiliate personnel and conduct on-site visits.
• Support outreach efforts including benefit fairs, seminars, and educational programs.

Business Prospecting and Floating

• Identify and develop new business opportunities to support membership growth.
• Float to other branches as needed to maintain service standards.

Business Partner Collaboration

• Work with other department managers to align strategies and initiatives.

Know Your Business: Educate & Empower

• Apply credit union expertise to drive success.
• Foster teamwork, inclusion, and professional development.
• Communicate clearly to ensure alignment and growth.

Working Conditions:

• Work is performed in an office setting onsite at the Massachusetts General Hospital branch in Boston.

Qualifications

Basic Qualifications:

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

Additional Qualifications and Skills:

• Strong understanding of federal and state banking regulations and compliance. 
• Proven experience in a leadership role within a financial institution.
• Notary Public registration required (or obtained within 90 days of hire). 
• Excellent communication and interpersonal skills.
• Demonstrated written and verbal communication skills, business development, sales and training skills necessary. 
• Strong problem-solving skills and attention to detail.
• Ability to lead and motivate a team.
• Must display a high level of comfort and sensitivity working within the diverse and multicultural atmosphere. 
• Position requires local area travel to various affiliate locations. 
• Ability to lift up to 35 pounds

Additional Information

Standard Hours/Schedule: 35 hours per week

• Branch Operation Hours: M, T, W, Fr: 8:45 am-4:15 pm; Thu: 6:45 am – 4:15 pm
• Approximately one Saturday per month, 8:00 am - 12:30 pm
• Occasional after-hours meetings

Compensation Range/Rate (including Shift Differential if applicable):

Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position

Pre-Employment Screening: Identity, Education, Credit, Criminal, , Prohibited Parties (OFAC - Office of Foreign Assets Control)

Other Information:

• Please provide a cover letter and resume as one document with your application.
• This position has a 90-day orientation and review period

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Work Format Details

This position has been determined by school or unit leaders that all duties and responsibilities must be performed at a Harvard or Harvard-designated location. Certain visa types may limit work location. Individuals must meet work location sponsorship requirements prior to employment.

Salary Grade and Ranges

This position is salary grade level 056. Please visit  Harvard's Salary Ranges  to view the corresponding salary range and related information. 

Benefits

Harvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to: 

• Generous paid time off including parental leave 
• Medical, dental, and vision health insurance coverage starting on day one 
• Retirement plans with university contributions 
• Wellbeing and mental health resources 
• Support for families and caregivers 
• Professional development opportunities including tuition assistance and reimbursement 
• Commuter benefits, discounts and campus perks 

Learn more about these and additional benefits on our Benefits & Wellbeing Page. 

EEO/Non-Discrimination Commitment Statement

Harvard University is committed to equal opportunity and non-discrimination. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.

Harvard has an equal employment opportunity policy that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's non-discrimination policy. Harvard's equal employment opportunity policy and non-discrimination policy help all community members participate fully in work and campus life free from harassment and discrimination.

Salary Grade: 056