Assistant Branch Manager

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Why join Harvard University Central Administration?

Harvard University's Central Administration (CADM) is a 5,000+ employee organization that supports the university's overall excellence by understanding and serving the needs of its schools, students, faculty, staff, alumni, and surrounding communities. Through dynamic and collaborative partnerships, CADM provides high-quality and efficient services to the schools to help them achieve their goals.

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.

Harvard FCU: https://harvardfcu.org/ 

Harvard Federal Credit Union (Harvard FCU) is seeking an Assistant Branch Manager! Our ideal candidate will focus on providing exceptional customer experience in all member touchpoints including in person, phone, and digital interactions and communications. In addition, they will be responsible for assisting the Branch Manager, and providing timely, accurate service to all members. While this position will train at one of our locations, its primary branch will be in Harvard Square. The branch location is subject to change, based on business needs.

Job-Specific Responsibilities:

As a key leadership position, the Assistant Branch Manager leads by example and is responsible for assisting the Branch manager in the day-to-day branch operations.

Typical responsibilities: 

• Assist the Branch Manager:
  • with training, coaching, and mentoring staff at all levels. Coordinate with the Learning and Development department to ensure staff training needs are met.
  • with staff scheduling and vacation requests in the Branch Manager's absence.
  • to prepare for team meetings and huddles; facilitate meetings in the Branch Manager's absence.
• Resolve personnel issues as they arise, escalating issues to the Branch Manager as appropriate.
• Contribute to staff performance reviews and providing recommendations for promotions.
• Ensure efficient branch operations.
• Oversee cash handling and financial transactions.
   
• Support:
  • staff with difficult members and complex issues; main point of contact for escalated member cases.
  • marketing and community outreach efforts, and develop strong working relationships within the community to encourage member retention and growth.
• Coach staff on sales techniques and support them meeting growth and sales goals.
• Serve as a subject matter expert on transaction processing and Harvard FCU products and services.
• Maintain Credit Union operating methods, policies, and procedures, and evaluate and implement improvements.
• Develop and maintain a comprehensive knowledge of all systems used in the Retail department.
• Work with Business Applications and IT to troubleshoot routine systems issues and assist the Branch Manager in resolving complex and ongoing system issues.
• Monitor Slack channel to ensure questions are addressed in a timely fashion.
• Increase member satisfaction through problem resolution and the Harvard FCU member appreciation program.
• Identify opportunities for new business and business accounts.
• Complete required annual training for Bank Secrecy Act (BSA); complete Currency Transaction Reports (CTRs), adhere to the Customer Identification Program (CIP) Policy, report suspicious activity to the BSA Officer, perform Office of Foreign Assets Control (OFAC) inquiries, complete compliance courses, and branch robbery procedures.
• Travel at late notice to provide coverage at any branch, depending on the needs of the business.
• Other duties as assigned.

Basic Qualifications:

Basic Qualifications are the minimum threshold a candidate must meet in order to be considered for this role.

• High school graduate
• 2+ years of related banking/credit union experience required.

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.

• Bachelor's degree. 
• Previous supervisory experience preferred.
• Demonstrated ability to lead, coach, and motivate others.
• Familiarity with federal and state banking regulations.
• Enthusiasm, and excellent interpersonal, communication, and computer skills.
• Proven customer service and problem-solving skills.
• Ability to speak Spanish.
• Comfort working in the diverse and multicultural environment of Harvard University and affiliate organizations.
• Must be eligible to become a registered Notary Public.

Working Conditions: Onsite work is performed in an office setting. 

Standard Hours/Schedule: 35 hours per week with occasional Saturday mornings on rotation. This position is fully on site.

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

Pre-Employment Screening: Credit, Criminal, Education, Identity, 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 055. 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.