"Branch Manager"

Job Description

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

Under the direction of the AVP of Retail, the Branch Manager oversees operations, sales, and service at Harvard FCU branches. 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 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.
• Physical Requirements:
  • Ability to lift up to 35 pounds.

Qualifications

Basic Qualifications:

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

Additional Qualifications and Skills:

• Strong understanding of federal and state banking regulations and compliance.
• Strong problem-solving skills and attention to detail.
• 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.
• 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.

Additional Information

• Standard Hours/Schedule: 35 hours per week. Branch Operation Hours: Monday-Friday, Typical Hours are 8:15-4:45. One Saturday a month on average 8:00-12:30. Occasional after-hours meetings.
• 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).
• Please provide a cover letter and resume as one document with your application.
• This position has a 90-day orientation and review period.
• Work Format Details: This position is based on-site at a Harvard campus location.
• 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 including generous paid time off, medical/dental/vision coverage, retirement plans, wellbeing resources, and more. Learn more on the Benefits & Wellbeing Page.