| The Branch Manager for our Longwood Medical Area Branch manages the operations, sales and service under the direction of the Assistant Vice President of Branch Administration. The Branch Manager will serve as primary contact for the Harvard/Longwood Medical area community. He/She will also supervise two branch staff and on occasion floating staff members, providing leadership and coaching, encouraging high-quality service, efficient operations, and effective sales of HUECU products and services.|
Duties and Responsibilities:
Oversees and monitors all Branch operations. Ensures timely and accurate daily branch balancing. Responsible for branch security and monthly audit procedures in regard to money orders, travelers' checks, branch and teller cash, and ATMs.
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.
Holds 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.
Assures compliance with federal and state laws and regulations, as well as HUECU's internal policies and procedures.
Oversees the physical appearance of the branch, taking necessary action to ensure that required standards are maintained.
Supervises, organizes, trains and evaluates staff in order to increase their productivity and effectiveness and to deliver efficient, consistent and courteous service. Maintains positive employee morale and harmonious working environment.
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.
Promotes sales and actively sells HUECU products and services through training, motivation, and monitoring of branch staff. 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.
Participates in Retail Services planning and projects, as well as the product development process and writing of polices and procedures.
Actively seeks opportunities to increase HUECU visibility, develop memberships and new business in deposits, consumer loans and residential mortgages within Longwood Medical area organizations. Develops and maintains strong business relationships with key affiliate personnel. Performs scheduled on-site visits to these organizations. Supports the Member Outreach Coordinator with active planning, participation in, and coordination of benefit fairs, seminars and other related member educational programs and activities.
Performs other job related duties and assignments as required or directed.
Please note: Harvard University requires a pre-employment reference and background screening, which will include an OFAC check.
Harvard University is unable to provide work authorization and/or visa sponsorship.
This position has a 90-day orientation and review period.
Harvard University Employees Credit Union: https://www.huecu.org/
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.
With fewer than 100 employees, 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. HUECU staff are employed by Harvard University and enjoy competitive salaries and a robust benefits package including: medical and dental insurance, employer funded retirement accounts, 50% discounted MBTA passes, tuition assistance, 3-4 weeks paid vacation, and much more.
We're looking for some talented, member-centric stars to join our growing team. If you have energy, enthusiasm, and thrive in a fast-paced environment, you should check out the career opportunities with HUECU.
Harvard offers an outstanding benefits package including:
Time Off: 3 - 4 weeks paid vacation, paid holiday break, 12 paid sick days, 11.5 paid holidays, and 3 paid personal days per 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: Competitive tuition assistance program, $40 per class at the Harvard Extension School and discounted options through participating Harvard grad schools.
Transportation: Harvard offers a 50% discounted MBTA pass as well as additional options to assist employees in their daily commute.
Wellness options: Harvard offers programs and classes at little or no cost, including stress management, massages, nutrition, meditation and complimentary health services.
Harvard access to athletic facilities, libraries, campus events and many discounts throughout the metro Boston area.
Salary Grade: 055
Union: 00 - Non Union, Exempt or Temporary