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68241BRAuto req ID:68241BRJob Code:403127 Financial Associate II Department Office Location:USA - MA - Cambridge Business Title:Assistant Branch ManagerSub-Unit:------------ Salary Grade (https://hr.harvard.edu/salary-ranges#ranges) :055Time Status:Full-time Union:55 - Hvd Union Cler & Tech Workers 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.

Additional Information:

Please provide a cover letter with your application.

Please note:

+ Harvard University requires a pre-employment reference and background screening, which includes OFAC (Office of Foreign Assets Control).

+ Harvard University is unable to provide work authorization and/or visa sponsorship.

+ This position has a 90-day orientation and review period.

Department:Harvard FCU RetailPre-Employment Screening:Credit, Criminal, Education, Identity, Prohibited PartiesSchedule:

+ Monday through Friday, with Saturday hours and extended branch hours required on a rotational basis, based on business needs.

Job Function:Finance Position Description:

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 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.

School/Unit:Harvard Federal Credit Union 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.Physical Requirements:

+ Required to lift up to 40 pounds and stand for extended periods of time. Accommodations can be made if needed.

Working Conditions:

+ Work is performed in an office setting, with occasional networking events outside of the office.

Job Summary:

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 One Brigham Circle (opening later this summer). The branch location is subject to change, based on business needs.

Commitment to Equity, Inclusion, and Belonging:Harvard University views equity, 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 this excellence while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values.Benefits:We invite you to visit Harvard's Total Rewards website (https://hr.harvard.edu/benefits-wellbeing) to learn more about our outstanding benefits package, which may include:

+ Paid Time Off: 3-4 weeks of accrued vacation time per year (3 weeks for support staff and 4 weeks for administrative/professional staff), 12 accrued sick days per year, 12.5 holidays plus a Winter Recess in December/January, 3 personal days per year (prorated based on date of hire), and up to 12 weeks of paid leave for new parents who are primary care givers.

+ Health and Welfare: Comprehensive medical, dental, and vision benefits, disability and life insurance programs, along with voluntary benefits. Most coverage begins as of your start date.

+ Work/Life and Wellness: Child and elder/adult care resources including on campus childcare centers, Employee Assistance Program, and wellness programs related to stress management, nutrition, meditation, and more.

+ Retirement: University-funded retirement plan with contributions from 5% to 15% of eligible compensation, based on age and earnings with full vesting after 3 years of service.

+ Tuition Assistance Program: Competitive program including $40 per class at the Harvard Extension School and reduced tuition through other participating Harvard graduate schools.

+ Tuition Reimbursement: Program that provides 75% to 90% reimbursement up to $5,250 per calendar year for eligible courses taken at other accredited institutions.

+ Professional Development: Programs and classes at little or no cost, including through the Harvard Center for Workplace Development and LinkedIn Learning.

+ Commuting and Transportation: Various commuter options handled through the Parking Office, including discounted parking, half-priced public transportation passes and pre-tax transit passes, biking benefits, and more.

+ Harvard Facilities Access, Discounts and Perks: Access to Harvard athletic and fitness facilities, libraries, campus events, credit union, and more, as well as discounts to various types of services (legal, financial, etc.) and cultural and leisure activities throughout metro-Boston.

Work Format:On-Site LinkedIn Recruiter Tag (for internal use only):#LI-BT1Work Format Details:This position is based entirely in person, on site in Massachusetts. Additional details and expectations will be discussed during the interview process. Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment. This position may be required to be in-person during emergency situations (if applicable). About Us: 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/