Branch Manager

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.