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.

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. We are looking for talented, member-centric individuals to join our growing team. If you have energy, enthusiasm, and thrive in a fast-paced environment, please read on.

Harvard University Employees Credit Union (HUECU) is seeking a dynamic, energetic employee with outstanding communications skills and a passion for customer service! Our ideal candidate will focus on providing an exceptional customer experience in all member touch-points: in person, phone interactions, and digital communications. In addition, they will be responsible for assisting the branch manager at our Massachusetts General Hospital (MGH) branch, and for providing timely, accurate service to all members.

The Assistant Manager will provide coaching, and training for employees and is the main point of contact for escalated member enquiries.

As a key leadership position, the Assistant Manager leads by example, and is responsible for assisting in the day-to-day operations of the branch, and running the branch in the absence of a manager. Operational responsibilities include but are not limited to:

• • Opening and closing the branch
  • Supervising the daily balancing of the branch and ATM
  • Ordering branch cash and office supplies
  • Assisting in creating and enforcing security protocols designed to protect our employees, members, and financial institution
  • Lead the formal and informal training, coaching, and mentorship to Member Services Representatives (MSRs) at all levels. Coordinate with the Training team to ensure formal training is meeting the needs of the team.
  • Assist Branch Manager with resolving personnel problems as they arise; escalate issues to Branch Manager as appropriate
  • Serve as a subject matter expert on transaction processing and member service interactions related to all products and services offered by HUECU
  • Evaluate existing Credit Union operating methods and procedures and implement improvements
  • Contribute to employee performance reviews and offer recommendations for staff promotions based on knowledge of training and development
  • Assist Branch Manager with preparation of team meetings
  • Responsible for supporting Member Services Representatives with difficult members, and complex member cases; main point of contact for escalated member cases.
  • Responsible for increasing member satisfaction through problem resolution and in HUECU Surprise and Delight program
  • Develop strong working relationships within the community with a focus on member retention and growth
  • Serve as a main point of contact with Business Applications and IT team members for troubleshooting routine systems issues, and assist the managers in resolving complex and on-going system issues
  • Develop and maintain a comprehensive working knowledge of all Credit Union systems utilized by the Retail Group
  • Complete required annual training for Bank Secrecy Act (BSA); responsible for accurately completing Currency Transaction Reports (CTRs), adhering to the Customer Identification Program (CIP) Policy, reporting suspicious activity to the BSA Officer, performing Office of Foreign Assists Control (OFAC) inquires, Completing BVS compliance courses, and Branch Robbery Procedures
  • May need to travel at late notice to provide coverage at any branch, depending on the needs of the business.
  • Other duties as assigned

The following qualifications are the minimum threshold for which a candidate must meet in order to be considered for this role.

• High school graduate
• A minimum of two years of related banking/credit union experience required
• Must be eligible to become a registered Notary Public

The following qualifications are strongly preferred. If you meet some, but not all, we still encourage you to apply. HUECU values employees with a willingness to learn.

• Bachelor’s degree preferred
• Previous supervisory experience preferred
• Demonstrated ability to lead, coach, and motivate others
• Familiarity with federal and state banking regulations
• Outgoing personality with excellent interpersonal, communication, and computer skills
• Proven customer service skills and the ability to problem solve
• Ability to speak Spanish preferred
• Comfort working in the diverse and multicultural environment of Harvard University and affiliate organizations
• Saturday hours and extended branch hours are required on a rotational basis based on branch and Credit Union needs
• Ability to lift up to 40 pounds and stand for extended periods of time

Interview and onboarding activity for this position may be conducted via telephone & Zoom video conferencing, based on the department’s current presence on campus.

Harvard University Employees Credit Union (HUECU) is an on-campus community and all positions are based in Boston and Cambridge.

The majority of jobs at HUECU are hybrid remote/office. During the initial 90-day training period, new employees may be expected to work in the office more frequently, up to full time. When appropriate, remote work must be performed in a state in which Harvard is registered (CT, MA, MD, ME, NH, NY, RI, and VT). Additional details and expectations will be discussed during the interview process.

The University requires all Harvard community members to be fully vaccinated against COVID-19 and remain up to date with COVID-19 vaccine boosters, as detailed in Harvard’s Vaccine & Booster Requirements. Individuals may claim exemption from the vaccine requirement for medical or religious reasons. More information regarding the University’s COVID vaccination requirement, exemptions, and verification of vaccination status may be found at the University’s “COVID-19 Vaccine Information” webpage: http://www.harvard.edu/coronavirus/covid-19-vaccine-information/.

Harvard continues to place the highest priority on the health, safety and wellbeing of its faculty, staff and students, as well as the wider community. Information and details can be found via Harvard’s Coronavirus Workplace Policies website: https://hr.harvard.edu/corona-virus-workplace-policies.

Please provide a cover letter with your application and upload as one document.

• 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.

Harvard University Employees Credit Union: https://www.huecu.org/

Accessibility:

Harvard University welcomes individuals with disabilities to apply for positions and participate in its programs and activities. If you would like to request accommodations or have questions about the physical access provided, please contact our University Disability Resources Department.

Harvard offers an outstanding benefits package including:

Harvard’s Total Rewards Program is designed to attract, retain, and reward the performance of talented employees. Comprehensive benefits, generous paid time-off, access to education and professional development, and a vibrant campus with abundant cultural and recreational opportunities create a competitive and compelling total rewards package. As a Harvard staff member, you enjoy many perks that come with working for one of the top employers in Massachusetts.

Paid Time Off: 3-4 weeks accrued vacation days, 12 accrued sick days, 12.5 paid holidays plus winter recess, and 3 personal days awarded each calendar 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.
Harvard University Employees Credit Union: Our employees credit union provides a complete line of services for all your financial needs. https://huecu.org
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 metro Boston.