Harvard University Employees Credit Union
Supervise day-to-day financial operations for a
HUECU is seeking a dynamic, energetic employee with outstanding
communications skills and a passion for member service! Our ideal
candidate will focus on providing an exceptional member experience
in all member touch-points, in-person, phone interactions and
Job specific duties:
Manage the Deposit Operations department and supervise a staff
of eight employees. Provide leadership with an emphasis on
professional development and team building, while maintaining a
positive work environment.
Responsible for the hiring process, coaching, discipline and
termination of staff.
Responsible for daily posting of ACH, Inclearing files and
working the exception lists, pay/no pay decisions, posting to
accounts, balancing files, and abiding by National Automated
Clearing House Association rules. Obtain and remain current with
ACH timeframes and regulations, as well as returned item processes.
Assure adherence to all ACH rules and regulations.
Responsible for maintaining controls, procedures, processes and
training to ensure efficient operations while managing risk.
Develop, implement, and monitor process of instituting regulatory
requirements as it affects policy and procedures including, but not
limited to disclosures, advertising, and products. Ensure
compliance with banking regulations.
Collaborate with other departments on projects, upgrades,
training and resolving problems and/or concerns. Provide problem
resolution with members and staff to research and resolve
escalated complex issues/problems.
Responsible for the compliance and daily operations of the ODP
Maintain a relationship with vendors to facilitate
achievement of our business goals including JMFA, IRA Ascensus,
Statement Advantage and MoneyGram.
Responsible for opening IRA accounts, transfers, rollovers,
death claims, and required minimum distributions on a monthly and
annual basis. Resolve issues and counsel staff and members with
requests within the scope of job responsibilities.
Responsible for ensuring timely mailing of various member
notices including address change letters, certificate maturity
notices, RMD notices, tax forms, etc. Manages interoffice and US
Responsible for accurate tax reporting on all deposit
Work with Collections to charge off deposit accounts.
Coordinate with other departments to maintain data
integrity in the core system.
Responsible for unclaimed property and escheatment process,
including ensuring the process meets all regulations, research of
escheated accounts and coordination of outreach to member or agent
prior to escheatment to the state and coordination of the
escheatment process with Business Applications.
Responsible for overseeing Student Organizations accounts and
relationship with the Credit Union in conjunction with the
Community Engagement team including collaborating with
internal departments, maintaining procedures and interactions with
Responsible for CO-OP Shared Branching procedures, balancing,
adjustments, fraud investigation and reporting, notifying branches
of any issues or procedural changes, and compliance to all
Prepare metric reports as required to meet compliance
requirements or as requested by senior management. Prepare and
ensure accuracy of periodic ACH board reports.
Prepare for, and participate in, all audits including
Massachusetts Division of Banks, NCUA, CUNA Mutual, NEACH, and
accounting firms contracted by the Credit Union. Responsible for
auditing which includes member data changes, IRA transactions and
Responsible for balancing and monitoring
of related G/L accounts. Work with Accounting to resolve
problems or outstanding entries, including ACH, Checking, and
Shared Branching and Money Orders.
Identifie and implement electronic and/or automated work
processes, products and services to reduce operating expenses and
provide a better member experience.
Typical Core Duties
Responsible for effective staff management for a group or team
of employees, including hiring and orientation, training and
development, workflow and performance management, and the promotion
of an inclusive and innovative work environment
Manage financial operations and projects for functions, which
may include payroll, procurement, accounts payable and
Serve as the principal source of information on financial
policies and procedures and provide guidance to faculty, staff and
Collaborate with the department's leadership and managers on
departmental financial operations
Assist in developing departmental financial policies and
Monitor activities and provide periodic reports on budgets,
expenses and compliance regulations for funding
Responsible for analysis and forecasting of budgets and
long-term financial plans
Train administrators and support staff on the department's
Ensure financial compliance with University policies and
procedures and applicable legal rules and regulations
Bachelor’s degree or equivalent work experience required
Minimum of 3 years’ relevant work experience
The ability to effectively communicate with technical and
non-technical staff at all levels of the organization.
Supervisory experience required.
A solid understanding of state and federal banking statutes and
Accredited ACH Professional (AAP) Certification and National
Check Professional (NCP) Certification preferred.
Excellent leadership, planning, interpersonal and communication
Highly motivated and able to work with a high degree of
Comfort working and engaging in a diverse and multicultural
environment. Knowledge of Microsoft Office Suite, intermediate
• Ability to move freely (standing, stooping, walking,
bending, pushing and pulling) and lift up to a maximum of
twenty-five (25) pounds without assistance.
• Must be able to sit for extended periods of time.
Work is performed in an office setting
The Harvard University Employees Credit Union 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 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
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
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:
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.
Diversity, Inclusion & Belonging:
The dynamism that comes with working at Harvard is largely the
result of our diversity. Here, staff, faculty, administrators and
students representing a wide range of ages, races, interests and
backgrounds come together in pursuit of common goals. Together, we
strive to provide an environment that values diversity and promotes
an inclusive culture.
Harvard offers an outstanding benefits package including:
Time Off: 3 - 4 weeks accrued paid vacation, paid holiday
break, 12 accrued 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
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
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.
USA - MA - Cambridge
F0856M Financial Admin Ops Mgt II
Harvard University Employees Credit Union
Credit, Criminal, Identity, Prohibited Parties
M - F 7.00hrs per day / 35.00hrs per week default schedule.
Additional hours will be expected, either early or
late weekdays or weekend hours depending upon the business needs of
the credit union and department.
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.